Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) Anthropic's initial public offering is laying bare the extremes of the multi-trillion-dollar AI boom business model: extraordinary growth paired with uncertainty about demand and the spending required to continue developing the technology

(2) A trio of mega artificial intelligence financing deals announced Monday morning had one name in common: Goldman Sachs. 

(3) HSBC shares fell more than 5% in Hong Kong after the bank posted earnings that fell short of estimates in the third quarter and kept its outlook for the rest of year unchanged.

(4) Israel is holding its first election since the 2023 Hamas attack that traumatized the nation and triggered the wars in Gaza, Lebanon and Iran, a vote many consider to be the country’s most consequential in decades.

(5) Markets sold off in record fashion after Lula's win, fueled by fears that he will pursue tepid measures to address Brazil's fast-deteriorating fiscal situation, with high interest rates suffocating the economy and households drowning in record debt.

Podcast Conversation: Why I’m Excited About a Bucket of White Paint

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Anthropic's initial public offering is laying bare the extremes of the multi-trillion-dollar AI boom business model: extraordinary growth paired with uncertainty about demand and the spending required to continue developing the technology (2) A trio of mega artificial intelligence financing deals announced Monday morning had one name in common: Goldman Sachs.&nbsp; (3) HSBC shares fell more than 5% in Hong Kong after the bank posted earnings that fell short of estimates in the third quarter and kept its outlook for the rest of year unchanged. (4) Israel is holding its first election since the 2023 Hamas attack that traumatized the nation and triggered the wars in Gaza, Lebanon and Iran, a vote many consider to be the country&rsquo;s most consequential in decades. (5) Markets sold off in record fashion after Lula's win, fueled by fears that he will pursue tepid measures to address Brazil's fast-deteriorating fiscal situation, with high interest rates suffocating the economy and households drowning in record debt. Podcast Conversation: <a href="https://www.bloomberg.com/graphics/2026-opinion-the-coolest-thing-in-climate-tech" data-destination="https://www.bloomberg.com/graphics/2026-opinion-the-coolest-thing-in-climate-tech">Why I&rsquo;m Excited About a Bucket of White Paint</a>

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.

Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.

Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.

Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.
Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.
Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg&rsquo;s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.
Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe&nbsp;is the essential way to start your morning informed and ahead.

Bloomberg Daybreak: Europe Edition

Anthropic’s $2 Trillion Test, HSBC Profit Miss, Israel's Tight Election

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/499c6d6c-7b46-4cfb-a5f3-b4f0006f6c21/transcript