Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, President Donald Trump reiterated that the US and Iran are maintaining diplomatic talks, even after an earlier skirmish in the Arabian Sea spooked oil markets amid heightened tensions between the two countries.
A new AI automation tool from Anthropic has sparked a $285 billion selloff in stocks. Traders are dumping software shares on fears about the destruction AI could cause.
Novo Nordisk shocked investors by forecasting a steep decline in sales this year, a sign of how intensifying price wars in obesity drugs and the Trump administration’s pressure on pharmaceutical prices will hit the company’s results. Meanwhile, UBS announced a $3 billion buyback for 2026, with the potential to buy more, after posting a $1.2 billion quarterly profit that exceeded expectations.
Today's guests: WisdomTree Macroeconomic Research Director Aneeka Gupta, Infineon CFO Sven Schneider & Equinor CFO Torgrim Reitan
Chapters:
00:00:00 - Daybreak Europe - 2/4/2026
00:05:15 - Anthropic AI Tool Sparks Stocks Selloff
00:09:13 - Asia Stocks Trim Losses After US Selloff
00:11:42 - Bitcoin Hits Lowest Price Since Trump Inauguration
00:14:11 - Traders Dump Software Stocks As AI Fears Erupt
00:20:35 - Novo Plunges On Steep Sales Warning
00:22:39 - Other Top Stories: Santander / Anthropic / Super Micro
00:26:37 - Equinor CFO Torgrim Reitan
00:34:22 - Infineon CFO Sven Schneider
00:39:19 - Other Top Stories: US-Iran Tensions / US Shutdown Ends / Mandelson Probe
00:41:30 - Software Plunges on AI Concerns | Chart Talk
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
On today's show, President Donald Trump reiterated that the US and Iran are maintaining diplomatic talks, even after an earlier skirmish in the Arabian Sea spooked oil markets amid heightened tensions between the two countries.
A new AI automation tool from Anthropic has sparked a $285 billion selloff in stocks. Traders are dumping software shares on fears about the destruction AI could cause.
Novo Nordisk shocked investors by forecasting a steep decline in sales this year, a sign of how intensifying price wars in obesity drugs and the Trump administration’s pressure on pharmaceutical prices will hit the company’s results. Meanwhile, UBS announced a $3 billion buyback for 2026, with the potential to buy more, after posting a $1.2 billion quarterly profit that exceeded expectations.
Today's guests: WisdomTree Macroeconomic Research Director Aneeka Gupta, Infineon CFO Sven Schneider & Equinor CFO Torgrim Reitan
Chapters:
00:00:00 - Daybreak Europe - 2/4/2026
00:05:15 - Anthropic AI Tool Sparks Stocks Selloff
00:09:13 - Asia Stocks Trim Losses After US Selloff
00:11:42 - Bitcoin Hits Lowest Price Since Trump Inauguration
00:14:11 - Traders Dump Software Stocks As AI Fears Erupt
00:20:35 - Novo Plunges On Steep Sales Warning
00:22:39 - Other Top Stories: Santander / Anthropic / Super Micro
00:26:37 - Equinor CFO Torgrim Reitan
00:34:22 - Infineon CFO Sven Schneider
00:39:19 - Other Top Stories: US-Iran Tensions / US Shutdown Ends / Mandelson Probe
00:41:30 - Software Plunges on AI Concerns | Chart Talk
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts