Zelenskyy Defies Trump; Leakers 'Should Be Shot' Says President
Summary
Ukrainian President Zelensky defies Trump by resuming strikes on Russian refineries while accusing the US of limiting Starlink usage. Markets react to an accelerating AI sell-off, with South Korean stocks plunging and the semiconductor index entering a bear market. Anthropic reports $16.8 billion in Q3 revenue ahead of its IPO, while TSMC beats earnings estimates. In domestic news, Trump rallies for midterms, and a potential Tesla-SpaceX merger looms.
Topics discussed
Sponsorships: ChatGPT Work, Chase, and Cincinnati Insurance
Bloomberg Daybreak introduction and daily agenda
Ukraine resumes refinery strikes and Starlink service restored
EU-GCC summit postponed due to Houthi attacks on Saudi Arabia
Mario Draghi on France's economic pressures and ECB stance
Trump rallies in Arizona and Montana ahead of midterms
Global AI sell-off hits Asian markets and chip stocks
Anthropic revenue, profitability, and upcoming IPO plans
TSMC earnings beat estimates with strong revenue outlook
OpenAI agrees not to use stolen Apple trade secrets
Analysts predict potential Tesla and SpaceX merger
Jamie Dimon on geopolitical risks and global deficits
Bank of America CEO on treasury penalty and AI spending
Cornell no-confidence vote and NY congressional debate
Federal investigation into Rep. Ilhan Omar
Bloomberg Sports Update: NLCS, ALCS, and NFL
Sponsorships: ChatGPT, Chase, Cincinnati, and Comcast
Interview with Ben Sills on Ukraine-US relations
Bloomberg Daybreak sign-off and subscription info
Sponsorships: Bushnell Golf and Bloomberg Tech London
Listen ad-free on Castria