SK Hynix Profits Surge, Fed Decision on Deck
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Summary
Traders are rotating back into tech stocks on renewed confidence that AI spending will pay off ahead of results from Microsoft Corp. and Alphabet Inc. due after the close. Attention is also turning to the Federal Reserve, which is widely expected to leave interest rates unchanged on Wednesday. Treasury yields edged higher ahead of the decision, while the dollar was little changed. SK Hynix unveiled plans to return about $45 billion more to shareholders after profit surged a stronger-than-expected seven-fold, reflecting the resilience of an AI infrastructure rollout that’s propelling chip demand. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. Chapters: 00:00:00 - The Opening Trade Begins: European Banks and Tech Earnings 00:01:23 - UBS Earnings and Wealth Management Strength 00:03:02 - UBS CEO Sergio Ermotti on UBS Growth and Credit Suisse Integration, UBS Capital Requirements and Swiss Regulation 00:07:27 - SK Hynix, AI Memory Demand and Big Tech Earnings 00:08:44 - European Bank Earnings: Standard Chartered and BNP Paribas 00:10:22 - BNP Paribas CFO Lars Machenil on Equities and Prime Brokerage, French Debt, Political Uncertainty, & AI Investment and Efficiency 00:19:03 - Santander CFO José García Cantera on Earnings and Underlying Growth, Brazil After the Election, the UK Budget and TSB Integration 00:24:44 - Need to Know: Brazil, Israel, Iran and Rising Oil Risks 00:27:13 - European Markets Ahead of the UK Budget 00:28:29 - PGIM's Katharine Neiss on UK Budget Outlook, Fed Decision, Kevin Warsh and Rate-Hike Risks 00:39:32 - SK Hynix and the Semiconductor Cycle, Alphabet and Microsoft Earnings in Focus 00:42:55 - MLIV: European Markets, Tech and Oil Risks 00:46:20 - Stocks to Watch: Logitech, Heineken, Remy Cointreau and Banks 00:49:19 - European Market Open: Banks and Tech in Focus 00:53:48 - State Street Markets' Michael Metcalfe on Equity Positioning and Bond Demand, Big Tech Earnings, the Dollar and Fed Outlook 01:01:46 - European Market Movers: Standard Chartered, Deutsche Bank and Adyen 01:04:15 - ASM International CEO Hichem M'Saad on AI-Driven Growth, Is the Semiconductor Cycle Changing, AI Chips, Leading-Edge Demand and Power Efficiency 01:16:09 - Need to Know: Israel Election, Iran Risks and SK Hynix 01:17:25 - UK Budget Preview and Cost-of-Living Measures 01:20:03 - PIMCO's Peder Beck-Friis on UK Fiscal Credibility and the Gilt Market 01:29:23 - UBS Earnings, Integration and Capital Uncertainty 01:31:07 - Deutsche Bank's Strong Quarter 01:32:32 - Standard Chartered, BNP Paribas and Santander 01:33:55 - UK Budget and Fed: Key Events Ahead, UK Budget Risks and Market Expectations 01:37:48 - European Stocks Await the Fed -------- 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
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