Zelenskyy Defies Trump, Global Tech Selloff Drives Haven Bid

Ukrainian President Volodymyr Zelenskyy has ordered attacks on Russian oil refineries to resume in a spiraling confrontation with Donald Trump over restrictions on US intelligence assistance. Global equities fell as a selloff in the artificial-intelligence trade gathered speed and pushed investors toward the safety of bonds. 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 00:00:03 - Tech Selloff Hits Global Markets 00:01:35 - The Agenda: AI Trade, Leverage and Rising Yields, Bonds Return as a Safe Haven, EU Leaders Focus on China Trade and Energy 00:08:53 - TSMC Guidance and the Tech Outlook 00:09:58 - What to Watch 00:11:42 - Asian Tech Rout and European Market Impact 00:12:40 - TSMC Results Remain Strong, CoreWeave and AI Funding Concerns 00:15:21 - Lale Akoner, EToro Global Market Analyst, on Diversifying Away From Crowded AI Trades, Inflation, Fed Hikes and Late-Cycle Investing 00:20:38 - Need to Know 00:25:29 - EFG Asset Management's Camila Astaburuaga on Fixed Income Outlook and Competing Market Forces, AI Selloff and the Impact on Bonds 00:33:53 - EU-China Trade Tensions Take Center Stage, Ukraine Returns to the Top of the EU Agenda 00:38:34 - European Markets Prepare for the Open 00:41:56 - Stocks to Watch: Ericsson, Pernod Ricard and TotalEnergies 00:46:05 - European Markets Open Under Pressure 00:49:32 - Tech and Basic Resources Lead Losses 00:50:24 - Deutsche Bank's Henry Allen on Is the Tech Selloff Systemic, What Could Turn the AI Selloff Into a Bigger Crisis 00:58:59 - ASML Slides as Investors Rotate 01:01:20 - Mario Draghi on France and the Euro Area 01:03:01 - European Chip Stocks Extend the Selloff, CoreWeave and the Risks of Expensive Debt 01:06:41 - Jensen Huang Nvidia CEO on AI Safety 01:10:54 - European Tech Stocks Under Pressure 01:14:04 - Need to Know 01:15:37 - Christel Rendu De Lint Vontobel Co-CEO on How Investors Should Respond to the AI Selloff, AI's Impact on Jobs and Financial Services 01:26:32 - GB Bullhound's Jade Williams on European Tech Investment and the Funding Gap, Building Resilient European Tech Companies 01:31:55 - Bonds, the Dollar and a Changing Market Narrative, US Inflation and Retail Sales in Focus -------- 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:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts