Épisodes

  • Musk backs Tesla-SpaceX merger
    Oct 21 2026

    Elon Musk hints at merging his two companies, Tesla and SpaceX, in the biggest corporate tie-up of all time, as SpaceX shares blast off in after hours trade on a 160-percent Q3 revenue jump, with AI-related sales surging almost 10-fold. Nvidia CEO Jensen Huang takes centre stage at the company’s GTC conference in Berlin today, as mounting concerns over AI spending and debt rattle investors. Despite those risks, SpaceX lifts the Nasdaq pre-market, with Europe also called higher, as Adidas raises its outlook on the back of a record third quarter operating profit. And U.S. envoy Steve Witkoff heads to St Petersburg to meet Vladimir Putin - reportedly with an updated Ukraine peace proposal... as the Wall Street Journal reports Elon Musk was behind the decision to restrict Ukraine's access to Starlink.

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    27 min
  • Tech bounces back, but key earnings loom
    Oct 20 2026

    Tech stocks rebound on Wall Street as investors rush back into semiconductors and megacaps. But that resilience faces an immediate gut check with heavyweight earnings from Meta, Tesla, SpaceX, and Netflix ahead. Meanwhile, Asian markets buck the trend as heavy selling pressure hits AI and tech shares - pushing South Korea's Kospi into a bear market, while data center provider Elice craters on its trading debut. In Europe, geopolitical and economic anxiety is mounting. France imposes curfews and restricts public gatherings in major cities amid severe civil unrest. Wary investors seek safety, driving the French-German 10-year bond spread to nearly 150 basis points. Meanwhile, diplomatic efforts to end the Russia-Ukraine war are intensifying. Ukrainian President Volodymyr Zelenskyy is slated to meet U.S. envoys Steve Witkoff and Jared Kushner for peace talks in Norway today - while President Trump signals an openness to holding direct talks with Vladimir Putin and Xi Jinping to negotiate an end to the war.

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    26 min
  • Nasdaq looks to rebound from worst week since June
    Oct 19 2026

    The Nasdaq looks set to open higher following its sharpest weekly drop since June, as Wall Street debates the sustainability of AI debt financing. Meanwhile, France reels from violent weekend protests that injured 1,000 and resulted in almost 2,500 arrests, prompting President Macron to warn that next year's election holds historic consequences. And, in geopolitics, Washington restores intelligence sharing with Ukraine, even as President Trump waives select Russian sanctions ahead of a rumoured trilateral summit with Vladimir Putin and Xi Jinping.

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    29 min
  • Warsh surprised by global economy's 'resilience'
    Oct 16 2026

    Fed Chairman Kevin Warsh lauds the resilience of the global economy but refuses to give any hint on the rate path ahead. President Trump reportedly considers easing restrictions on so-called shadow fleets with ties to Russia and Iran, testing how far Washington’s rapprochement with Moscow will strain ties with Europe. Elsewhere, LVMH's Antoine Arnault pushes back against suggestions luxury names are in trouble, telling CNBC the sector is just in a difficult phase. And Tesla unveils its next-generation Roadster, using SpaceX technology that allows it to hover and drive upside down.

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    29 min
  • Global AI sell-off deepens
    Oct 15 2026

    AI jitters roil markets, pulling tech stocks lower stateside, sparking a sell-off across Asian equities. U.S. inflation comes in hotter-than-expected, with a surge in energy prices accounting for half the rise. Elsewhere, Anthropic tells investors revenue hit almost 17 billion dollars in the third quarter as it lines up for a blockbuster IPO. And U.K. GDP in August comes in at 2.1% - growing at its fastest annual pace in almost 4 years.

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    28 min
  • ASML raises sales outlook amid surging demand
    Oct 14 2026

    ASML tops third quarter profit forecasts - Europe's largest company flagging order interest through to 2030 as it looks to boost capacity. Elsewhere, ECB President Christine Lagarde essentially rules out intervention by the central bank in France, telling Paris it will have to manage its own debt pile as thousands take to the streets in school protests. And, U.S. regulators hit Bank of America with a fine of more than 1.2 billion dollars, accusing the lender of breaking anti-money laundering and sanctions laws.

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    28 min
  • Financing fears fuel tech sell-off
    Oct 13 2026

    Tech stocks sell off across Asia, with trade on South Korea's Kospi briefly halted following a fall in U.S. chip names. Elsewhere, the IMF hikes it outlook for global growth this year, as the AI investment boom offsets the impact of surging energy. Meanwhile, Ukraine accuses Russia of continuing to strike energy infrastructure, just a day after President Trump announces his 'energy ceasefire'. And it's more gloom for the luxury sector - LVMH misses third quarter sales forecasts as a slump in China hits flagship brands Louis Vuitton and Dior.

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    29 min
  • Crude slips as Trump announces Russia-Ukraine energy ceasefire
    Oct 12 2026

    Crude prices slip as President Trump claims an “energy ceasefire” between Russia and Ukraine days after announcing a controversial diesel deal with Moscow. The U.S. President has also said he's considering joining Saudi Arabia in its fight against the Iran-backed Houthis following strikes on Riyadh's main airport which killed 13 people. Elsewhere in markets, US and European futures point to gains at the open, in a week set to be dominated by bank earnings. And, China and the EU hold "intensive" talks on the auto trade amid concerns over market dumping.

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    24 min