Market Rebound, AI Finance, and Global Risks on Bloomberg Businessweek Daily

This episode of Bloomberg Businessweek Daily, hosted by Carol Massar with Isabelle Lee sitting in for Tim Stenovec, reviews a rebound in chip stocks and the broader market while examining geopolitical and corporate risks. It moves from Ukraine-Russia diplomacy and French protests to AI’s role in financial services and the outlook for a major AI data-center IPO.

■ Markets and earnings
- Chipmaker rebound and moves in the Dow, S&P 500, and Nasdaq
- Big Tech earnings and energy-market updates

■ Geopolitics and Europe
- Ukraine-Russia peace-talk dynamics and U.S. leverage
- French protests, security measures, and euro-area bond pressure

■ AI and finance
- Perplexity CEO on accuracy, agents, and personal finance use
- Open-sourcing sandbox security and AI inference economics

■ AI infrastructure IPO
- Nscale valuation gap and a Microsoft data-center deal report
- Investor sentiment around AI IPOs and hyperscaler earnings

Viewers seeking a concise overview of the day’s market, policy, and technology discussions will find context on the issues shaping investor attention. It is suited to those tracking earnings, energy headlines, European politics, and AI infrastructure developments, and can serve as a briefing before following related market updates.