Bloomberg's The Opening Trade: AI Trade Rebounds, Hot U.S. Inflation Reshapes Rate Bets, and Europe's Energy and Earnings Landscape

Wednesday, November 11's edition of Bloomberg's The Opening Trade reviews the day's market-moving stories: a rebound in the AI trade, hot U.S. inflation data and the resulting central bank debate, and Europe's energy and earnings landscape. The program combines market updates, executive interviews and expert commentary to explain what is driving prices across equities, bonds and commodities.

■ Technology and the AI Trade
- CoreWeave's quarterly results, guidance, demand outlook and funding position; Anthropic's IPO valuation and pricing discussions; OpenAI's revenue update
- Analysis from Bloomberg Intelligence and a venture capital investor on AI valuations, capital flows and Europe's role in the AI buildout

■ Inflation and Central Banks
- Details of the U.S. CPI print, the sell-off in Treasuries and hawkish Fed commentary ahead of the December meeting
- An Allianz chief investment officer's assessment of inflation, bond yields, European fiscal pressure and policy expectations; remarks from ECB officials ahead of the December meeting

■ Energy, Earnings and Europe
- European gas inventories, data center power demand, and the balance between renewables and gas
- Interviews with EDP CEO Miguel Stilwell and Vestas CEO Henrik Andersen; a stocks-to-watch roundup covering Siemens Energy, Infineon, RWE and others

■ Wider Coverage
- International headlines, COP31 reporting from Antalya, and a preview of the day's data and events

This briefing is aimed at investors, market professionals and readers tracking the AI rally, rate expectations and European energy markets. It provides a structured overview of the day's themes and the range of expert views presented, helping viewers decide which parts of the discussion to follow in more detail.