'Shared Values' discussed in Munich; RAM Concerns Tech Investors | The Opening Trade 2/16/2026

Video Description

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. Plus, A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse. Chapters: 00:00:00 - The Opening Trade - 2/16/2026 00:00:26 - Market Check 00:01:13 - Tame US CPI 00:03:30 - Japan Economy Anemic Growth 00:04:56 - Munich Security Conference Takeaways 00:10:17 - AI Risk In Focus 00:24:54 - Week Ahead 00:26:26 - Intermediate Capital Group’s Nicholas Brooks 00:36:54 - Sec. Rubio: Both Ukraine, Russia Suffering Tremendous Damage 00:40:27 - Markets in 3 Minutes 00:43:32 - Stocks to Watch 00:47:14 - The Market Open 00:50:36 - JPMorgan Chase Bank’s Nataliia Lipikhina 01:00:25 - Early Morning Movers 01:06:44 - Rampant AI Memory Demand Fueling Chip Crisis 01:15:00 - EM Stocks and Currencies Start 2026 Strong 01:28:48 - German Defense Minister Reacts to Rubio’s Speech -------- 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