Trump Says US Talks With Iran Ongoing After Drone Shootdown | Daybreak Europe 2/4/2026

Video Description

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, President Donald Trump reiterated that the US and Iran are maintaining diplomatic talks, even after an earlier skirmish in the Arabian Sea spooked oil markets amid heightened tensions between the two countries. A new AI automation tool from Anthropic has sparked a $285 billion selloff in stocks. Traders are dumping software shares on fears about the destruction AI could cause. Novo Nordisk shocked investors by forecasting a steep decline in sales this year, a sign of how intensifying price wars in obesity drugs and the Trump administration’s pressure on pharmaceutical prices will hit the company’s results. Meanwhile, UBS announced a $3 billion buyback for 2026, with the potential to buy more, after posting a $1.2 billion quarterly profit that exceeded expectations. Today's guests: WisdomTree Macroeconomic Research Director Aneeka Gupta, Infineon CFO Sven Schneider & Equinor CFO Torgrim Reitan Chapters: 00:00:00 - Daybreak Europe - 2/4/2026 00:05:15 - Anthropic AI Tool Sparks Stocks Selloff 00:09:13 - Asia Stocks Trim Losses After US Selloff 00:11:42 - Bitcoin Hits Lowest Price Since Trump Inauguration 00:14:11 - Traders Dump Software Stocks As AI Fears Erupt 00:20:35 - Novo Plunges On Steep Sales Warning 00:22:39 - Other Top Stories: Santander / Anthropic / Super Micro 00:26:37 - Equinor CFO Torgrim Reitan 00:34:22 - Infineon CFO Sven Schneider 00:39:19 - Other Top Stories: US-Iran Tensions / US Shutdown Ends / Mandelson Probe 00:41:30 - Software Plunges on AI Concerns | Chart Talk -------- 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