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Normale Ansicht

  • ✇Bloomberg Technology
  • BNP Likes Chinese Tech Stocks as AI Rotation Play Unfolds
    Sophie Huynh, portfolio manager at BNP Paribas Asset Management, discusses the outlook for tech stocks and why she sees value in China. "In a world where Europe is stuck in the middle, we could come to a world where the AI frontier models in the US stay in the US, but China at the same time is just six months behind," Huynh tells Bloomberg Television. (Source: Bloomberg)
     

BNP Likes Chinese Tech Stocks as AI Rotation Play Unfolds

10. Juli 2026 um 09:29
Sophie Huynh, portfolio manager at BNP Paribas Asset Management, discusses the outlook for tech stocks and why she sees value in China. "In a world where Europe is stuck in the middle, we could come to a world where the AI frontier models in the US stay in the US, but China at the same time is just six months behind," Huynh tells Bloomberg Television. (Source: Bloomberg)

A $2.8 Trillion Asset Management Star Is a Deal Away From Losing Its Crown

Amundi became Europe’s largest fund firm with the help of acquisitions. But after years without a major takeover, rivals are catching up.

CEO of Amundi Valerie Baudson poses in her office during a photo session in Paris, on April 22, 2022. (Photo by JOEL SAGET / AFP) (Photo by JOEL SAGET/AFP via Getty Images)
  • ✇Bloomberg Markets
  • Musk On Verge of Trillionaire Status With SpaceX IPO | The Opening Trade 6/12/2026
    SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world’s first trillionaire. The company raised $75 billion in the IPO, ahead of its listing on the Nasdaq and Nasdaq Texas Friday on Friday. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top
     

Musk On Verge of Trillionaire Status With SpaceX IPO | The Opening Trade 6/12/2026

12. Juni 2026 um 11:16
SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world’s first trillionaire. The company raised $75 billion in the IPO, ahead of its listing on the Nasdaq and Nasdaq Texas Friday on Friday. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)

BNP Paribas SA Photographer: Fabrice Dimier/Bloomberg

Gilt Traders Brace for UK Vote With Burnham Eyeing Starmer’s Job

11. Juni 2026 um 08:35
Bond investors including BNP Paribas Asset Management, Neuberger Berman and Allspring Global Investments are predicting a vote for a seat in the UK Parliament will ignite another bout of volatility for gilts.

A video screen declaring "Vote Andy For Us" depicting Andy Burnham on the side of a home on June 10, 2026 in Ashton-in-Makerfield,

Gilt Traders Brace for UK Vote With Burnham Eyeing Starmer’s Job

11. Juni 2026 um 08:35
Bond investors including BNP Paribas Asset Management, Neuberger Berman and Allspring Global Investments are predicting a vote for a seat in the UK Parliament will ignite another bout of volatility for gilts.

A video screen declaring "Vote Andy For Us" depicting Andy Burnham on the side of a home on June 10, 2026 in Ashton-in-Makerfield,
  • ✇Bloomberg Markets
  • SpaceX IPO Oversubscribed With More Than $10 Billion Orders | The Opening Trade 6/9/2026
    Sources tell Bloomberg that SpaceX’s initial public offering is well oversubscribed with multiple institutional investors placing orders for about $10 billion or more of shares. Elon Musk's company is leading a race to list against both OpenAI and Anthropic. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edw
     

SpaceX IPO Oversubscribed With More Than $10 Billion Orders | The Opening Trade 6/9/2026

09. Juni 2026 um 12:16
Sources tell Bloomberg that SpaceX’s initial public offering is well oversubscribed with multiple institutional investors placing orders for about $10 billion or more of shares. Elon Musk's company is leading a race to list against both OpenAI and Anthropic. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Tom Mackenzie. (Source: Bloomberg)

  • ✇Bloomberg Technology
  • AI Bubble 'Something to Look At,' BNP's Huynh Says
    Sophie Huynh, senior cross asset strategist at BNP Paribas Asset Management, discusses the risk of a so-called bubble in the artificial intelligence trade space. "What I'm looking at much more is tokens rationing," she tells Bloomberg Television. "There's anecdotes here and there that we're consuming so much tokens at this point that there's not going to be enough," Huynh says. She also discusses the impact of the ongoing conflict in the Middle East on markets. (Source: Bloomberg)
     

AI Bubble 'Something to Look At,' BNP's Huynh Says

04. Juni 2026 um 09:25
Sophie Huynh, senior cross asset strategist at BNP Paribas Asset Management, discusses the risk of a so-called bubble in the artificial intelligence trade space. "What I'm looking at much more is tokens rationing," she tells Bloomberg Television. "There's anecdotes here and there that we're consuming so much tokens at this point that there's not going to be enough," Huynh says. She also discusses the impact of the ongoing conflict in the Middle East on markets. (Source: Bloomberg)

  • ✇Bloomberg Technology
  • Nvidia Earnings Report & SpaceX Prepares for IPO | The Close 5/20/2026
    Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BNP Paribas’ Greg Boutle, UBS’ Michael Lasser, Airbnb CEO & Co-Founder Brian Chesky, Cava CEO & Co-Founder Bret Schulman, Research Affiliates CIO of Equities Que Nguyen, Redpoint Ventures Managing Director Erica Brescia, Wedbush Securities’ Matt Bryson, Gabelli Funds’ John Belton, University of Tennessee at Knoxville
     

Nvidia Earnings Report & SpaceX Prepares for IPO | The Close 5/20/2026

21. Mai 2026 um 00:43
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BNP Paribas’ Greg Boutle, UBS’ Michael Lasser, Airbnb CEO & Co-Founder Brian Chesky, Cava CEO & Co-Founder Bret Schulman, Research Affiliates CIO of Equities Que Nguyen, Redpoint Ventures Managing Director Erica Brescia, Wedbush Securities’ Matt Bryson, Gabelli Funds’ John Belton, University of Tennessee at Knoxville Professor Sara Hsu, Moody’s John Medina, Truist CIO & Chief Market Strategist Keith Lerner, Georgia Tech’s Animesh Garg, Rainmaker Securities’ Greg Martin, ERShares Chief Strategist Eva Ados (Source: Bloomberg)

  • ✇Bloomberg Technology
  • BNP Paribas' Zhang on Investing in Physical AI
    Joy Zhang, APAC Capital Goods Analyst at BNP Paribas, says physical AI will be the ultimate application of the technology, paving the way for humanoid robots to enter daily life. She also discusses winners and losers in the space in an interview on Bloomberg’s The China Show. (Source: Bloomberg)
     
  • ✇Bloomberg Markets
  • BNP: Clients Focusing More on AI Beneficiaries in APAC
    BNP Paribas APAC Deputy Head of Global Markets Brian McCappin says clients are repositioning their portfolio to focus more on artificial intelligence beneficiaries, driving the outperformance of North Asia markets. He speaks with Yvonne Man and Avril Hong from the sidelines of the BNP Paribas Global EV and Mobility Conference. (Source: Bloomberg)
     

BNP: Clients Focusing More on AI Beneficiaries in APAC

18. Mai 2026 um 06:44
BNP Paribas APAC Deputy Head of Global Markets Brian McCappin says clients are repositioning their portfolio to focus more on artificial intelligence beneficiaries, driving the outperformance of North Asia markets. He speaks with Yvonne Man and Avril Hong from the sidelines of the BNP Paribas Global EV and Mobility Conference. (Source: Bloomberg)

BNP Paribas SA Photographer: Fabrice Dimier/Bloomberg
  • ✇Bloomberg Markets
  • Gilt Yields Unlikely to Rise Further, BNP Paribas Says
    Sam Lynton-Brown, head of global macro strategy at BNP Paribas Markets 360, discusses the economic situation in the United Kingdom. Speaking on Bloomberg Television, he says BNP is not expecting UK long-term borrowing costs to go higher following the yield on 30-year gilts' jump to 5.78% earlier in the week. "We think that's actually one of the DM bond markets that should be a little bit more insulated given how cheap valuations already are," Lynton-Brown says. (Source: Bloomberg)
     

Gilt Yields Unlikely to Rise Further, BNP Paribas Says

06. Mai 2026 um 10:46
Sam Lynton-Brown, head of global macro strategy at BNP Paribas Markets 360, discusses the economic situation in the United Kingdom. Speaking on Bloomberg Television, he says BNP is not expecting UK long-term borrowing costs to go higher following the yield on 30-year gilts' jump to 5.78% earlier in the week. "We think that's actually one of the DM bond markets that should be a little bit more insulated given how cheap valuations already are," Lynton-Brown says. (Source: Bloomberg)

BNP Paribas SA Photographer: Fabrice Dimier/Bloomberg
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