Скачать или смотреть Software Wipeout, Novo Sheds Market Share & UBS Wealth Outflows Weigh | The Opening Trade 2/4/2026

Global software, financial services and asset management stocks get hit by concerns about competition from a new AI automation tool released by Anthropic PBC. Investors are fretting that many businesses will come under increased threat from advances in generative AI. Novo Nordisk shares plunged after the company shocked investors by forecasting a steep decline in sales, evidence of an intensifying price war in obesity drugs. UBS shares drop after the bank’s CFO said more headwinds in US wealth should be expected in the first half following 4Q net outflows, the third straight quarter of declines.

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.

Chapters:
00:00:00 - The Opening Trade
00:01:35 - European Bank Performance
00:06:15 - UBS CEO Sergio Ermotti
00:12:10 - Anthropic AI Sparks Market Selloff
00:14:41 - European Earnings
00:16:40 - Carlsberg CEO Jacob Aarup-Andersen
00:25:25 - AMD Stock Slides
00:26:25 - Alphabet Earnings
00:28:45 - Credit Agricole CFO Clotilde L'Angevin
00:41:13 - OMV CEO Alfred Stern
00:48:16 - Novo Nordisk Stock
00:50:58 - Stocks to Watch: Novo Nordisk, Banks, Software Stocks
00:56:42 - Santander Executive Chair Ana Botin
01:09:24 - Infineon CEO Sven Schneider
01:13:32 - Novo Nordisk Stock Plunges
01:17:30 - UK Police Probe Mandelson
01:19:34 - Euroclear CEO Valerie Urbain
01:27:39 - M&G Asset Management CEO Joseph Pinto
01:35:08 - Fed's Lisa Cook Speaks
--------
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:   / bloombergtv  
Facebook:   / bloombergtelevision  
Instagram:   / bloombergtv  

Connect with Bloomberg Business on:
X:   / business  
Facebook:   / bloombergbusiness  
Instagram:   / bloombergbusiness  
TikTok: https://www.tiktok.com/@bloombergbusi...
Reddit:   / bloomberg  
LinkedIn:   / bloomberg-news  

More from Bloomberg:
Bloomberg Radio:   / bloombergradio  

Bloomberg Surveillance:   / bsurveillance  
Bloomberg Politics:   / bpolitics  
Bloomberg Originals:   / bbgoriginals  

Watch more on YouTube:
Bloomberg Technology:    / @bloombergtechnology  
Bloomberg Originals:    / @business  
Bloomberg Quicktake:    / @bloombergquicktake  
Bloomberg Espanol:    / @bloomberg_espanol  
Bloomberg Podcasts:    / @bloombergpodcasts