Software Wipeout, Novo Sheds Market Share & UBS Wealth Outflows Weigh | The Opening Trade 2/4/2026 скачать в хорошем качестве

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