Bloomberg daybreak europe. I am Tom Mackenzie in london. The ai fueled really rolls on, nvidia delivering on the high, reporting results beating already lofty expectations. Shares a surge in after hours trading. The industry is going through a major change. Let me give you some perspective on the importance of the transformation. The next Industrial Revolution has begun. Tom u. S. And european futures point higher on renewed tech optimism. Fed an policymakers rallying around the higher for longer view on the rates, plus the ukip hopes for brighter days ahead, staking his political future on an improving economy as he calls a surprise summer general election. Labor leader keir starmer says it is time for change. Lets check on these markets, it is a risk on an thank you to nvidia for that. Looking past the fed minutes and hawkishness of baked into those comments, nvidia and to be coming through for the First Quarter and forecasts around the Second Quarter propelling the momentum in europ
Russell 2000 is the biggest decline this afternoon and all of this happening, of course, just as the fed meeting gets underway and the chairman expected to carry a hawkish tone tomorrow afternoon. We shall see as we live up to that. It does take us to our talk of the tape. These necks, critical 48 hours beginning with those amazon numbers, yet another mega cap stock with a very hard by to get over. Lets bring in our panel. Mark of evercore. Cnb secret contributor, kate rooney getting ready for that print, im going to throw a little bit of an audible, admittedly off the top, mark, im going to come to you first because we are going to talk about amazon and a second but i want to talk about alphabet right now because i just got dan loebs up third point, his ew investor letter in which he discloses a new position in alphabet. He says during the First Quarter the funds made a substantial investment in that company and, mark, i want your take on what he says was really a capitalizing on the
Preyed upon that we could be judged. I internalized a lot of that. Woodruff all that and more on tonights pbs newshour. Major funding for the pbs newshour has been provided by moving our economy for 160 years. Bnsf, the engine that connects us. Babbel. A language app that teaches reallife conversations in a new language, like spanish, french, german, italian, and more. Babbels 1015 minute lessons are available as an app, or online. More information on babbel. Com. And the william and flora hewlett foundation, helping people build immeasurably better lives. And with the ongoing support of these institutions and individuals. This program was made possible by the corporation for public broadcasting. And by contributions to your pbs station from viewers like you. Thank you. Woodruff the first charges in the russia investigation speak to the size and scope of special counsel Robert Muellers probe into moscows meddling in the 2016 u. S. President ial election. Lisa desjardins begins our cove
Preyed upon that we could be judged. I internalized a lot of that. Woodruff all that and more on tonights pbs newshour. Major funding for the pbs newshour has been provided by moving our economy for 160 years. Bnsf, the engine that connects us. Babbel. A language app that teaches reallife conversations in a new language, like spanish, french, german, italian, and more. Babbels 1015 minute lessons are available as an app, or online. More information on babbel. Com. And the william and flora hewlett foundation, helping people build immeasurably better lives. And with the ongoing support of these institutions and individuals. This program was made possible by the corporation for public broadcasting. And by contributions to your pbs station from viewers like you. Thank you. Woodruff the first charges in the russia investigation speak to the size and scope of special counsel Robert Muellers probe into moscows meddling in the 2016 u. S. President ial election. Lisa desjardins begins our cove
When you listen to the president thus far, is there equal emphasis on National Security and Economic Issues . You are hearing a little more about trade and Economic Issues that behind the scenes, im sure the real focus is on north korea. Its just crucial in this trip that the president shows all these leaders that america really has the back of japan and south korea. It at least gets them to the point where they believe we have resolved. That will be crucial in the next few months. Does the president really have the back of south korea . He had friction with the presence of how big a challenge will it be to portray his message there . It will be a big challenge. Go back to something Lindsey Graham said in august. Trump had assured him that if theres going to be a war and casualties, they will be in south korea and not the u. S. Thats not what he wants the asian leaders to believe. He wants the asian leaders to believe that he really does have their back. Signals,ding private dont worry