Reuters Morning Bid

Global oil and gas supplies are at risk from a widening conflict after Iran vows to avenge the killing of their supreme leader in U.S. and Israeli airstrikes. Energy prices are expected to jump when markets re-open and a prolonged crisis could send shockwaves through the global economy.

Subscribe to Mike Dolan's Morning Bid ⁠newsletter,⁠ and check out his columns on ⁠Reuters Open Interest⁠

Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices.

You may also visit ⁠megaphone.fm/adchoices⁠ to opt out of targeted advertising.

Learn more about your ad choices. Visit megaphone.fm/adchoices

AI‑job fears hang over this week’s US payrolls. Plus, South Korea’s market is this year’s standout, lifted by reforms and a chip‑driven rally. And China is set to unveil new economic targets this week.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest.

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.

Learn more about your ad choices. Visit megaphone.fm/adchoices

An imagined dystopia of mass unemployment fuelled by artificial intelligence unnerves investors. Nvidia’s record‑breaking numbers fails to lift the mood. Plus, how global chip demand is reshaping markets from Seoul to Silicon Valley.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Paramount‑Skydance secures Warner Bros. as Netflix bows out. Plus, Jack Dorsey's Block cuts nearly half its staff, calling it an AI reset. And, Anthropic won’t drop its AI safeguards, putting a $200M Pentagon deal on the line.

Today’s recommended read: Europe policymakers set for make or break decisions on industrial heat, Gavin Maguire

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest.

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia crushes expectations again but investors want more. Concerns about the AI economy overheating and Nvidia’s reliance on a small number of customers overhang the chipmaker. Plus, Iran talks in Geneva and Japanese politics and the yen.

Today’s recommended read: To win Europe's embrace, China needs to uncap the yuan, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest.

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.
Learn more about your ad choices. Visit megaphone.fm/adchoices