AI Boom Powers Micron Earnings, OpenAI Blames Moonshoot for Data Extraction

“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:01:04 – US consumer spending jumps by most in a year
00:03:58 – US 30-year yield highest since 2002
00:06:54 – Micron forecast beats on booming AI memory demand
00:12:47 – Trump unveils $200B in South Korean energy investments
00:19:48 – OpenAI blames Moonshot for mass data extraction
00:26:23 – TD Securities’ Molly Brooks on US rates, economy
00:34:29 – Google’s Gemini 4 Argon faces internal doubts
00:38:19 – CoreWeave CEO Michael Intrator on data center buildouts
00:41:17 – Michael Burry’s protégé warns of ‘value traps’ in Korean stocks
00:44:21 – BREAKING: Japan Sept. large manufacturer Tankan at 24; est. 25
00:47:26 – Markets open in Japan, South Korea and Australia
00:51:55 – Defiance ETFs’ Sylvia Jablonski on market strategy
00:57:36 – Micron: Still no line of sight into when supply meets demand
01:02:00 – OpenAI allegation adds to US AI labs’ distillation concerns
01:08:33 – EXCLUSIVE: Pershing Square CEO Bill Ackman on investing in AI
01:13:36 – BREAKING: S&P Global posts Asia Sept. manufacturing PMI data
01:15:43 – Futurum’s Rolf Bulk on Micron earnings, US tech outlook
01:21:37 – Trump’s South Korea energy investment plan includes eight nuclear power plants
01:26:06 – Bloomberg Opinion: Emerging Asia rethinking its LNG strategy
01:29:58 – China’s coal past and solar present collide in Pakistan
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