AI Boom Shows Cracks After US, China Earnings

0 October 30, 2026 04:01

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – "Bloomberg: The China Show" begins
00:05:21 – China car, optics maker earnings disappoint
00:08:39 – Exclusive: Foxconn’s Michael Chiang on how AI boom will boost consumer electronics
00:13:39 – HSBC’s Joey Chew on FX markets
00:26:59 – Chinese investors pull back from Hong Kong stocks
00:32:58 – Exclusive: Envision’s Ricky Zheng on its Galaxy Campus in Inner Mongolia
00:47:59 – Asian chip stocks under pressure after Amazon, Intel outlooks
00:51:25 – BofA’s Matty Zhao on how the copper shortage will impact the AI buildout
01:00:31 – Exclusive: Foxconn’s Michael Chiang on expansion plans in India
01:04:15 – Christine Lagarde to leave ECB early
01:07:49 – Breaking: Binance estimates total impact of hack at $6.3B
01:11:27 – Rare mid-cycle change in China’s top leadership
01:15:42 – Breaking: Binance says no evidence of any wallet private key leak
01:20:03 – ETF IQ ASIA: Issuers rush to develop Anthropic-related ETF products
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