AI Rally Loses Steam, US-China Talks Persist

US equity futures waver after Meta, Alibaba and Tencent boosted investor optimism around AI with their latest technology. The US and China held a second round of trade talks ahead of the Trump-Xi summit. President Trump is set to speak as the UN General Assembly convenes in New York City. Kallum Pickering of Peel Hunt joins "Bloomberg Brief" to discuss the sustainability of debt-financed growth.
This video has been edited to correct a graphic to show that the latest AI trade faltered in the Asian session. The correction is placed at 01:01

Chapters:
00:00:00 – Bloomberg Brief: AI Rally, Trade Talks & Oil
00:00:48 – Global Market Check: Asian Markets and Chinese Tech Gains
00:02:22 – European Markets React to Oil Reversal
00:03:31 – Oil Retreats on Iran Diplomacy and Saudi Supply
00:04:56 – First Look movers: On, GameStop and Pharma
00:06:24 – Trump, Xi and the UN General Assembly
00:09:02 – US-China Trade Talks and Rare Earth Leverage
00:12:50 – Oil Markets and the Strait of Hormuz
00:15:41 – Trending on the Terminal
00:16:59 – Alibaba’s New AI Chip Takes Aim at Nvidia, Meta’s AI Momentum and the Chip Rally
00:20:45 – Front Page News
00:21:33 – Market Check: Stocks, Bonds and Crude Oil
00:24:25 – Kallum Pickering, Peel Hunt Chief Economist, on US Debt, Fed Policy and AI Investment Risks, Inflation Risks and the Fed’s Balancing Act
00:32:20 – Trending on the Terminal
00:33:42 – Trump-Xi Talks and UN Diplomacy
00:37:42 – Alibaba, Meta and SoftBank’s AI Financing Boom, Meta AI Adoption and Investor Optimism
00:42:30 – What to Watch
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