Micron Earnings Spark Global Tech Rebound | Daybreak Europe 6/25/2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. Global stocks rebounded from a two-day slide as Micron’s blowout sales forecast reignited enthusiasm for the AI trade. The largest US maker of computer memory chips surged in late trading. Brent oil erased all of its wartime gains after flows through the Strait of Hormuz ramped up following progress on a US-Iran peace deal. And NATO Secretary General Mark Rutte played to President Donald Trump’s love of praise and splashy visuals during a visit to Washington that was aimed at easing the US leader’s anger over alliance nations’ reluctance to help with the campaign against Iran. Today's guests: Modupe Adegbembo, Economist, Jefferies; Edwin Millar, Climate Economist, Bank of England & NGFS Climate Economist. Chapters: 00:00:00 - Daybreak Europe 00:00:58 - Stocks Jump as Micron Outlook Fuels AI Optimism 00:04:58 - SK Hynix Surges 12% as US Listing Plan Boosts Valuation Hopes 00:12:46 - Brent Oil Erases Wartime Gains as Hormuz Reopening Boosts Supply 00:17:10 - Rutte: Europe is Stepping up 00:19:56 - Competition in Value Fashion Becoming More Acute 00:22:27 - Anthropic Accuses Alibaba of AI Model Abuse 00:25:06 - Stocks Rally as Micron Revives AI Bets, Oil Slumps 00:28:35 - Burnham Team Looks at Treasury Breakup, BoE Reforms 00:31:37 - Modupe Adegbembo, Economist, Jefferies 00:39:49 - Edwin Millar, Climate Economist, Bank of England & NGFS Climate Economist -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts