Asia Tech Rally Defies SoftBank AI Concerns
Channel: Bloomberg Television
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Read a transcript preview of “Asia Tech Rally Defies SoftBank AI Concerns” from Bloomberg Television, uploaded on 2026-11-11.
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Language: English (creator captions)
[0:15] >> THIS IS THE ASIA TRADE. I AM AVRIL HONG IN SINGAPORE.
[0:21] ASIAN STOCKS AND BONDS SET TO FOLLOW WALL STREET LOWER AS
[0:24] ELEVATED U.S. INFLATION TRIGGERS FRESH WARNINGS FROM FED
[0:26] OFFICIALS. BETS ON A DECEMBER HIKE JUMPING.
[0:32] ANTHROPIC TARGETING A ONE POINT $4 TRILLION VALUATION IN ITS IPO
[0:36] WITH TRADING TO BEGIN LATE NEXT WEEK.
[0:38] SOME BACKERS ALREADY OFFERING TO SELL PART OF THEIR ALLOCATION AT
[0:41] A HEFTY PREMIUM. ALSO AHEAD, TECH EARNINGS IN
[0:45] FOCUS WITH COREWEAVE LIST -- LIFTING ITS ANNUAL FORECAST
[0:50] AFTER SOFTBANK ADR IS A SLIDE FOLLOWING ITS $7 BILLION
[0:53] QUARTERLY LOSS. THE U.S. HOUSE ON IMPEACHMENT
[1:00] PROCEEDINGS AGAINST DEFENSE SECRETARY PETE HEGSETH OVER
[1:01] MILITARY ACTION IN IRAN AND VENEZUELA.
[1:06] HAIDI: AND I AM HAIDI STROUD-WATTS IN SYDNEY.
[1:09] RATES WAS THE THING THAT JUMPED OUT MOST WHEN IT COMES TO THE
[1:13] OVERNIGHT SESSION SO WE WILL BE WATCHING BONDS AND THE SOVEREIGN
[1:15] SPACE CLOSELY IN THE ASIA SESSION IF THE FED EXPECTATIONS,
[1:19] THE SHIFT THAT WE SAW CONTINUES TO STICK BUT TAKE A LOOK AT THE
[1:20] PICTURE. WE ARE LOOKING AT A LITTLE BIT
[1:25] OF A LAG AS WE START TO THE DEADHEAD INTO THE START OF
[1:26] TRADING. CLASS B FUTURES OFF BY 1.7% BUT
[1:31] BROADLY ACROSS THE REGION, WE ARE EXPECTING BOTH STOCKS AND
[1:34] BONDS TO DECLINE. HOTTER THAN EXPECTED INFLATION
[1:36] DRIVING THOSE LOSSES IN THE WALL STREET SESSION AND SUPPORTING
[1:39] THESE BROADER BETS THAT THE FED MAY BE HIKING MORE AGGRESSIVELY
[1:42] GOING FORWARD TO TRY TO GET INFLATION UNDER CONTROL.
[1:44] THOSE CONSUMER PRICES ARE RISING ABOUT .3% THERE SO ALL OF THIS
[1:48] THREATENING TO POTENTIALLY DERA