Microsoft, OpenAI and other American companies announced plans to spend tens of billions of dollars on technology infrastructure in the UK, part of a series of business deals that coincide with President Donald Trump’s visit to the nation this week. Joining Trump on the visit are several Silicon Valley luminaries, including Nvidia CEO Jensen Huang and Sam Altman from OpenAI, which is also bringing its Stargate program to the UK. Meanwhile TikTok’s US operations would be acquired by a consortium that includes Oracle, Andreessen Horowitz and private equity firm Silver Lake Management under a deal President Trump is set to discuss with Chinese President Xi Jinping this week.
Today’s guests: Joyce Chang, JPMorgan Global Research Chair, Stephane Boujnah, Euronext CEO, Jim Bianco, Bianco Research President and Macro Strategist, Austin Lally, Verisure CEO
Chapters:
00:00:00 – The Pulse
00:01:12 – Fed, Trump’s UK Visit in Focus
00:03:56 – Trump: UK Wants to Refine Trade Deal
00:05:56 – Nvidia Will Invest £11B in UK Data Centers
00:07:45 – Joyce Chang, JPMorgan Global Research Chair
00:09:33 – Highest UK Inflation Since Early 2024 to Keep BOE Cautious
00:13:22 – TikTok Buyers to Include Oracle, Silver Lake and Andreessen
00:16:58 – Stephane Boujnah, Euronext CEO
00:24:35 – Fed Expected to Cut Rates by 25Bps
00:26:40 – Jim Bianco, Bianco Research President and Macro Strategist
00:36:17 – Tesla’s Electric Door Handle Probed
00:38:26 – GSK Pledges $30B US Investment Over 5 Years
00:42:22 – Austin Lally, Verisure CEO
00:43:10 – Verisure Aims to Raise €3.1B in Stockholm IPO
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