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.

On today’s show, Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing.

Elsewhere, NATO Secretary General Mark Rutte said this week’s US-Russian summit may open the door to negotiations about Ukrainian territory.
Rutte suggested that a peace deal could involve Ukraine acknowledging that it has lost control of some of its territory without formally giving up sovereignty over those regions.

Today’s guest: Simon Kohl, Latent Labs Founder & CEO

Chapters:
00:00:00 – Daybreak Europe
00:03:30 – Nvidia, AMD to Pay US 15% of China AI Chip Sales in Unusual Move
00:06:06 – NATO Chief Sees Ukraine’s Land In Play as Trump Meets Putin
00:15:05 – Netanyahu Defends Gaza Plan Condemned at Home and Abroad
00:18:20 – Four Al-Jazeera Staff Killed in Israeli Airstrike
00:21:12 – Some Swiss Firms Have Relocated Production to US
00:28:09 – Lithium Swings Amid Supply Anxiety
00:31:16 – EV Charging Costs: Still Cheaper?
00:40:15 – Simon Kohl, Latent Labs Founder & CEO
00:43:49 – Oil Drops on US-Russia Talks
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More on Bloomberg Television and Markets

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