US-Iran Stalemate, Intel Soars & EU Opens Door to Ukraine Joining | Daybreak Europe 04/24/2026

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.

On today's show, oil is on track for its biggest weekly gain since the first week of the war, as Iran keeps the Strait of Hormuz closed, and US forces board a supertanker carrying Iranian crude.

Shares in Intel soared 20% in extended trading powered by a blockbuster sales forecast that smashed estimates. Meanwhile, Bloomberg learns that Meta and Microsoft are planning as many as 23,000 job cuts to fund their AI plans. SAP shares are set to get a boost from its better than expected 1Q results.

And the European Union has opened the door for Ukraine to join the bloc, with an EU official telling Bloomberg that leaders have agreed the first accession negotiations could start in the coming weeks and months.

Today's guest: Emma Wall, Hargreaves Lansdown, Chief Investment Strategist.

Chapters:
00:00:00 - Daybreak Europe
00:01:39 - Oil Gains on Iran Stalemate, Tech Stocks Advance
00:04:08 - DeepSeek Unveils Flagship AI Model a Year After Breakthrough
00:07:30 - Trump’s Messaging Blitz Divides Advisers as Iran Talks Waver
00:12:47 - SAP Reports Cloud Growth That Beats Estimates in AI Push
00:15:20 - EU Opens Door to Ukraine Membership Talks
00:19:29 - US-Iran Tensions Build Over Hormuz as Peace Talks Stall
00:21:46 - BOJ, FED, ECB Decisions Next Week
00:30:10 - Collapsing Volatility Turbocharges Returns Across Carry Trades
00:34:42 - Emma Wall, Hargreaves Lansdown, Chief Investment Strategist
00:39:36 - Heart of Auto Industry
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