AI Stocks Rally After Coreweave's Results; Treasury Market Closed
Channel: Bloomberg Television
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Read a transcript preview of “AI Stocks Rally After Coreweave's Results; Treasury Market Closed” from Bloomberg Television, uploaded on 2026-11-11.
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Language: English (creator captions)
[0:14] ♪ANNA: IT IS 5:00 A.M. IN NEW
[0:27] YORK CITY, 10:00 A.M. IN LONDON. GOOD MORNING.
[0:30] I AM ANNA EDWARDS WITH YOUR "BLOOMBERG BRIEF."
[0:31] LET'S GET YOU SET UP FOR THE DAY.
[0:37] EQUITIES GET A BOOST AFTER STRONGER-THAN-EXPECTED QUARTERLY
[0:40] RESULTS FROM COREWEAVE, REVIVING INVESTOR CONFIDENCE IN THE AI
[0:49] CONSIDERING A HIGHER VALUATION FOR THE FIRM'S BLOCKBUSTER IPO
[0:49] AT $1.5 TRILLION OR MORE. A HOT CPI PRINT RAMPS UP RATE
[0:54] HIKE THAT'S. CASH TREASURY MARKETS ARE CLOSED
[0:56] FOR VETERANS DAY AFTER A SURGE IN YIELDS.
[1:01] HERE IS WINNIE HSU IN HONG KONG FOR THE LATEST ON THE ASIAN
[1:02] TRADE. >> GOOD MORNING.
[1:09] ASIA TODAY AND ACTUALLY ASIAN STOCKS RISING FOR A THIRD DAY,
[1:14] HAD ITS OR ITS BEST THREE DAYS GAIN SINCE AUGUST.
[1:17] AS YOU MENTIONED, WE HAVE THE BETTER THAN EXPECTED RESULTS
[1:21] FROM COREWEAVE THAT REALLY REASSURED INVESTORS THAT THE AI
[1:23] COMPUTING DEMAND IS STILL THERE IS NOT, PLUS WE HAD THAT REPORT
[1:29] SAYING THAT ANTHROPIC BANKERS ARE CONSIDERING RAISING IPO
[1:31] VALUATION FOR THE COMPANY. YOU'RE SEEING TECH STOCKS IN
[1:36] ASIA LEADING GAINS WITH TAIWAN'S TAIEX INDEX UP, ALSO BEING
[1:39] LIFTED BY THE GAINS IN TSMC. WE DID HAVE THE 60% JUMP IN
[1:43] REVENUE FOR OCTOBER AND PLUS THE COMPANY SAYING THAT IT IS
[1:49] INVESTING $500 MILLION EACH IN ANTHROPIC AND OPENAI.
[1:53] FLIP THE BOARD AND TAKE A LOOK AT THE BOND SPACE BECAUSE WE ARE
[1:57] SEEING THE IMPACT FROM THAT HOTTER THAN EXPECTED U.S. CPI
[2:00] NUMBERS RAISING EXPECTATION FOR THE FED TO TIGHTEN MORE
[2:02] AGGRESSIVELY. THAT IS WHY YOU ARE SEEING
[2:06] JAPAN'S 10 YEAR AND FIVE YEAR HIGHER BY ABOUT NINE BASIS
[2:09] POINTS FOR THE YI