Apple & Amazon Buoy Expectations & Xi's Supply Chain Warning | Daybreak Europe 10/31/2025

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, Nasdaq futures surged more than 1% after earnings drove a postmarket rally in Apple and Amazon. Apple forecast a blockbuster holiday season, while Amazon’s cloud unit delivered the strongest growth in almost three years. Meanwhile, Nvidia forged a landmark AI deal to supply its technology to Samsung, Hyundai Motor and SK.

Chinese president Xi Jinping warns against breaking supply chains in his first public remarks after his pivotal meeting with US counterpart Donald Trump. His speech comes on the closing day of the APEC summit and a day after securing a one-year truce in the world's biggest trade fight.

Buckingham Palace says King Charles has stripped his disgraced brother Prince Andrew of his remaining titles and is evicting him from his royal residence.
The rare move comes after weeks of pressure to act over Andrew's relationship with the late sex offender Jeffrey Epstein.

Today's guests: ECB governing council member and Austrian National Bank Governor, Martin Kocher, Nadia Martin Wiggen, Director at Svelland Capital & Viki Farmaki, Senior Equity Research Analyst at State Street Global Advisors.

Chapters:
00:00:00 - Daybreak Europe
00:01:57 - Amazon Soars on Cloud Growth
00:03:38 - Apple Predicts Return to Growth After Surprise Sales Drop
00:04:37 - Key Takeaways From Big Tech Earnings This Week
00:05:57 - Stocks Regain Momentum as Amazon, Apple Lift Mood
00:08:01 - China Factory Activity Sees Longest Slump in Almost a Decade
00:10:02 - Nvidia CEO’s Outing Heats Up Korea’s Fried Chicken Stocks
00:12:56 - Xi Calls for Stable Supply Chains After Sealing Trump Truce
00:15:24 - Lagarde: ECB In A Good Place
00:16:03 - Martin Kocher, Austrian National Bank Governor & ECB Governing Council Member
00:22:28 - Friday Top Stories
00:26:01 - Nadia Martin Wiggen, Svelland Capital Director
00:33:32 - OPEC+ Expected to Back Another Supply Hike
00:36:39 - Friday Top Stories
00:38:07 - Viki Farmaki, State Street Global Advisors Senior Equity Research Analyst
00:43:12 - Friday Top UK Stories
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