'Project Freedom' Pause, Stocks Rally as AI Spend Drives Tech | The Opening Trade 5/6/2026

Technology stocks are driving rallies in global equities as a wave of blockbuster earnings and deals highlights the relentless pace of investment in artificial intelligence. Investors’ optimism was also buoyed by US President Donald Trump touting “Great Progress” toward a final peace deal with Iran. At a time when crude flows through the Strait of Hormuz remain at a near standstill, Brent slid on expectations that a settlement may be near. Bond yields fell in the US and Europe, while the dollar retreated against all major peers. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)