AI Powers Asian Chip Stocks; Gold Nears $4,000 | The China Show 10/7/2025

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:01:13 – Breaking: Philippines Sept. core CPI rises 2.6% y/y
00:03:51 – AMD signs massive chip deal with OpenAI
00:16:21 – Brandywine Global’s Tracy Chen on fixed income outlook
00:29:55 – Japan’s Takaichi lines up key government posts
00:37:43 – OpenAI’s Brad Lightcap on AI demand
00:40:09 – Impact of AMD-OpenAI deal on Asian chip players
00:48:56 – AMD CEO Lisa Su and OpenAI President Greg Brockman on blockbuster deal
00:52:53 – Capital.com’s Kyle Rodda on market outlook
01:00:45 – Alert: Taiwan’s Lai hopes for continued Trump support to deter China
01:02:30 – Alert: Kato says key for FX to move stably while reflecting fundamentals
01:08:43 – Alert: Takaichi says she will work with Trump on free, open Indo-pacific
01:12:21 – Opinion: Dispelling Takaichi myths, from radical to Rihanna
01:18:28 – Pacifist Japan boosts spending on defense startups
01:26:11 – Indian IPO market set for record month with $5 billion in expected deals
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