Bloomberg Daybreak: Europe Edition Stratospheric AI Spending, Starmer In Political Peril, Ferrero’s Breakfast Bid
Feb 6, 2026
Flavio Rotondi, Bloomberg consumer reporter tracking Ferrero’s US push after the Kellogg’s deal. Vlad Savov, tech editor analyzing massive AI-driven CapEx and market fallout. They dig into Ferrero’s breakfast strategy, Super Bowl ad plans and product tweaks for US tastes. They also unpack the scale and investor worries around tech companies’ record AI spending and its market reverberations.
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Amazon's Historic AI Bet
- Amazon plans to spend $200 billion this year on data centers, chips and other equipment to power AI workloads.
- Markets punished the move, sending Amazon shares down as investors fear near-term profit pressure.
Crypto Volatility Reignited
- Bitcoin plunged more than 13% in one session and briefly fell to less than half its October peak amid liquidations.
- Leveraged bets and broader market turbulence have amplified crypto volatility.
Starmer's Political Crisis
- Keir Starmer apologised over appointing Peter Mandelson after vetting materials showed Epstein links.
- A YouGov poll showed 50% of the public believe Starmer should resign, escalating political risk.