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Trump Says US Talks With Iran Ongoing After Drone Shootdown | Daybreak Europe 2/4/2026

On today's show, President Donald Trump reiterated that the US and Iran are maintaining diplomatic talks, even after an earlier skirmish in the Arabian Sea spooked oil markets amid heightened tensions between the two countries. A new AI automation tool from Anthropic has sparked a $285 billion selloff in stocks. Traders are dumping software shares on fears about the destruction AI could cause. Novo Nordisk shocked investors by forecasting a steep decline in sales this year, a sign of how intensifying price wars in obesity drugs and the Trump administration's pressure on pharmaceutical prices will hit the company's results. Meanwhile, UBS announced a $3 billion buyback for 2026, with the potential to buy more, after posting a $1.2 billion quarterly profit that exceeded expectations. Today's guests: WisdomTree Macroeconomic Research Director Aneeka Gupta, Infineon CFO Sven Schneider & Equinor CFO Torgrim Reitan (Source: Bloomberg)