Machado Presents Nobel to Trump, US and Taiwan Tariff Deal, More

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Stephen Carroll 0:00
Hi, I'm Stephen Carroll.
Caroline Hepka 0:02
And I'm Caroline Hepka, here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes.
Stephen Carroll 0:09
It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world. Each weekday morning, we're up early to bring you the latest news by 7am.
Unknown 0:19
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Stephen Carroll 0:27
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Unknown 0:35
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Caroline Hepka 0:37
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Stephen Carroll 0:45
So start your day with us on Bloomberg Daybreak Europe Edition for the news you need to know and the context to make sense of it.
Caroline Hepka 0:51
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Doug Krisner 1:02
News when you want it with Bloomberg News Now, I'm Doug Krisner. Venezuelan opposition leader Maria Corina Machado met today with President Trump at the White House and she presented him with her Nobel Peace Prize. Machado said Venezuelans are counting on the president for her country's freedom. Now, this meeting comes as U.S. forces seized a sixth oil tanker near Venezuela earlier today. Shale billionaire Harold Hamm said oil companies need guarantees that their assets will not be seized by Venezuela if they help revive the nation's crude production.
Unknown 1:35
There's a lot of geopolitical risk in Venezuela. Certainly we've seen... Companies, Darren Woods said Exxon had been there twice and been nationalized. You don't want to go there and spend a lot of money and see your assets go away when nationalization occurs. So, you know, there's got to be guarantees against that. We've seen other companies burned real bad there.
Doug Krisner 2:02
Harold Hamm speaking on Bloomberg Surveillance. The U.S. and Taiwan have agreed to a trade deal. It will lower tariffs to 15% from the previous 20%, and U.S. tariffs on goods from Taiwan are now on par with both Japan and South Korea. As a part of this deal, Taiwan semiconductor companies will be making at least $250 billion in direct investments toward American energy and artificial intelligence operations. Here is Bloomberg's Michael Shepard.
Michael Shepard 2:30
It's not in the White House memo, but we reported earlier this week that the deal would include Taiwan Semiconductor Manufacturing Company agreeing to build as many as four additional plants beyond the six factories that it has promised to build here in the US over the next several years, along with two packaging facilities. So we're talking about a lot of investment here.
Doug Krisner 2:54
That is Bloomberg's Michael Shepard. Now, the U.S. trade deal with Taiwan comes as TSMC, the world's top maker of AI chips, earmarked a hefty increase in capital spending for 2026. Here is Bloomberg analyst Matthew Bloxham.
Caroline Hepka 3:09
They're talking about $52 to $56 billion of capital spending in this coming year. That's about $6 to $10 billion, or 15 to 20% higher than the market was expecting, and a big step up year on year, over $10 billion up year on year.
Doug Krisner 3:27
That is Matthew Bloxham from Bloomberg Intelligence. President Trump has threatened to invoke the Insurrection Act as protests against federal immigration agents grow in Minnesota. Today on social media, Trump threatened to deploy U.S. military forces if politicians in Minnesota do not stop protesters from attacking ICE agents. These tensions continue after another federal officer-involved shooting. Here is Bloomberg's David Goura.
David Gurra 3:54
Last night around 7, a federal officer shot a man in the leg in Minneapolis. The Department of Homeland Security says that man, whom they've identified as a Venezuelan national who entered the U.S. without authorization, fled from a targeted traffic stop in his vehicle, crashed into a parked car, and then left the scene on foot.

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