Hopes that a ceasefire deal could pave the way for an end to the Iran conflict drove stocks toward a historic streak of weekly gains, with the market also buoyed by the artificial-intelligence trade.
Brian Belski, CEO and CIO at Humilis Investment Strategies, discusses the S&P 500 bull case and his outlook for markets amid the AI boom.
——–
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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, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:43 – Stock rally falters on conflicting US-Iran signals
00:07:11 – CXMT heads for China’s biggest IPO since 2022
00:12:05 – Interview with UBS Global Wealth Management’s Amy Lo
00:20:22 – What to watch in Greater China today
00:27:44 – Bank of Korea leaves policy rate unchanged at 2.50%
00:30:18 – Even Realities’ Wang Li on AI, business outlook
00:39:17 – Beijing DeepZero’s Grace Huang on trading debut, company strategy
00:46:29 – What’s moving Asian markets today
00:51:28 – US strikes Iran as Trump vows to ‘watch over’ Hormuz
00:58:28 – UBS’ Niall MacLeod on market sentiment amid Iran War
01:12:40 – Breaking: BOK’s new governor signals sharp hawkish tilt after rate hold
01:19:50 – ByteDance weighs sharp AI capex boost
01:23:16 – 3C AGI Partners’ Esther Wong on AI, tech outlook
——–
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Gregory Allen, senior adviser at CSIS Wadhwani AI Center, examines the capabilities of Anthropic’s Mythos model and how AI is being used by the US military to intensify strikes in the Iran war.
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Ferrari’s first fully electric car is already dividing fans. Critics say the $640000 EV looks more like a Nissan Leaf or “a bar of soap” …

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On this episode of the Odd Lots podcast, Ashley Palmer-Watts, co-founder of famed London pub, The Devonshire, joins Tracy Alloway and Joe Weisenthal to discuss why even as inflation continues to rise, higher ingredient costs (whether it’s beef or scallops) don’t always correlate to higher menu prices and whether TV shows like The Bear are a realistic take on the restaurant business.
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