“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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:02:16 – Oil edges higher amid renewed Iran concerns
00:04:17 – Traders on edge as US says no deadline for Iran proposal
00:14:12 – DGA Group’s Myron Brilliant on China’s role as the Iran war drags
00:26:06 – Tencent, Alibaba in talks to join DeepSeek funding round
00:30:30 – SK Hynix’s AI chip demand boosts 1Q profit
00:35:20 – Tesla boosts spending plan to $25B in AI, robotics push
00:38:49 – China battery-maker Gotion says war shifts focus to clean energy
00:49:38 – Goldman Sachs China Portfolio Strategist Si Fu on Chinese markets
01:00:33 – US says no deadline for Iran proposal
01:05:36 – Tesla boosts spending plan to $25B in AI, robotics push
01:11:05 – BofA Global Research’s Matty Zhao on the outlook for commodities
01:20:19 – Gotion: War shifts focus to clean energy
01:26:56 – Philippine rate decision too close to call
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More on Bloomberg Television and Markets

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Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” President Trump extends a ceasefire with Iran indefinitely, dialing back threats of renewed conflict. On Wall Street, earnings season roars to life with Tesla in the spotlight after the bell. And a Bloomberg scoop reveals how a small group of users gained unauthorized access to Anthropic’s Mythos AI model. We’re joined by United Airlines CEO Scott Kirby. He’s hinting at potential asset deals while staying tight-lipped on targets. Mark Sotir of Equity Group Investments breaks down a major private equity reset as higher rates reshape the landscape. Avis shocks the market with a surge hammering short sellers, even as skepticism builds. And BMW unveils its next-generation 7 Series, pushing luxury and electrification forward.

Chapters:
00:00:00 – Open Interest
00:02:32 – US Lawmakers Split on Iran Strategy
00:04:52 – United Cuts Full-Year Forecast on Rising Fuel Cost
00:08:21 – Unauthorized Users Gain Access to Anthropic’s Mythos
00:13:08 – Scott Kirby United CEO Talks Earnings
00:25:49 – Stock to Watch | United Airlines
00:27:40 – Seema Shah Principal Asset Management | Market Resilience Tested
00:35:26 – Top Calls | Airbnb, Prudential Finl, Qualcomm
00:37:35 – Deutsche Telekom Explores T-Mobile Deal
00:43:06 – Avis Extends Gains Amid Short Squeeze
00:47:54 – Iran Seizes Two Ships in the Strait of Hormuz
00:52:55 – Aoifinn Devitt Moneta Global Wealth | Stocks Rise After Solid Earnings
01:01:09 – Mark Sotir Equity Group | Private Equity is Going Through a Reset
01:08:07 – Sebastian Mackensen BMW North America
01:19:20 – Tesla Stock Underperforms the Broader Marker
01:25:07 – Warsh Vows Independence, Won’t Be a “Sock Puppet”
——–
More on Bloomberg Television and Markets

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BMO Chief FX Strategist Mark McCormick says the right trade is to be long dollar for now. He speaks on “Bloomberg The Close.”
——–
More on Bloomberg Television and Markets

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On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss stocks sitting near record highs …

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US equity futures fall and oil climbs after the US Navy attacked and boarded an Iranian-flagged cargo ship in the Gulf of Oman.

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