Global markets are closely tracking another escalation in the Middle East after the US launched fresh strikes on Iran. President Trump said Iran is eager to reach a settlement but also signaled he is leaning toward expanding US military operations. Iran’s Parliament Speaker Mohammad Bagher Ghalibaf said the country’s national security depends on its Strait of Hormuz strategy, while Vice President JD Vance said the US will not deploy ground troops. Investors continue to weigh prospects for peace against persistent risks around the Strait of Hormuz, as the International Energy Agency warns the global economy remains vulnerable to energy disruptions.
In financial markets, traders pushed expectations for the next Federal Reserve rate hike back to December, while South Korea raised interest rates for the first time since 2023. The KOSPI declined as SK Hynix and Samsung extended their losses, and Seoul announced new measures targeting leveraged ETFs.
In technology and business, Apple received approval to launch AI-powered iPhone features in China through partnerships with Alibaba and Baidu. TSMC and ASML face closely watched earnings reports as investors scrutinize AI spending, while Nvidia CEO Jensen Huang said the Vera Rubin platform remains on track. Anthropic is preparing investor meetings ahead of a potential blockbuster IPO.
Elsewhere, Dangote ended Naira pricing for refined petroleum products, a move that could increase pressure on Nigeria’s currency. The US lifted additional sanctions to support Syria’s economic recovery, Dubai developer Mohamed Alabbar announced plans to invest $20 billion in Syria, and Gulf investment continues flowing into the country as regional powers seek to reduce Iran’s influence. Guests include Fatih Birol, IEA Executive Director; Angelina Lai, St. James’s Place Asia & Middle East CIO; Jean-Paul Van Oudheusden, eToro Market Analyst; and Mohamed Alabbar, Emaar Properties Managing Director & Founder.

Chapters:
00:00:00 – Introduction
00:04:50 – US Launches Fresh Strikes on Iran
00:08:18 – Fatih Birol, IEA Executive Director
00:12:18 – Angelina Lai, ST. James’s Place Asia & Middle East CIO
00:19:18 – Dangote Ends Naira Pricing for Refined Oil Products
00:27:09 – TSMC Earning a Crucial Test for AI Spending Scrutiny
00:31:25 – Jean-Paul Van Oudheusden, eToro Market Analyst
00:37:01 – Mohamed Alabbar, Emaar Properties Managing Director & Founder
00:41:01 – US Repeals Sanctions to Foster Syrian Economic Growth
00:44:25 – Jensen Huang, Nvidia President and CEO
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Anna Edwards, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Bloomberg Intelligence’s Mandeep Singh and Bloomberg’s AI Editor Seth Fiegerman break down the days chips news headlines, and the latest on China’s AI race. Then, AlphaSense CFO Samantha Greenberg discusses the company’s recent $350M funding round, and how its AI search capability provides market intelligence. Plus, NBCUniversal Telemundo Senior VP of Sports Content Miguel Lorenzo shares how the World Cup is brining a new audience to the Spanish-language telecast.

00:00:00 Bloomberg Businessweek Daily
00:02:00 Market Update: Tech Weakness & Oil Rally
00:04:10 China’s AI Breakthrough Shakes Markets
00:05:20 Is This DeepSeek 2.0?
00:09:20 Google’s Gemini Delay & AI Competition
00:11:40 AI Race: China vs. U.S.
00:18:50 Market Update: Tech Stocks Under Pressure
00:21:20 AlphaSense CFO on AI, Growth & IPO Plans
00:29:40 AI Spending Shifts Toward Efficiency
00:32:40 Market Update: Semiconductors & SpaceX
00:35:20 World Cup Ratings Boom for Telemundo
00:39:50 Spain vs. Argentina World Cup Final Preview
00:47:10 Apple’s Antitrust Talks & Market Leadership
00:48:40 Netflix Earnings Disappoint Investors
00:49:55 Meta, Anthropic & the AI Compute Race
00:50:50 AI Pricing Wars & the Second-Mover Advantage
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A surprise breakthrough from a Chinese artificial intelligence startup rippled through global markets Friday, sending AI and semiconductor stocks sharply lower. The catalyst was Moonshot’s new Kimi K3 model, which the company said rivals the strongest offerings from OpenAI and Anthropic PBC. Bloomberg’s Matt Bloxham breaks down the situation.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman Sachs Chief Credit Strategist Amanda Lynam.

Chapters:
00:00:00 – Bloomberg Money opens
00:03:46 – Is the Stock Market Becoming America’s Retirement System?
00:05:35 – IPO Mania, AI Stocks & Market Speculation
00:08:08 – World Cup Ticket Prices & Luxury Spending
00:12:22 – Nouriel Roubini on Social Security’s Future
00:14:42 – Can the Stock Market Save Social Security?
00:15:41 – Inflation, Aging & AI’s Impact on Retirement
00:17:19 – AI Revolution, Universal Basic Income & Economic Growth
00:19:16 – Roubini’s Investing Philosophy & Crypto Outlook
00:22:03 – Amanda Lynam on Bonds & the 60/40 Portfolio
00:23:18 – Are Bonds Attractive Again?
00:25:07 – Stocks vs. Bonds for Long-Term Investing
00:27:31 – AI Spending, Data Centers & Credit Markets
00:29:00 – Credit Strategy, CDs & Interest Rates
00:31:52 – Adult Happy Meals & Inflation-Era Dining
00:34:51 – What Tom & Scarlet Are Reading
00:38:27 – Next Week: Earnings & Market Outlook
00:39:33 – Apple DOJ Settlement Talks
——–
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