Today, Bloomberg Economics chief economist Tom Orlik discusses how long rates could feel the impact of Trump’s war with Iran. Then, Bloomberg’s Ed Ludlow breaks down the latest tech headlines as South Korean memory chipmaker SK Hynix makes official moves towards a US listing. Plus, Rudina Seseri, founder and managing partner at Glasswing Ventures, dives deeper into where the AI trade is headed as industries home in on specific AI innovation and integration. Finally, Ellen Wald, president of Transversal Consulting and Author of ‘Saudi, Inc.,’ discusses Saudi state oil producer Saudi Aramco’s move to make big reductions to its main crude oil price for buyers in Asia.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:14 Market Update: Tech Leads After Holiday Weekend
00:02:05 Oil Prices, Saudi Arabia & Global Markets
00:04:45 Fed Outlook After the Iran Conflict
00:05:50 Bloomberg Economics on Higher Interest Rates
00:08:10 Why Central Banks Remain Hawkish
00:10:40 AI Trade Shifts to Memory Chips
00:11:40 SK Hynix’s Massive U.S. Listing
00:13:45 Is the AI Chip Boom Sustainable?
00:20:55 AI Trade Rotation & Hyperscaler Rally
00:22:25 Glasswing Ventures on AI’s Next Winners
00:24:10 AI Revenue, Enterprise Adoption & Startups
00:27:45 The Next Generation of AI Companies
00:32:35 Market Update: Tech Extends Gains
00:34:30 Saudi Aramco Cuts Oil Prices
00:36:15 Why Saudi Arabia Is Discounting Crude
00:39:10 Is Saudi Aramco Still the World’s Most Powerful Oil Company?
00:44:20 O’Reilly Automotive Drops on Acquisition Speculation
00:45:45 AMC Slides After Weak Holiday Box Office
00:46:40 Broadcom Rallies on Expanded Apple Partnership
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Indian Prime Minister Narendra Modi is in Jakarta, where he and Indonesian President Prabowo Subianto are set to sign up to eight agreements spanning defense, health, education and technology.
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Marine Le Pen was cleared to enter the 2027 French presidential race after appeal judges shortened her election ban, yet upheld her conviction for embezzling European Union funds. Caroline Connan explains what happens next
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One of XBOX CEO Asha Sharma’s first moves was to “kill” Microsoft’s AI tool Copilot for gaming. She tells Emily Chang why she made that decision at #BloombergTech in San Francisco https://bloom.bg/4frZx7g

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Aug.05 — U.S. Treasury Secretary Steven Mnuchin has formally determined that China is a currency manipulator. This is latest dramatic twist in the long-running trade standoff. The decision is likely to send markets into deeper chaos. Bloomberg’s Joe Sobczyk and Tom Mackenzie report on “Bloomberg Daybreak: Asia.”

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