Oil prices extended their gains as tensions around the Strait of Hormuz remained elevated. Iran is seeking to bar US and Israeli ships from using the strategic waterway, while its parliament reviews the proposed Iran-Oman agreement and considers requiring compensation from countries it views as hostile before shipping can fully resume. President Trump said the US controls the Strait of Hormuz and expressed optimism that the war could end soon, while Washington called for a return to the pre-war status quo in the vital shipping lane.
Investors also turned their attention to the latest US jobs report, with payroll data expected to play a key role in shaping the Federal Reserve’s next move. Bond markets weakened ahead of the release, while the Japanese yen gave back nearly half of its gains following coordinated intervention and slipped beyond ¥158 per US dollar. Asian stocks declined on renewed Iran concerns, and Japan’s Nikkei fell after disappointing technology earnings.
In business and technology, China’s exports and imports posted double-digit growth as AI demand supported trade. DeepSeek is preparing to resume an $8 billion funding round to expand its data center footprint, SoftBank reported stronger-than-expected quarterly profit and secured a $10 billion loan backed by its OpenAI stake, while Alphabet’s bond sale attracted around $115 billion in investor demand.
Elsewhere, the UAE restored seaborne oil exports to pre-war levels through expanded shuttle services, Saudi Arabia reported a $43 billion budget shortfall despite benefiting from higher oil prices, and the broader Middle East conflict continued to weigh on non-oil sectors. Congo banned exports of copper and cobalt concentrates, while the US pledged additional funding to support Ebola response efforts in Congo and Uganda as the region battles its largest outbreak. Guests includes Jun Bei Liu, Ten Cap Founder, George Cheveley, Ninety One Natural Resources Portfolio Manager and Patrick Grady, Sequoia Capital Partner.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:09 – Iran Seeks to Bar US, Israeli Ships From Hormuz
00:08:40 – Hormuz Deal Prospects Remain Unclear
00:12:48 – Jun Bei Liu, Ten Cap Founder
00:19:38 – DeepSeek’s $8B Funding Round
00:29:08 – Saudi Arabia’s War Windfall and Budget Gap
00:32:08 – George Cheveley, Ninety One Natural Resources Portfolio Manager
00:42:50 – Patrick Grady, Sequoia Capital Partner
00:44:30 – Traders Await US Jobs Report
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

The MLB trade deadline is in the rear-view mirror, so Jason Kelly and Alex Rodriguez look forward to the rest of the season and break down the league’s recent contract negotiations with the players. Listen to their full discussion on this week’s episode of The Deal wherever you get your podcasts
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Man Group Managing Director, Solutions Matt Rowe, Gen President & CEO Vincent Pilette, Akamai Technologies Co-Founder & CEO Tom Leighton, Sony Pictures Entertainment MPG Chairman & CEO Tom Rothman, Once Upon A Farm Co-Founder & CEO John Foraker, Envestnet Co-CIO, Group President Dana D’Auria, PSP Growth Head of Venture Momei Qu, New York City Deputy Mayor For Economic Justice Julie Su, & Spelman College President Dr. Ayanna Howard.

Chapters:
00:00:00 Bloomberg The Close
00:03:11 Man Group on Fed Rates, AI & Market Volatility
00:10:16 Gen Digital CEO on Cybersecurity & Agentic AI Risks
00:14:59 Akamai CEO on AI Infrastructure, Robotics & Cloud Growth
00:23:00 Sony Pictures CEO on Spider-Man’s Record-Breaking Debut
00:33:25 Once Upon a Farm CEO on Growth & Consumer Demand
00:43:20 Countdown to the Closing Bell
00:44:09 Envestnet on Jobs, Fed Policy & the AI Trade
00:50:22 Closing Bell
00:54:04 Market Movers: Airbnb, SpaceX & Microchip
00:56:03 Trade Desk, Under Armour & Sweetgreen Slide
00:57:39 $32 Coffee & the Dunkin’ Gift Card Craze
01:01:11 Weekly Market Wrap: Tech Rally & Falling Yields
01:02:07 AI Debt Boom: Investors Question Hyperscaler Spending
01:03:30 PSP Growth on AI Capex, Software & Venture Investing
01:11:48 Restaurant Stocks Face Food Safety Concerns
01:15:42 NYC Deputy Mayor For Economic Justice Julie Su on Jobs, Wages & Affordability
01:29:07 Spelman President on AI, Education & Financial Aid
01:35:51 What to Watch
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Carol Massar and Tim Stenovec.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Fresh AI weakness keeps investors on edge amid US-Iran talks and ahead of tomorrow’s jobs report. Billions worth of SpaceX shares become eligible for trading following the company’s post-earnings plunge. And AI investor Leopold Aschenbrenner returns to the investing game with a $400 million bet. Plus: the CEOs of Krispy Kreme, Smashburger, Roivant, and Lincoln International — covering everything from food to biotech to M&A.

Chapters:
00:00:00 – Open Interest
00:01:21 – AI Infrastructure Demand, Memory Chip Selloff, SpaceX Capex & Hyperscaler Spending
00:04:07 – SpaceX Lockup Expiration, Short Interest, Share Supply & Investor Positioning
00:06:49 – Warner Bros. Earnings, Streaming Profitability & Paramount-Skydance Merger Risks
00:09:39 – Kevin Warsh, Jackson Hole Preview, Inflation Risks & Rate Hike Expectations
00:12:26 – High Interest | Iran-Oman Hormuz Talks, DeepSeek AI Price Increases & Situational Awareness’ $400M Investment
00:13:20 – Situational Awareness Comeback, Hedge Fund Losses, AI Crowding & Leverage Risks
00:18:11 – Emily Green Ellevest | AI Trade Rotation, Mag 7 Concentration, Portfolio Diversification & SpaceX Volatility
00:33:02 – Top Calls | Sandisk Price Target Cuts, Zillow Downgrade & Shake Shack Price Target Increase
00:34:18 – Joshua Charlesworth | Krispy Kreme Turnaround, Consumer Spending, Franchise Growth & Profitability
00:44:31 – Alex Chaloff Bernstein Private Wealth Management | Leveraged ETFs, Market Structure Risks, AI Volatility & Positioning
00:52:10 – Sandisk Weak Guidance, SK Hynix Selloff & SpaceX Trading Surge
00:53:26 – SpaceX Share Unlock, Memory Chip Selloff & Investor Rotation
00:56:05 – High Interest | Trump-Warsh Conversations, Millennium-Anthropic AI Partnership & Situational Awareness Recovery
00:57:12 – Matt Gline Roivant | FDA Approval Timeline, Orphan Drug Pipeline, AI in Drug Development & Biotech M&A
01:06:12 – Rob Brown Lincoln International | Private Equity Deal Recovery, AI Infrastructure Demand, Industrials & Private Credit
01:14:19 – Jim Sullivan | Smashburger Expansion, Franchising Strategy, Food Safety & Consumer Demand
01:22:57 – Strait of Hormuz Deal, Iran-Oman Negotiations, Houthi Escalation & Oil Market Risks
01:26:30 – Jobs Report Preview, CPI Outlook, Kevin Warsh & Fed Policy Expectations
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source