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 Julia Hermann, New York Life Investment Management Global Market Strategist, Sheryl Palmer, Taylor Morrison CEO, Lauren Lieberman, Barclays Managing Director Us Equity Research Analyst, Gary Marcus, NYU Emeritus Professor, Jason Pride, Glenmede Chief of Investment Strategy and Research, Kim Forrest, Bokeh Capital Partners Founder and CIO, Betsy Duke, Former Fed Governor, Brett Thomas and Rohan Oza, CAVU Consumer Partners Co-Founders, Melis del Rey, Supergoop! CEO, and Jerry Murrell, Five Guys CEO and Co-Founder.
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Anna Edwards, Guy Johnson and Adam Linton break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:01 – Oil Price, Brent Crude
00:00:39 – Trump Threatens More Iran Attacks
00:01:43 – ECB, Fed Rate Hike Debate
00:02:48 – European PMIs
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Big Tech’s Biggest Test, Fed Week & Oil Retreat — Bloomberg Surveillance
04:58 AI Winners Beyond Big Tech — Seema Shah, Principal Asset Management
18:05 DoD Stockpiles Shape Trump’s Iran Strategy — Victoria Coates, Former Deputy National Security Advisor
31:42 Nvidia Backs OpenAI’s AI Buildout — Frank Lee, HSBC
41:37 Fed Hike in July? Don’t Rule It Out — Blake Gwinn, RBC Capital Markets
52:46 When Markets Stop Rewarding Good News — Lisa Shalett, Morgan Stanley Wealth Management
01:06:32 Why Iran Still Has the Upper Hand — Tobin Marcus, Wolfe Research
01:20:07 Who Pays for AI’s Trillion-Dollar Buildout? — Amanda Lynam, Goldman Sachs
01:30:26 The Fed Can’t Afford a Surprise Hike — Krishna Guha, Evercore ISI
01:41:28 Good News for Tech Seems Priced In — Savita Subramanian, BofA Securities
01:55:53 Microsoft’s AI Moment Has Arrived — Tyler Radke, Citi
02:09:13 Why the Fed Still Won’t Move — Lindsay Piegza, Stifel
02:18:48 Tech Isn’t Finished Yet — Holly Liss, BTG Pactual
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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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
00:06:23 – CITIC CLSA’s Shihao Li on AI trades ahead of CXMT’s debut
00:17:10 – Inside CXMT’s path to a $9.8 billion IPO
00:27:48 – Counterpoint’s MS Hwang reacts to CXMT’s market debut
00:35:58 – Could Shein’s weakening finances cloud its HK IPO plans?
00:38:55 – Jensen Huang on the future of AI in the US and China
00:50:24 – Tech trades dominate markets in Asia
00:52:27 – CXMT surges after blockbuster Shanghai debut
00:58:36 – BofA’s Ming Lee on how battery makers betting on energy storage
01:11:37 – Boiron’s Houdayer on Asia’s growing appetite for wellness products
01:21:14 – Bank Indonesia Governor Warjiyo’s surprise resignation
01:27:13 – India’s education minister resigns amid student protests
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Senator Rand Paul, a Republican from Kentucky, says the biggest threat to the country is debt. Defense Secretary Pete Hegseth asked Congress on Tuesday for an additional $67 billion to help fund the war in Iran. Paul calls that “fiscally irresponsible.” He speaks on “Balance of Power.”
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