Broadcom predicted a boom in artificial intelligence chip sales over the next two years, helping renew optimism that it can challenge Nvidia’s dominance in the lucrative market.

US President Donald Trump said renewed attacks on Iran would likely be short-lived, reiterating his claim Washington controls the Strait of Hormuz after fresh fighting spiked energy prices and rekindled fears of an open-ended war. 

A month of gradual decline in the yen has reversed sharply over the past 24 hours as investors turn their gaze to factors that may bolster the beleaguered currency. The surge highlighted the nervous tension surrounding the currency in the run up to the Bank of Japan’s meeting later this month.

Today’s guests: Claudia Panseri, UBS Wealth Management France CIO; Richard Portes, London Business School Professor of Economics; Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist; Elina Ribakova, Peterson Institute for International Economics Senior Fellow

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:24 – Broadcom predicts surge in AI chip sales
00:06:05 – Yen continues advance, gaining 1% versus US dollar
00:06:31 – Claudia Panseri, UBS Wealth Management France CIO
00:15:44 – Richard Portes, London Business School Professor of Economics
00:22:47 – Thursday headlines
00:23:13 – Trump says Iran strikes to be short-lived
00:26:23 – Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist
00:34:04 – Eni clinches Venezuela oil deal
00:34:57 – Wirth: Chevron investment to benefit US, Venezuela
00:37:27 – Thursday top stories
00:38:11 – Uber, Wayve launch London robotaxis
00:41:35 – EU pledges more Ukraine aid after Russia-linked drone attack
00:41:57 – Elina Ribakova, Peterson Institute for International Economics Senior Fellow
——–
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Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on “Bloomberg Open Interest.” Scott Bessent turns up the heat on global markets, from the yen to Treasuries. Brent crude breaks above $100 as fresh Middle East attacks stoke supply fears. Apple faces sky-high expectations ahead of its biggest event in years. Plus, Vale CFO Marcelo Bacci on resilient iron ore demand, and Anthropic researcher Jacob Coxon exits with a stark warning over AI risk.

Chapters:
00:00:00 – Open Interest
00:02:24 – Treasury Buybacks, Yen Intervention & Bond Market Volatility
00:04:56 – Oil Above $100, Iran Conflict & Global Energy Supply Risks
00:07:45 – Apple’s Foldable iPhone, John Ternus Era & Product Supercycle
00:12:24 – High Interest | Fed Meeting Cuts, Millennium’s Greece Expansion & Trump’s Midterm Convention
00:13:30 – Trump’s Midterm Strategy, Inflation Challenges & Texas Senate Battleground
00:17:46 – Emily Green Ellevest | Anthropic IPO, AI Investment Boom & Market Exuberance
00:31:32 – Top Calls | Nike & Lululemon Downgrades, Qualcomm Upgrade & Meta AI Optimism
00:33:38 – Apple’s Foldable iPhone, AI Wearables & Hardware Roadmap
00:39:38 – Former Anthropic Researcher’s AI Warning, OpenAI & AI Safety Risks
00:44:58 – Treasury Buybacks, Bessent’s Bond Strategy & Market Implications
00:47:31 – Anwiti Bahuguna Northern Trust | Rising Yields, AI Debt Boom, Equities vs Bonds & Fed Outlook
00:53:49 – Apple Event Preview, Meta’s AI Assistant & Jersey Mike’s Earnings
00:55:38 – High Interest | AI Debt Issuance Surge, Lionel Messi’s Business Expansion & M&A Boom
00:56:42 – Global M&A Revival, AI Deals & Post-Summer Dealmaking
00:59:25 – Lotfi Karoui PIMCO | Credit Markets, AI Financing, CCC Risk & Refinancing Pressures
01:05:41 – Marcelo Bacci Vale | Vale’s Copper Growth, China Demand, Panda Bonds & Iron Ore Outlook
01:23:46 – Trump’s Midterm Push, Republican Challenges & Election Strategy
——–
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Traders are now pricing in a greater chance of a September rate hike by the Federal Reserve following the strong jobs report for August. But the August CPI report comes next Friday. Bloomberg’s Michael McKee reports.
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Daniel Belk turned a pandemic-era career setback into two businesses. Then, in January, he sold his stake in one of them for $1 million. His next move: spending the year trying to play America’s top 100 public golf courses.
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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 – The China Show opens
00:04:39 – Yen hits its strongest level since February
00:08:21 – Chinese oil buying at risk as crude prices climb
00:12:59 – Insilico study finds drug with anti-aging potential
00:28:35 – UBS’ Yifan Hu on why she remains constructive on China tech
00:38:37 – Longsys’ Cai Huabo on building a semiconductor memory brand
00:42:18 – Copper hits a record high amid mine disruptions and tariff tensions
00:48:49 – What does the yen’s surge mean for the BOJ’s rate path?
00:52:08 – Cigna Healthcare’s Jason Sadler on the outlook for healthcare insurance
01:03:53 – Sapporo’s Rieko Shofu on the impact of US tariffs on its North American business
01:12:22 – Insilico’s Alex Zhavoronkov on building a pipeline of anti-aging therapies
01:26:43 – Is Hong Kong or Singapore better positioned to attract expat talent?
——–
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