Gil Luria, DA Davidson head of technology research, says Nvidia CEO Jensen Huang is “dunking” on all the competition. Joe Kaiser of Switchyard Partners also reacts to Nvidia’s earnings and SpaceX going public. They are on “Bloomberg Open Interest.”
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Amrita Sen of Energy Aspects of says oil markets are in a “massive deficit,” but not a shortage yet. She is also worried because an anticipated reopening date for the Strait of Hormuz keeps getting pushed out. She speaks on “Bloomberg Surveillance.”
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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:04 – Iran War: Oil Price Drop, Bond Yields Down
00:01:39 – SpaceX, Anthopic, OpenAI IPO Talks
00:02:26 – Nvidia Earnings
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SpaceX filed publicly for what stands to be the largest-ever initial public offering, revealing billions in losses and a super-voting share plan allowing Elon Musk to keep the company under his control.

The rocket, satellite and artificial intelligence giant has reported a net loss of $4.28 billion on revenue of $4.69 billion for the first quarter. Some investors remain doubtful whether the sum of Musk’s aspirations for SpaceX are worth valuing at as much as $2 trillion.

Bloomberg’s Charlie Wells discusses on “The Pulse with Francine Lacqua.”
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Standard Chartered said it plans to eliminate thousands of support roles over the next four years, joining the ranks of global …

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