Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on capex and the AI buildout, and how he views public-private partnerships on AI companies.
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Oil steadied while tankers become more overt in transiting the Strait of Hormuz following an agreement between Iran and the US to end their conflict.
Ellen Fraser, Partner and Energy expert at Baringa Partners, discusses the recent moves in oil as the US greenlights Iran to sell on the open market.
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Trump Administration. On today’s show, Democratic Congresswoman Madeleine Dean of Pennsylvania, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Constitutional lawyer Robert McWhirter.

Chapters:
00;00;00 Show Open: Iran Ceasefire, Strait of Hormuz & Tariff Threats
00;02;13 Market Check: Oil, Tech Stocks & Boeing
00;03;57 Iran Drone Attack and Strait of Hormuz Shipping Risks
00;05;24 Trump on Iran, Oil Prices and Peace Talks
00;05;55 White House Update with Tyler Kendall
00;10;22 Rep. Madeleine Dean on Iran, Congress & Defense Spending
00;16;55 Government Funding, Shutdown Risks & Save America Act
00;19;55 Market Update: Tech Rotation & SpaceX Bonds
00;20;20 Tariff Threats and the Future of USMCA
00;21;26 David Westin on Trade, Farmers & North American Exports
00;26;24 Political Panel: Defense Funding & Midterm Politics
00;32;37 Market Update: Consumer Sentiment, Inflation & Fed Outlook
00;34;35 John Bolton Guilty Plea and Classified Documents Case
00;41;08 Supreme Court Immigration Rulings Explained
00;44;28 Birthright Citizenship Case Preview
00;47;32 Trump Addresses the Faith & Freedom Coalition
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The NSE is finally going public. India’s largest exchange could pull off the country’s biggest IPO ever, giving a much-needed boost to a cooling market and paving the way for other mega listings, including Reliance Jio. Rajesh Mascarenhas has more.
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Amos Hochstein, TWG Global managing partner and former to energy advisor to President Joe Biden, says President Donald Trump has given Iran a “huge political win” and the memorandum of understanding it signed with the US is “like a surrender.” He also talks about Iranian oil hitting the market again on “Bloomberg Surveillance.”
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