India’s student protests have become the biggest youth-led challenge to Narendra Modi’s government in years. The immediate trigger was an exam scandal, but the deeper frustration is a growing gap between higher education and quality jobs.
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US equity futures waver as a tech-led rally loses momentum ahead of Friday’s payrolls report. DeepSeek plans to implement a significant price increase across its AI services, while Google shakes up its AI leadership. Kelsey Berro of JPMorgan Asset Management discusses the upcoming jobs report and the implications for the Federal Reserve.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Market Preview
00:00:46 – Global Market Check: Asia Market Update: Chip Stocks Tumble, Europe Market Update & Sell America Trade
00:03:02 – US Markets, Futures & Premarket Movers
00:05:25 – Why Memory Chip Stocks Are Selling Off, DeepSeek Price Hike & Google AI Shakeup
00:08:45 – Trump Denies US Munitions Shortage Reports
00:12:20 – Trump Tariffs on Chinese Polysilicon
00:15:09 – Trending on the Terminal
00:16:36 – Situational Awareness Comeback After Near Collapse
00:20:13 – Front Page News
00:21:37 – Market Open Preview & Jobs Data
00:24:53 – Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, on Payrolls, Fed & Bonds
00:33:47 – Trending on the Terminal
00:34:53 – Google AI Leadership Changes & DeepSeek
00:38:40 – SpaceX Lockup Expiration Explained
00:42:19 – What to Watch: Earnings & Economic Data
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Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talks 30-year bonds hitting highest interest rates since 2001. Then, UBS Alignment Partners’ Alli McCartney reacts to the latest PPI report and the market response. Plus, Bloomberg News Senior Reporter Paula Seligson talks ‘SaaSpocalypse’ — as new AI tools emerged to threaten the business models of software-as-a-service providers, a massive software selloff ensued in public markets. Finally, REalloys CEO Lipi Sternheim on how the US rare earths industry is looking to build domestically for the long term.

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00:00:00 Bloomberg Businessweek Daily
00:00:56 S&P 500 Eyes Another Record High
00:01:21 Inflation, the Fed & Interest Rates
00:03:43 Markets & 30-Year Treasury Auction
00:08:43 How High Could 30-Year Yields Go?
00:10:32 UBS on the U.S. Market & Investment Outlook
00:11:54 Earnings Growth & the Bull Market
00:14:10 What Could End the Market Rally?
00:15:31 Is AI Creating Another Bubble?
00:17:45 Gold’s Comeback as a Portfolio Diversifier
00:19:03 Markets, Cisco & Oil Prices
00:21:04 How AI Threatens Software & Private Equity
00:22:34 Which Software Companies Are Most at Risk?
00:24:07 Can AI Replace Traditional Software?
00:25:03 Who Bears the Risk in Leveraged Buyouts?
00:27:06 What Happens When Revenue Growth Slows?
00:28:14 Software Buyouts & the Risks of Heavy Debt
00:30:01 Interest Rates, Refinancing & the SaaS Reckoning
00:32:35 Workday Surges on Silver Lake Takeover Report
00:34:51 America’s Race for Critical Minerals
00:35:43 Re-Alloys CEO on Building a U.S. Rare Earth Supply Chain
00:37:35 Breaking China’s Grip on Critical Minerals
00:39:18 What the Rare Earth Industry Needs From Washington
00:40:30 Scaling U.S. Rare Earth Production
00:43:46 Workday & Silver Lake Deal Talks
00:45:22 Cisco’s AI Sales Outlook
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Carol Massar and Tim Stenovec.
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United Airlines said it plans to introduce a row of economy seats with extra elbow room and access to a shared table, the most recent move by a major US carrier to diversify the perks and comfort levels throughout the cabin.

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