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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US equity futures fall as investors brace for Alphabet earnings. Brent crude surpasses $95 a barrel for the first time in six weeks after the US and Iran both downplay talks. President Trump says generic drug manufacturers must move production to the US or face a 100% import duty. Christian Mueller-Glissmann of Goldman Sachs looks ahead to big tech earnings.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Big Tech, Tariffs & Oil Rally
00:00:51 – Global Market Check: Japan’s Yen Hits Four-Decade Low
00:02:10 – European Markets Open: Oil, Inflation & European Stocks
00:04:39 – First Look Movers: Super Micro Surges, IT Sector Weakness & Drugmaker Pressure
00:05:58 – What to Watch in Alphabet’s AI Earnings
00:08:19 – Trump Targets Generic Drug Manufacturers
00:11:09 – Iran Conflict, Oil Prices & Prospects for Peace Talks
00:14:50 – Trending on the Terminal
00:16:03 – Bank of Japan Weighs Faster Rate Hikes
00:19:50 – Front Page News: Saudi Nuclear Deal & Samsung AI Investment
00:21:09 – Market Update: Big Tech Caution & AI Winners
00:23:58 – Christian Mueller-Glissmann, Goldman Sachs Head of Asset Allocation Research, on AI, Valuations & Market Rotation
00:33:06 – Trending on the Terminal: BOJ, UK Politics & Data Center Investment
00:34:05 – Trump Tariffs and the Politics of Generic Drug Prices
00:38:37 – Previewing Alphabet, Tesla & IBM Earnings
00:42:13 – What’s Ahead Today: Market Earnings & Outlook
——–
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Bloomberg’s Economics & Policy Correspondent Mike McKee explains the Trump Administration’s latest tariff announcement, this time targeting Europe in retaliation for its $1 Billion Google fine. Then, Bloomberg Intelligence Global Head of Technology Research Mandeep Singh breaks down the market reaction to Intel’s bombshell earnings report earlier in the week. Plus, the CFO of global software vendor Board, Gordon Pothier, discusses the challenges and threats of AI to the industry. Finally, Bloomberg News Retail Reporter Lily Meier breaks down the Nike-Adidas battle for sponsorships and publicity during major sporting events like the World Cup

Chapters
00:00 Bloomberg Businessweek Daily
00:02 Friday Market Check: Tech Weakness, Oil Retreats
00:04 Trump’s New Section 301 Tariffs Explained
00:07 Forced Labor Justification & Legal Challenges
00:10 Are Tariffs Really Inflationary?
00:12 Intel Earnings: AI Demand vs. Financial Concerns
00:16 Big Tech Earnings Preview: Microsoft, Apple & Amazon
00:19 Market Update: Qualcomm Price Hikes & Tech Selloff
00:20 AI Enterprise Growth & OpenAI Adoption
00:24 CFO Briefing: Why AI Can’t Replace Enterprise Planning
00:31 Board’s Growth Strategy, IPO & Global Expansion
00:34 How CFOs Are Preparing for Tariffs & AI Costs
00:38 Nike vs. Adidas: The World Cup Brand Battle
00:43 Can Nike’s Turnaround Succeed?
00:47 Markets Into the Close: Fed, Earnings & Iran Risks
00:49 Stocks on the Move: Intel, Oracle & Canada Goose
——–
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The Iran-backed Houthis claimed their first attack on commercial ships in recent months, opening a new front in the US-Iran war that has already disrupted global energy supplies and rattled bond markets.

Alphabet raised its capital spending forecast to as much as $205 billion this year, reigniting concerns about a lack of fiscal discipline in the race to dominate artificial intelligence.

And Chancellor of the Exchequer John Healey committed to disciplined control of Britain’s public finances to protect against economic shocks, as he made a pro-business pitch to the City of London on his third full day in post.

Today’s guests:
Themos Fiotakis, Barclays, Global Head of FX Strategy and EM Macro Strategy; Rachel Ellehuus, RUSI, Director-General.

—

“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
00:00:37 – Alphabet hikes AI spending outlook
00:02:20 – STMicro shares sink as outlook misses estimates
00:03:28 – Themos Fiotakis, Barclays, Head of FX & EM Strategy
00:13:44 – BNP Paribas net come beats estimates
00:15:59 – UniCredit beats profit, lifts goals amid Commerzbank pursuit
00:18:16 – French politics jolts Paris bankers just as tax breaks expire
00:23:29 – Thursday headlines
00:23:57 – Houthis says they attacked tankers in the Red Sea
00:26:49 – Rachel Ellehuus, RUSI, Director General
00:36:10 – UK Chancellor John Healey on fiscal credibility, being pro-business
00:38:29 – OpenAI models completed complex attack in hours
00:44:52 – Kapur on decision to break up Honeywell
00:45:37 – EasyJet rises as booking momentum drives in-line 3Q
——–
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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 Allspring Global Investments Head of Equity Investments Ann Miletti, Veda Partners Managing Partner, Director of Economic Policy Henrietta Treyz, Wedbush Securities Managing Director, Equity Research, Hardware Matt Bryson, VSORA Chair Sandra Rivera, Fidelity Director of Global Macro Jurrien Timmer, Sila Nanotechnologies CEO & Co-Founder Gene Berdichevsky, Harbinger Sports Partners Founder & CIO Rashaun Williams, Manna Tree Partners Co-Founder & Managing Director Ellie Rubenstein, & Kosterina Founder & CEO Katina Mountanos.

Chapters:
00:00:00 Bloomberg The Close
00:02:00 Allspring on AI Spending, Earnings & Market Rotation
00:09:03 Tariffs, Inflation & Washington Policy Outlook
00:16:02 Top Calls
00:17:29 Intel Reversal: AI Spending Concerns vs. Strong Fundamentals
00:22:23 Data Center Buildout: Demand, AI Infrastructure & Intel
00:31:51 Stock of the Hour: American Express Under Pressure
00:34:05 Paramount-Warner Deal Delayed
00:36:23 Fidelity on AI, Higher Rates & Market Leadership
00:43:13 Closing Bell
00:46:43 Market Movers: SLB, RingCentral & T-Mobile
00:48:33 Paramount Merger Delay, Uber & Waymo, and SpaceX Watch
00:54:56 Weekly Market Recap & Tesla’s Challenging Week
00:56:59 Sila Nanotechnologies on Next-Generation Battery Innovation
01:00:26 Tesla’s AI Future, Energy Storage & Physical AI
01:03:43 ETF Boom: Why Fund Lifespans Are Shrinking
01:08:07 Private Equity Bets on the Las Vegas Athletics
01:17:00 Investing in the Wellness Economy
01:23:10 Olive Oil Shots: The Latest Wellness Trend
01:28:08 What to Watch & Katie Greifeld’s Farewell
——–
More on Bloomberg Television and Markets

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