Leopold Aschenbrenner has made a $400 million investment in a privately held company, according to people familiar with the matter. Bloomberg’s Nishant Kumar has more on apparent comeback of the Situational Awareness hedge fund on “Bloomberg Open Interest.”
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Global stocks climbed to a record as hopes rose for a US-Iran deal to open the Strait of Hormuz, while investors renewed bets on the artificial intelligence trade, driving gains in chipmakers.

S&P 500 futures rose after the index hit another all-time high, buoyed by a rally in technology stocks. Europe’s Stoxx 600 hit a new record, as did MSCI’s All Country World Index.

Brent crude held around $80 a barrel after Tuesday’s plunge, as Axios reported that Washington, Tehran and Oman were nearing an agreement to resume oil flows through the Strait. Treasuries were steady and gold advanced as traders curbed expectations for interest-rate hikes.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Lizzy Burden.

Chapters:
00:00:00 – The Opening Trade
00:00:47 – Market Check
00:02:46 – SpaxeX’s AI Splurge
00:04:13 – Novo Nordisk Wegovy Pill Sales
00:05:46 – Oil Price Drops on Hormuz Opening Speculation
00:09:03 – Uber Earnings
00:11:49 – Ahold Delhaize CFO Jolanda Poots-Bijl
00:24:41 – Bond Market Check
00:27:11 – Sandoz CEO Richard Saynor
00:35:57 – Elon Musk on AI Improvement
00:38:04 – AMD Stock
00:46:51 – Stocks to Watch: Novo Nordisk, Infineon, Glencore
00:51:59 – Infineon Stock
01:02:43 – Spain Services PMI Rises
01:15:11 – Europe, Russia Ex-Officials Talks
01:29:45 – Infineon CFO Sven Schneider on AI, Autos
01:34:43 – Treasuries Rise
——–
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Oil prices extended their gains as tensions around the Strait of Hormuz remained elevated. Iran is seeking to bar US and Israeli ships from using the strategic waterway, while its parliament reviews the proposed Iran-Oman agreement and considers requiring compensation from countries it views as hostile before shipping can fully resume. President Trump said the US controls the Strait of Hormuz and expressed optimism that the war could end soon, while Washington called for a return to the pre-war status quo in the vital shipping lane.
Investors also turned their attention to the latest US jobs report, with payroll data expected to play a key role in shaping the Federal Reserve’s next move. Bond markets weakened ahead of the release, while the Japanese yen gave back nearly half of its gains following coordinated intervention and slipped beyond ¥158 per US dollar. Asian stocks declined on renewed Iran concerns, and Japan’s Nikkei fell after disappointing technology earnings.
In business and technology, China’s exports and imports posted double-digit growth as AI demand supported trade. DeepSeek is preparing to resume an $8 billion funding round to expand its data center footprint, SoftBank reported stronger-than-expected quarterly profit and secured a $10 billion loan backed by its OpenAI stake, while Alphabet’s bond sale attracted around $115 billion in investor demand.
Elsewhere, the UAE restored seaborne oil exports to pre-war levels through expanded shuttle services, Saudi Arabia reported a $43 billion budget shortfall despite benefiting from higher oil prices, and the broader Middle East conflict continued to weigh on non-oil sectors. Congo banned exports of copper and cobalt concentrates, while the US pledged additional funding to support Ebola response efforts in Congo and Uganda as the region battles its largest outbreak. Guests includes Jun Bei Liu, Ten Cap Founder, George Cheveley, Ninety One Natural Resources Portfolio Manager and Patrick Grady, Sequoia Capital Partner.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:09 – Iran Seeks to Bar US, Israeli Ships From Hormuz
00:08:40 – Hormuz Deal Prospects Remain Unclear
00:12:48 – Jun Bei Liu, Ten Cap Founder
00:19:38 – DeepSeek’s $8B Funding Round
00:29:08 – Saudi Arabia’s War Windfall and Budget Gap
00:32:08 – George Cheveley, Ninety One Natural Resources Portfolio Manager
00:42:50 – Patrick Grady, Sequoia Capital Partner
00:44:30 – Traders Await US Jobs Report
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The MLB trade deadline is in the rear-view mirror, so Jason Kelly and Alex Rodriguez look forward to the rest of the season and break down the league’s recent contract negotiations with the players. Listen to their full discussion on this week’s episode of The Deal wherever you get your podcasts
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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 Man Group Managing Director, Solutions Matt Rowe, Gen President & CEO Vincent Pilette, Akamai Technologies Co-Founder & CEO Tom Leighton, Sony Pictures Entertainment MPG Chairman & CEO Tom Rothman, Once Upon A Farm Co-Founder & CEO John Foraker, Envestnet Co-CIO, Group President Dana D’Auria, PSP Growth Head of Venture Momei Qu, New York City Deputy Mayor For Economic Justice Julie Su, & Spelman College President Dr. Ayanna Howard.

Chapters:
00:00:00 Bloomberg The Close
00:03:11 Man Group on Fed Rates, AI & Market Volatility
00:10:16 Gen Digital CEO on Cybersecurity & Agentic AI Risks
00:14:59 Akamai CEO on AI Infrastructure, Robotics & Cloud Growth
00:23:00 Sony Pictures CEO on Spider-Man’s Record-Breaking Debut
00:33:25 Once Upon a Farm CEO on Growth & Consumer Demand
00:43:20 Countdown to the Closing Bell
00:44:09 Envestnet on Jobs, Fed Policy & the AI Trade
00:50:22 Closing Bell
00:54:04 Market Movers: Airbnb, SpaceX & Microchip
00:56:03 Trade Desk, Under Armour & Sweetgreen Slide
00:57:39 $32 Coffee & the Dunkin’ Gift Card Craze
01:01:11 Weekly Market Wrap: Tech Rally & Falling Yields
01:02:07 AI Debt Boom: Investors Question Hyperscaler Spending
01:03:30 PSP Growth on AI Capex, Software & Venture Investing
01:11:48 Restaurant Stocks Face Food Safety Concerns
01:15:42 NYC Deputy Mayor For Economic Justice Julie Su on Jobs, Wages & Affordability
01:29:07 Spelman President on AI, Education & Financial Aid
01:35:51 What to Watch
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