Gil Luria of DA Davidson says Microsoft will be the key company to watch during this earnings season and it all has to do with spending on artificial intelligence and capex. Microsoft and Meta Platforms both report after the bell on Wednesday. Luria speaks on “Bloomberg Surveillance.”
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The US and Iran extended their pause in hostilities for a fourth straight day, with the focus on talks between Tehran and Oman over restarting traffic in the Strait of Hormuz. Tyler Kendall reports on Bloomberg Television.
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The US launched a fresh wave of strikes on Iran in response to an attack on American forces in Jordan, escalating a conflict that’s now spreading across the Middle East.

After the Fed kept interest rates unchanged for a seventh consecutive month, investors dumped 30-year Treasury bonds, sending the yield shooting up as much as 14 basis points to nearly 5.23%, a 19-year high. Market measures of inflation expectations rose, the dollar slid, and even stocks tumbled as investors wagered Warsh was only delaying an inevitable rate hike.

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, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:02:07 – US Treasuries Post-Fed Decision
00:03:42 – Tech Stocks Mixed Results
00:05:48 – US-Iran War Flares Up Again
00:07:23 – LSEG Stock
00:09:22 – LSEG CEO David Schwimmer
00:17:33 – Shell CEO Wael Sawan
00:25:35 – There is No Soft Inflation Target: Kevin Warsh
00:39:17 – Haleon CEO Brian McNamara
00:47:43 – Stock to Watch: Shell, Adidas, Banks
01:10:17 – Adidas Profit Hit by World Cup
01:15:09 – Two LNG Tankers Struck at Egyptian Port
01:17:23 – Lloyds Banking Group CEO Charlie Nunn
01:29:30 – Microsoft’s 4Q Results
01:31:44 – Apple Set for 16% Sales Growth
01:33:50 – BOE Desicion
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Ygal Arounian, Wedbush managing director, Internet equity research, reacts to Meta Platforms Inc.’s second-quarter earnings and disappointing earnings forecast on “Bloomberg The Close.”
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Global markets react as the US and Iran pause military strikes, with Brent crude falling as diplomatic efforts gain momentum. President Trump says all options remain on the table in the Iran war and that the US has more munitions than it needs, while Iran and Oman hold talks over Strait of Hormuz shipping. Houthi attacks continue to threaten Red Sea oil routes, and Gulf nations accelerate efforts to reduce their reliance on Hormuz. Israeli Prime Minister Benjamin Netanyahu vows to attend the UN as New York Mayor Zohran Mamdani says Netanyahu would not be welcome, while Netanyahu is expected to discuss Iran with President Trump.

Markets also focus on renewed inflation risks and growing pressure on the Federal Reserve to raise interest rates. Bank Indonesia Governor Perry Warjiyo resigns early, while the US and global markets assess the economic impact of the Middle East conflict.

In technology, Chinese memory-chip maker CXMT surges after its $9.8 billion IPO, with shares jumping 500% and the company set to become the largest mainland-listed company. CXMT is benefiting from growing demand for memory chips, while Nvidia considers up to $250 billion in backing for an OpenAI data-center hub and plans a $1 billion investment in Naver as it expands its partnership with South Korea’s SK Group. AI is also becoming increasingly central to consulting and business priorities across the Middle East.

We also cover a shooting in Seattle that left two people dead and five injured, a Berlin Pride attack suspect killed by police, wildfires continuing across France and Spain, and European automakers struggling with rising costs and intensifying competition.

Elsewhere, Kuwait has agreed to a $16 billion oil-sector investment involving Blackstone, Brookfield and KKR. Morocco is seeking financing for a major gas pipeline along Africa’s Atlantic coast, including support from the US EXIM Bank and World Bank, while banks are being tapped for $2.6 billion in pipeline financing.

Chapters:
00:00:00 – Introduction
00:04:29 – US and Iran Pause Military Strikes
00:08:20 – Frédéric Schneider, Middle East Council on Global Affairs Nonresident Senior Fellow
00:15:49 – Haig Bathgate, Callanish Capital CEO
00:27:40 – CXMT shares jump after $9.8B IPO
00:30:45 – Jensen Huang, NIVIDA Presednt & CEO
00:32:16 – Tamer Charife, Deloitte Middle East Technology & Transformation Growth Leader
00:39:26 – Morocco Courts Banks for $26 Pipeline Finance
00:43:20 – Europe’s Carmakers Struggle on Costs, Competition
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