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Ford CEO Farley on Supplier Fire, Tariff Impact and EVs

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Ford CEO Jim Farley discusses the impact of a devastating fire at a key aluminum supplier on earnings, how the automaker is managing tariffs and the state of the electric-vehicle market. He speaks on “Bloomberg The Close.” Ford now expects full-year adjusted earnings before interest and taxes of $6 billion to $6.5 billion, down from as much as $7.5 billion under its previous guidance.

Sign up for the Hyperdrive newsletter, your guide to the future of cars, from reporters around the world: https://bloom.bg/4bFNyy4
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China’s Reported DUV Breakthrough Rattles AI Trade | The China Show | 7/28/2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:55 – Report says Chinese firm in mass production of DUV lithography machines
00:08:39 – Nvidia deals fuel fresh concerns over circular AI spending
00:14:32 – Societe Generale’s Frank Benzimra on fresh volatility in Asia’s AI trade
00:31:49 – Little Tech Association’s Harry Godfrey defends open-weight AI models
00:43:24 – DeepSeek’s Liang Wenfeng emerges as a major winner of CXMT’s blockbuster IPO
00:49:42 – Assessing the scale of China’s reported DUV production capacity
00:59:24 – Triada Capital’s Monica Hsiao on AI credit risks and hyperscaler spending
01:13:04 – What China’s reported DUV breakthrough could mean for ASML
01:16:18 – Debt concerns creep in on AI hyperscalers
01:27:06 – Little Tech Association’s Harry Godfrey on the risks of blanket bans on open-weight AI models
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Everybody’s Business: AI Industry’s Answer to Its Image Problem

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The newest fashion houses aren’t headquartered in Paris or Milan. They’re in — Silicon Valley?

Bloomberg’s Sarah Frier joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to unpack one of the stranger ways the AI industry is attempting to fix its image problem: Fashion.
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Traders Weigh Renewed US-Iran Strikes, SK Hynix Earnings | The Asia Trade 7/29/2026

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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:03:14 – Oil prices jump after Iran’s surprise missile attack
00:10:51 – SK Hynix 2Q operating profit misses estimates
00:20:48 – 7.1 magnitude quake strikes Japan’s Kyushu island
00:26:23 – CLSA’s Sanjeev Rana on SK Hynix earnings
00:34:24 – Rio Tinto HY profit soars on metal prices, cost cuts
00:37:56 – Hongkong Land CFO Craig Beattie on earnings outlook
00:47:28 – Markets open in Japan, South Korea and Australia
00:52:02 – SK Hynix sees 2026 capex reaching high 40T won range
00:56:02 – KB Financial Group’s Peter Kim on global markets strategy
01:04:47 – US, Saudi Arabia strike Iran-backed weapons sites in Iraq
01:10:11 – China gears up to fight overcapacity claims
01:13:15 – CreditSights’ Zerlina Zeng on Big Tech debt flood
01:22:57 – Quake hits key hub for Japan’s chip industry
01:25:46 – Kioxia faces mounting pressure to expand capacity
01:30:16 – Rio Tinto: 2026 output, sales guidance maintained
——–
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Why this expert thinks Fox outperforms in the streaming era #shorts #fox #media #mergers #streaming

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Media veteran Michael Wolf breaks down the mega deals that are reshaping the entertainment industry, and what makes Fox one of the “best performing media stocks” https://bloom.bg/3EMZYZX

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How to Read the Global Markets Like a Pro

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Just watching the #DowJones Industrial Average won’t get you to #retirement. On this week’s Bloomberg Money, Tom Keene considers #equities, #bonds, #currencies and #commodities — and how they link together.

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