President Donald Trump claimed the US had “total control over the Hormuz Strait,” as Washington and Tehran hardened their positions in deadlocked negotiations over the critical waterway.

CoreWeave, a provider of computing that powers artificial intelligence systems, surged in premarket trading after the AI spending frenzy spurred faster sales growth than anticipated.

US futures advanced as upbeat results from AI infrastructure firms revived appetite for tech stocks with traders awaiting a key US inflation reading later today.

Today’s guests: Matheus Dibo, Goldman Sachs Private Wealth Global Head of Tactical Asset Allocation, Negah Angha, King’s College London Visiting Fellow

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“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
00:00:34 – Stocks rise on strong tech earnings
00:05:03 – Oil extends gain on doubts over Hormuz deal
00:07:56 – Matheus Dibo, Goldman Sachs Private Wealth Global Head of Tactical Asset Allocation
00:16:41 – S. Korea’s Min: Investments next year could reach over $707M
00:19:30 – US signs new executive order on childhood vaccines
00:23:15 – Wednesday headlines
00:23:48 – Oil extends gain on doubts over Hormuz deal
00:26:14 – Tencent sustains revenue growth to bankroll costly AI investment
00:27:45 – Negah Angha, King’s College London Visiting Fellow
00:35:12 – Russia’s crude oil shipments plunge to the lowest since May
00:39:02 – Results roll in for US midterm primaries
00:43:40 – US inflation expected to slow in July
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 AI Boom Meets Cooling Inflation and a Divided Fed
04:24 AI Monetization Keeps the Bull Market Alive — Keith Lerner, Truist Advisory Services
19:01 Trump Security Ruse Highlights Iran Regime Risk — Victoria Coates, Former Deputy National Security Advisor
29:22 Norway Wealth Fund CEO Nervous Despite Record Returns — Nicolai Tangen, Norges Bank Investment Management
41:56 CPI May Be a Better Inflation Gauge Than Core PCE — Veronica Clark, Citi Research
51:29 Haven’t Been Bullish Enough on Earnings — Edward Yardeni, Yardeni Research
1:07:00 Candidates and Campaigns Still Matter — Jessica Taylor, The Cook Political Report
1:18:32 AI Debt Financing Could Peak in 2027 — Amanda Lynam, Goldman Sachs
1:28:26 Fed Must Prove It’s Serious About Inflation — Patrick Harker, Former Philadelphia Fed President
1:40:37 AI Trade Still Vulnerable to Rotational Shocks — Alex Altmann, Barclays
1:52:00 Fed Should Get Rid of Forward Guidance — Jim Bianco, Bianco Research
2:01:06 US July Core CPI Rises 0.2%, Easing Pressure on Fed — Michael McKee
2:04:29 Fed Will Stay on Hold in September — Tiffany Wilding, PIMCO
2:17:34 ‘Teflon’ Inflation Won’t Stick — David Kelly, JPMorgan Asset Management
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 AI Boom, Fed Rate Hikes and Strait of Hormuz
03:54 AI Boom Could Broaden Beyond Memory Chips – Aaron Kennon, Clear Harbor Asset Management
19:02 Iran Hardliners Rise as US Ramps Up Munitions – Col. Wayne Sanders (Ret.)
31:20 Google Could Power the Future of AI – Sarah Kunst, Cleo Capital
41:50 CPI Is Key to the Fed’s September Decision – Leslie Falconio, UBS Global Wealth Management
53:38 Hot CPI Report Could Create Problems for the Fed – Jim Caron, Morgan Stanley
1:07:17 Iran’s Strait Control Creates a New Risk for US – Henrietta Treyz, Veda Partners
1:20:09 AI Financing Is Creating Winners and Losers – Emily Bannister, Wellington Management
1:30:10 Tame CPI Could Give the Fed Room to Wait – Kathy Bostjancic, Nationwide
1:41:24 AI CapEx to Surge as Cash Flow Strengthens – Eric Johnston, Cantor Fitzgerald
1:53:06 Data Centers Are Becoming an Election Issue – Mig Dobre, Baird
2:04:29 Not Time for the Fed to Raise Rates – Yie-Hsin Hung, State Street Investment Management
2:16:47 AI Infrastructure Is Powering the US Economy – Matt Stucky, Northwestern Mutual
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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A 13-ton haul of cocaine disguised as bananas exposes alleged links between US financiers, luxury Dubai real estate and a crypto-trading Irish fintech.

Alex Morgan explains.
——–
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Recent declines have wiped out half of the yen’s recent intervention rally, with traders remaining on alert for further official support. Bloomberg’s Insight With Haslinda Amin breaks down the factors at stake.
——–
More on Bloomberg Television and Markets

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