Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Stocks and bonds fell while oil climbed after the US carried out airstrikes on an Iranian military site and imposed new sanctions to prevent Tehran from profiting from vessels transiting the Strait of Hormuz, highlighting the fragility of recent diplomatic momentum.

Salesforce gave a revenue outlook for the current period that fell just short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.

Plus, Snowflake shares jumped almost 30% in late trading after the software maker gave a stronger-than-expected annual outlook and signed a $6 billion multiyear agreement to use Amazon’s cloud services and chips.

Today’s guest: Trevor Charsley, Corpay, Senior Technical Strategist.

Chapters:
00:00:00 – Daybreak Europe
00:00:54 – Stocks Slip on New Iran Strikes
00:03:05 – Trump Threatens to ‘Blow Up’ Oman
00:11:40 – Snowflake Jumps 30% on Sales Outlook, $6 Billion Amazon Deal
00:15:09 – Yardeni: Earnings Drive Rally, Watch Pullback
00:18:46 – Oil Rises on Iran Strikes, Stocks Drop With Bonds
00:22:46 – ECB’s Guindos: Inflation Expectations Well Anchored
00:26:42 – Cook: Risks Tilted Toward Higher Inflation
00:30:04 – US Strikes Iran Targets as Trump Vows to ‘Watch Over’ Hormuz
00:33:29 – Trevor Charsley, Corpay, Senior Technical Strategist
00:41:02 – Former UK Prime Minister Tony Blair Criticizes Labour Party
00:43:44 – Blair Argues Labour Has no Coherent Plan for UK
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Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. #meta #ai #usa #tech #technology #business

The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants — and in a region searching for economic revival, development of the data center has become a lifeline.

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The US & Iran reached a tentative deal to extend their ceasefire by 60 days and begin talks on the future of Iran’s nuclear programme. The preliminary agreement is still subject to President Trump’s approval. Oil fell on the news, with Brent crude on track for its biggest monthly decline since 2020.

Bloomberg understands that SpaceX has cut its target valuation at IPO to at least $1.8 trillion. We reported in April that SpaceX was aiming for a valuation above $2 trillion. Sources say the target is settling lower after consultations with advisers and investors. Meanwhile Anthropic’s valuation hit $965 billion after its latest funding round.

Plus Blue Origin’s New Glenn rocket exploded on a launchpad in Florida during testing, dealing a blow to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX.

Today’s guests: Seema Shah, Principal Asset Management, Chief Global Strategist; Aditi Venkatram, Jefferies, Equity Capital Markets Managing Director; Nate Soares, Machine Intelligence Research Institute, President & Author, ‘If Anyone Builds It, Everyone Dies’
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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
00:00:25 – US, Iran agree to 60-day truce, pending Trump signoff
00:03:10 – Markets roundtable: Principal AM’s Seema Shah & Bloomberg’s Mark Cranfield
00:13:29 – SpaceX said to lower valuation target to $1.8 trillion
00:16:56 – Aditi Venkatram, Jefferies, Equity Capital Markets Managing Director
00:23:59 – Friday headlines
00:24:22 – Musalem: Fed policy at or below long-run neutral
00:28:49 – Fed’s rate path in focus
00:33:26 – Blue Origin’s New Glenn rocket explodes on Florida launchpad
00:37:23 – Nate Soares, Machine Intelligence Research Institute, President & Author, ‘If Anyone Builds It, Everyone Dies’
00:44:23 – Global defense talks at Singapore summit
00:46:44 – S&P 500 reaches nwe highs as bulls lean into risk rally
——–
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Concerns are growing that artificial intelligence could accelerate job losses as automation spreads across industries. This segment examines whether AI will ultimately displace workers or create new forms of employment by complementing human expertise. The discussion focuses on corporate decision‑making, productivity limits, and the challenge of ensuring new jobs are widely shared, as the U.S., China, and other economies race to adopt AI technologies. Simon Johnson, MIT Sloan Professor of Entrepreneurship and Nobel Laureate, joined Stephen on the sidelines of the UBS conference on Insight with Haslinda Amin to discuss the economic, social, and geopolitical implications of AI adoption.
——–
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Gap Inc. CEO Richard Dickson says the retailer delivered progress in the quarter, even after lowering its sales outlook. He says three out of their four brands are growing and they’re raising the earnings outlook. Dickson speaks to Bloomberg’s Lisa Abramowicz.
——–
More on Bloomberg Television and Markets

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