Ed Ludlow has The Rundown on this week’s biggest tech stories, from Microsoft’s AI payoff to Wall Street’s circular financing concerns.

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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
00:04:41 – Treasury yields rise after Warsh keeps interest rates unchanged
00:08:36 – Zhongji Innolight shares indicated 3.8% lower ahead of Hong Kong debut
00:12:55 – HSBC’s Paul Mackel on what the Fed’s rate hold means for Asian currencies
00:23:16 – Zhongji Innolight begins trading in Hong Kong
00:32:59 – Moonshot AI raises a larger-than-expected $3.5 billion funding round
00:37:54 – Seoul pledges fresh measures to stabilize volatile equity markets
00:51:37 – Vantage Markets’ Hebe Chen on whether Samsung earnings can sustain market momentum
00:59:21 – As Zhongji Innolight stumbles, are cracks emerging in the AI trade?
01:06:00 – Microsoft climbs on robust AI and cloud-driven growth
01:10:14 – Samsung’s solid fundamentals anchor a KOSPI recovery
01:18:52 – Goldman’s Hui Shan expects stronger easing signals from China’s Politburo meeting
01:27:54 – Can pork prices offer clues to China’s luxury spending outlook?
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Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more.

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Strong growth at Microsoft has reassured investors that expensive bets on AI are starting to pay off. But Meta shares slid in premarket trading after the Facebook parent gave a revenue outlook that is seen as disappointing.

Investors dumped 30-year Treasury bonds, sending the yield to a 19-year high after the Fed kept interest rates unchanged for a seventh consecutive month. Investors have wagered that Federal Reserve Chairman Kevin Warsh was only delaying an inevitable rate hike.

The US has 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.

Today’s guests: Katharine Neiss, PGIM Credit Deputy Head of Global Economics; Simon Hunt, Campari Group CEO; Dominik von Achten, Heidelberg Materials CEO

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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
00:00:37 – European CEOs discuss earnings results
00:03:57 – US launches new wave of strikes against Iran
00:06:03 – Katharine Neiss, PGIM Credit Deputy Head of Global Economics
00:15:24 – Simon Hunt, Campari Group CEO
00:23:46 – Thursday headlines
00:24:15 – Poland’s Tusk says missile incident is serious
00:24:49 – Bank of England expected to keep rates on hold
00:26:48 – Dominik von Achten, Heidelberg Materials CEO
00:33:35 – EXCLUSIVE: Nicolas Hieronimus, L’Oréal CEO
00:39:41 – Poland’s Tusk says object that fell was a Russian missile
00:41:33 – Munich Re: Losses from natural disasters hit $112 billion in first half
00:44:04 – FIFA pursues controversial sale plan
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“Bloomberg ETF IQ” focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today’s guests: Vident Asset Management President Amrita Nandakumar, Matthews CIO & Portfolio Manager Sean Taylor, Amplify ETFs Founder & CEO Christian Magoon, and Capital Group Head of Global Product Strategy and Development Holly Framsted.

Chapters:
00:00:00 – ETF IQ opens
00:03:04 – Amrita Nandakumar, President of Vident Asset Management
00:04:36 – Nandakumar on Whether Niche AI and semiconductor ETFs Survive
00:06:29 – Nandakumar: Automation Speeds ETF Filings, But Not Distribution
00:07:50 – SEC review of “novel” ETFs and future regulation
00:11:28 – Matthews’ Sean Taylor on South Korea’s ETF Restrictions
00:12:42 – Taylor on Market Concentration & Retail Investor Risks in Korea
00:17:57 – Leveraged ETFs Presenting Risk To Banks
00:23:36 – Amplify ETFs Founder and CEO Christian Magoon
00:25:38 – Magoon on Dividend Growth, Technology Exposure, and Downside Protection
00:27:26 – Magoon on International Version of DIVO
00:28:31 – Amplify’s Growth Plans and New AI-F ocused ETFs
00:31:43 – Isabelle Lee on Corgi’s plan to launch 500 ETFs
00:35:08 – Capital Group’s Holly Framsted on Active ETFs in Model Portfolios
00:36:26 – Framsted on Why Advisors Are Adopting Active ETFs
00:38:04 – Framsted on ETFs vs. Mutual Funds
00:40:23 – ETF IQ Test
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