On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the results from Tuesday’s primary elections across the US. On today’s show, political scientist Lara Brown, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and former US Assistant Secretary of State for Near Eastern Affairs Barbara Leaf.

Chapters
00:00:00 Balance of Power: Early Edition 
00:01:58 Market Update: Stocks Near Record Highs
00:04:04 Confusion Over the Strait of Hormuz Deal
00:05:03 White House on Iran Negotiations
00:07:24 Trump’s Nevada Speech Preview
00:10:10 Michigan Primary Results & Democratic Strategy
00:11:34 What Abdul El-Sayed’s Victory Means
00:15:15 2026 Midterm Outlook
00:16:05 GOP Ethics Issues & Political Fallout
00:19:02 Market Update: SpaceX Drops After Earnings
00:20:49 Political Panel: Is the Democratic Party Moving Left?
00:28:53 Can Democrats Hold Michigan?
00:32:33 Market Update: AMD, SpaceX & Oil
00:36:17 Trump Optimistic on Iran Talks
00:37:09 Barbara Leaf on the Hormuz Agreement
00:39:16 Red Sea Risks & Houthi Threats
00:40:17 Is This Really Iran’s Last Chance?
00:41:09 U.S. Military Readiness & Iran’s Leverage
00:44:03 Why Diplomacy Must Take Over
00:45:04 Who Should Lead U.S. Negotiations?
——–
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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
00:02:31 – Asian stocks set to track Wall Street higher
00:07:58 – SpaceX’s AI spending puts damper on debut earnings after IPO
00:12:47 – TECHnalysis Research’s Bob O’Donnell on SpaceX, China AI
00:20:04 – Trump, Qatari Emir discuss de-escalation efforts
00:27:41 – AMD sees AI compute market nearing $2T by 2030
00:30:44 – Toyota unveils $6.3B buyback, raises profit outlook
00:34:11 – EXCLUSIVE: Shionogi CEO Isao Teshirogi on US, China & succession
00:42:13 – EXCLUSIVE: HSBC Group CEO Georges Elhedery on buyback, cost savings
00:47:24 – Markets open in Japan, South Korea and Australia (8A) Capital Group’s Noriko Chen on markets strategy
00:51:37 – Capital Group’s Noriko Chen on markets strategy
01:03:09 – SpaceX falls after higher AI spending
01:05:40 – US to ban Chinese data center components: Reuters
01:08:38 – Oil slumps on Hormuz deal prospects
01:13:06 – Macquarie Capital’s James Hong on Japan autos earnings
01:21:12 – RBI seen holding repo rate at 5.25%
01:30:47 – EXCLUSIVE: Shionogi President & CEO Isao Teshirogi on M&A
——–
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Dell shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power AI work. CFO David Kennedy tells Ed Ludlow that the growth is “broad based” https://bloom.bg/4eaQu9y

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US equity futures gains after stocks closed at an all-time high for the first time since June. Shares of SpaceX extend its decline as the company’s AI spending puts a damper on its debut earnings results. Oil rises after a new threat by the Houthi militant against Middle East shipping offsets optimism from President Trump about a potential US-Iran deal. Matt McLennan of First Eagle Investments discusses the resilience in US corporate profit margins.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Global Market Snapshot
00:00:41 – Global Market Check: Asia Markets Rally on AI Optimism & Iran Deal Hopes Asia Markets Rally on AI Optimism & Iran Deal Hopes,
00:01:38 – Europe Markets: Mining Stocks, Oil & Economic Data
00:02:35 – U.S. Markets: Treasury Yields, Oil & AMD Reaction
00:03:30 – First Look Movers: SpaceX, AMD & Pinterest
00:04:42 – SpaceX Earnings: AI Spending Sparks Selloff, Starlink’s Wireless Expansion Plan
00:07:49 – AI Stocks Under Pressure: AMD & Infineon Analysis, China Export Controls & AI Supply Chain Risks
00:11:30 – Trump, Iran & Strait of Hormuz Negotiations
00:14:55 – Trending on the Terminal
00:16:05 – Michigan Democratic Senate Primary Results
00:19:25 – Front Page News
00:21:33 – Market Setup: Futures, Oil & Treasury Yields
00:23:02 – First Look Movers: SpaceX, AMD & Arista Networks
00:24:09 – Matt McLennan, First Eagle Investments Head of Global Value Team. on Software Stocks, Data Centers & AI Spending
00:31:51 – Trending on the Terminal
00:32:59 – Paramount Earnings & Media Industry Outlook
00:34:50 – Disney Preview: Streaming, Parks & Strategy
00:37:59 – SpaceX Earnings Revisited: AI Spending Concerns, SpaceX Lockup Expiration & Stock Pressure
00:42:01 – What to Watch Today
——–
More on Bloomberg Television and Markets

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Blair Effron of Centerview Partners joins Wall Street Week to discuss how AI is reshaping the investment landscape https://bloom.bg/4hjoYZm

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