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Iran War: US Launches Strikes as Trump Rejects Easing Sanctions | Daybreak Europe 05/28/2026

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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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Maine Democrats Face Tight Senate Deadline

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Bloomberg’s Boston Bureau Chief Brooke Sutherland says Maine Democrats are racing to choose a new Senate nominee after Graham Platner withdrew, leaving the party with little time to unify behind a replacement in a race viewed as critical to control of the Senate. She says party leaders face pressure over the candidate vetting process as delegates prepare to select a nominee from a crowded field ahead of the filing deadline.
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AI May Not Solve Demographic Decline

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Martha Gimbel, executive director and cofounder of the Budget Lab at Yale University, says artificial intelligence is unlikely to offset the economic challenges of an aging population, arguing the US is confronting two major transitions at the same time rather than one solving the other. She says AI could improve productivity in some areas, particularly by helping caregivers with physically demanding tasks, but questions whether consumers will embrace automation in roles where human interaction remains essential.
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Chipotle CEO on expanding into Mexico

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“We believe Mexico is a really important milestone for our great brand as we continue to lean into our global strategy. It’s an important country for us, we recognize and admire the culinary heritage that is a part of the Mexican culture,” says Chipotle Mexican Grill CEO Scott Boatwright on the chain’s global expansion https://bloom.bg/4wKJnvc

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Delta Will Do Just Fine With High Fuel Prices, CEO Says

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Delta Air Lines Chief Executive Officer Ed Bastian says higher fuel prices are not deterring travel. He says the carrier is actually seeing strong demand for premium, corporate and international travel. He also talks about how some customers are choosing a better seat on the plane over perks they could get in first class. He speaks to Bloomberg’s Lisa Abramowicz at Delta headquarters in Hapeville, Georgia on “Bloomberg Surveillance.”
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Why some investors are wary of SpaceX stock #shorts #spacex #elonmusk #investing

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After SpaceX’s record-setting IPO, some investors like Danish pension fund AkademikerPension have already rejected the stock over what they call “catastrophic governance,” turning SpaceX into a test case for how much control public markets are willing to give founders https://bloom.bg/3EMZYZX

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