A measure of calm returned to equity markets after a selloff in top-performing technology names, with Micron’s earnings taking on added significance as a test for the artificial intelligence trade.
Nasdaq 100 futures rebounded after worries about stretched valuations sent the index down more than 3% in the previous session.

President Donald Trump said Iran will be able to use funds released from frozen accounts only to purchase food and medical supplies from the US, seeking to ease concerns about peace negotiations that both sides say are making progress. But Trump’s comments were disputed by Iran, the latest example of the two sides making conflicting claims about key issues, including the status of nuclear inspections.

France recorded its hottest ever night and day as the heat wave searing western Europe deepened, disrupting schools, transport and tourist sites. The extreme temperatures, driven by a high-pressure heat dome and reinforced by atmospheric shifts linked to a developing El Niño, have already been blamed for several deaths. Europe’s power supply is being squeezed by low wind generation and heat-related curbs at French nuclear plants, where high river temperatures are limiting output.

Today’s guests: Joyce Chang, JPMorgan Global Research Chair; Clemens Fuest, Ifo Institute President; Miljan Gutovic, Holcim CEO; Benoit Bazin, Saint-Gobain CEO.

—
“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
00:03:55 – Joyce Chang, JPMorgan Global Research Chair
00:11:27 – Clemens Fuest, IFO Institute President
00:18:23 – Iran Denies US Claims on Unfrozen Funds, Inspections
00:22:01 – E5 Leaders To Meet in Berlin
00:25:47 – Burnham To Flesh Out Economic Plan
00:29:58 – Teresa Ribera, European Commissioner fro Competition
00:30:57 – Miljan Gutovic, Holcim CEO
00:37:45 – European Heat Wave Expands
00:40:29 – Roland Busch, Siemens CEO
00:43:06 – Benoit Bazin, Saint-Gobain CEO
——–
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Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on capex and the AI buildout, and how he views public-private partnerships on AI companies.
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Oil steadied while tankers become more overt in transiting the Strait of Hormuz following an agreement between Iran and the US to end their conflict.
Ellen Fraser, Partner and Energy expert at Baringa Partners, discusses the recent moves in oil as the US greenlights Iran to sell on the open market.
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Trump Administration. On today’s show, Democratic Congresswoman Madeleine Dean of Pennsylvania, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Constitutional lawyer Robert McWhirter.

Chapters:
00;00;00 Show Open: Iran Ceasefire, Strait of Hormuz & Tariff Threats
00;02;13 Market Check: Oil, Tech Stocks & Boeing
00;03;57 Iran Drone Attack and Strait of Hormuz Shipping Risks
00;05;24 Trump on Iran, Oil Prices and Peace Talks
00;05;55 White House Update with Tyler Kendall
00;10;22 Rep. Madeleine Dean on Iran, Congress & Defense Spending
00;16;55 Government Funding, Shutdown Risks & Save America Act
00;19;55 Market Update: Tech Rotation & SpaceX Bonds
00;20;20 Tariff Threats and the Future of USMCA
00;21;26 David Westin on Trade, Farmers & North American Exports
00;26;24 Political Panel: Defense Funding & Midterm Politics
00;32;37 Market Update: Consumer Sentiment, Inflation & Fed Outlook
00;34;35 John Bolton Guilty Plea and Classified Documents Case
00;41;08 Supreme Court Immigration Rulings Explained
00;44;28 Birthright Citizenship Case Preview
00;47;32 Trump Addresses the Faith & Freedom Coalition
——–
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The NSE is finally going public. India’s largest exchange could pull off the country’s biggest IPO ever, giving a much-needed boost to a cooling market and paving the way for other mega listings, including Reliance Jio. Rajesh Mascarenhas has more.
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