Business
US, Iran Trade Airstrikes | Balance of Power 7/9/2026
On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu discusses the latest from the Trump Administration. On today’s show, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Vice President of the Defense & Security Department at the Center for Strategic and International Studies Emily Harding.
Chapters
00:00:00 Balance of Power: Early Edition
00:00:50 Market Update: Chip Stocks Rally While Oil Pulls Back
00:02:25 U.S. and Iran Exchange New Strikes
00:04:20 Is the Iran Ceasefire Really Over?
00:06:20 Strait of Hormuz Shipping Disruptions
00:07:45 Graham Platner Suspends Senate Campaign
00:09:20 What Happens Next in Maine’s Senate Race?
00:13:55 Political Fallout from the Platner Controversy
00:18:55 Market Update: Semiconductors Lead the Rally
00:21:20 Tech Stocks Rebound Despite Geopolitical Risks
00:24:15 Micron Surges on AI Investment Plans
00:26:40 Markets Shift Focus to Earnings Season
00:27:15 CSIS on the U.S.-Iran Conflict
00:29:20 Are the U.S. and Iran Still Negotiating?
00:32:05 How the Pentagon Planned for a Strait of Hormuz Crisis
00:34:15 Military Success vs. Strategic Objectives in Iran
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Business
Amazon to Spend Billions More Than Expected on AI Data Centers
Amazon’s latest quarterly results came largely in line with expectations, with AWS revenue growth surpassing forecasts at 24% versus an expected 21%. The company also projected a significant increase in capital expenditures for 2026, guiding to approximately $200 billion. Poonam Goyal has more on “Bloomberg The Close.”
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Business
Why the World Is Watching the Yen
The Japanese yen is trading at levels not seen since the 1980s. It’s good news for tourists but a headache for the economy. Now, US Treasury Secretary Scott Bessent is getting involved. Here’s why.
Bessent Says US Yen Intervention Was ‘Nominal,’ Backs US Exports: https://bloom.bg/4hbwFz8
Treasury Secretary Scott Bessent said the US only deployed a “nominal” amount in its coordinated intervention to prop up Japan’s currency, and defended that operation as in American interests.
#Japan #Yen #Currency #BOJ
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Business
‘Bloomberg Surveillance: Early Edition’ Full (11/29/22)
Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Thushka Jeannequin, JPMorgan Asset Management France Global Market Strategist, and Sharon Bell, Goldman Sachs Senior Equity Strategist, discuss market reaction to China anti-lockdown protests. Irene Tinagli, European Parliament Chair of the Economic & Monetary Affairs Committee, discusses European Crypto regulation ahead of the European Parliament’s FTX hearing and ECB rate setting.
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Business
Royal Caribbean Teams with Sandals, Morgan Stanley Addresses Deals Leak
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Charlie Bouckaert – JPMorgan Global Head of M&A, and Michael Aiello – Weil, Gotshal & Manges Partner.
Chapters:
00:00:00 – Bloomberg Deals | 9/23/2026
00:01:08 – Morgan Stanley Deal List Leaked
00:03:12 – Paramount Settles Lawsuits
00:05:50 – Potential Buyers of Capri | Big Deals
00:07:09 – Royal Caribbean Buys 50% Stake in Sandals Resorts
00:10:37 – Tom Nides | The Big Picture
00:20:51 – PE Fund Lifetimes Extend to 15 Years | Alternative View
00:23:13 – Global M&A Breakdown
00:25:22 – Charlie Bouckaert & Michael Aiello | The Investment Committee
00:39:01 – Bamboo Postpones IPO
00:41:38 – Paramount Weighs Tapping Musk for Equity Investment: Semafor
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