From UN Headquarters, Bloomberg’s Haslinda Amin and Romaine Bostick wrap up a special town hall with candidates seeking to become the next UN Secretary-General.
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Dan Ives, partner and senior managing director at Yorkville Ives & Co., talks about the recent rout in AI and semiconductor stocks, the new AI models coming out of China and his new role. He speaks on “Bloomberg Surveillance.”
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Dan Ives Partner and Senior Managing Director at Yorkville Ives & Co joined Bloomberg Intelligence to discuss Intel and preview next week’s tech earnings. He said that Intel’s becoming the comeback kid and that for the first time in 30 years, the US is ahead of China when it comes tech.
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US equity futures waver after a rout in chipmakers causes rotation into other corners of the market. Oil drops as negotiations between Iran and Oman focus on restarting traffic in the Strait of Hormuz and President Trump says there’s a “good chance” a deal may happen. Henrietta Pacquement of Allspring Global Investments discusses the Fed’s rate path as markets push up year-end Fed rate.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:44 – Global Market Check: Asia Chip Stocks Tumble
00:02:14 – Europe Market Open & Bonds
00:03:42 – Oil Retreats as Fed and AI Concerns Weigh
00:05:20 – First Look Movers: Chips, J&J & Unilever
00:06:29 – AI Selloff: What’s Driving the Panic? Germany Prepares for Trade Pressure on China
00:11:54 – Trending on the Terminal
00:13:31 – Iran-Oman Talks Lift Oil Market Optimism
00:17:42 – Heat Waves Threaten US Power Grid & Data Centers
00:21:35 – Market Reset: Chips, Oil & Treasury Yields
00:23:18 – First Look Movers: Chip Stocks, J&J & Barclays
00:24:29 – Henrietta Pacqument, Allspring Global Investments Global Fixed Income COO, on Fed Preview, AI Data Centers, Bond Market
00:32:21 – Trending on the Terminal
00:33:54 – Trump, Iran & Strait of Hormuz Negotiations
00:37:03 – AI Chip Selloff Deep Dive
00:39:27 – Boeing Earnings Preview
00:42:34 – What to Watch Today
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America appears to be suffering from a fun shortage. From the rising cost of concert tickets, to bowling alley and nightclub closures, to venue shortages for kids to play in local sports leagues, the fun deficit is real and it’s making Americans more isolated and lonelier than previous generations.

Bloomberg’s Ben Steverman joins Stacey Vanek Smith and Max Chafkin on the Everybody’s Business podcast to explore some easy solutions to bring fun back into our everyday lives.
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