Today, Edward Fishman, director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations, discusses renewed conflict between Iran and the US and what it means for the global oil trade as the two countries trade strikes. Then, Aaron Mulvihill, global alternatives strategist at JPMorgan Asset Management, breaks down the economic impact of renewed conflict and the market reaction to the AI trade. Plus, Bloomberg technology reporter Maggie Eastland discusses Micron’s move to increase investment in the US to build out memory capability. Then, Bloomberg senior technology reporter Kurt Wagner talks his interview with Meta CEO Mark Zuckerberg and his company’s move to charge for a tier of its AI model. Finally, Bloomberg senior national political correspondent Nancy Cook discusses the Democratic party’s next move as Maine Senate candidate Graham Platner drops out of the race after allegations of sexual assault.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:00:02 Market Update: Semiconductors Surge, Oil Pulls Back
00:04:25 U.S.-Iran Conflict: Where Do Things Stand?
00:06:15 Why the Strait of Hormuz Is the Real Battleground
00:08:00 Oil Markets, Russia & Global Energy Risks
00:09:45 AI Investment Beyond the Magnificent Seven
00:12:20 Real Estate, Infrastructure & Alternative AI Plays
00:15:15 Are the Magnificent Seven Losing Their Edge?
00:18:20 IPO Market Outlook & AI Investing
00:19:05 Market Update: Chip Stocks Continue Higher
00:20:40 Meta’s New AI Strategy
00:21:20 Micron Expands U.S. Manufacturing
00:24:50 Mark Zuckerberg’s AI Vision
00:26:10 Meta’s Push Into AI Cloud Services
00:28:20 Can Meta Turn AI Spending Into Profits?
00:32:40 Market Update: Tech Leads While Oil Retreats
00:34:10 Democratic Party Faces Midterm Challenges
00:36:00 What’s Next for Maine’s Senate Race?
00:39:40 Can Democrats Unite Before November?
00:42:40 Stocks on the Move
00:44:10 Lumen Rallies on AI Infrastructure Demand
00:45:20 Meta Climbs on AI Optimism
00:47:10 PepsiCo Slides After Weak Consumer Demand
——–
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President Donald Trump said he would intensify the US’s bombardment against Iran until it stops attacking ships in the Strait of Hormuz and agrees to open the waterway. American forces hit Iranian military targets overnight for a fourth straight day, again prompting counterstrikes from Tehran on US bases in Gulf Arab states, including Kuwait and Bahrain.

Technology stocks are leading equity markets higher after ASML Holding NV’s earnings offered fresh evidence of the relentless demand for chips enabling the global artificial-intelligence buildout.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:37 – Market Check
00:01:59 – ASML Raises Full-Year Outlook
00:05:17 – Korean Stock Market Check
00:07:16 – US Inflation Softer than Expected
00:11:52 – We’re Going to Hit Them Very Hard: Trump on Iran
00:25:17 – Bond Market Check
00:37:27 – Jamie Dimon and David Solomon on Earnings
00:47:33 – Stocks to Watch: ASML, Richemont, Bank Stocks
00:54:39 – ASML Stock Surge
00:58:06 – Hermes Stock
01:07:59 – Richemont Sales Beat Lifts Luxury Stocks
01:13:54 – IBM Shares Plunge
01:26:56 – Still Work to Do to Protect Economy: Rachel Reeves
01:32:28 – JPMorgan Record Profit
01:34:50 – Goldman Beats Stock Trading Records
——–
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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 Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

UPDATE: Bain says a special-purpose investment vehicle it set up for SK Hynix still holds a 14% stake in Kioxia.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:33 – US military launches strikes on Iran for second straight day
00:07:43 – US-Iran tensions overshadow day 2 of NATO summit
00:08:59 – BREAKING: Bain Capital exited flash memory maker Kioxia, executive says
00:10:33 – Iran, inflation, AI trade in focus
00:25:51 – Australia India Institute’s Teesta Prakash on Modi’s Indo-Pacific tour
00:33:32 – EXCLUSIVE: Bain Capital’s David Gross on Kioxia exit, strategy
00:39:51 – Seven & I, Fast Retailing to report earnings
00:42:36 – How Japan’s top eyewear maker JINS is passing the inflation test
00:46:22 – Markets open in Japan, South Korea and Australia
00:47:59 – AI rotation trade puts Asia on tech watch
00:55:06 – Trump: Iran wants to make a deal badly
01:00:54 – ADB Chief Economist Albert Park on Asia outlook
01:13:25 – Ispace Founder and CEO Takeshi Hakamada on business outlook
01:23:29 – Luxshare to trade after HK’s biggest 2026 listing
01:27:17 – China allows Nvidia H200 purchases: Information
01:31:07 – Temasek International CIO Rohit Sipahimalani on AI exposure
——–
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Winnie Cisar, CreditSights Global Head of Strategy, John Medina, Moody’s Ratings SVP, Global Project and Infrastructure Finance, Tom Fitzgerald, TD Cowen VP, Equity Research, Gary Gensler, Former SEC Chair, Jeffrey Sherman, DoubleLine Capital Deputy Chief Investment Officer, Macrae Sykes, Gabelli Funds Portfolio Manager, Chad Mumm, Pro Shop Co-Founder and President, Nora Wittstruck, S&P Global Ratings Chief Analytical Officer for Governments, and Michael Chang, Clear Health CEO.

Chapters:
00:00:00 – The Close Begins
00:04:28 – Winnie Cisar, CreditSights Global Head of Strategy
00:10:28 – John Medina, Moody’s Ratings SVP, Global Project and Infrastructure Finance
00:17:05 – Top Calls
00:18:18 – Tom Fitzgerald, TD Cowen VP, Equity Research
00:23:59 – Gary Gensler, Former SEC Chair
00:40:44 – Jeffrey Sherman, DoubleLine Capital Deputy Chief Investment Officer
00:46:51 – Countdown to the Close
01:00:37 – Macrae Sykes, Gabelli Funds Portfolio Manager
01:08:05 – Ed Ludlow, Bloomberg News
01:13:42 – Chad Mumm, Pro Shop Co-Founder and President
01:21:26 – Mark Gurman, Bloomberg News
01:24:48 – Nora Wittstruck, S&P Global Ratings Chief Analytical Officer for Governments
01:31:22 – Michael Chang, Clear Health CEO
01:35:12 – What to Watch
——–
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ASML lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the company’s chip-making machines. Europe’s most valuable company expects net sales to grow to between €43 billion ($49.2 billion) and €45 billion this year. Bloomberg’s Charlotte Hughes-Morgan reports.
——–
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