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US Seeks To Revive Iran Talks as Israel, Lebanon Reach Ceasefire | Daybreak Europe 06/04/2026

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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.

The US said Israel and Lebanon agreed to a ceasefire if Hezbollah also stops fighting, the latest attempt by the Trump administration to keep peace talks with Iran on track as political opposition to the war intensifies.

The Republican-led House voted to halt the US war with Iran, breaking with President Donald Trump on an unpopular foreign conflict that is taking an escalating economic toll on Americans.

And momentum in the artificial-intelligence trade was dented by Broadcom delivering a disappointing forecast for AI chip revenue, signaling its efforts to gain ground in the burgeoning industry are going more slowly than anticipated.

Today’s guest: Lale Akoner, eToro, Global Market Analyst.

Chapters:
00:00:00 – Daybreak Europe
00:01:12 – Israel, Lebanon Reach Ceasefire as US Seeks to Revive Iran Talks
00:04:43 – Broadcom Slides After AI Chip Outlook Disappoints Investors
00:08:44 – Bitcoin Bounces Off Four-Month Low in Bruising Week for Crypto
00:15:52 – SpaceX Seeks $75 Billion in Record IPO to Fund AI, Launch
00:18:52 – Jamie Dimon to Pitch JPMorganโ€™s Ultra-Rich Clients on SpaceX IPO
00:20:58 – David Solomon on Goldman’s Role in SpaceX IPO
00:27:17 – AI Rally Record Highs Lose Momentum
00:31:45 – Lale Akoner, eToro, Global Market Analyst
00:37:26 – UK Labour Party Split on Direction After Local Vote Loss
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Alleged DC Gala Gunman Believed to Be Targeting US Officials

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The armed suspect who tried to enter a Washington ballroom where President Donald Trump was set to speak was likely targeting administration officials, Acting US Attorney General Todd Blanche said.
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Inside the Race to Build a Compute Futures Market Bigger Than Oil

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On this episode of the Odd Lots podcast, Compute Exchange and Silicon Data CEO Carmen Li tells Joe Weisenthal and Tracy Alloway about her company’s quest to build a compute market that could become bigger than oil and what goes into constructing a GPU index.
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It’s All About Intense Rotational Plays Now: 3-Minutes MLIV

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Anna Edwards, Tom Mackenzie and Ven Ram break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:00 – Stock Market Selloff
00:01:08 – Samsung, SK Hynix AI Spending Push
00:02:03 – Gold Price
00:02:50 – Gold Fourth Weekly Loss
——–
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Bonds Under Pressure Despite Oil Relief: 3-Minutes MLIV

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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:01 – US-Iran Latest
00:01:15 – Brent Crude, Oil Prices
00:02:02 – Bond Yields
00:02:38 – Keir Starmer, UK Gilts Pressure
——–
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Apple Raises Prices on Macs, iPads, Home Devices

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Apple customers may experience sticker shock next time they look to buy one of many products. The company is raising prices of Macs, iPads, home devices, and the Vision Pro to offset cost hikes caused by a shortage of memory chips and storage. Prices for iPhone, Apple Watch and AirPods stay the same.

More:
MacBook Neo goes from $599 to $699.
MacBook Air goes from $1,099 to $1,299

The entry-level 14-inch MacBook Pro is moving to $1,999 from $1,699, while the 16-inch model is now priced from $2,999, up from $2,499. The iMac desktop now starts at $1,499, up from $1,299, while the Mac Studio increases to $2,499 from $1,999.

——–
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