US equity futures hover near a record high amid a tech-led rally. President Trump says his latest offer of talks is Iran’s last chance to make a deal with the US. SpaceX is set to report its first earnings since going public. Cayla Seder of State Street discusses the Fed’s credibility challenge and the earnings outlook.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Tech Rally, Iran & Earnings Preview
00:00:45 – Global Market Check: Asia Markets: Yen Weakness, BOJ Expectations & South Korea
00:02:03 – Europe Markets: Record Highs, Bonds & Gas Prices
00:03:19 – US Market Outlook: Stocks, Treasury Yields & Oil
00:04:29 – First Look Movers: Palantir, Snap & ON Semiconductor
00:05:40 – Palantir Earnings: “Otherworldly” AI Demand, China’s AI Race, Huawei & Chip Competition
00:09:40 – Trump’s Iran Warning & Middle East Diplomacy
00:12:35 – Trending on the Terminal
00:14:16 – HSBC Earnings & Cost-Cutting Strategy
00:16:57 – Saudi Aramco & BP Benefit from Higher Oil Prices
00:20:32 – Front Page News: EU Migration, Russia & Taiwan
00:21:35 – Bloomberg Brief: Market Setup & Futures
00:23:14 – First Look Movers: Palantir, Snap & Powell Industries
00:24:20 – Cayla Seder, State Street Macro Multi-Asset Strategist, on Bond Market Risks & Fed Outlook
00:31:12 – Seder on FX Hedging & U.S. Dollar Outlook
00:32:27 – Trending on the Terminal
00:34:07 – Trump, Iran & Diplomacy Analysis
00:37:38 – AI Leaders Head to the White House
00:39:20 – SpaceX Earnings Preview & AI Strategy
00:42:41 – What to Watch Ahead
——–
More on Bloomberg Television and Markets

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With the cost of college rising in America, how can parents maximize savings? JPMorgan’s Tricia Scarlata tells Bloomberg Money that the “right way” is to start early and save often. Watch more of the conversation with Scarlet Fu and Tom Keene https://bloom.bg/3SRTrDI

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:05 – US drafts ban on China data center components: Reuters
00:06:37 – Hong Kong and mainland stocks lag a broader tech rally
00:15:09 – SpaceX declines as investors digest higher AI spending
00:19:34 – Impact of potential US data center components ban on Zhongji Innolight
00:28:16 – Goldman Sachs’ Ronald Keung on Z.AI and MiniMax
00:38:17 – Breaking: RatingDog China Services PMI falls to its low
00:38:53 – CXMT pushes to narrow the gap in advanced smartphone memory chips
00:51:27 – AI chip rally lifts technology sentiment across Asia
00:52:43 – US drafts ban on China data center components: Reuters
00:56:58 – Rhodium’s Reva Goujon on US-China AI competition
01:07:40 – Cathay Pacific set to report strong earnings
01:13:13 – Samsung unveils its next-generation 3D memory roadmap
01:18:25 – Shionogi CEO on the company’s latest M&A opportunities
01:25:40 – RBI expected to leave rates unchanged at 5.25%
——–
More on Bloomberg Television and Markets

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:02:28 – Japan confirms joint yen intervention with the US
00:07:52 – How significant is DeepSeek’s V4-Flash AI model upgrade?
00:11:25 – Chinese AI disruption sparks volatility across Asian markets
00:15:04 – US and Iran prepare to resume negotiations
00:27:29 – Hang Lung’s Adriel Chan on the leadership transition from CEO Weber Lo
00:37:09 – Can Tokyo and Washington’s intervention halt the yen’s slide?
00:43:38 – Breaking: RatingDog China’s July PMI misses estimates
00:46:30 – DeepSeek and the yen dominate Asian markets
00:55:31 – Why is DeepSeek’s latest model disrupting the AI trade?
00:58:07 – Artificial Analysis’ Micah Hill-Smith ranks leading US and Chinese AI models
01:14:46 – PBOC signals readiness to adjust monetary policy to support growth
01:15:10 – Huatai Securities Chief Economist Eva Yi on China’s economy
01:26:02 – Macau gaming revenue declines for a second straight month
01:30:40 – Hong Kong records its wettest July in more than three decades
——–
More on Bloomberg Television and Markets

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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.”
——–
More on Bloomberg Television and Markets

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