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Trump-Putin Summit; Netanyahu Echoes Trump Warning | Horizons Middle East & Africa 02/17/2025

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Senior US and Russian officials to meet in Saudi Arabia to discuss a potential Trump and Putin summit to end the war in Ukraine. Also on the show: Israeli Prime Minister, Benjamin Netanyahu, has threatened to open what he described as the “gates of hell” on Hamas if all remaining hostages aren’t released; its been a month since Saudi Aramco & SandboxAQ signed an agreement to use AI to turn carbon emissions into useful products; Ghana’s new administration has started talks with the IMF to refine its $3B bailout program; US banks are scaling back investments and cutting jobs in China; Asian stocks gaining on AI optimism in Hong Kong and China; Bloomberg has learned South Africa is preparing to pitch a bilateral trade agreement with the US; Germany’s Chancellor, Olaf Scholz, says the European Union is strong enough to stand up to President Trump’s tariff threats. Guests include: Manpreet Gill, Standard Chartered Wealth Management, Chief Investment Officer for AMEE; Burcu Ozcelik, RUSI, Middle East Security, Senior Research Fellow; Jack Hidary, SandboxAQ, CEO; John Mahama, President of Ghana; Gary Dugan, The Global CIO Office, CEO; Rachel Ziemba, Ziemba Insights, Founder.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:32 – Top officials meet to prepare for Trump-Putin summi
00:10:15 – Manpreet Gill, Standard Chartered Wealth Management, Chief Investment Officer for AMEE
00:16:25 – Burcu Ozcelik, RUSI, Middle East Security, Senior Research Fellow
00:27:35 – Jack Hidary, SandboxAQ, CEO
00:35:25 – John Mahama, President of Ghana
01:05:20 – Gary Dugan, The Global CIO Office, CEO
01:17:52 – Rachel Ziemba, Ziemba Insights, Founder
01:26:00 – South Africa’s trade deal with US
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The Key Takeaways From Micron’s Better-Than-Expected Forecast

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Hendi Susanto, a research analyst and portfolio manager at Gabelli, reacts to Micron Technology giving a sales forecast for the current quarter that shattered estimates after the AI building frenzy fueled unprecedented demand. He speaks on “Bloomberg The Close.”
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How Will Super El Niño Heat Affect Africa’s Food, Power, Water? | Bloomberg Next Africa

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In this edition of Next Africa, we examine the economic risks from El Niño as drought and floods threaten crops, food prices and hydropower across the continent. Jennifer Zabasajja speaks with experts about the regions most exposed, the investment needed to strengthen Africa’s water resilience and how AI tools are helping smallholder farmers make critical decisions as weather becomes harder to predict.
(Corrects onscreen figure to reflect $6.7T financing gap.)
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Meta’s Muse Revives AI Trade, Lifts Chip Stocks

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Meta’s new Muse AI agent has topped Apple’s App Store and reignited the AI trade, lifting chipmakers. Anthony Stephens has more.
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Micron Beats Estimates as AI Data Center Revenue Surges | Closing Bell

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Emily Graffeo, Christina Ruffini and David Gura.
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Dan Ives Expects Mag 7 to ‘Significantly’ Outperform in Second Half

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Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, sees the upcoming earnings season as a “huge validation moment” for big tech stocks, which he says were “way oversold in June.”
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