US equity futures drag following a selloff in memory giants including Samsung and SK Hynix as Apple’s price increase announcement stoke AI cost concerns. Oil extends decline as traffic flows without major disruption in the Strait of Hormuz following a ship attack. Priya Misra of JPMorgan Asset Management discusses the market adjustment on bets for the Fed’s rate hikes.

Chapters:
00:00:00 – Opening Headlines
00:00:45 – European Markets & Global Outlook
00:03:20 – Treasury Yields, Dollar & Market Setup
00:04:33 – IPO Market and Equity Movers
00:09:28 – Middle East, Oil & Strait of Hormuz
00:12:08 – Trending on the Terminal
00:13:34 – Wall Street Week: Agriculture Sector Relies on Fragile Trade Agreement
00:19:50 – Front Page News
00:22:58 – First Look Movers
00:24:28 – Priya Misra, JPMorgan Asset Management Portfolio Manager
00:31:47 – Trending on the Terminal
00:40:47 – Volkswagen Restructuring
00:42:29 – What to Watch
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US President Donald Trump and Chinese President Xi Jinping met in Beijing for a high-stakes summit. While Trump struck an optimistic tone about the future, Xi warned that Taiwan remains a critical risk to US-China relations.
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Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” The AI trade faces its next big test as Micron takes the earnings spotlight. Meanwhile, South Korea’s SK Hynix pursues a landmark US listing to help fund its AI ambitions. BlackRock’s Gargi Chaudhuri, Simplify’s Paisley Nardini and Hollow Brook’s Philip Richter discuss where investors can find opportunity and what risks they’re watching. Plus, MNTN CEO Mark Douglas discusses how AI and live sports are fueling a global advertising boom around the World Cup.

Chapters:
00:00:00 – Open Interest
00:01:31 – OpenAI Announces First Custom AI Chip Broadcom
00:08:43 – Trump: Gas Prices Lower than Under Biden
00:14:00 – High Interest | Mamdani Allies Win Key Primaries, Data Centers
00:15:37 – Meta, Microsoft Lead $850B Data Center Lease Boom
00:24:03 – Gargi Chaudhuri BlackRock | Oil Falls Below $75 as More Ships Cross Hormuz
00:35:46 – Top Calls | Apogee Therapeutics, Twillo, Take-Two
00:37:15 – AI Memory Demand & Supply
00:40:40 – Housing Bill & Policy Impact
00:44:30 – Micron Earnings Deep Dive
00:50:10 – Paisley Nardini Simplify Asset Management | AI Dominance vs Overlooked Market Themes
00:57:52 – Jason Thomas Carlyle | Policy, AI Boom & Economy
01:00:02 – AI Capex Surge & Growth Outlook
01:03:03 – Midterm Politics & Market Implications
01:06:00 – Mark Douglas MNTN | Advertising Industry & AI
01:09:07 – Open Source vs Proprietary AI Models Debate
01:17:48 – Philip Richter Hollow Brook | The Global Dash for AI Cash
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Grand Theft Auto VI’s $79.99 launch price marks a new high for mainstream video games and signals a potential shift in industry pricing power. This segment examines how Rockstar’s strategy could reshape revenue models and consumer expectations.
Joost van Dreunen, NYU Stern Adjunct Assistant Professor and author of One Up: Creativity, Competition, and the Global Business of Video Games, joined Paul Allen on Insight with Haslinda Amin to discuss the implications.
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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, David Ingles and Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:40 – FOMC hawks overshadow Powell’s final press conference
00:06:30 – Citigroup Global Markets’ Johanna Chua on the outlook for the Fed and Asian economies amid the Iran war
00:24:32 – Alert: Samsung says it expects the memory supply shortage to continue
00:28:08 – China’s factory activity expands despite war-related pressures
00:30:20 – Samsung’s chip profit soars amid an AI spending spree
00:38:12 – Alphabet and Amazon outpace Meta in AI during earnings bonanza
00:40:47 – Trump rejects Iran Hormuz offer
00:44:28 – Breaking: RatingDog China Manufacturing PMI rises to highest since Dec. 2020
00:47:23 – Yen at weakest level since 2024
00:50:40 – What traders are watching this Thursday
01:00:23 – BSP: Philippines inflation in April likely 5.6% to 6.4%
01:20:49 – Opinion: Asia faces worst oil shock since the 1970s
01:34:08 – Samsung’s chip profit soars, but Asia’s AI rally masks deeper damage from the Iran war
01:42:39 – Oil rises amid report that IS is eyeing military options against Iran
01:44:14 – ETF IQ Asia: Leo Wealth’s Aleksey Mironenko on his ETF strategy
——–
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