Today, Bloomberg economics and government reporter Galit Altstein, breaks down Israel’s role the US-Iran conflict as ceasefire negotiations grind to a halt after Israel’s attacks on Lebanon. Then, David Bianco, Americas CIO at DWS on impact of war and the AI trade on the equity market. Plus, Bloomberg semiconductors reporter Ian King discusses Nvidia’s foray into the PC market with the announcement of a chip from the tech giant. Finally, Andrew Grove, chairman of Copper Intelligences, talks the copper market and how demand is outpacing supply as the US rapidly builds out data centers.
Chapters:
00:00:00 – Bloomberg Businessweek Daily
00:03:33 – Trump Says Hezbollah, Israel Agree Not to Attack Each Other
00:05:18 – Trump Says Iran Talks Continue in ‘Rapid Pace’
00:07:23 – Iran Warns Israel Its Attacks on Lebanon Won’t Be Tolerated
00:10:06 – Dollar, Oil Move More in Lockstep Amid Peace Deal Setback
00:14:48 – S&P 500’s Shaky Standing Exposed by Peace Setback
00:15:55 – Anthropic Files Confidentially for IPO in Race with OpenAI
00:21:04 – NVIDIA Taking on Intel, AMD with New AI Chip for Computers
00:24:30 – NVIDIA Enters Windows Laptop Market
00:32:41 – Oil Jumps on Report Iran to Halt Exchanges with US
00:34:00 – Copper’s Giant Tariff Trade Is Back on Squeezing Global Market
00:35:02 – Future of US Data Center Built-Out Relies on Copper Supply
00:37:18 – Copper’s Giant Tariff Trade Is Back and Squeezing Global Market
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