Iran Says No Progress in US Talks & Broadcom AI Chip Outlook Disappoints | The Pulse 6/4/2026
Iran said there had been no recent progress in talks with the US over an interim peace deal, while fighting persisted in Lebanon despite Washington’s declaration of a ceasefire between Israel and the country.
Broadcom shares sunk in premarket trading after the chipmaker gave an outlook that was seen as underwhelming, given the industry’s AI-related demand.
Plus, SpaceX has now officially filed for its IPO, aiming to raise $75B in the biggest listing ever. The mega-IPO race is just getting started as Bloomberg understands Anthropic has picked Morgan Stanley and Goldman Sachs to lead its IPO after filing confidentially for its own listing.
Today’s guests: Arend Kapteyn, UBS Investment Bank Global head of Economics & Strategy Research; Blair Jacobson, Ares Management Co-President; Petra Hielkema, European Insurance & Occupational Pensions Authority Chairperson
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:26 – SpaceX seeks $75B in record IPO
00:01:51 – Broadcom falls as outlook fails to impress investors
00:03:56 – Arend Kapteyn, UBS Chief Economist
00:14:35 – Wes Streeting on UK leadership challenge
00:16:47 – Israel, Lebanon agree to ceasefire if Hezbollah stops fighting
00:19:24 – Germany, France, UK plan to engage Putin Ukraine talks
00:23:06 – Thursday headlines
00:23:53 – Blair Jacobson, Ares Management President
00:34:24 – Solomon on Alphabet debt, equity
00:37:23 – Petra Hielkema, EIOPA Chairperson
00:45:15 – Glazer family members said to study Manchester United stake sale
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