Trump Says Iran Ceasefire Is Over | Balance of Power 7/10/2026

On the early edition of Balance of Power, Bloomberg Washington Correspondent Joe Mathieu discusses the latest from DC. On today’s show, former US Ambassador to Iraq James Jeffrey, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Quincy Institute for Responsible Statecraft Executive Vice President Trita Parsi.

Chapters
00:00:00 Balance of Power: Early Edition 
00:00:00 Market Update: SK Hynix Soars in U.S. Debut
00:03:15 Iran Ceasefire Confusion: Talks Continue?
00:04:30 Former Ambassador James Jeffrey on U.S.-Iran Strategy
00:07:20 Is the U.S. Tightening Pressure on Iran?
00:09:15 Behind-the-Scenes Diplomacy with Tehran
00:11:20 SK Hynix’s Record-Setting U.S. IPO
00:13:00 Why AI Memory Demand Keeps Growing
00:17:45 What to Watch for Tech Earnings Season
00:19:05 Market Update: Semiconductors Lead Again
00:21:15 Trump Refuses to Sign Housing Bill
00:23:45 Why the Housing Bill Still Becomes Law
00:27:10 Political Panel on Trump’s Housing Decision
00:32:35 Market Update: SK Hynix Extends Gains
00:34:50 Memory Chip Shortage May Last Beyond 2030
00:38:50 U.S.-Iran Talks Resume Amid Ongoing Strikes
00:40:20 Can the Ceasefire Still Be Saved?
00:43:10 Inside Iran: Public Opinion & the Regime
00:46:20 What Happens if the Ceasefire Collapses?
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