US, Iran Trade Strikes; SK Hynix US Offering Sees Strong Investor Demand | Bloomberg Brief 07/9/2026

Stocks rebound from a brief geopolitical risk-off spell and oil rally cools after the US and Iran trade airstrikes. SK Hynix’s US listing is more than seven times oversubscribed, according to people familiar with the matter. Anna Rosenberg of Amundi Investment Institute discusses the fragile ceasefire between the US and Iran. Andrew Graham of Jackson Square Capital looks at the rebound in equities.

Chapters:
00:00:00 – Opening Headlines
00:00:44 – Global Market Check: Asia Markets AI Optimism, SK Hynix & China Rally
00:01:55 – Europe Opens: Oil, AstraZeneca & Bond Markets
00:03:02 – U.S. Markets Preview: Tech Rebounds & Fed Minutes
00:04:30 – Premarket Movers: Intel, Micron, Ionis & Levi’s
00:05:59 – U.S.-Iran Conflict Escalates Despite Ceasefire
00:08:10 – Anna Rosenberg, Amundi Investment Institute Head of Geopolitics, on Geopolitical Analysis on US Iran Ceasefire
00:15:03 – Trending on the Terminal
00:16:25 – SK Hynix’s Blockbuster U.S. IPO Explained
00:20:01 – Front Page News: Politics, NATO & JPMorgan
00:21:31 – Market Outlook: Futures, Oil & AI Stocks
00:24:00 – Andrew Graham, Jackson Square Capital Founder, on the AI Trade
00:31:11 – Trending on the Terminal
00:32:32 – Washington Update: U.S.-Iran Strategy & Maine Senate Race
00:35:51 – SK Hynix IPO & PepsiCo Earnings Preview
00:41:29 – What to Watch
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