Treasuries fall and US equity futures waver as rising oil prices stoke inflation fears. President Trump hardens his stance toward Iran with new demands, clouding the prospect of an immediate agreement on the Strait of Hormuz. AI financing picks up as Nvidia taps investment giants including Apollo and Blackstone to source $500 billion for AI infrastructure. Intel raises $20 billion in an upsized share sale. Laura Cooper of Nuveen discusses the rise in real yields.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:45 – Global Market Check: Asia Markets: Oil, Yen & Singapore Stocks
00:02:25 – European Markets & Rising Bond Yields
00:03:32 – U.S. Markets: Oil Near $90 & Treasury Yields
00:04:56 – First Look Movers: Intel, Riot Platforms & Fermi
00:06:11 – Trump’s New Iran Demands & Strait of Hormuz
00:08:36 – Bond Market Alarm: Inflation & Fiscal Risks, Yen Weakness & Bank of Japan
00:12:18 – Trending on the Terminal
00:13:40 – AI Financing Boom: Nvidia’s $500 Billion Push, Intel Raises $20 Billion, Anthropic’s $9 Billion Riot Platforms Deal
00:18:01 – GM Pulls Back on EV Investment
00:20:15 – Front Page News
00:21:29 – Bloomberg Brief: Markets Update
00:24:57 – Nuveen Global Investment Strategist Laura Cooper on Fed Policy, CPI & Rising Yields
00:31:11 – Trending on the Terminal
00:33:04 – Iran, Trump & the Midterm Elections, Trump, MMR Vaccines & Autism Claims, Trump’s Endorsements & Key Midterm Races
00:36:43 – Nvidia’s Massive AI Financing Push Anthropic’s Hunt for Compute Capacity
00:42:04 – What to Watch
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
