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#middleeast #itanwar #usa - Trump Rejects Iran Truce as War Escalates | Horizons Middle East & Africa 8/18/2026: Bloomberg Television
18 August 2026
The US-Iran truce collapses as President Trump rejects an extension and says he is in no hurry to end the war, while the US and Iran continue to assert control over the Strait of Hormuz. Brent crude rises above $90 a barrel as the Hormuz blockade disrupts energy flows. US Treasury yields surge, with the 30-year yield reaching its highest level since 2007, triggering a selloff in US bonds and pulling Asian bonds lower.
The dollar extends its decline as traders scale back expectations for tighter Federal Reserve policy, while Asian stocks end a four-day winning streak. In Gaza, Hamas demands an Israeli withdrawal before disarming, while the US and Israel agree that Hamas must disarm before an IDF withdrawal. Jared Kushner says the US will give Hamas an opportunity to comply, but Hamas says Israel must accept the roadmap. Netanyahu has rejected the Board of Peace roadmap, while renewed Israel-Hezbollah fighting in Lebanon and strikes in Gaza add to growing doubts over the region's peace prospects.
In technology, Anthropic's annualized revenue is reportedly on track to exceed $65 billion, Nvidia signs a $105 billion data-center deal with OpenAI, and Stein targets a valuation of up to $27 billion in a Hong Kong IPO. General Atlantic also steps up its IPO push. In commodities and Africa, BHP reports stronger profits as attention shifts toward copper, with plans to increase copper production by 50% over five years. Vitol expands its role as a key fuel supplier to Africa amid Hormuz disruptions, potentially raising costs for several African economies.
We also cover Zambia's presidential election, IMF talks with Senegal and Abu Dhabi Ports shares surging after an offer for L'IMAD. Guests includes Manpreet Gill, Standard Chartered CIO, AMEE, Mairav Zonszein, International Crisis Group Senior Israel Analyst and Brandon Craig, BHP CEO. Chapters: 00:00:00 - Introduction 00:02:41 - US Bond Yields Surge 00:10:01 - US-Iran Peace Prospects Dim 00:13:44 - Manpreet Gill, Standard Chartered CIO, AMEE 00:19:34 - Abu Dhabi Ports Surge 00:28:27 - Mairav Zonszein, International Crisis Group Senior Israel Analyst 00:36:40 - Vitol Emerges as Key Africa Fuel Supplier 00:41:40 - Brandon Craig, BHP CEO
Wall Street indexes slip as oil prices rise
#Spain #Ibex35 #Bolsa - La Primera de Expansión sobre ACS, FCC, Acciona, Sacyr, Ferrovial y Cox: Expansión
18 Agosto 2026
CS, FCC, Acciona y Sacyr disparan a récord sus pedidos. La cartera de pedidos conjunta de ACS, FCC, Acciona, Sacyr, Ferrovial y OHLA crece un 8,6% sobre diciembre y un 15,8% respecto a hace un año, impulsada por los contratos en el exterior. También les contamos que Ferrovial acelera en Inteligencia Artificial con un nuevo data center de 500 millones y que Cox construirá la mayor desaladora de Latinoamérica por 270 millones. Por otro lado, la agenda del día se publica la confianza inversora en Alemania, la balanza comercial de España y la tasa de paro de Reino Unido. Además, Home Depot publica sus resultados. Financial Times destaca que el crédito privado se encuentra bajo presión por los préstamos con problemas y que Trump amenaza con bombardear Oman si interfiere en las negociaciones entre Estados Unidos e Irán.
#anthropic #ai #investing - AI Stocks Surge on Anthropic Growth | Open Interest 8/17/2026: Bloomberg Television
17 August 2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest."AI stocks are back in the driver’s seat as Anthropic’s growth fuels fresh optimism.,Plus, Jane Street takes a stunning $15 billion July loss, its first losing month in a decade.And President Trump pressures Oman and South Korea as the Iran war strains alliances. Chapters: 00:00:00 - Open Interest 00:01:23 - Anthropic's 14x Revenue Growth, OpenAI Run Rate, Nvidia Financing & AI Infrastructure Boom 00:04:32 - AI Credit Markets, Hyperscaler Debt Issuance, Private Capital & Data Center Financing 00:09:17 - Trump Threatens Oman, Strait of Hormuz Tensions, LNG Shipping Risks & South Korea Dispute 00:14:40 - High Interest | Jane Street's $15B Loss, Rising Beef Prices & AstraZeneca Lung Cancer Trial Failure 00:15:32 - AstraZeneca Trial Setback, Lung Cancer Pipeline, Bristol Myers M&A Speculation & Drug Development Risks 00:18:36 - Kristina Hooper Man Group | Inflation Risks, AI Capex Boom, Consumer Weakness, Higher Yields & Market Valuations 00:32:55 - Top Calls | Apple Upgrade, Okta Upgrade & Etsy Initiation at Neutral 00:34:10 - Anthropic Growth, OpenAI Competition, AI Data Center Capacity, Token Pricing & AI IPO Outlook 00:40:00 - Stripe's OpenRouter Acquisition, AI Infrastructure, Token Economics & Generative AI Monetization 00:44:28 - Walmart, Target, Consumer Health, Dividend Stocks & Retail Earnings Outlook 00:52:26 - Oman Tensions, Iran Negotiations, Strait of Hormuz Shipping & South Korea Military Drills 00:57:37 - High Interest | Barclays Leadership Shakeup, Family Offices Buying SpaceX & Jane Street's $15B Trading Loss 00:58:34 - Jane Street Losses, Situational Awareness Exposure, AI Investments & Market-Making Risks 01:05:03 - Ali Kashani Serve Robotics | Serve Robotics, Doordash Partnership, Delivery Automation, Robotics Economics & AI Deployment 01:17:21 - Ferrari EV Auction Record, Luxury Auto Demand & Wealth Effects from AI 01:21:44 - Megan O’Connor Nth Cycle | Critical Minerals, U.S. Supply Chain Independence, Battery Materials & China Competition
RBC's Lori Calvasina Sees S&P 500 Upside Despite Fed Risk
Stop Waiting For A Dip — Fundstrat’s Mark Newton On Stocks To Buy Now
#TopNewsStoriesToday - Latest news bulletin | August 18th, 2026 – Midday: Euronnews
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