#middleeast #yen #oil - Hormuz Deal in Doubt as Iran Keeps Strait Shut | Horizons Middle East & Africa 8/12/2026: Bloomberg Television

12 August 2026

Global markets focus on the Strait of Hormuz as doubts grow over a deal to reopen the vital shipping route. President Trump says the US "totally controls" Hormuz, while Iran says the Strait will remain closed until its conditions are met. The US also says it fired on a vessel accused of violating the blockade, while Pakistan's interior minister travels to Iran for talks. Oil prices extend gains as traders assess the risk of prolonged disruption, while investors await US core CPI data for signs of how the Iran war is affecting inflation and Federal Reserve policy.

The yen moves toward ¥160 per US dollar as intervention concerns return, while Asian stocks gain on stronger technology shares. In technology, CoreWeave shares surge as its AI backlog reaches $104 billion, with another $25 billion in new deals. Nvidia's credit risk eases after its CEO clarifies the company's $500 billion AI infrastructure plan, while Super Micro shares jump after its outlook tops the highest forecast on strong AI server demand. South Korea's sovereign wealth fund is also preparing to expand its role in the global AI race.

Elsewhere, a Libyan oil refinery is hit in the fifth attack on the Zawiya facility, Syria sentences former President Bashar al-Assad to death, and Russia seeks a deal to secure its Syrian bases as a hub for operations in Africa. Presight AI reports a 30% jump in second-quarter profit and secures AED 2.5 billion in domestic deals. We also cover Zambia's presidential election, Nigeria's new tax incentives aimed at attracting $50 billion in deep-water oil investment, Kenya holding interest rates, and MTN taking a write-down linked to its Iran exposure. Guests includes Aarthi Chandrasekaran, Shuaa Capital Public Markets Head, Thomas Pramotedham, Presight CEO and Min Kyung-Seol, South Korean Deputy Minister for Innovation and Growth. Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

#investing #A1 - DeepSeek Plans AI Price Hike; Google Reshuffles AI Leadership | Bloomberg Brief 08/06/26: Bloomberg Television

6 August 2026

US equity futures waver as a tech-led rally loses momentum ahead of Friday's payrolls report. DeepSeek plans to implement a significant price increase across its AI services, while Google shakes up its AI leadership. Kelsey Berro of JPMorgan Asset Management discusses the upcoming jobs report and the implications for the Federal Reserve.

#Investment #Metals #mining - It Makes Sense for Gold to Trade Higher: 3-Minutes MLIV: Bloomberg Television

6 August 2026

Anna Edwards, Lizzy Burden and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

#usa #wallstreet #investing - Wall Street Week | Warsh’s Waiting Game, EU Merger Rules, Robotic Surgeons: Bloomberg

1 August 2026

This week, Harvard professor and former Obama economic adviser Jason Furman discusses the Fed rate decision and the challenges facing Chairman Kevin Warsh. Plus, the European Union is rewriting its merger rules in a bid to create tech giants that can compete with America. Later, Johnson & Johnson entered the fast-growing robotic surgery race years behind its rivals, but it’s betting a different approach can still win. And, what do think tanks actually accomplish, and how do you measure the return on investing in ideas? Chapters: 00:00:00 - Fed Chair’s Challenges 00:12:03 - Europe’s Competition Play 00:23:47 - The Robotic Surgery Race 00:35:28 - Do Think Tanks Matter? 00:47:25 - Economic Rules for the AI Age

#usa #tariffs AI #studentloans - Wall Street Week | AI Debt, Austin Housing Test, Student Loan Reckoning, Canada Weighs US Tariffs: Bloomberg

25 July 2026

This week, Steven Rattner says AI will transform the economy, but markets still do not know which companies will win. And, Austin’s rent drop is testing whether America’s housing crisis can be solved by building more. Plus, will capping graduate student loans reduce debt or limit access to education?

Later, the US-Canada tariff fight returns as global fertilizer markets are already under pressure from conflict and supply disruptions near the Strait of Hormuz. Chapters: 00:00:00 - AI Debt Question 00:11:51 - Austin Housing Test 00:23:51 - Student Loan Reckoning 00:35:30 - Canada Weighs US Tariffs 00:47:29 - Tariffs as Tools

#usa #investing - JPMorgan CEO Jamie Dimon's Warning on Rates | The Pulse 5/21: Bloomberg Televison

21 May 2026

Jamie Dimon said interest rates may climb much higher from current levels, a warning to bond investors at a time when yields have touched multi-year highs.

“They could be much higher than they are today,” the chairman and chief executive of JPMorgan Chase & Co. said in an interview with Bloomberg Television. “We may have gone from a saving glut to not enough savings.”

Dimon also said the Wall Street giant will likely hire more artificial intelligence specialists and fewer traditional bankers as the adoption of the technology accelerates. Today's guests: Beata Manthey, Citi, European Equity Strategy Head; Daniel Tannebaum, Oliver Wyman, Partner, Global Anti-Financial Crime Practice Leader; Sander van ‘t Noordende, Randstad CEO; Richard Madden, DC Advisory, European Executive Chairman.

#ai #china #nyc - Wall Street Week | Dalio's Warning, AI Arms Race, China Powers Ahead, NYC Tax Standoff: Bloomberg Television

15 May 2026

This week, Ray Dalio explains why markets shrug off wars and why this time might be different. And, why are AI executives warning about the dangers of systems they are simultaneously racing to build?

Plus, China’s massive investments in energy infrastructure are increasingly shaping the global competition for artificial intelligence leadership and industrial power.

Later, can New York remain attractive to businesses and young workers while raising taxes to close a growing budget shortfall?

#wallstreet #usa #byd - Wall Street Week | Anthropic Cybersecurity Risk, BYD Goes Global, The Billionaire Next Door: Bloomberg Television

25 April 2026

This week, regulators and banks are scrambling to catch up after the debut of Anthropic’s nearly autonomous system that can find cybersecurity vulnerabilities on its own. And, the electric vehicle company that started as a battery manufacturer is giving European automakers and Tesla a run for their money.

Plus, the IMF was built for a very different world. Can it adapt to meet a globally connected economy that is being tested by war? Later, pipelines, portable sinks, and dental offices are creating more wealth than Wall Street wants to admit.

Chapters: 00:00:56 - Anthropic Cyber Risk 00:10:40 - This Chinese EV Maker Beat Tesla 00:23:50 - Can the World’s Economic Firefighter Adapt to the 21st Century? 00:35:41 - How Boring Businesses Create Billionaires 00:47:23 - Stella Li Interview

#asia #china #investing - Investors Hunt for AI Winners and Losers | The China Show 2/24/2026: Bloomberg

24 February 2026

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

#investing #gold - Why the Price of Gold Could Keep Going Higher: Bloomberg

7 February 2026

The price of gold has experienced significant volatility this year, rising past $5,500 an ounce before plummeting in a matter of days. Yet overall, gold prices remain elevated from recent years and that’s led to soaring profits for Australia’s miners.

We travelled to Western Australia to see firsthand how those miners are putting their money to work, and also spoke with Robin Brooks of the Brookings Institution about why gold prices could go higher this year.

#asia #investing - Fed Holds Rates; Samsung Chip Profit Soars | The Asia Trade 1/29/2026: Bloomberg

29 January 2026

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

#gold #preciousmetals #investment - Gold Climbs to Record High Amid Geopolitical Tensions: Bloomberg

22 December 2025

Gold rose to an all-time high as escalating geopolitical tensions and bets on further US rate cuts added momentum to the best annual performance in more than four decades. Bloomberg's Martin Ritchie breaks down the situation.

The Opening Trade

GFI - Gold Fields Ltd JSE: GFI 696,57 billion USD (22 December 2025)

SBSW . Sibanye Stillwater Ltd NYSE: SBSW 10,19 billion USD

Top Gold Mining Companies by Market Capitalization (December         2025)These companies are primarily ranked by their market value, reflecting investor confidence and overall scale. 

Rank	Company	Country of Headquarters	Market Capitalization (approx.)
1	Newmont	United States	$111.26 Billion
2	Agnico Eagle Mines	Canada	$87.46 Billion
3	Barrick Gold	Canada	$76.48 Billion
4	Wheaton Precious Metals	Canada	$54.41 Billion
5	AngloGold Ashanti	South Africa	$43.52 Billion

Top Gold Mining Companies by Production (2024 data)

Production volume is another key metric, indicating the physical amount of gold extracted from their mines. 

Rank	Company	Country of Headquarters	Production (million ounces)
1	Newmont	United States	6.7
2	Barrick Gold	Canada	3.9
3	Agnico Eagle Mines	Canada	3.5
4	Polyus	Russia	3.0
5	AngloGold Ashanti	South Africa	2.6

Noteworthy Details

• Royalty and Streaming Companies: Companies like Wheaton Precious Metals and Franco-Nevada operate on a different model, providing upfront capital to miners in exchange for a portion of future production. This model often results in high profit margins and lower operational risk compared to direct mining.
• Industry Consolidation: The sector has seen significant consolidation through mergers and acquisitions, such as Newmont's acquisition of Newcrest Mining, which helps solidify its position as a global leader.
• Geographic Diversification: Most major gold mining companies have operations and assets spread across multiple continents to mitigate regional geopolitical and operational risks. 

#usa #investment - Stocks Make Cautious Comeback | The Close 11/14/2025: Bloomberg

15 November 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.

Today's guests are Wilmington Trust's Tony Roth, BNY Investments’ Stephanie Pierce, Morgan Stanley’s Joseph Moore, Sperling Economic’s Gene Sperling, Wells Fargo Investment Institute’s Veronica Willis, Morningstar’s Jack Shannon, Commonwealth Edison’s Gil Quiniones, Jamba Juice’s James D. White, It’s A 10 Haircare’s Carolyn Aronson, Knight Commission’s Amy Privette Perko.

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#usa #investment - Stocks Slide As Economic Angst Brews | The Close 11/7/2025: Bloomberg

7 November 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.

Today's guests are RockCreek’s Afsaneh Beschloss, Cox Automotive’s Erin Keating, Celsius Holding’s John Fieldly, Ritholtz Wealth Management’s Callie Cox, Veda Partners’ Henrietta Treyz, Wedbush’s Rick Sherlund, Reclaim’s Kamran Razavi.

In Spain, as in other European countries, visa applications from Americans who want to leave their home country have skyrocketed. President Donald Trump has unleashed a wave of departures from the US that began in his first term in 2016. 

 

 Premieres at 19:00 8 October 2025

AI's next market catalyst and bubble concerns

#usa #investment - Stocks Rise as Rally Eases After $17T Surge | The Close 10/31/2025: Bloomberg Television

1 November 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.

Today's guests are Stonex Groups’ Kathryn Rooney Vera, GoDaddy’s Aman Bhutani, TD Cowen’s Jason Gabelman, Aon’s Greg Case, Crossmark Global Investments’ Victoria Fernandez, Rithm’s Michael Nierenberg, Wellington’s Laura Kirk, Rithm Capital CEO, Speedrun’s Andrew Chen and Sweatpals’ Salar Shahini, Mr Chow’s Michael Chow, Catch Hospitality Group’s Eugene Remm.

#asia #investment - Why the Trump–Xi Meeting Is the Biggest Market Risk | Insight with Haslinda Amin 10/28/2025; Bloomberg Television

28 October 2025

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

#Switzerland #Investment - Novartis AG (NVS) Agrees $12 Billion Biotech Deal for Avidity: Bloomberg Television

27 October 2025

Novartis (NVS) agreed to buy biotechnology company Avidity in a deal valued at $12 billion, making it the Swiss drugmaker’s biggest acquisition in more than a decade and adding several potential blockbuster treatments as generic competition looms for its current top-sellers.

Sam Fazeli of Bloomberg Intelligence has more.

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Trade Idea of the Week: ROAD (Construction Partners)

Construction Partners is a BUY for Danelfin AI. We highlight every week a stock with a high win rate track record.

#usa #investment - Risks Skewed Towards a Market Wobble on US CPI: 3-Minute MLIV: Bloomberg Television

24 October 2025

Guy Johnson, Kriti Gupta, Valerie Tytel and Skylar Montgomery Koning break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

#news #europe - Trump & Xi Meeting Might Not Happen & Doubts Over Trump-Putin Talks | Daybreak Europe 10/22/2025: Bloomberg Television

22 October 2025

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the gold rout eases after suffering its biggest intraday drop in more than 12 years. Donald Trump says his meeting with Chinese President Xi Jinping may not happen, as the trade deal deadline approaches. The US President also casting doubt on a second meeting with Vladimir Putin. UniCredit reports third quarter profit and revenue that beat analyst estimates, giving a boost to CEO Andrea Orcel after his unsuccessful bid for Banco BPM. L'Oréal shares in New York dropped after sales disappointed, as US weakness outweighed signs of improvement in China. Netflix says a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates. Today's guest: Tommy Stadlen, Co-Founder & General Partner at Giant Ventures.

#USA #Investment - AMD Shares Soar After Signing Infrastructure Deal With OpenAI: Bloomberg Television

6 October 2025

Advanced Micro Devices shares surged in the premarket Monday morning after signing a deal with OpenAI for AI infrastructure. This could lead to billions in new revenue for the chipmaker. Bloomberg's Ed Ludlow breaks down what we know and don't know about the deal.