Bloomberg

On this episode of Stock Movers with Alexis Christoforous: - Roku (ROKU) is higher while Fox (FOX) is declining on news Fox agreed to acquire Roku in a deal that values the streaming video platform at about $22 billion including debt. - United Airlines (UAL) is surging with airlines stocks up around 4% ahead of the open after the U.S. and Iran reached an interim peace deal. - Coinbase (COIN) and Robinhood (HOOD) are following Bitcoin higher amid broader risk appetite with the US-Iran interim deal.

The US Commerce Department imposed export controls on June 12 restricting Anthropic from offering its most advanced AI models to foreign nationals. In response, Anthropic announced it would halt access to these models for all users, citing the impracticality of policing usage on a case-by-case basis and noting that many of its employees are foreign nationals who would also be affected. Ed Ludlow has more on "Bloomberg Open Interest."

Nvidia is preparing to raise at least $20 billion through its first corporate bond sale since 2021, marketing bonds across seven tranches with maturities ranging from two to thirty years, according to people with direct knowledge of the matter. Ed Ludlow has more on "Bloomberg Open Interest."

The US and Iran said they reached an interim agreement to reopen the Strait of Hormuz, setting the stage for 60 days of negotiations on the fate of Tehran's nuclear program. Officials from the two countries will meet in Switzerland on June 19 to formally sign the agreement. Bloomberg's Tyler Kendall reports.

Rocket Lab President and CEO Peter Beck says attention generated by the record SpaceX IPO "is a good thing for the whole space industry," as he discusses the race to raise capital in the industry and the potential timeline for data centers in space. Beck speaks on "Bloomberg Surveillance."

Cameron Dawson, CIO at NewEdge Wealth, examines the areas of the equity markets that could see the biggest potential upswings with the announcement of an agreement between the US and Iran.

Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, examines the bond market reaction to the announcement of an agreement between the US and Iran and looks ahead to this week's Federal Reserve interest rate decision.

Bhanu Baweja, chief strategist at UBS, sees Europe as the near-term trade for investors as he expects that consumer cyclicals "will rip" with the announcement of an agreement between the US and Iran.

The US government has ordered Anthropic PBC to disable access to its most advanced AI models, such as Mythos and Fable 5, for all foreign nationals. The order comes after the US government discovered it's possible to "jailbreak," or bypass the guardrails, of the Fable 5. Bloomberg's Neil Campling reports.

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