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Why SpaceX's Future Depends on Starship

SpaceX's future extends far beyond rockets, but according to Mizuho, the success of Starship remains the key to unlocking the company's AI, Starlink and orbital infrastructure ambitions. Brett Linzey, Mizuho's head of industrial research, joins Bloomberg to explain why he sees further upside for the stock and how he's valuing SpaceX's next generation of businesses. He joins Ed Ludlow on "Bloomberg Tech."

Read more: Why SpaceX's Future Depends on Starship
Bloomberg

Paramount-Warner Bros. Deal Temporarily Paused by Judge

Paramount Skydance $110 billion takeover of Warner Bros. Discovery has been temporarily paused by a federal judge. The companies have been ordered to hold off on consummating the deal for 14 days, with an Aug. 3 hearing set on whether to extend the hold indefinitely. Chris Palmeri reports on Bloomberg Television.

Read more: Paramount-Warner Bros. Deal Temporarily Paused by Judge
Bloomberg

Why Quantum Computing May Depend on the Moon

Quantum computing faces a critical shortage of helium-3, a rare isotope used to cool superconducting quantum computers. Interlune CEO Rob Meyerson joins Bloomberg to explain the company's plan to extract helium-3 from commercial supplies on Earth today and eventually harvest it from the Moon to support the next generation of quantum technology. He joins Ed Ludlow on "Bloomberg Tech."

Read more: Why Quantum Computing May Depend on the Moon
Bloomberg

Turkish Airlines Looks for Deals in Asia, South America

Turkish Airlines Chairman Murat Seker talks about how the war in Iran is impacting travel in the region. He says people are still cautious, but traffic is holding up. Seker says the company is also looking to make more acquisitions. He speaks to Bloomberg's Guy Johnson at the Farnborough International Airshow.

Read more: Turkish Airlines Looks for Deals in Asia, South America
Bloomberg

Partners Group's Peiner on AI Infrastructure Boom

Partners Group has raised more than $15 billion for its direct infrastructure strategy. Esther Peiner, the firm's head of private infrastructure, says the AI infrastructure boom is creating overlooked opportunities elsewhere in the sector. She speaks with Bloomberg Open Interest. Original filename: 20260720_155557_Partners_Group_Raises_15_Billion_for_Infrastructure_Fund_Fo.mp4

Read more: Partners Group's Peiner on AI Infrastructure Boom
Bloomberg

AI Driving Commercial Security Demand

ADI Global Distribution is preparing to spin off from Resideo next month. The company distributes security systems and networking equipment for homes, commercial buildings, and data centers. ADI President and CEO Rob Aarnes tells Dani Burger on Bloomberg Open Interest that technology and AI are driving demand for commercial security as businesses upgrade surveillance and other building systems.

Read more: AI Driving Commercial Security Demand
Bloomberg

Stocks Get Lift From Chipmakers as Oil Rally Wanes

A rebound in chipmakers powered Wall Street gains, with stocks also rising as an oil rally faded on hopes for a revival of a peace deal between the US and Iran that has all-but collapsed amid an escalation of hostilities. The S&P 500 halted a back-to-back slide, with a gauge of semiconductor giants such as Nvidia Corp. and Broadcom Inc. climbing 2.3% after falling into a bear market last week. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the cautious optimism in the S&P 500.

Read more: Stocks Get Lift From Chipmakers as Oil Rally Wanes
Bloomberg

AMC Jumps on Earnings Beat; Domino's Moves on Diner Pullback | Stock Movers

On this episode of Stock Movers: - AMC Entertainment (AMC) shares jumped after it reported strong adjusted Ebitda for the second quarter that beat the average analyst estimate. - Domino's Pizza Group (DPZ) is moving following news its US comparable sales growth fell to its slowest pace in five quarters, suggesting consumers continue to pull back on dining out, with pizza faring worse than burgers or burrito bowls. - Ryanair Holdings (RYA) shares are lower after it said first-quarter profit fell 34% as the Middle East conflict drove up oil prices and weakened demand.

Read more: AMC Jumps on Earnings Beat; Domino's Moves on Diner Pullback | Stock Movers

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