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

Madison Faller, investment strategist at JPMorgan Private Bank, says that concentration and broadening can exist side-by-side in equity portfolios as investors assess the momentum of the artificial intelligence trade. "AI, and tech broadly speaking, is leading the strength it's doing more of the heavy lifting," Faller tells Bloomberg Television. "But at the same time we are seeing more sectors participate within that, with ten of eleven S&P 500 sectors expected to produce profit growth this quarter."

Andrew Balls, chief investment officer for global fixed income at Pacific Investment Management Co., says the Federal Reserve will "probably" keep rates on hold this year. Speaking on Bloomberg Television, he also discusses the outlook for Treasury yields.

Jan Philipp Schmitz, Executive President at Ardian, discusses the French private equity firm's business and opportunities in Asia. He speaks exclusively on "Bloomberg: The China Show."

DorsaVi (ASX:DVL) has commenced the tape-out process for its first resistive random-access memory and complementary metal-oxide-semiconductor validation chip.

GenusPlus Group (ASX:GNP) has secured an electricity contract valued at approximately $55 million with Rio Tinto (ASX:RIO).

ASML lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the company's chip-making machines. Europe's most valuable company expects net sales to grow to between 43 billion ($49.2 billion) and 45 billion this year. Bloomberg's Charlotte Hughes-Morgan reports.

Dexus (ASX:DXS) has secured a three-day appeal hearing beginning Oct. 20 regarding its ongoing APAC infrastructure dispute.

Macmahon (ASX:MAH) secured a three-year, $355 million underground mining contract at the Mt Marion lithium operation.

Cyclopharm (ASX:CYC) executed an agreement with University Hospitals to install its Technegas system across 11 clinical locations.

Peace between US & Iran has faltered after American forces reimposed a naval blockade and launched airstrikes. Meanwhile Tehran attacked oil tankers sailing through the Strait of Hormuz. Megan Sutcliffe, Middle East Principal Analyst, at Sibylline spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East and Africa on the situation in the region.

Global Lithium Resources (ASX:GL1) executed an agreement to acquire the Nova Nickel-Copper-Cobalt Project from IGO (ASX:IGO).