Australiarules

US Commerce Secretary Howard Lutnick outlined concerns to ASML's senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions. ASML has pushed back on Lutnick's suggestion, explaining that none of its extreme ultraviolet lithography machines are in China, according to people familiar with the talks. Bloomberg's Neil Campling reports.

French President Emmanuel Macron led talks with Group of Seven leaders and tech executives on Wednesday to explore how to deploy the most advanced artificial intelligence models through so-called trusted partners. Speaking at a news conference in Evian, Macron warned of the dangers of cutting-edge AI models falling into the hands of "authoritarian regimes."

UK AI & Online Safety Minister Kanishka Narayan joins Bloomberg's Tom Mackenzie to kick off London Tech Week as part of Bloomberg's The Pulse.

Ruchir Sharma, chairman of Rockefeller International and founder and chief investment officer of Breakout Capital, joins to provide insight into the current market dynamics. Sharma references his Financial Times op-ed, arguing that despite strong tech sector profits driven by AI advancements, the earnings narrative may be less robust than investors perceive, suggesting emerging vulnerabilities in the market. He speaks with Romaine Bostick on "The Close."

The Securities and Exchange Commission is expected to release its innovation exemption for tokenized stocks. Scott Patterson reports on "Bloomberg Open Interest."

Jamie Dimon warns the UK that any move to hike taxes on banks in the event Keir Starmer is replaced as the UK's prime minster would see JPMorgan scrap plans to invest billions in a new London headquarters in Canary Wharf. He speaks with Francine Lacqua on "Bloomberg Open Interest."

JPMorgan Chase Chair and CEO Jamie Dimon discusses the state of global financial markets and the impact of the conflict in Iran. Speaking with Bloomberg's Francine Lacqua on "Bloomberg Open Interest," Dimon also comments on the use of artificial intelligence and European banking regulations.

US companies could choose to report earnings semiannually instead of quarterly under a proposal released by the Securities and Exchange Commission. Bloomberg Intelligence's Nathan Dean has more on "Bloomberg Crypto."

"We're at significant risk," Federal Reserve Governor Michael Barr says about the current state of financial oversight during the National Fair Housing Alliance Symposium in Washington, D.C.

The Australian Prudential Regulation Authority has finalised landmark amendments to its capital treatment of longevity products.