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Taiwan prosecutors suspect three individuals successfully smuggled at least one shipment of Nvidia AI chips to China after first exporting them to Japan, people familiar with the matter said. The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. Bloomberg Intelligence's Matthew Bloxham breaks down the situation.

Talks between Samsung Electronics and its largest labor union broke down, raising the prospect of a workers' strike. A general work stoppage will go ahead on Thursday, labor leader Choi Seung-ho told reporters. The collapse in negotiations puts the global technology supply chain at risk because Samsung is the world's biggest supplier of the chips that go into devices from data center servers to smartphones and electric vehicles. Bloomberg's Yoolim Lee reports.

Nvidia CEO Jensen Huang talks about the trip he took to China with President Donald Trump and other American business leaders. Huang says he didn't talk to the Chinese directly about selling them H200 chips. Huang and Michael Dell speak to Bloomberg's Ed Ludlow at the Dell World conference in Las Vegas.

Roozbeh Charli, chief executive officer of Swedish firm Einride, discusses how platform-driven logistics, electric trucks, and autonomous systems are transforming global freight, and why humans still play a critical role. He speaks to Bloomberg's Tom Mackenzie.

Ark Invest CEO and CIO Cathie Wood joined Bloomberg's Carol Massar and Joe Mathieu at the Milken Institute Global Conference in Beverley Hills, California. She talks about a potential IPO for Elon Musk's SpaceX, Musk investing more in chips, the need for data centers and the growth of AI stocks.

Sharon Bell, senior European equity strategist at Goldman Sachs, discusses the corporate earnings season, the artificial intelligence buildout and the potential impact of a drawn-out Middle East war on Europe's economies. She speaks on Bloomberg Television.

Lydia Rainforth, European energy and energy transition research head at Barclays, discusses energy markets as oil steadies on signs the US and Iran may extend a ceasefire and restart talks to end the war. "We've lost 10 million barrels a day of supply," Rainforth tells Bloomberg Television. "That sort of scale that I don't think the markets are pricing," she adds.

A US-sanctioned tanker linked to China is making its way through the Strait of Hormuz, testing US President Donald Trump's naval blockade. Rich Starry, a medium-range tanker earlier known as Full Star, was blacklisted by Washington in 2023 for helping Tehran evade energy sanctions. Shipping analyst Navin Kumar and Bloomberg's Tom Mackenzie discuss.

The effective closure of the Strait of Hormuz by Iran has stranded a significant proportion of global jet fuel shipments and led refineries in Asia to cut production. Bloomberg's Danny Lee reports on how this impacts the global aviation industry.

Sharon Bell, senior European equity strategist at Goldman Sachs, says the Iran war will continue to have a negative economic impact even if there's a fast resolution. "You'll still see people seeing higher energy costs, etc., and therefore lower confidence and low growth," Bell tells Bloomberg Television. "PMI surveys, for example, have already started to come down. So I think there's already been damage. It's really a case of how permanent that is or not."