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Bloomberg
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Omoto: Can Tap Alternative LNG Amid Mideast Disruptions

Geopolitics is top of mind at Bloomberg's New Economy Forum with escalating tensions in the Middle East. One of Japan's top trading houses explained the impact of the war on their businesses around the world. Masayuki Omoto, President & CEO of Marubeni spoke to Bloomberg's Shery Ahn on the sidelines of the Bloomberg New Economy Forum in New Delhi.

Read more: Omoto: Can Tap Alternative LNG Amid Mideast Disruptions
Bloomberg
Financial

Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle

Cathie Wood, founder, CEO and CIO of Ark Investment Management, discusses why she avoids traditional memory-chip players, saying the business cycle is "most volatile." Speaking on Bloomberg Television, Wood adds that we are "just at the beginning" of the artificial intelligence revolution. "In terms of our semiconductor exposure, [we] tend to be at the less-cyclical end of the spectrum," she adds.

Read more: Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle
Bloomberg
Financial

ASML Raises Full-Year Sales Outlook

ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts demand for the Dutch company's chip-making machines. The firm projected annual sales of between 44 billion ($49 billion) and 45 billion this year. ASML's outlook offers an indication of investment plans by chipmakers like TSMC, Samsung Electronics and Intel. Bloomberg's Tom Mackenzie reports.

Read more: ASML Raises Full-Year Sales Outlook
Bloomberg
Financial

Ziemba: No Immediate US Role in Saudi-Houthi Fighting

Aramco's headquarters in the eastern part of Saudi Arabia was hit by a Houthi missile attack. Authorities said the strike on Dhahran caused a limited fire and no injuries as fighting between the Iran-backed rebels in Yemen & Saudi-led coalition intensified. Rachel Ziemba founder of Ziemba Insights spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East and Africa on the likelihood of the US getting involved in the fighting.

Read more: Ziemba: No Immediate US Role in Saudi-Houthi Fighting