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Global equities have rallied to record levels, fuelled by euphoria over artificial intelligence. Investors' risk appetite has held up despite volatility in energy markets caused by the war in Iran. Bloomberg Markets Live Executive Editor Mark Cudmore and Bloomberg TV Markets Producer Anthony Stephens discuss.

Henry McVey, KKR Head of Global Macro and Asset Allocation and CIO of the firm's Balance Sheet, says industrialization, robotics, and the green economy are now driving China's growth. He believes investors should focus on relative value in AI, and notes that valuations in China have become attractive. He also shares his views on the Chinese currency and property market on Bloomberg's "The China Show."

Australia is set to crack down on tax concessions for property investors, as it looks to ease generational inequality and rein in the budget deficit. Treasurer Jim Chalmers is due to unveil the federal budget Tuesday, anchored by a flagship housing package. Bloomberg's Paul Allen reports on Australia's property obsession and speaks to ANU's Jill Sheppard about what's at stake.

The ceasefire between the US and Iran reached a particularly precarious moment Monday as President Donald Trump said the agreement was on "massive life support" after he rejected Tehran's latest peace offer. Bloomberg's Michael Heath breaks down the situation.

QXO (NYSE:QXO) reported first-quarter 2026 financial results that reflected broader cooling in the building products industry, alongside the impact of aggressive investments in the company’s buy-and-build strategy.

Kura Oncology (NASDAQ:KURA) reported $5.8 million in net product revenue for the first quarter of 2026, marking the first full period of sales for its acute myeloid leukemia treatment, Komzifti.

PACS Group (NYSE:PACS) delivered a dominant first quarter for 2026, reporting an 11.2% revenue increase and a nearly threefold jump in net income.

C3.ai (NYSE:AI), the enterprise AI application software company, today announced preliminary financial results for its fourth quarter and full fiscal year ended April 30, 2026, along with significant changes to its executive leadership.

Allot (NASDAQ:ALLT) reached a significant financial turning point in the first quarter of 2026, swinging to a GAAP profit as its transition toward a subscription-based security model gained momentum.

Cardinal Infrastructure Group (NASDAQ:CDNL) reported a 105% surge in first-quarter revenue, prompting the company to raise its full-year financial outlook as infrastructure demand across the Southeastern U.S. continues to outpace expectations.

Digital Brands Group (NASDAQ:DBGI) issued a bullish financial forecast today, projecting a dramatic acceleration in sales and cash flow through 2027 as its collegiate and apparel licensing programs reach critical mass.

Vishay Precision Group (NYSE:VPG) reported a 17.6% increase in first-quarter revenue, bolstered by an emerging foothold in the humanoid robotics market and surging demand for precision sensors in AI infrastructure.