Signing of Iran MOU Isn't Fully Priced: 3-Minutes MLIV
Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg Headlines
Headlines
Sarvam Becomes India's Latest AI Unicorn
Sarvam AI has become India's latest AI unicorn after raising $234M from investors including HCL Tech, Bessemer, and Khosla Ventures. Co-founder, Pratyush Kumar, joined Paul Allen on Insight with Haslinda Amin t
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China's Zhipu Gets Lone 'Short' Call After 1,100% Rally
Despite Zhipu being the hottest stock on the HSTECH Index this year, Felix Wang of Hedgeye Risk Management says the fair value for the stock on the short side is HK$407. He adds that Zhipu lacks pricing power, particularly after the release of DeepSeek's V4 model, which has triggered a price war among Chinese AI firms. He spoke on "Bloomberg: The China Show."
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US Set to Offer Iran Broad Financial Gains in Peace Deal
Iran is set to receive broad financial incentives as part of its agreement with the US, including the right to sell oil immediately, according to a final draft of the deal. Bloomberg's Abeer Abu Omar reports from Dubai.
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Still See More Upside to Tech Trade: JPMorgan Asset Management
Aisa Ogoshi of JPMorgan Asset Management says "risk obviously is in the tech trade" due to the market concentration. But she adds that "there's more upside to the tech trade" in terms of the AI data center supply chain. Ogoshi also discusses the outlook for the Bank of Japan.
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HSBC's Jain on Hormuz Strait Reopening
Parash Jain, Global Head of Transport and Logistics at HSBC, says shipping companies remain in "wait-and-see" mode as the Strait of Hormuz edges closer to reopening under a US Iran agreement. He notes the next 40 50 days will be critical in determining whether more vessels can pass through, as de-mining operations are still underway. He does not expect significant movement in the short term. He speaks with Shery Ahn and Haidi Stroud Watts on "Bloomberg: The Asia Trade".
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Senator Warren on Iran Deal, Fed's Warsh and SpaceX IPO
US Senator Elizabeth Warren, a Massachusetts Democrat, says President Donald Trump "can't point to where we're better off" after the war in Iran. Speaking on "Balance of Power: Evening Edition," Senator Warren also discusses Defense Secretary Pete Hegseth's military budget request, her criticisms of Kevin Warsh as chair of the Federal Reserve, the state of housing and the SpaceX IPO.
Kalshi's Mansour Sees Uptick in Small Business Use of Hedging
Kalshi co-founder Tarek Mansour discusses the increased utilization of hedging at the Bloomberg Market Structure Conference.
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LA FIFA Committee's Freedman on Business of World Cup
Larry Freedman, Co-President of the Los Angeles Football Club and Co-Chair of the LA 2026 FIFA World Cup host committee, reflected on the evolution of soccer in the United States from the 1990s to the present. He highlighted the significant difference between past World Cups and the upcoming 2026 tournament, noting that in the 1990s there were no first division professional leagues for men or women. He speaks with Romaine Bostick & Katie Greifeld on "The Close."
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AI Can Play 'Significant' Role in Tech for Managing Diabetes, Says David Roman
David Roman, US medtech and healthcare IT research analyst for Goldman Sachs, said that AI play a 'significant' role in helping patients stay on top of their diabetes, with companies like Abbott and Dexcom using new technology to count carbohydrates and deliver the right amount of insulin. Roman, joined by Bloomberg health reporter Madison Muller, said that he came away from Goldman Sach's annual medtech conference 'very bullish' on innovation across the industry.