Bloomberg News and Videos — Page 786

Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says this earnings recovery is stronger than many people think. He speaks on Bloomberg Open Interest.

Ed Yardeni, president of Yardeni Research, says markets can withstand $100 a barrel oil prices on "Bloomberg Surveillance."

The prospect of Iran agreeing to more in-person peace talks with the US is being hindered by President Donald Trump's threats and brash social media posts, according to several officials with knowledge of the diplomatic efforts to end their war. Trump's Truth Social posts as well as his decision to continue with a naval blockade of Iranian ports have been detrimental to ongoing negotiations through mediators such as Pakistan, according to two US officials familiar with the matter. Our EMEA News Director Will Kennedy joins Stephen Carroll and Caroline Hepker to discuss.

Ifo President Clemens Fuest says Germany could be "at the beginning of a stagflationary shock" after the institute's expectations index dropped to 83.3 in April from a revised 85.9 the previous month the lowest level since August 2023. He speaks on Bloomberg Television.

President Donald Trump said he is considering having the US purchase Spirit Aviation Holdings Inc., saying it could be a potentially good investment for the federal government. "We'd be getting it virtually debt free. They have some good aircraft and good assets," the president told reporters Thursday. Bloomberg's Benedikt Kammel reports.

Wei Li, chief global investment strategist at BlackRock, discusses the outlook for artificial intelligence stocks, capital expenditure and earnings. "We're specifically overweight semis and hardware," Li tells Bloomberg Television.

Obe Ejikeme, global equities fund manager at Carmignac, discusses cyclicals and the sentiment-driven rally of the past few months. "If you get this big disconnect between what the market is doing, or what the underlying potential macro risks are, then I think the chance of seeing an equity market unwind, or at least a reversal of some of these riskier trades, is quite high," he tells Bloomberg Television.

Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Ukrainian accession is at the forefront of the agenda at April's informal leaders summit in Nicosia, Cyprus, where EU leaders are talking about how Kyiv can accede to the bloc. Estonian Prime Minister Kristen Michal speaks to BTV's Oliver Crook in Larnaca, Cyprus.

SAP reported stronger-than-expected first-quarter revenue growth in its cloud division, beating analyst estimates. The results come as Europe's largest software company ramps up the integration of artificial intelligence agents across its platform. SAP CFO Dominik Asam joined Bloomberg's Opening Trade.