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Trump Is Being Pushed by Markets to End Iran War: Natixis CIB

Alicia Garcia Herrero of Natixis CIB says "the markets want to push Trump and Trump will have to concede" when it comes to the duration of the Iran war. She tells Bloomberg Television that "anything that goes beyond two months, and we're very close to that, is going to be extremely disruptive."

Leia mais: Trump Is Being Pushed by Markets to End Iran War: Natixis CIB
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Ambassador James F. Jeffrey on Trump extends Iran truce, blockade

President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to expire, even as plans for a fresh round of talks between the two countries fell apart. In a Truth Social post, Trump said Tuesday he would maintain a blockade over ships coming to and from Iran in the Strait of Hormuz. He said Pakistan, which had mediated between the two sides, asked for the US to hold off on fresh strikes and he was extending the ceasefire until Iran submits a new proposal "and discussions are concluded, one way or the other." Ambassador James F. Jeffrey, Philip Solondz Distinguished Fellow at The Washington Institute and former Deputy National Security Advisor to President George W. Bush, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec.

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Adobe Expands Agentic AI Ecosystem With Big Tech Partners

Adobe is launching a new agentic platform targeting business-to-business and consumers that, in addition to working closely with model providers OpenAI and Anthropic, can ease concern about disruption to its business. The company is partnering with tech giants Amazon, Anthropic, Google, Nvidia, OpenAI, and more to build what it calls the broadest agentic AI ecosystem in the industry. Anil Chakravarthy, Adobe Customer Experience Orchestration Business President, joins Bloomberg Businessweek Daily from the Adobe Summit 2026 in Las Vegas to discuss. He speaks with Carol Massar and Tim Stenovec.

Leia mais: Adobe Expands Agentic AI Ecosystem With Big Tech Partners
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Oil Traders Say Billion-Barrel Hole Will Linger Long After War

The impact of the Iran war will continue for months even after any deal to restore shipping through the Strait of Hormuz, the world's largest oil traders have warned. Some said flows through the waterway may never return to normal. Speaking at the FT Commodities Global Summit in Lausanne, executives at some of the world's largest oil traders warned that the rewiring of the oil market would take months even if a peace deal is agreed soon. The market is not fully reflecting the impact of the massive supply disruption, they said, cautioning that prices will need to ratchet higher to the point of pushing the global economy toward a recession if the conflict continues. Samantha Dart, Goldman Sachs Co-Head of Global Commodities Research, joins Bloomberg Businessweek Daily to discuss. She speaks with Carol Massar and Tim Stenovec.

Leia mais: Oil Traders Say Billion-Barrel Hole Will Linger Long After War
Bloomberg

Anthropic's Mythos AI Model Accessed by Unauthorized Users

A small group of unauthorized users have accessed Anthropic PBC's new Mythos AI model, a technology that the company says is so powerful it can enable dangerous cyberattacks, according to a person familiar with the matter and documentation viewed by Bloomberg News. Michael Shepard has more on "Balance of Power: Evening Edition."

Leia mais: Anthropic's Mythos AI Model Accessed by Unauthorized Users

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