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Bloomberg

Stocks Fall as US-Iran Jitters Spur Rally in Oil

A flare-up in geopolitical risks drove stocks lower, bond yields rose and oil climbed as President Donald Trump said a ceasefire with Iran may be over, noting the US would probably launch further strikes. From New York to London and Tokyo, equities retreated. Almost 400 shares in the S&P 500 dropped, though chipmakers bounced. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses these market gyrations amid geopolitical swings.

Leia mais: Stocks Fall as US-Iran Jitters Spur Rally in Oil
Bloomberg

Estonia Willing to Contribute to Free Passage in Hormuz, PM Says

Estonia's Prime Minister Kristen Michal said the NATO summit in Ankara, Turkey, has been a positive one. He also said his country would be willing to contribute to efforts securing free passage through the Strait of Hormuz. Michal spoke to Bloomberg's Oliver Crook on the sidelines of the summit.

Leia mais: Estonia Willing to Contribute to Free Passage in Hormuz, PM Says
Bloomberg

Goldman Sachs Says Hyperscalers Are 'Well-Positioned'

Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, says the levered positioning toward semiconductors got a bit "extreme" and that the trend is reversing. "The hyperscalers are quite well-positioned right now because they still own a lot of the infrastructure," Mueller-Glissmann tells Bloomberg Television.

Leia mais: Goldman Sachs Says Hyperscalers Are 'Well-Positioned'
Bloomberg

Aselsan CEO Says Global Defense Orders Are Surging

Turkey's $37 billion state-run defense contractor Aselsan Elektronik Sanayi ve Ticaret AS said international orders have doubled in the past year on the back of demand fueled by the conflicts in Ukraine and the Middle East. Aselsan CEO Ahmet Akyol spoke Tuesday with Bloomberg's Annmarie Hordern at the NATO Summit in Ankara, Turkey.

Leia mais: Aselsan CEO Says Global Defense Orders Are Surging