Broadcom predicted a boom in artificial intelligence chip sales over the next two years, helping renew optimism that it can challenge Nvidia’s dominance in the lucrative market.
US President Donald Trump said renewed attacks on Iran would likely be short-lived, reiterating his claim Washington controls the Strait of Hormuz after fresh fighting spiked energy prices and rekindled fears of an open-ended war.
A month of gradual decline in the yen has reversed sharply over the past 24 hours as investors turn their gaze to factors that may bolster the beleaguered currency. The surge highlighted the nervous tension surrounding the currency in the run up to the Bank of Japan’s meeting later this month.
Today’s guests: Claudia Panseri, UBS Wealth Management France CIO; Richard Portes, London Business School Professor of Economics; Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist; Elina Ribakova, Peterson Institute for International Economics Senior Fellow
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:24 – Broadcom predicts surge in AI chip sales
00:06:05 – Yen continues advance, gaining 1% versus US dollar
00:06:31 – Claudia Panseri, UBS Wealth Management France CIO
00:15:44 – Richard Portes, London Business School Professor of Economics
00:22:47 – Thursday headlines
00:23:13 – Trump says Iran strikes to be short-lived
00:26:23 – Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist
00:34:04 – Eni clinches Venezuela oil deal
00:34:57 – Wirth: Chevron investment to benefit US, Venezuela
00:37:27 – Thursday top stories
00:38:11 – Uber, Wayve launch London robotaxis
00:41:35 – EU pledges more Ukraine aid after Russia-linked drone attack
00:41:57 – Elina Ribakova, Peterson Institute for International Economics Senior Fellow
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