Israel and Hamas have approved a deal that will see the release of the remaining hostages being held in Gaza. The US President Donald Trump says he plans to travel to Israel to welcome them home. A ceasefire is now in effect in Gaza, with aid deliveries set to be ramped up and Israeli troops due to withdraw to an agreed line.
Bloomberg has learnt that Microsoft’s data center shortages are set to continue well into 2026 – longer than the company has previously forecast. It adds to concerns over tech valuations which have seen Wall Street taking a breather after a succession of all-time highs.
Today’s guests: Sam Lynton-Brown, BNP Paribas Markets 360; Helaina Matza, TechMet; Marta Lorimer, University of Cardiff; Fawaz Gerges, LSE
Chapters:
00:00:00 – The Pulse
00:01:00 – Israel Approves Hostage Deal
00:04:05 – Israel Strike Forces in Northern Gaza
00:05:51 – Microsoft, Google, Amazon AI
00:08:54 – Dollar Best Week Since November 2024
00:13:29 – US Government Shutdown
00:15:51 – Trump-Xi Meeting, China Rare Earth Curbs
00:20:47 – Techmet’s Helaina Matza
00:25:45 – Japan Coalition Collapse
00:27:58 – France to Announce New Prime Minister
00:32:51 – Latvia PM Welcomes EU Drone Wall
00:35:12 – Klarna CEO on AI, Banks
00:38:29 – Ray Dalio on ‘Civil War’ in US
00:42:54 – Trump to Travel to Israel
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
