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...USE AI CAPEX? RASHMI: FOR US, FIRST OF ALL, WE WERE NOT INVOLVED WITH THE SPACEX IPO. IT HAS BEEN A BUMPY IPO. THE REASON WE WERE NOT INVOLVED WAS BECAUSE WE WERE SKEPTICAL ABOUT THE VALUATION OF SPACEX. SPACEX HAS THREE BUSINESSES. WE LIKE THE STARLINK AND SPACE LAUNCHING BUSINESS BUT IT WAS THE AI BUSINESS WE WERE SKEPTICAL ABOUT. IT IS BECAUSE AI IS A CAPITAL-INTENSIVE BUSINESS. IT IS VERY CAPITAL-INTENSIVE, AND THEY NEED TO KEEP ON CURRENT CAPEX IN ORDER TO COMPETE BECAUSE IT IS A VERY CO

...ARTER, WITHIN THE 5% LIMIT. THAT ALLOWED THE FUND TO FULLY SATISFY DEMAND AND IT MAKES OAKTREE THE FIRST FIRM TO STEM A GROWING EXODUS FROM THE INDUSTRY THAT HAS BEEN ROCKED BY CONCERNS ABOUT LOAN QUALITY AND EXPOSURE TO AI DISRUPTION. ELSEWHERE, SPACEX SHARES DECLINED FOR THE FIRST TIME SINCE ITS RECORD IPO, SHEDDING 5% AT THE END OF A VOLATILE SESSION THAT SAW THE STOCK AGAIN 6% BEFORE REVERSING. THE SHARES REMAIN MORE THAN 42% ABOVE THE IPO PRICE WITH A LOW FLOAT AMPLIFYING THE IMPACT OF R

...AYBE WE ARE NOT AMBITIOUS ENOUGH, WE ARE AFRAID, I DON'T KNOW. WE DON'T HAVE THE SAME RELATIONSHIP WITH RISK. EVERYBODY TOLD US IT IS IMPOSSIBLE TO RAISE A ONE BILLION THE CIVIL ROUND IN EUROPE. MAYBE WE JUST DON'T TRY. TOM: WHAT STOPS ANTHROPIC, OPENAI, AND GOOGLE COMPETING WITH YOU HAD ON? >> THEY ARE RUNNING A DIFFERENT RACE. OPENAI HAS TO BE BETTER THAN ANTHROPIC AND GOOGLE. THEY ARE FIGHTING A RACE. THEY ARE VERY FOCUSED ON THAT, AS THEY SHOULD BE. IF YOU CAN FOCUS ON 10 THINGS AT ONCE,

...LIZZY: VEN RAM, BLOOMBERG MLIV STRATEGIST, THANK YOU FOR THE ANALYSIS. STILL AHEAD ON DAYBREAK EUROPE, WE WERE RETURNING TO PARIS FOR EUROPE'S BIGGEST TECHNOLOGY EVENT, VIVATECH. SHE SEVEN LEADERS AND TECH CEOS SEEK A WAY AROUND THE U.S. BAN ON ANTHROPIC'S AI MODELS. THAT'S NEXT. AND THIS IS BLOOMBERG. ♪ >> WELCOME BACK TO "BLOOMBERG DAYBREAK: EUROPE." FRENCH PRESIDENT EMMANUEL MACRON LED TALKS WITH G-7 LEADERS AND TECH EXECUTIVES TO EXPLORE HOW EMPLOYEE THE MOST ADVANCED AIS. IT COMES AFTER

Trump Signs US-Iran Deal, Warsh Fuels Fed Rate Hike Bets | Daybreak Europe 6/18/2026 LIZZY: LIVE FROM LONDON, THIS IS "BLOOMBERG DAYBREAK: EUROPE I AM LIZZY BURDEN WITH THE TOP STORIES. OIL SLIDES AND U.S. FUTURES GAINED AS THE U.S. IRAN PEACE DEAL TAKES EFFECT. ATTENTION TURNING NOW TO THE STRAIT OF HORMUZ AS INVESTORS AWAIT POTENTIAL REOPENING. TRADERS PILE INTO FED RATE HIKE BETS AS KEVIN WARSH PLEDGES TO TACKLE INFLATION IN HIS FIRST MEETING AS FED CHAIRMAN, SENDING YIELDS HIGHER. VOTERS PRE

...SS TO CHINA'S FLAT STEEL MARKET. THE LME SAYS THE CASH SETTLED CONTRACT WILL TRACK SHANGHAI'S MONTHLY U.S. DOLLAR HOT ROLLED COIL STEEL PRICE. TRADING IS EXPECTED TO BEGIN IN OCTOBER. BLOOMBERG LEARNED MICROSOFT HAS BUILT A MAJOR BUSINESS SELLING OPENAI MODELS TO CHINESE COMPANIES, DESPITE GROWING U.S.-CHINA TENSIONS OVER AI. SOURCES SAY BYTEDANCE IS ITS BIGGEST CUSTOMER AND IS ON TRACK TO SPEND MORE THAN $1 BILLION A YEAR ON MICROSOFT AI AND CLOUD SERVICES. WE ARE TOLD OTHER MAJOR CHINESE FI

...l markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:00:21 - Warsh-led Fed veers towards rate hike 00:10:54 - Breaking: Trump says he's signed Iran deal 00:13:26 - University of Michigan's Betsey Stevenson on Fed outlook 00:22:57 - SpaceX falls for first time since debut 00:26:20 - Asia strategists eye Yen intervention 00:29:52 - US-Iran deal takes effect, focus turns to Strait of Hormuz 00:33:25 - Japanese defense minister Shinjiro Koizumi on China's military data 00:39:50 - O

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Singapore with Haidi Stroud-Watts and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:00:21 - Warsh-led Fed veers towards rate hike 00:10:54 - Breaking: Trump says he's signed Iran deal 00:13:26 - University of Mic

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Singapore with Haidi Stroud-Watts and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:00:21 - Warsh-led Fed veers towards rate hike 00:10:54 - Breaking: Trump says he's signed Iran deal 00:13:26 - University of Mic

Trump: Interim Deal to be Signed in Next 48 Hours | Balance of Power 6/17/2026

Trump: Interim Deal to be Signed in Next 48 Hours | Balance of Power 6/17/2026

US equity futures waver ahead of the CPI data. Crude prices rise amid continued military attacks in the Middle East. The International Energy Agency proposes a release of emergency oil reserves that would be the largest in its history. Shares of Oracle extend gains after boosting its revenue outlook. Paul Donovan of UBS looks ahead to the latest inflation print. Joel Kulina of Wedbush Securities recaps Oracle's quarterly earnings report. Chapters: 00:00:00 - Bloomberg Brief 00:00:39 - Market Che