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Bloomberg News Now

Iran Attacks Cargo Ship, Rubio Says "No Tolls", More

25 Jun 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

1.094 - 20.605 Toby Howell

There's a reason millions of people start their day with Morning Brew Daily. Each morning, we break down the biggest news in business from the latest tech headlines to why nobody can afford a house right now. All in a format that fits seamlessly into your day. You'll leave each episode of Morning Brew Daily smarter and ready to take on the world around you. I'm Toby Howell. And I'm Neil Freiman.

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20.625 - 27.777 Toby Howell

And we're ready to show you that business news doesn't have to be boring. So join us on Morning Brew Daily, available wherever you get your podcasts.

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29.107 - 47.813 Doug Krisner

News when you want it. With Bloomberg News Now, I'm Doug Krisner. Iran attacked a Singapore-flagged cargo ship earlier today in the Strait of Hormuz. And according to UK Maritime Trade Operations, damage was inflicted to the ship's bridge, but there were no casualties. Now, this attack took place near the coast of Oman.

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48.034 - 71.44 Doug Krisner

Hours earlier, Iran's navy warned ships not to use routes through the strait not permitted by the regime. It's unclear how this attack may affect the 60-day deal between the U.S. and Iran to reopen the strait. Now, Washington continues to describe Hormuz as an international waterway. However, Tehran says it has the sovereign right to determine how ships transit the strait.

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71.98 - 81.81 Doug Krisner

And today, Secretary of State Marco Rubio was in Bahrain seeking Gulf backing for an Iran deal, and he said, again, tolls are unacceptable.

81.925 - 97.74 Marco Rubio

You can call it a toll. You can call it a fee. Whatever you want to call it, it's a game of semantics. The reality of it is that no country on earth has a right to charge for the use of international waterways. And that will never be an acceptable condition of any deal. The president's been fundamentally clear about that.

97.72 - 115.476 Doug Krisner

Rubio also said the U.S. wants to reach a deal with Iran to end the war, but it will not do so at any price. Pakistani officials say further peace talks are set to take place next week in Switzerland. The U.S. Supreme Court has expanded the president's power over immigration.

Chapter 2: What happened in the recent Iran attack on a cargo ship?

115.456 - 131.052 Doug Krisner

Today, the high court ruled President Trump has broad authority to end legal protection for people from crisis-ridden countries. Now, this decision opens the prospect of deportation for some 350,000 Haitians and 7,000 Syrians.

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131.032 - 155.74 Doug Krisner

Voting 6-3, the court rejected the argument that the Trump administration engaged in unconstitutional racial discrimination by stripping Haitian and Syrian migrants of their so-called temporary protected status. At the same time, the high court threw out a jury verdict won by a Missouri man who blamed the Roundup weed killer for his non-Hodgkin lymphoma.

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155.72 - 177.689 Doug Krisner

It was a victory for chemical giant Bayer, which had appealed that jury verdict. The High Court said consumers cannot sue Bayer for the absence of a cancer warning on the product's label, since federal regulators concluded a cautionary statement was not necessary. Shares in Bayer jumped 16% in trading in Germany. A federal judge in Boston has blocked U.S.

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177.729 - 200.712 Doug Krisner

officials from carrying out President Trump's executive order to impose new restrictions on mail-in voting in federal elections while a legal fight plays out. Two dozen Democrat states and local jurisdictions sued to stop it. They are accusing the president of election interference in an attempt to preserve Republican control of Congress in November.

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200.692 - 219.932 Doug Krisner

The death toll is rising in Venezuela after back-to-back earthquakes struck west of Caracas on Wednesday evening. At least 188 people have died. Acting President Delcy Rodriguez says authorities are still assessing affected areas. At least six Venezuelan states have been impacted.

219.912 - 246.354 Doug Krisner

The government will create an initial $200 million reconstruction fund to finance repairs to infrastructure, hospitals, and housing. An additional fund to support victims is also being discussed. Rescue teams are expected to begin arriving from various countries, and the UN's International Organization for Migration is mobilizing emergency shelters and essential items for affected families. U.S.

246.374 - 269.427 Doug Krisner

consumer spending was up last month, even as prices rose at the fastest pace in more than three years. The core personal consumption expenditures price index was up in May at an annual rate at 3.4 percent. Now, this measure does not include energy prices. The head of the Chicago Fed, Austin Goolsbee, says inflation is still too high and it's trending in the wrong way.

269.727 - 296.176 Austin Goolsbee

But some of the going the wrong way is driven by what we hope to be temporary events, wars, tariffs. These are things that are supposed to be won and done. And then you would see the inflation going away. It's been a little more disturbing on the services side because that's not real. That elevated inflation is not coming from tariffs. It's not coming from oil prices.

296.998 - 300.527 Austin Goolsbee

So I think we got to keep watching these numbers.

Chapter 3: How does the U.S. view the Strait of Hormuz and its international status?

304.651 - 327.713 Doug Krisner

Now, analysts are saying the most recent PCE reading reinforces the view that the Fed's next move is more likely a rate hike than a cut. Apple is boosting prices on Macs and iPads by about 20%. The company is looking to offset increased costs due to a shortage of memory chips and storage. Bloomberg's Mark Gurman calls the move unprecedented.

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327.845 - 350.41 Mark Gurman

Apple has not, at least as long as I've been covering the company, which has been well over 15 years at this point, a broad set of price increases like we saw this morning. Mac price increases, iPad, Apple TV, HomePod, HomePod Mini, Vision Pro. We're talking about very significant changes here to the starting prices of Macs.

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350.39 - 364.032 Doug Krisner

That is Bloomberg's Mark Gurman, and he went on to say that iPhones appear to be spared from these price hikes. Shares in Apple were down today by more than 6%. And Microsoft is being impacted by higher cost for components as well.

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Chapter 4: What did Marco Rubio say about tolls in relation to the Iran deal?

364.553 - 382.44 Doug Krisner

It's the reason why the company announced a third substantial price increase for its current generation of Xbox video game consoles. Today, Microsoft shares were down 3.5%. OpenAI is reportedly leaning toward holding off on its IPO until next year.

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382.921 - 403.448 Doug Krisner

The New York Times says bankers for OpenAI said the recent volatility in tech stocks and in SpaceX shares after its record IPO could dampen enthusiasm from retail investors for OpenAI's initial public offering. And that is news when you want it. With Bloomberg News Now, I'm Doug Krisner and this is Bloomberg.

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406.432 - 411.002 Ashley Roberts

The Big Take podcast from Bloomberg News keeps you on top of the biggest stories of the day.

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411.403 - 414.65 Traci Alloway

My fellow Americans, this is Liberation Day.

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415.091 - 416.575 Ashley Roberts

Stories that move markets.

416.595 - 420.423 Traci Alloway

Chair Powell opened the door to this first interest rate cut.

420.604 - 442.758 Ashley Roberts

Impact politics. Change businesses. This is a really stunning development for the AI world. And how you think about your bottom line. Listen to The Big Take from Bloomberg News every weekday afternoon on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. The Big Take podcast from Bloomberg News keeps you on top of the biggest stories of the day.

443.159 - 446.427 Traci Alloway

My fellow Americans, this is Liberation Day.

446.848 - 448.332 Ashley Roberts

Stories that move markets.

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