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Chapter 1: What is the main topic discussed in this episode?
Hello, I'm Stephen Carroll. I'm in Brussels, where many of Europe's biggest decisions get made.
And I'm Caroline Hepke in London. We're the hosts of the Bloomberg Daybreak Europe podcast.
We're up early every weekday, keeping an eye on what's happening across Europe and around the world.
We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.
From Brussels, I'm following the politics, policy and the people shaping the European Union right now.
And from London, I'm looking at what all that means for markets, money and the wider economy.
We've got reporters across Europe and around the globe feeding in as stories break.
So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.
It's smart, calm and to the point.
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Chapter 2: What recent developments have occurred in US-Iran negotiations?
In 53 years, we'll hear from the Knicks. Coming up in sports, John Staschauer, Bloomberg Radio.
All right, John, thank you. Let's turn to the markets now, where the nine-day winning streak for stocks is over. The S&P 500 fell from a record and closed down three-quarters of a percent. Goldman Sachs CEO David Solomon says investors have a lot to digest.
We have a lot of things going on in the macro.
Chapter 3: How has the ceasefire between Israel and Hezbollah affected regional dynamics?
with with the war with the oil shock supply chains inflation getting stickier that are going to have an effect and you know the market may absorb all that differently than it's absorbing it at the moment at the moment it's kind of brushing it aside
Goldman Sachs CEO David Solomon made the comments on the latest edition of the Bloomberg Oddlots podcast. Get the full conversation on Apple, Spotify, or anywhere else you download, and also on our new video hub on the Bloomberg Business app.
Current NASDAQ futures are lower this morning, and Broadcom is helping to fuel that decline. Those shares are down 12% in early trading. Broadcom delivered a disappointing forecast for artificial intelligence chip revenue. Gil Luria is head of technology research at D.A. Davidson.
This company has a big role in the growth of AI. It's just expectations were well beyond what consensus estimates were. And so a small B just wasn't enough to keep the stock where it's at. And again, it's trading at a premium to NVIDIA. NVIDIA is trading in the low 20s on next 12 months earnings. Broadcom is trading in the 30s on next 12 months earnings.
And DA Davidson's Gil Luria notes shares of Broadcom are already up almost 40% this year.
Time now for the Bloomberg Sports Update, and we bring in John Staschauer. John.
Thanks, Karen. The Knicks in San Antonio to play game one of the NBA Finals, and the Knicks scored the last 11 points of the game to take the opener 105-95. Jalen Brunson scored 30 points. He had two big hoops in the last two minutes. The Knicks have now won 12 consecutive playoff games, seven straight on the road. They'll play the women's semifinals today at the French Open with all the upsets.
Mira Andreeva, seated eighth, is the highest-seeded player left. Diana Schneider is back playing the day after her upset of Irina Sabalenka. That's your Bloomberg Sports Update.
Thanks, John. And that's news when you want it with Bloomberg News Now. I'm Karen Moscow.
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