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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 events have escalated tensions between the US and Iran?
The software maker gave a stronger-than-expected annual outlook and signed a $6 billion multi-year agreement to use Amazon's cloud services and chips. The Pentagon says a unit of Dell has won a $9.7 billion contract to help the U.S. military handle its licenses for Microsoft software.
The news comes as Dell gets set to release its latest quarterly earnings, and we get a preview with Bloomberg's Tom Busby.
Dell is expected to report a more than 50% spike in revenue year over year, thanks in large part to a more than 600% surge in sales of its AI servers, as tech companies spend hundreds of billions to build out their AI infrastructures. But supply constraints, especially for memory chips, could limit the Round Rock, Texas-based company's $50 billion full-year target for server sales.
Chapter 3: What are the implications of the US shooting down Iranian drones?
Bloomberg Consensus calls for revenue of $35.52 billion on adjusted earnings per share of $2.99. Tom Busby, Bloomberg Radio.
All right, Tom, thank you. And stocks are falling while oil and bond yields climb after fresh attacks in the Middle East fueled doubts over whether an end to the war is imminent. S&P futures down three-tenths of a percent. Dow futures down two-tenths of a percent. Again, Nasdaq futures down half percent. Ten-year Treasury yield 4.49 percent. And NYMEX crude oil is up 3 percent at $91.32 a barrel.
Brent at $97.03. That's news when you want it with Bloomberg News Now. I'm Karen Moscow in this. is Bloomberg.
The Bloomberg This Weekend Podcast. News, analysis, and the lighter side of Bloomberg.
Including our weekly news quiz.
Mattel reported higher than expected first quarter revenue thanks to the demand for which toy car brand? Hot Wheels. Hot Wheels. Hot Wheels, yes! Are those still a thing? I've stepped on many of those with my children when they were young. Yes, labels and those are not awesome. They hurt very much on bare feet. The Bloomberg This Weekend Podcast.
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