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Bloomberg News Now

US and Iran Wrangle Over Terms, Stocks Waver on Deadlock, More

11 May 2026

Transcription

Transcript generated automatically by AI and may contain errors.

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

0.672 - 5.121 Stephen Carroll

Hello, I'm Stephen Carroll. I'm in Brussels, where many of Europe's biggest decisions get made.

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5.622 - 10.011 Caroline Hepke

And I'm Caroline Hepke in London. We're the hosts of the Bloomberg Daybreak Europe podcast.

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10.391 - 15.001 Stephen Carroll

We're up early every weekday, keeping an eye on what's happening across Europe and around the world.

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15.422 - 21.634 Caroline Hepke

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.

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21.698 - 27.166 Stephen Carroll

From Brussels, I'm following the politics, policy and the people shaping the European Union right now.

27.206 - 32.633 Caroline Hepke

And from London, I'm looking at what all that means for markets, money and the wider economy.

33.154 - 37.48 Stephen Carroll

We've got reporters across Europe and around the globe feeding in as stories break.

37.941 - 42.587 Caroline Hepke

So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.

43.028 - 45.03 Stephen Carroll

It's smart, calm and to the point.

Chapter 2: What recent developments have occurred in US-Iran relations?

330.342 - 351.921 Monica Ricks

The rally in chip makers isn't letting up, with Intel, Micron and Qualcomm all extending record gains this morning as retail traders pile in on the AI trade. Not the case, though, for SoftBank, which plans to invest in AI. Its shares are down 6.3 percent following founder Masayoshi Son's plans to unveil an ambitious AI data center in France as soon as this month.

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352.362 - 373.07 Monica Ricks

The Japanese entrepreneur is considering a multi-billion dollar investment in the country as part of SoftBank's broader build-out of AI infrastructure. Google parent Alphabet may be on the verge of overtaking Nvidia as the world's most valuable company. The gap between the two has narrowed considerably over the past six months, with just $400 billion in market value between them.

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373.611 - 395.109 Monica Ricks

Alphabet's taken the lead in nearly every aspect of AI. Its shares were up 34% in April alone, its best month since 2004. And shares of Moderna are up since announcing it's working on a new hantavirus vaccine. So far, a French woman and two Americans linked to that outbreak on a cruise ship have tested positive less than a day after disembarking in Spain.

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395.63 - 402.402 Monica Ricks

Still, health officials insist the risk of infection is still very low. Former CDC official Dr. Michael Osterholm.

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402.382 - 408.171 Dr. Michael Osterholm

The good news is, is that in a sense it is hantavirus and not another coronavirus or influenza virus.

Chapter 3: What are the main points of disagreement between the US and Iran?

408.592 - 414.061 Dr. Michael Osterholm

This is one that has very limited ability to be transmitted person to person. In fact, it's a rare exception.

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414.081 - 423.917 Monica Ricks

17 U.S. citizens will be checked out and monitored for a few weeks in Nebraska. And that's news when you want it with Bloomberg News Now. I'm Monica Ricks and this is Bloomberg.

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426.884 - 445.922 Francine Lacroix

I'm Francine Lacroix, an award-winning journalist, and I've got a new podcast, Leaders with Francine Lacroix from Bloomberg Podcasts. I've interviewed everyone from heads of state to fashion icons about the news of the moment. But I've always been curious, who are these people as leaders? I don't think there's one right way to be a leader.

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446.163 - 450.467 Keir Starmer

Make decisions. A poor decision is always better than no decision.

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450.887 - 456.773 Francine Lacroix

Listen to new episodes every other Monday. Follow Leaders with Francine Lacroix wherever you get your podcasts.

457.867 - 467.523 Caroline Hyde

This is Caroline Hyde. And I'm Ed Ludlow, inviting you to join us for Bloomberg Tech, a daily podcast focusing exclusively on technology, innovation, and the future of business.

467.884 - 471.851 Francine Lacroix

Every weekday, we bring you the top headlines from the world's biggest tech companies.

472.051 - 477.36 Caroline Hyde

From finance to defense, AI to entertainment, and from startups to the Magnificent Seven.

477.34 - 485.615 Francine Lacroix

We highlight the latest stories of the people and companies pushing the tech sector to new frontiers and the politics that shape global tech markets.

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