US, Iran Reach Deal Pending Trump Approval, Dell Soars, More
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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.
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News when you want it. With Bloomberg News Now, I'm Doug Krisner. The U.S. and Iran have reached a tentative deal to extend their ceasefire and work toward an agreement to end the war. It calls for a 60-day extension of the truce that's been in place since early April, as well as a resumption of negotiations regarding Iran's nuclear program. Now, this tentative deal still requires President Trump's approval, and Axios is reporting the president has asked for a couple of days to think it over. Here is Bloomberg's chief political correspondent, Anne-Marie Hordern.
It is literally an extension of where we are now, a ceasefire. And according to the Axios reporting, this would mean that slowly you would see more movement through the Strait of Hormuz. In return, the United States would have to also lift some of what is going on in the blockade. And then it opens up an arena for the two sides to negotiate really the crux of the issues Washington has with Iran.
Later in the day, in a press briefing, Treasury Secretary Scott Besant answered a question from Bloomberg's Jeff Mason about what the president needs to see.
It's always a mistake to get out ahead of the president. So it is all going to be the president's decision. I think that we can see that the president very clearly stated out, stated his three, the open the strait, Highly enriched uranium, no nuclear program.
Are those three aspects that you just outlined part of the temporary deal that has been agreed?
But if there can be no deal without those, why would there be a deal without those?
Now, talk of the deal comes after overnight clashes between both sides. The U.S. shot down Iranian drones and accused Tehran of firing a ballistic missile toward Kuwait. Former U.S. Central Command Intelligence Director Karen Gibson says despite all of that, the ceasefire is still holding.
It's important to remember that even under a ceasefire, you do not lose the inherent right of self-defense. So if we were not making progress in negotiations, we might see broader strikes further somewhere else in Iran that more clearly violated the ceasefire. I think these are very defense-related, self-defense-related and within the bounds of the ceasefire.
That is former U.S. Central Command Intelligence Director Karen Gibson. After the bell, Dell Technologies gave an outlook for annual sales far above analyst estimates. This forecast reflects robust demand for servers that power artificial intelligence work. Dell says total revenue in the fiscal year ending in January will be about $167 billion. Here is Dell CFO David Kennedy.
Obviously, we've taken up our AI storage guide, our server guide to $60 billion, and storage will grow every single quarter to go to the year. So it's more prevalent across our products, across our verticals, across our customer base. It's a really more broad base and AI demand, if you like, beyond the GPU in terms of the opportunities ahead.
That is Dell CFO David Kennedy. Shares in Dell are up more than 35% in late New York trading.
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