Trump Gives Iran 'Last Chance'; SpaceX, AMD Earnings Ahead | Bloomberg Brief 08/04/2026
US equity futures hover near a record high amid a tech-led rally. President Trump says his latest offer of talks is Iran's last chance to
US equity futures hover near a record high amid a tech-led rally. President Trump says his latest offer of talks is Iran's last chance to make a deal with the US. SpaceX is set to report its first earnings since going public. Cayla Seder of State Street discusses the Fed's credibility challenge and the earnings outlook. Chapters 00:00:00 - Bloomberg Brief Begins, Opening Headlines: Tech Rally, Iran & Earnings Preview 00:00:45 - Global Market Check: Asia Markets: Yen Weakness, BOJ Expectations & South Korea 00:02:03 - Europe Markets: Record Highs, Bonds & Gas Prices 00:03:19 - US Market Outlook: Stocks, Treasury Yields & Oil 00:04:29 - First Look Movers: Palantir, Snap & ON Semiconductor 00:05:40 - Palantir Earnings: "Otherworldly" AI Demand, China's AI Race, Huawei & Chip Competition 00:09:40 - Trump's Iran Warning & Middle East Diplomacy 00:12:35 - Trending on the Terminal 00:14:16 - HSBC Earnings & Cost-Cutting Strategy 00:16:57 - Saudi Aramco & BP Benefit from Higher Oil Prices 00:20:32 - Front Page News: EU Migration, Russia & Taiwan 00:21:35 - Bloomberg Brief: Market Setup & Futures 00:23:14 - First Look Movers: Palantir, Snap & Powell Industries 00:24:20 - Cayla Seder, State Street Macro Multi-Asset Strategist, on Bond Market Risks & Fed Outlook 00:31:12 - Seder on FX Hedging & U.S. Dollar Outlook 00:32:27 - Trending on the Terminal 00:34:07 - Trump, Iran & Diplomacy Analysis 00:37:38 - AI Leaders Head to the White House 00:39:20 - SpaceX Earnings Preview & AI Strategy 00:42:41 - What to Watch Ahead More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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