Houthi Strike Hits Aramco Refinery as Israel Election Ends in Deadlock

Israel’s election remains deadlocked, with neither Benjamin Netanyahu nor Gadi Eisenkot’s bloc reaching the 61 seats needed for a majority. Arab parties could become crucial in coalition talks, while Natan Sachs discusses what the result means for Israel’s political direction and Iran policy. Regional tensions stay high. The Houthis say they targeted Aramco’s Ras Tanura refinery, while Saudi Arabia reports intercepting missiles and drones. The US has reportedly warned Gulf states about possible renewed strikes on Iran after the midterms. Saudi, Turkish, Pakistani and Qatari officials continue diplomatic efforts with Tehran, and oil rebounds as escalation risks rise. Markets turn back toward AI. Asian stocks climb, Taiwan and Japan gain, and SK hynix posts stronger earnings while outlining major shareholder returns and warning memory shortages could persist through 2030. Big Tech earnings, Meta’s $25 billion stock sale and Anthropic’s reported JPMorgan IPO mandate keep AI financing in focus. Ryan Lemand expects the Fed to hold rates now and hike again in December, while Casey Sprake says supply shocks have pushed US inflation higher. Elsewhere, Standard Chartered, UBS, Santander and BNP Paribas report earnings; Dangote’s refinery IPO reaches its fundraising target; Morocco moves ahead of South Africa in an African investment ranking; and the UK budget comes into focus. Chapters: 00:00:00 - Introduction 00:08:18 - Netanyahu, Eisenkot neck to neck in Israel Elections 00:12:07 - Khamenei reiterates conditions to end war with US 00:15:02 - Ryan Lemand, Neovision Management CEO & Co-Founder 00:26:29 - JIO Soars on IPO Debut 00:30:49 - Julia Roknifard, Taylor’s University Malaysia Senior Lecturer 00:37:49 - US big tech earnings this week to test ai trade 00:43:13 - Huge demand seen for Dangote IPO 00:50:57 - Israel faces coalition talks after tight vote 00:57:17 - Aramco contains fire near as tantra after attack 01:01:30 - Casey Sprake, AG Capital Market Strategist 01:13:55 - Natan Sachs, Middle East Institute Senior Fellow 01:25:07 - Morocco tops South Africa in investment ranking 01:30:07 - UK Chancellor John Healy to deliver budget today -------- 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: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts