US equity futures drop and oil rises after a report that the White House asked the Pentagon to draw up strike options against Iran that could be executed before the midterm elections. Samsung posts a nearly nine-fold rise in quarterly operating profit, while TSMC’s sales jump 51%, but the results fail to impress investors. Cayla Seder of State Street discusses the shift in investor behavior. Chapters: 00:00:00 - Bloomberg Brief Begins 00:03:43 - Premarket Movers 00:04:57 - Oil, Inflation and the Fed 00:07:31 - Iran Strike Options and Oil 00:10:47 - Samsung and the AI Boom 00:13:25 - Broadcom and OpenAI Chip Financing 00:14:48 - Top Terminal Stories 00:16:08 - EU China Trade Tensions 00:20:18 - Front Page News 00:21:17 - Bloomberg Brief Headlines 00:24:06 - Cayla Seder, State Street Macro Multi-Asset Strategist 00:32:40 - White House, Iran and the Midterms 00:33:51 - Trump Administration Ad Lawsuit 00:34:57 - Texas Senate Race 00:35:57 - Samsung, TSMC and AI Spending 00:39:12 - PepsiCo Earnings Preview -------- 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