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 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: 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