About this episode
Markets are pricing in a U.S.-Iran deal, but U.S. President Donald Trump is yet to approve it and Iran saysit has not been finalized. Meanwhile, the Fed's inflation gauge just hit a three-year high,leaving the Fed running out of reasons not to hike. Plus, Anthropic's valuation just overtook OpenAI - funded in part by the very chipmakers it needs to build its models.
Today’s recommended read: What if the AI boom goes into reverse?, Joachim Klement
Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest
Read more from Amanda Cooper and Anna Szymanski
Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi
Sound engineering and music by Sebastian and Josh Sommer
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