Brent Holds Above $100 Amid Gulf Supply Risks
Brent held above $100 a barrel after Wednesday's sharp rally, as traders assessed escalating attacks on Gulf shipping and renewed Houthi strikes on Saudi Arabia.
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Baron Opportunity Fund Q2 2026 Adds And Trims
The median market cap of the Fund was $90.4 billion, and the weighted-average market cap was $1.7 trillion. Near-term supply constraints and the resulting price increases are constructive for Micron's financials, but what interests us more is the structural evolution of the business itself. We believe that as Fervo proves out its first commercial plant, it will see accelerating contracting and deployment activity over the next decade.
European TTF Gas Marches Higher on LNG Supply Fears
The benchmark Dutch TTF contract was flat in early trading, as inventory levels and disruptions in the Middle East kept European natural gas prices at the highest since the end of 2022.
A University's Distaste for Hedge Funds Created This New ETF. It's Still Risky.
State Street has an ETF that invests 90% of assets in the S&P 500 and 10% in investment-grade corporate bonds. But it's a concentrated bet on AI.
Trump warns Tehran over Pickaxe Mountain activity; U.S.-Iran exchange attacks on ships near Hormuz
Trump warns Iran against activity at suspected nuclear site Pickaxe Mountain. Satellite imagery shows a surge in construction activity at a site just two kilometers away from Iran's heavily damaged Natanz uranium enrichment facility.
With the copper price surfing all-time highs, here's what one CEO thinks about the sector long term
While there's a bear case to be made on copper if the AI trade blows up, if Trump eschews tariffs or if peace descends over the Persian Gulf, the long-term rationale for higher prices is solid, a listed copper producer executive says.
Treasuries Dismiss President's Promise: 3-Minutes MLIV
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:02 - Trump Promises $5,000 if GOP Wins Midterms 00:01:44 - Bond Yields 00:02:46 - ECB Rate Decision -------- More on Bloomberg Television and Markets Like this video?
Baron Opportunity Fund Q2 2026 Top Contributors And Detractors
We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual boosters now achieving up to 35 re-flights. In the April quarter, Nvidia's data center revenue grew 92% year-over-year to $75.2 billion, with total revenue of $81.6 billion, up 85%; for its July quarter, the company guided for total revenue to grow at least another $9.5 billion sequentially.
The AI Buildout Continues To Exceed Expectations
Hyperscalers are on track to spend more than $700 billion this year, up 74% compared to last year. In the first quarter, the combined backlog across Alphabet, Amazon, and Microsoft now exceeds $1.4 trillion.
UK's THG first-half profit more than doubles, warns of Q3 tariff hit
British e-commerce group THG PLC on Thursday reported its first-half core earnings had more than doubled, led by price hikes and strong growth at its Myprotein nutrition brand, but warned that quarterly revenue growth would slow sharply due to new EU import duties.
Oil Tops $100 as Iran Vows to Escalate War, Trump Says US Will Win
Oil climbs above $100 a barrel as the war with Iran escalates and Tehran says it has no intention of backing down. President Donald Trump says the US will win the war with Iran and suggests the Strait of Hormuz should be renamed the “Trump Strait,” while an Iranian official says Iran is ready to escalate the conflict.
Autoglass Owner Belron Explores Potential Listing
The windscreen replacement and repair business—which counts Autoglass in the U.K., Carglass in Europe and Safelite in the U.S. among its brands—is exploring options including a listing.
China's DeepSeek launches V4.1-Flash model
Chinese artificial intelligence startup DeepSeek on Thursday launched DeepSeek-V4.1-Flash, which the company said is the smallest model in its new architecture family, according to a statement.
'Saved the day': How China helped keep the lid on oil price surge as Iran war disrupted supplies
"China kind of saved the day," and helped the world avoid the "doomsday scenario" as the Strait of Hormuz closure choked off 20% of global energy supply, according to S&P Global Ratings. Beijing slashed its imports after the war broke out and tapped into its stockpiles, keeping a lid on global oil prices and safeguarding its economy.
Bank of Korea Warns of Destabilizing Impact of High-Risk AI Trades
A surge of investment in leveraged exchange-traded funds generated significant volatility in the domestic stock market, the Bank of Korea said.
Iran Said to Be Ready to Escalate War With US
US President Donald Trump downplayed concerns about rising oil prices and the war with Iran. Meanwhile, Iran is ready to intensify the conflict and will escalate counterstrikes if the US continues attacking its territory and infrastructure, according to a senior official from the Islamic Republic.
Bank of Japan Tightening Bets, U.S. Pressure Spark Yen Recovery
Just over a month after joint currency interventions failed to pull the yen significantly off multi-decade lows, shifting policy expectations have triggered a remarkable turnaround.
China's AI chipmakers raise prices as high-bandwidth memory shortage bites
Chinese AI chipmakers including Huawei Technologies [RIC:RIC:HWT.UL] and Cambricon have sharply raised prices for current and next-generation AI processors, three people familiar with the matter said, as soaring costs for high-bandwidth memory squeeze efforts to build domestic alternatives to Nvidia.
Data Centers Light Fire Under Uranium Prices
With a wary public already raising concerns about data centers drawing on local electricity supply, some hyperscalers have talked up the opportunity to run the facilities using nuclear power.
Global cleantech investment fell in first half on slowing China momentum
Global investment in clean technologies fell 17% to $770 billion in the first half of 2026, as a slowdown in China outweighed growth in some other markets, a new report from research firm Rhodium Group on Thursday found.
