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14.07.26 - 00:33
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US Officials Say Iran′s Ahmadinejad Was Mossad Asset, Met With Intel Chief In Hungary (ZeroHedge)
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US Officials Say Iran's Ahmadinejad Was Mossad Asset, Met With Intel Chief In Hungary
Iran's former hardline president Mahmoud Ahmadinejad of all people?
The New York Times is out with a bombshell report on Monday which alleges that Israel's Mossad has for years sought to cultivate him as an Israeli intelligence asset.
Flash90
The apparent multi-year effort to recruit and re-install Ahmadinejad as leader of Iran has come to nothing, at a moment his status and fate remains unclear amid the fog of war, and after a prior US-Israeli strike on his house during the opening salvos of Operation Epic Fury resulted in him being whisked away from his Tehran neighborhood by his bodyguards.
The story, which cites US officials who are for whatever reason choosing this moment to 'leak' the insider info, begins in the following:
In early 2024, the rector of a university in Budapest received a startling request from a top Hungarian government official.
The official told the rector, Professor Gergely ...
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13.07.26 - 15:45
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Futures Slide, Oil Surges As Iran War Returns, Chip Stocks Tumble As Korea, SK Hynix Crash (ZeroHedge)
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Futures Slide, Oil Surges As Iran War Returns, Chip Stocks Tumble As Korea, SK Hynix Crash
US equity futures are lower on a combination of US/Iran escalation (which is feeding inflationary concerns) and a violent crash in South Korean stocks (which saw SK Hynix plunge by 15% overnight, the most on record, and unironically follows its record ADR launch in the US), which has put Semis and tech under renewed pressure. On the former, this drove oil prices higher overnight, but gains have been cut in half. On the latter, there is some anxiety around excessive capex spend (Goldman IG bond sales team warned over the weekend that demand for new hyperscaler supply has collapsed), but also some technical factors. As of 8:15am ET, S&P futs are down 0.4%, reversing their Friday gains which pushed the index just shy of a record; Nasdaq futures dropped 1% as Semis came for sale and Mag7 are mostly lower. Defensives are leading Cyclicals as the AI theme looks to be sold today but Fins / Energy are bid. Bond...
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13.07.26 - 13:36
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US & Iran Trade Fresh Strikes, SK Hynix Shares Fall Most on Record | The Opening Trade 7/13/2026 (Bloomberg)
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Oil gained after the US carried out another wave of strikes against Iran, with the two sides disputing whether the Strait of Hormuz was open. Global benchmark Brent earlier approached $80, before paring some of the increase. The US on Sunday struck dozens of targets to degrade Iran's ability to attack international shipping through the waterway. Iran said the strait would be closed “until further notice,” though Western navies insisted it remained open.
South Korea's AI-fueled stock rally came under renewed pressure Monday as SK Hynix tumbled by a record 15%, underscoring growing investor concerns that the boom had become overstretched.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Tom Mackenzie. (Source: Bloomberg)...
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10.07.26 - 14:18
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SK Hynix′s Blockbuster Debut; US Says Iran Talks Continue | Bloomberg Brief 07/10/2026 (Bloomberg)
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SK Hynix raises $26.5 billion in its ADR offering, the largest first-time US share sale by a foreign company. A US official says talks with Iran on a peace deal continue. Seema Shah of Principal Asset Management discusses Federal Reserve Chair Warsh naming leaders of the five task forces. Nadia Martin Wiggen of Svelland Capital looks at the volatile week in oil. (Source: Bloomberg)...
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10.07.26 - 11:06
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Nvidia gets China boost, Iran ceasefire breaks, GDP release (SCMP)
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China eased a boycott of higher-end Nvidia processors, seeking to balance concerns about chip shortages hurting local artificial intelligence (AI) developers against the risk of over-reliance on US technology.
Alibaba is among select businesses that will be eligible to buy H200s, Nvidia's second-best AI chip, the South China Morning Post reported, citing an unidentified source. TikTok developer ByteDance and AI start-up DeepSeek are also on the list, The Information said this week. Alibaba owns......
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09.07.26 - 13:24
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US & Iran Trade Attacks for 2nd Day, SK Hynix ADRs Oversubscribed | The Opening Trade 7/9/2026 (Bloomberg)
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The US military struck Iran for a second day and Tehran retaliated against American allies in the Persian Gulf, raising fears that the tit-for-tat attacks may derail talks on a permanent peace deal.
SK Hynix's US listing is more than seven times oversubscribed, according to people familiar with the matter, underscoring strong investor appetite despite recent volatility in the Korean memory chipmaker's shares.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. (Source: Bloomberg)...
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09.07.26 - 12:54
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Iran, US Trade Attacks For Second Day, SK Hynix To Set US Listing Price | The Pulse 7/9/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Emmanuel Cau, Barclays Head of European Equity Strategy; Francisco Blanch, Bank of America Head of Global Commodities and Derivatives Research; Judy Ganes, J Ganes Consulting President (Source: Bloomberg)...
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09.07.26 - 11:42
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US Strikes Iran A Second Day; AI Rotation Trade on Watch | The Asia Trade 7/8/2026 (Bloomberg)
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
UPDATE: Bain says a special-purpose investment vehicle it set up for SK Hynix still holds a 14% stake in Kioxia. (Source: Bloomberg)...
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29.06.26 - 12:54
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US & Iran Halt Attacks, Samsung, SK Prep Record Spending | The Opening Trade 6/29/2026 (Bloomberg)
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The US and Iran have agreed to stop attacking each other before peace talks resume this week over the Strait of Hormuz and other issues, paving the way to end days of tit-for-tat attacks that tested a fragile truce.
South Korea unveiled an ambitious plan aimed at cementing its status as a technological powerhouse, with companies led by Samsung Electronics and SK Hynix initiating large-scale investments in memory chips, data centers and robotics.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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25.06.26 - 12:48
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Micron Surges on AI Boom as Brent Oil Erases Iran War Gains | The Pulse 6/25/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Christian Keller, Barclays Head of Economics Research; John Kerry, Former US Secretary of State; Nils Schmid, German Deputy Defense Minister; Theo Baker, Author of 'How to Rule the World' (Source: Bloomberg)...
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