
The episode discusses the impact of rising oil prices and positive AI earnings on the stock market amidst geopolitical tensions.
Oil prices climb again after U.S. President Donald Trump warns Iran over the Strait of Hormuz. But stocks keep rallying, helped by upbeat AI earnings from Intel. Today’s recommended read: Japan fiscal experiment is lab test for Treasuries, Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest. Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hosts: Mike Dolan, Eliza Davis Beard, Ethan Plotkin, Abisoye Adelusi
Organizations: Intel, Reuters, Thomson Reuters
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