Bloomberg Daybreak: US Edition

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) President Trump will meet with Ukrainian President Volodymyr Zelenskyy at a NATO summit in Turkey on Wednesday that will be charged with tension over the US leader’s views on Greenland, European defense spending and the Iran war. Trump arrives in Turkey on Tuesday, when he will meet with President Recep Tayyip Erdogan before a summit with the full defense alliance the next day, White House spokesperson Anna Kelly said. Meantime, Ukraine failed to intercept a single Russian ballistic missile in a deadly overnight attack on the eve of the NATO summit, highlighting Kyiv’s growing vulnerability as shortages of US-made Patriot air defenses become acute and peace talks remain stalled. Eleven people were killed and 60 injured in the overnight strikes on Kyiv that caused destruction in several districts of the city, damaging multiple residential buildings, Zelenskyy said Monday on X.
2) Oil fluctuated in a narrow range, as flows through the Strait of Hormuz persisted and OPEC+ signaled higher supplies. Brent traded above $72 a barrel, while West Texas Intermediate was near $69. Oil and gas shipping along a US-protected corridor in the waterway showed signs of recovering Sunday, a day after several vessels had performed unexplained U-turns and detours in the energy chokepoint. Separately, OPEC+ members backed another modest rise in quotas for next month, with seven nations led by Saudi Arabia and Russia agreeing to add 188,000 barrels a day in a further roll-back of curbs made several years ago.
3) US futures signaled a mild rebound in technology stocks at the start of a week in which South Korea’s memory giants will put the artificial-intelligence trade to yet another test. Nasdaq 100 contracts climbed 1% after the US holiday break. The Stoxx 600 hovered near a record high. Asian stocks fluctuated, with Samsung Electronics Co.’s 164% year-to-date rally set to face the spotlight when the chipmaker releases earnings for the June quarter on Tuesday. The report will be followed days later by peer SK Hynix Inc.’s massive ADR listing.
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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.
In the US – we look at the potential impact of AI on the labor market
In the UK – we preview the upcoming NATO summit in Turkey
In Asia – we discuss inflation in China ahead of new economic data
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Bloomberg’s Nathan Hager looks at 2026's biggest tech stories...so far...and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and former Wedbush head of Global Tech, Dan Ives.
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Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) Oil fell for a third day as flows through the Strait of Hormuz climbed and there were signs of progress in indirect talks between the US and Iran. Brent for September traded below $71 a barrel, after sliding more than 3% in the previous two sessions, while West Texas Intermediate was around $68. Oil supply through the critical waterway has reached more than 10 million barrels a day, underscoring Tehran’s now-limited ability to halt shipping, a US official said, while President Donald Trump hailed progress in negotiations.
2) The latest bout of volatility in technology stocks entered a second day, with chipmakers in South Korea bearing the brunt of the selling. The dollar fell and Treasuries wavered ahead of the June US payrolls report.Nasdaq 100 futures dipped 0.4% after semiconductors led Wall Street lower in the previous session. S&P 500 contracts were flat. Memory makers SK Hynix Inc. and Samsung Electronics Co. lost a combined $290 billion in value to drive a 7.9% slump in South Korea’s Kospi index. In Europe, the Stoxx 600 rose 0.5%, with technology among only three of the 20 index sectors to lose ground.
3) The SEC is looking into Susquehanna International Group’s allegations that unknown insider traders made $100 million on options bets ahead of a recent Chinese regulatory crackdown on cross-border brokerages, according to a person familiar with the matter.Susquehanna went public with its claims in a lawsuit filed Monday in Manhattan federal court. The US Securities and Exchange Commission is examining the trades described in the market-making firm’s complaint, said the person, who asked not to be identified discussing the confidential probe.
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Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) US negotiators Jared Kushner and Steve Witkoff had positive discussions with regional leaders in Qatar and technical talks with Iran are moving ahead. The US and Iran are seeking to ease tensions and forge a longer-term peace deal after recent attacks imperiled an already fragile ceasefire. Progress is being made in separate technical talks, but major issues such as the release of Iranian assets and the future management of the Strait of Hormuz remain unresolved.
2) Progressive insurgents took down establishment incumbents in Colorado midterm primary elections last night. In the 1st District, 29-year-old democratic-socialist Melat Kiros unseated nearly 30-year Congresswoman Diana DeGette. In the closely-watched 8th District, the more progressive Democrat in that race, Manny Rutinel, beat Shannon Bird in a landslide. In the state's Democratic governor's race, state Attorney General Phil Weiser defeated Senator Michael Bennet. However, in Colorado's Senate primary, incumbent John Hickenlooper held off a challenge from self-described insurgent progressive Julie Gonzales.
3) The US government removed foreign access restrictions on Anthropic PBC's Fable 5 artificial intelligence model, clearing it for wider distribution. Anthropic had disabled its models and been in discussions with officials to satisfy safety concerns after the Commerce Department imposed an export control rule. The company will enable Fable 5 access to users globally and allow usage on cloud services run by Amazon, Google, and Microsoft, and will work with Washington to expand access to Mythos 5.
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