Bloomberg Podcasts · US Bombs Persian Gulf Supertanker, Warsh: Trump Hasn't Interfered | Bloomberg Daybreak: US Edition

1. 1. The US struck Iran for a fifth straight day, hitting a sanctioned oil tanker near Iran's main export terminal.
2. 2. IEA Executive Director Fatih Birol warned the global economy faces a renewed challenge if the Strait of Hormuz conflict is not resolved within weeks.
3. 3. Acting Attorney General Todd Blanche faced criticism over a deal giving President Trump and his allies immunity from past tax audits.
4. 4. Jay Clayton, Trump's nominee to lead US intelligence, repeatedly sidestepped questions on whether Joe Biden won the 2020 election.
5. 5. US Trade Representative Jamieson Greer signaled modest expectations for the Trump-Xi summit in September, focusing on assessing current commitments.
6. 6. Fed Chair Kevin Warsh stated President Trump has not tried to influence monetary policy and that he would ignore any such attempts.
7. 7. TSMC raised its 2026 capital expenditure forecast to as much as $64 billion and projected revenue growth slightly above 40%.
8. 8. Japan plans to buy more than 27,000 of Nvidia's next-generation Rubin chips to build a homegrown AI model for robots.
9. 9. JPMorgan Chase CEO Jamie Dimon warned against broad access to Anthropic's Claude model, comparing it to giving ballistic missiles to individuals.
10. 10. SpaceX shares fell below their IPO price after surging nearly 50% in the first three days of trading.
11. 11. Uber agreed to buy German food delivery company Delivery Hero for $14.8 billion.
12. 12. The US struck a sanctioned oil tanker deep inside the Persian Gulf, expanding the blockade beyond the Strait of Hormuz.