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Speaker 1: Bloomberg Audio Studios, Podcasts, radio news. Good morning, I'm Nathan

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Speaker 1: Hager and I'm Karen Moscow. Here are the stories we're

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Speaker 1: following today.

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Speaker 2: Karen Oil is on the rise this morning following the

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Speaker 2: latest developments in the Middle East. Hamas says Israel killed

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Speaker 2: its political leader Ismael Hania in an airstrike on Tehran.

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Speaker 2: Hania is a chief negotiator for Hamas. He was in

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Speaker 2: Iran's capital for the inauguration of the country's new president.

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Speaker 2: Bloomberg's Dan Williams in Jerusalem says the killing follows the

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Speaker 2: recent death of another top level Hamas official.

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Speaker 3: It's very, very impressive in terms of operations. We're talking

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Speaker 3: about two Middle East capitals, two very senior targets with

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Speaker 3: apparently very limited damage around them, kind of surgical strikes

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Speaker 3: that could also be considered of strategic value. So in

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Speaker 3: a sense, Nataniel will have burnished his credentials here and

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Speaker 3: batted by the October seventh attacks that really blindsided Israel

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Speaker 3: and cause casualties on an unprecedented scale.

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Speaker 2: Bloomberg's Dan william says heny His death follows in Israeli

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Speaker 2: strike on beb Route last night, targeting a senior Hesbola commander.

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Speaker 2: That attack was a response to a rocket assault that

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Speaker 2: killed twelve young people in the Israeli controlled goal On

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Speaker 2: Heights over the weekend.

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Speaker 1: Now, Nathan to another major story we're following this morning.

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Speaker 1: The latest Bloomberg News Morning Consule poll of seven battleground states,

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Speaker 1: conducted after President Joe Biden dropped out of the race,

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Speaker 1: shows Vice President Kamala Harris in a statistical tie with

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Speaker 1: Republican nominee Donald Trump. Bloomberg Amy Morris reports from Washington.

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Speaker 4: Harris is riding a wave of enthusiasm among young, Black

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Speaker 4: and Hispanic voters. More than a third of voters in

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Speaker 4: the seven battleground states said they're much more likely to

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Speaker 4: vote now that the contest is between Donald Trump and

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Speaker 4: Kamala Harris, and the numbers rose to forty nine percent

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Speaker 4: and forty four percent among Black and Hispanic voters, respectively.

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Speaker 4: Almost two thirds of Black voters say they are now

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Speaker 4: somewhat or much more likely to cast ballots in November.

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Speaker 4: The number suggests Harris has a shot at reassembling the

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Speaker 4: voter coalition that propelled President Barack Obama to the White

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Speaker 4: House in Washington. Amy Morris, Bloomberg Radio.

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Speaker 5: All right, Amy, thank you.

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Speaker 3: Now.

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Speaker 2: Vice President Harris is honing her campaign on those battleground

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Speaker 2: states and focusing on the issue that Donald Trump's been

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Speaker 2: looking to use against her, border security. Not a rally

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Speaker 2: in Atlanta, Georgia, Harris said, the former president helped tank

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Speaker 2: a bipartisan border bill in Congress earlier this year.

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Speaker 4: It's my pledge to you as president, I will bring

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Speaker 4: back the border security bill that Donald Trump killed.

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Speaker 2: Vice President Harris now plans to tour all seven battleground

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Speaker 2: states next week with her new running mate. She hasn't

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Speaker 2: picked one yet, but a source tells Bloomberg News she's

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Speaker 2: going to do interviews this week. Harris's VP shortlist is

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Speaker 2: said to include Pennsylvania Governor Josh Shapiro, Minnesota Walls, and

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Speaker 2: Arizona Senator Mark Kelly Well Nathan.

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Speaker 1: We turn to the markets now. In reaction to US

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Speaker 1: slough of earnings, shares a Microsoft down more than two

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Speaker 1: percent this morning. The company's as You're a cloud computing

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Speaker 1: service posting as slowed down in quarterly growth. As Bloomberg

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Speaker 1: technology host at Ludlower reports, that's disappointing investors anxious to

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Speaker 1: see a payoff from huge investments in artificial intelligence products.

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Speaker 6: Ultimately, Microsoft as Your Cloud Services growth is slowing while

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Speaker 6: capital expenditures are going up. So as Yours Cloud Services

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Speaker 6: saw twenty nine percent top line growth, eight percent contribution

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Speaker 6: specifically from artificial intelligence. That was up from a seven

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Speaker 6: percent contribution from AI in the prior quarter. But this

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Speaker 6: is a quarter where one you don't miss estimates, the

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Speaker 6: street punishes you. But also we know that it's about

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Speaker 6: the money machine right. Investors look very closely at the

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Speaker 6: money going in on AI investment into infrastructure. For Microsoft,

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Speaker 6: there was a significant jump there. They're finding it hard

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Speaker 6: to see the money coming out. Ed Ludlow for Bloomberg

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Speaker 6: News in New York's.

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Speaker 2: All right, ed, thank you. On the flip side, shares

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Speaker 2: of Advanced micro Devices are up more than nine percent.

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Speaker 2: The chip maker gave an upbeat revenue forecast, underscoring its

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Speaker 2: new artificial intelligence processors are boosting growth.

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Speaker 1: And Nathan Shares of Tokyo Electron and ASML are surging

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Speaker 1: this morning. The gains come after Reuters reported the Biden

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Speaker 1: administration plan to exempt ship equipment makers in Japan, the Netherlands,

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Speaker 1: and South Korea from upcoming export restrictions.

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Speaker 2: Thank Care and Shares of Nvidia are up about five percent.

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Speaker 2: It's been renamed the top us chip stock pick at

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Speaker 2: Morgan Stanley. Analysts there say the recent selloff in Nvidia

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Speaker 2: provided a good entry point.

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Speaker 1: Well, Nathan, we stay in the semiconductor space, and Intel

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Speaker 1: is planning to eliminate thousands of jobs. We get the

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Speaker 1: details at Bloomberg's Doug Chrisner.

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Speaker 7: The cuts are aimed at reducing cost and funding an

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Speaker 7: ambitious effort to recover from a slump in earnings and

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Speaker 7: a loss of market share. We are told the cuts

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Speaker 7: may be announced as early as this week. Intel has

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Speaker 7: about one hundred and ten thousand employees, excluding workers at

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Speaker 7: units being spun off. CEO Pat Gelsinger is spending heavily

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Speaker 7: on research and development to help Intel return to prominence

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Speaker 7: in the semiconductor industry. Rivals such as advanced micro devices

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Speaker 7: have caught up and taken market share. Intel is scheduled

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Speaker 7: to report second quarter earnings on Thursday in New York.

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Speaker 7: I'm Doug Prisoner Bloomberg Radio.

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Speaker 8: Doug Thanks.

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Speaker 2: In Europe, shares of HSBC are up four percent earnings

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Speaker 2: top estimates, and the bank also announced a three billion

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Speaker 2: dollar stock buyback. We caught up with Noel Quinn, who

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Speaker 2: just finished his final quarter as boss of HSBC.

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Speaker 9: I'm feeling really good. I think we've delivered a very

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Speaker 9: strong set of results in the first six months of

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Speaker 9: this year, following a record profit year last year. So

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Speaker 9: really please that we've delivered a return on tansual equitcy

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Speaker 9: of seventeen percent excluding notable items.

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Speaker 2: HSBC's Noel Quinn will hand over the CEO rains to

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Speaker 2: the current Chief Financial Officer, George el Hedri in September.

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Speaker 1: The big event on themicfront comes this afternoon, Nathan, when

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Speaker 1: the Fed makes a policy decision. While no move is expected,

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Speaker 1: investors will be looking for clues if a September rate

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Speaker 1: cut is on tap. And we get more from Bloomberg's

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Speaker 1: Michael McKee.

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Speaker 10: The Central Bank is not expected to change interest rates today,

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Speaker 10: but what they say and how they say it is

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Speaker 10: what Wall Street is looking for. They're not offering new

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Speaker 10: forecasts or a dot plot update, but Fed officials are

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Speaker 10: widely expected to signal a rate cut maybe coming at

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Speaker 10: their September meeting. The question is how specific will they

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Speaker 10: be in the statement or in Chairman Powell's news conference.

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Speaker 10: How much confidence do they have that inflation is coming

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Speaker 10: down and that the economy is not weakening too much.

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Speaker 10: Will they be explicit or just offer hints they can

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Speaker 10: back away from. Michael McKee Bloomberg Radio.

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Speaker 1: All right, Michael, thank you, and please join us for

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Speaker 1: special coverage of the Fed decision. It all begins at

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Speaker 1: one thirty pm on Bloomberg Radio and television and YouTube.

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Speaker 2: And Karen, we got a central bank decision in Asia.

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Speaker 2: The Bank of Japa hand raised its benchmark interest rate

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Speaker 2: and unveiled plans to have bond purchases, underscoring the boj's

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Speaker 2: determination to normalize monetary policy. And the end is moving

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Speaker 2: higher on the news right now, it's stronger by one

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Speaker 2: point three percent against the dollar, trading at one point

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Speaker 2: fifty point seventy seven.

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Speaker 1: Time now for a look at some of the other

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Speaker 1: stories making news in New York and around the world.

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Speaker 1: And for that we're joined by Bloomberg's John Tucker. John,

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Speaker 1: good morning, Good morning, Karen.

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Speaker 11: The Carter Center says it was unable to verify the

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Speaker 11: results of Venezuela's presidential election. The Atlanta based group also

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Speaker 11: blaming authorities for a complete lack of transparency and declaring

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Speaker 11: Nicholas Baduro the winner. Meanwhile, Venezuela and government leaders are

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Speaker 11: ratcheting up attacks on their opponents. They included Collins with

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Speaker 11: the arrest of opposition candidate at Mundo Gonzalez, who supporters

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Speaker 11: say won by a landslide. Senators from both sides of

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Speaker 11: the aisle had a joint committee congressional hearing on the

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Speaker 11: attempted Trump assassination say they're not satisfied with Secret Service

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Speaker 11: Director Kim Cheetle's resignation. Lawmakers are calling for a fundamental

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Speaker 11: restructuring of the agency. Republican Senator Ron Johnson of Wisconsin

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Speaker 11: called for more transparency from the FBI and the Secret Service.

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Speaker 12: We have to have transcribed interviews of all the Secret

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Speaker 12: Service personnel at the site, people involved the planning. This

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Speaker 12: is just table stakes, and we need those interviews fast.

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Speaker 12: We need them now because memories fade.

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Speaker 11: Acting Secret Service Director Ronald Rose says that he's ashamed

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Speaker 11: of the failures that allowed a gunman to fire eight

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Speaker 11: shots at the former president. The Park Fire at Northern

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Speaker 11: California became the fifth largest wildfire in state history. Evacuation

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Speaker 11: orders were lifted in the town of Paradise, which was

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Speaker 11: leveled in twenty eighteen, but a campfire that killed eighty

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Speaker 11: five people. This man lost his home in that fire.

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Speaker 11: Yesterday he and his wife returned to find the home

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Speaker 11: that they had rebuilt destroyed again.

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Speaker 2: I can't say it's easier the second time, but you're

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Speaker 2: more numb to it the second time around.

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Speaker 11: Obviously, firefighters could faced triple digit temperatures in the days ahead.

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Speaker 11: By a vote of ninety one to three, the Senate

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Speaker 11: passed a package of the Internet safety bills aimed at

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Speaker 11: keeping kids safe online. Sent up Majority Leader Chuck Schumer.

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Speaker 5: Now we call on the House to pass these common sense,

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Speaker 5: bipartisan life saving bills.

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Speaker 11: Senators Ran Paul, Mike Lee, and Ron Wyden voted against

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Speaker 11: the package, citing concerns about freedom of speech. Global News

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Speaker 11: twenty four hours a day and whenever you want it

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Speaker 11: with Bloomberg News. Now, I'm John Tucker, and they see

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Speaker 11: is Bloomberg Nathan and Karen All.

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Speaker 1: Right, John, thank you time now for the Bloomberg Sports

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Speaker 1: Update with John stash Hour.

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Speaker 5: John, good morning, Good morning. Karen looks at the Yankee

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Speaker 5: Winning Street is going to end in Philadelphia. The day

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Speaker 5: began when Garrett Coles start being pushed back a few

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Speaker 5: days due to arm fatigue, so Will Warren made his

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Speaker 5: major league debut. Austin Hayes at a three run homer

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Speaker 5: off him. The Phillies led for to one. The Yanks

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Speaker 5: came back their new third baseman, Jazz Chisholm, who hit

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Speaker 5: two home runs Monday, hit a solo shot in the

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Speaker 5: sixth inning, then came up with two on in the

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Speaker 5: seventh shrump pitches swung on hit James.

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Speaker 13: To right that ghost Castianos at the wall, Baby another one,

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Speaker 13: Sady Semigal smooth ches does it again.

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Speaker 5: You fa and the call. Yanks led five to four

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Speaker 5: until a Clay Holmes wild pitch bottom of the ninth.

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Speaker 5: Neither team scored in the tenth inning, both scored in

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Speaker 5: the eleventh. Only the Yankees scored in the twelfth. They

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Speaker 5: won seven to six, go for a series sweep. This afternoon.

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Speaker 5: Only one player in major league history had previously done

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Speaker 5: what Chisholm has now done four home runs over the

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Speaker 5: first three games with the new team and cityfield. The

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Speaker 5: Mets followed up Mondays fifteen to two rout of the

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Speaker 5: Twins with a two to nothing shutout. Superb pitching from

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Speaker 5: Sean and I. At the trade deadline, the Mets acquired

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Speaker 5: starting pitcher Paul Blackburn from Oakland. The Yankees added two relievers,

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Speaker 5: including Mark Leier Junior from the Cubs. She pitched the

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Speaker 5: tenth inning last night. Among the events today at the

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Speaker 5: Paris Olympics, though women's fifteen hundred meters Katie Thedecki owns

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Speaker 5: the nineteen fastest times ever. She's the heavy favorite, as

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Speaker 5: the women's gymnastics team was yesterday and they prevailed with

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Speaker 5: the gold medal that eluded them three years ago in Tokyo.

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Speaker 5: John Stasha, We're Bloomberg Sports carry Nathan.

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Speaker 14: Coast to coast on Bloomberg Radio, nationwide on Sirius XM,

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Speaker 14: and around the world on Bloomberg dot Com and the

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Speaker 14: Bloomberg Business app. This is Bloomberg Daybreak. Good morning.

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Speaker 2: I'm Nathan Hager. The Middle East is bracing for further

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Speaker 2: violence after the death of Hamas as political leader. The

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Speaker 2: Iran backed militant group says Ismail Hania was killed in

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Speaker 2: an Israeli airstrike on Tehran, and now Iran's supreme leader

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Speaker 2: is promising quote severe retaliation for the latest We are

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Speaker 2: joined now by Bloomberg's Kevin Whitelaw Kevin, good morning. What

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Speaker 2: is the latest that we know about this assassination.

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Speaker 15: Well, you know, as as usual in cases like this,

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Speaker 15: Israel has been reasonably silent on it. But obviously the

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Speaker 15: Hamas has blamed Israel for this assassination attempt, which appears

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Speaker 15: to have been carried out in Iran at his residence.

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Speaker 15: So this obviously is coming on the heels of another

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Speaker 15: attack Israel said it carried out and killing a Hesbelah

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Speaker 15: commander in Lebanon. So that's sparking a lot of concern

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Speaker 15: that this could intensify the conflict, widen the conflict even

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Speaker 15: and also sort of dashes some hopes for possible ceasefire

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Speaker 15: negotiations since Henea was sort of the main interlocutor in

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Speaker 15: the various talks between you know, sort of that were

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Speaker 15: being broken between Israel and himas.

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Speaker 2: Now and in the meantime, you mentioned the killing of

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Speaker 2: that senior hesbel A commander in response to the Goal

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Speaker 2: on Heights attack. Up to now that had been seen

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Speaker 2: as something of a muted response. But what could the

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Speaker 2: response be now that we have two major leaders of

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Speaker 2: Iran backed groups take out in the Middle East.

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Speaker 15: Well, that's just right. It does have the potential to

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Speaker 15: escalate things, one coming on the heels of the other,

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Speaker 15: and this one is particularly the second one is particularly

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Speaker 15: embarrassing for Iran, which obviously backs both financially and militarily,

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Speaker 15: backs both of US and HESBLA to various to varying decrees.

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Speaker 15: It's very embarrassing for Tehran that since it happened, you know,

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Speaker 15: inside their own country, so they may well feel that

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Speaker 15: they need to respond, and obviously Israel could, depending on

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Speaker 15: what happens, then widen it out further. So there are

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Speaker 15: very very stark concerns about this. You've seen the price

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Speaker 15: of oil go up on it. But at the same time,

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Speaker 15: Iran had been looking for ways to sort of ease

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Speaker 15: some of the sanctions they're under and been some talk

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Speaker 15: about possibly reaching out to the West. So you know,

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Speaker 15: there's still a path away from an escalation here. It's

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Speaker 15: just not clear that that that's where it's going to

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Speaker 15: be headed.

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Speaker 2: But as you mentioned, smile Hania was also a key

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Speaker 2: figure in the negotiations for a ceasefire between Israel and

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Speaker 2: Hamas in Gaza. I mean, does this just throw that

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Speaker 2: process up in the air now?

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Speaker 15: Well, it definitely does. I think we're going to wait

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Speaker 15: to see what the real reaction is. We've seen the

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Speaker 15: reaction from Cutters so far, but sort of more in

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Speaker 15: the form of a question, which is sort of how

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Speaker 15: do you expect to have negotiations when you kill the

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Speaker 15: one of the chief negotiators. So we'll have to see

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Speaker 15: in the coming days and weeks what that actually means

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Speaker 15: for this. You know, keep in mind Tomas is under

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Speaker 15: eight tont of pressure from the Israeli assault, and so

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Speaker 15: it is you know, there are some of some of

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Speaker 15: the various dynamics that were pushing them towards towards the

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Speaker 15: talks are obviously still there, but this does make it

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Speaker 15: a lot harder for either side to trust in the

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Speaker 15: idea of a ceasefire.

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Speaker 2: Of course, the next US president is going to have

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Speaker 2: to deal with Middle East tensions foreign policy as well.

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Speaker 2: And we have a new look at the state of

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Speaker 2: the presidential race in our latest Bloomberg News Morning Consult

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Speaker 2: pull kind of a shift in the dynamic now with

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Speaker 2: Kamala Harris on top of the Democratic ticket.

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Speaker 15: Yeah, it's really interesting just how much that shifted there

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Speaker 15: where you did have you know, Trump with with a

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Speaker 15: reasonably clear lead. It's now basically showing up as a

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Speaker 15: statistical tie in most of the key key battleground states.

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Speaker 15: I think to me the most interesting figure in the

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Speaker 15: poll was you're seeing the a number of different key

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Speaker 15: groups that that Democrats need to win, sort of blacks

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Speaker 15: and young voters and women. You're seeing a much higher

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Speaker 15: propensity a likelihood of plan to actually vote in November.

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Speaker 15: So obviously turnout is in all of these states is

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Speaker 15: going to be an enormous factor. And I think that

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Speaker 15: had been something that was really weighing on the Democrats

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Speaker 15: when Biden was still atop the ticket, this notion that

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Speaker 15: people just would just stay home they didn't like their choices.

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Speaker 15: So seeing that the the a lot a lot of

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Speaker 15: people and their key demographics are now a lot more

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Speaker 15: likely to turn out in November, that's going to booie

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Speaker 15: a lot of hopes in in the Harris camp.

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