I was talking with the equities desk this morning at Bloomberg News about a lot of these names that are really lower today, taking a pause, Intel, Micron, Intel in particular. They were kind of primed for a bit of a pullback. Right.Is that it. Is that just timing in the moment, or is it the CPI print we got this morning. I think the CPI print is completely disregarded by the chip nation and AI because they don't care.They just simply don't care what cost things are. Or, I guess, overall, they don't care. Go ...

The markets are optimistic. They're optimistic that there's some kind of resolution. The Middle East.Are they overlooking the worries about inflation. Welcome. Happy to be here.I think it's a little bit too much exuberance out there. It's not just the Middle East. It's, you know, Ukraine, Russia.Still there. America, China. There are a lot of these complex issues which may or may not affect the market.But then there are issues like inflation. You know, the today's print wasn't so good. So yeah, I think the ...

What catches your eye looking at this report. Well, there's some hints of second round effects of higher energy prices on core. So those airline numbers, the food at home numbers, there's also kind of spillage into headline through food because a lot of food prices are related to transportation costs.And so the concern here, the assumption here, I think, from the Fed's point of view and ours is that oil prices tend to give you headline effects but not core effects. And there's at least at the moment, given ...

The OPEC put, which refers to a common belief that OPEC and OPEC plus would reduce production to keep oil prices from dropping too low, has weakened considerably now that the UAE has left the group. OPEC and the broader OPEC plus alliance with Russia and others has historically acted like a price support mechanism. When crude prices slump due to over supply or weak demand, the group agrees on output cuts, removing barrels from the market to stabilize or lift prices.This creates an implicit put option for oi ...

I think there's a little bit too much exuberance out there. It's not just the Middle East. It's, you know, it's Ukraine, Russia still there, America, China.There a lot of these complex issues which may or may not affect the market, but then there issues like inflation. You know, the today's print wasn't so good. So, yeah, I think the market's kind of exuberant and it may not be completely justified.>> So, why are they so exuberant. If they're exuberant, are you expecting a correction. And is it because they ...

Mr. . Diamond, thank you for having us. Thank you for being our host here in Paris.I mean, there's a lot riding. The markets are optimistic. You're optimistic that there's some kind of resolution in the Middle East.Are they overlooking the worries about inflation. Yeah, it's a really a welcome. I'm happy to be here.I think is a little bit too much exuberance out there. It's not just the Middle East. It's, you know, Ukraine, Russia still there, America, China through a lot of these complex issues, which mayb ...

Is it your assumption that we will see a resumption of military, kinetic action at some point. Has the armed services committee been briefed on any military options. We have not been briefed in the last day or two.As you know, we've been in a district work period, but let's make it very clear. The war has never stopped. While secretary Hagstad and president Trump have claimed that the ceasefire somehow put a pause, stopped the war, ended the war, As we know, nothing has changed.Absolutely nothing has change ...

when the epine files hit. Yeah. >> Um by then co colleagues here at Bloomberg News, a wonderful team that I was lucky enough to be a part of um got access to you should really think of it as like a kind of a separate cache that the um the Yahoo the Yahoo inbox that Bloomberg News got got access to through the work of some amazing amazing colleagues of ours.>> And so by the time the the you know so-called Epstein files hit in was really actually in multiple steps. I think it was like in late December and the ...

Bloomberg has learned that US prosecutors suspect that a Thai company collaborated with Supermicro executives to smuggle billions of dollars worth of restricted Nvidia AI chips to China. And now for more on the story, Peter Elstrom, our executive editor for global technology, joins us. What more do we know.Well, as you said, we've learned that US prosecutors suspect this Thai company, Oban, of smuggling chips with super Supermicro servers with Nvidia chips inside of them and then working with some brokers t ...

>> WE'VE SEEN PERPETUAL MARKET STRAIN. >> THE EYES CONTINUE TO BE ON EARNINGS. >> IT WILL CONTINUE TO BE AN EQUITY STORY.>> THINGS ARE ABOUT AS GOOD AS THEY BEEN IN A REALLY LONG TIME. >> THIS IS "BLOOMBERG SURVEILLANCE," WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: GOOD MORNING, GOOD MORNING, "BLOOMBERG SURVEILLANCE " STARTS RIGHT NOW.PRESIDENT TRUMP CLAIMING THAT THE IRANIAN CEASE-FIRE IS ON LIFE SUPPORT AS INVESTORS GEAR UP FOR A HEADLINE INFLATION NUMBER CLOSER TO 4% AND REPUBLI ...