美参议院伊朗政策逆转；美光营收预期飙升

Bloomberg Audio Studios, podcasts, radio, news. [music]

Good morning. I'm Nathan Hager

and I'm Karen Moscow. Here are the stories we're following today.

Karen, we begin with tensions flaring on Capitol Hill between President Trump [music] and Senate Republicans. President went into lunch with members of his own party upset over a vote in the Senate rebuking his war with Iran. The president refused to sign a bipartisan housing bill that Congress had just passed ahead of the meeting. Afterward, the president put a positive spin on it.

I think we had a really great meeting and we're very proud of the party. We like our leader. We like everybody really in the room. I don't like a few people, but that's okay. I think you know who they are.

Now, President Trump spoke to reporters on Capitol Hill after the lunch. Bloomberg's Steven Dennis reports Republican Senator Bill Cassidy drew the president's anger for voting for the war powers resolution.

The way Cassidy described it is is Trump asked who could possibly have voted for this thing and Cassidy said, "Do you want you know the real answer?" And and Trump said yes. And he said, "Well, you know, we haven't been briefed. You said this war was going to last 4 weeks. It's lasted 4 months. None of your original aims have been met." Bloomberg Steven Dennis reports Senator Cassidy got a White House briefing on Iran after the lunch from Vice President JD Vance.

By the end of the day, Cassidy said he shouldn't have lost his cool.

I lost my temper. That's not appropriate. It's the Irish.

Last night, Senator Cassidy and fellow Republican Ran Paul reversed their votes and rejected a separate war powers resolution. Paul posted on X that he voted present to give the president more space and leverage to negotiate a lasting peace. Nathan, all this provided the backdrop as President Trump took to the National Mall for a rally marking America's 250th anniversary. Tonight, as we stand on the edge of our 250th year of independence, I am thrilled to declare that America is back.

And the president used his speech to defend the Iran War. For the first time in 3,000 years, we are finally going to have peace in the Middle East. We're going to have peace in the Middle East. Since the agreement, the stock market and your 401ks are skyrocketing upward and oil prices are plummeting downward. Today, it hit a new low and the world is a much safer place. President Trump's speech kicked off a 16-day Great American State Fair on the mall.

Several artists pulled out of the event, saying it was more political than they'd been led to believe. So, the president said he'd headline the festivities himself.

Well, turning overseas, Karen, the European Union is signing off on its trade deal with the US. Let's go to London, get the latest with Bloomberg's Euan Pots. Good morning, Euan,

Nathan, and Karen. It has taken almost a year of talks, but EU member states have finally approved the European Union's trade deal with the United States. Under the terms, the EU will scrap levies on US industrial goods and some agricultural products in exchange for a 15% tariff ceiling on its exports to the US. The agreement of the 27 member countries comes just 9 days before President Trump's deadline. Good news for strained transatlantic relations, but plenty of disagreements remain, not least on issues including metals tariffs and tech regulation.

In London, I'm Yan Pots, Bloomberg Radio.

Radio and thank you. The deal comes a day after NATO Secretary General Mark Ruda met with President Trump in the Oval Office. He was trying to ease the president's anger over the reluctance of alliance nations to help with the campaign against Iran. Ruta displayed posters highlighting how much more money NATO nations have spent on defense since Trump took office. After the meeting, Rut spoke with Bloomberg's balance of power.

What I think is important is to be fair and and and fairness dictates that this president is really doing a huge amount of work to get NATO in better shape. He had a big success last year in the H with the 5% spending commitment. And NATO Secretary General Mark Ruda told Bloomberg's balance of power. President Trump is committed to the alliance and will play a critical role at a meeting of NATO leaders set for next month in Turkey.

Catch the full conversation on our new video hub on Bloomberg.com and the Bloomberg Business app.

Let's turn to markets now, Karen. The AI trade is back in play. NASDAQ futures are up more than 2% following earnings from Micron Technology. That stock is up 16 12% pre-market. The largest US maker of computer memory chip says its revenue will be approximately $50 billion in the fiscal fourth quarter. That's 5-0 and it's almost 7 billion more than analysts estimated. Gene monster is managing partner at Deepwater Asset Management.

The street is start going to get more comfortable at growth rates for the hyperscalers and the broader capex of 40% plus. And what that means is that these companies are going to continue to grow uh faster for longer than most investors expect. And despite all this skittishness within the market, this is just an over uh just a resounding endorsement that we are in fact earlier than than most believe in the buildout.

As Gene Munster of Deep Water Asset Management, Micron has also secured 16 strategic customer agreements averaging three years in length. Nathan Qualcomm also giving a lift to chip stocks. Those shares up 12 a.5% in early trading at its investor day. The company forecast sales of more than 15 billion dollars a year by fiscal 2029 in the booming market for AI components and data centers.

Shifting focus now from big tech to big banks. Karen, those stocks will be in focus today after they pass the Federal Reserve stress test. Bloomberg's Alexis Christopherus joins us in New York with the details. Alexis,

good morning. Nathan, the Fed's exam, which was an outgrowth of the 2008 financial crisis, showed that all of the banks examined would maintain enough capital to withstand a hypothetical economic downturn. As a result, JP Morgan Chase, Goldman Sachs, Cityroup, Morgan Stanley, and Wells Fargo all increase their dividend payouts. Bank of America says it will make its next quarterly dividend announcement after its July board meeting.

JP Morgan also authorized a new $50 billion share repurchase program. The nation's six biggest banks paid out more than $140 billion in dividends and buybacks last year. The firms collectively posted their largest annual profit since 2021 on the back of record trading revenue. In New York, Alexis Christopherus, Bloomberg Radio. All right, Alexis, thank you. It's also a big morning for economic news. We get the Fed's preferred reading on inflation, the personal consumption expenditures price index for the month of May.

Forecasters expect the data to show acceleration on both a monthly and year-over-year basis.

Well, Karen Brent oil is declining, erasing all its wartime gains after flows through the Straight of Hormuz ramped up following progress on a US Iran peace deal. The global benchmark dropped below 7248 a barrel. That was its pre-war closing price on a closing basis. West Texas Intermediate also near its pre-war price of 6702 a barrel after it rallied to a conflict peak of just above 119 in March. As for what we're paying at the pump, the average price of gasoline has dipped to just under 392 a gallon.

Time now for a look at some of the other stories making news in New York and around the world. And for that, we're joined by Bloomberg's Michael Bar. Michael, good morning.

Good morning, Karen. Two massive back-to-back earthquakes in Venezuela have killed at least 32 people and injured more than 700. The quakes toppled dozens of buildings and devastated the country's main international airport. The magnitude 7.2 earthquake on Wednesday evening was followed a minute later by an even stronger quake measuring

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