特朗普暗示对伊朗施压而非动武，以色列拒绝美方加沙和平方案

News when you want it with Bloomberg News now. I'm Nathan Hager and I'm Karen Moscow. Karen, we begin this morning with the latest from the Middle East. President Donald Trump is signaling he is prepared to let economic pressure build on Iran rather than launching new attacks. In an interview with Axios, the president said, quote, we are low keying it and only semi negotiating with Tehran on the Strait of Hormuz. Iran's Foreign Minister Abbas Araki says direct talks with the US aren't possible for now.

Look, he decided to hold it. At present, we are not engaged in any negotiations with the United States as long as the American violation of the memorandum of understanding continues, and the US does not make amends for its violations. There is no possibility of resuming negotiations. Iran's Foreign Minister Abbas Sarraj she spoke through an interpreter as talks continue with Oman on reopening the strait. We get the latest from Bloomberg's Abeer Abu Omar in Dubai.

The two countries were discussing ways or a mechanism to restart shipping through the Strait of Hormuz temporarily, to open up some kind of pathway for those vessels that are stuck for those oil barrels that are stuck to start making their way through the club. But for now and until today, what we hear from the Iranian side is that those talks are still ongoing. They are in the final stages and then there is some delays, of course, in getting the formalized final draft.

Bloomberg. Severe Abu Omar. Meanwhile, Iran has elevated a hardline former commander as head of the country's Supreme National Security Council. Mohsen Rezaei replaces another hardliner in the post. He's been pushing for full Iranian control over the Strait of Hormuz. Back in Washington, the Pentagon is putting more pressure on major defense contractors to speed up weapons deliveries. Deputy Defense Secretary Steve Feinberg sent a letter last week to Boeing, Lockheed Martin and RTX asking for accelerated efforts on several key systems.

There's a law. There is defense lead for Bloomberg Economics. Obviously, there's been so much focus on munitions consumed in the Iran war, but he really focused on some of those next generation weapons trying to speed production so that it becomes ingrained within those production cycles for those to be delivered faster. The problem is he's looking at some of the most complex weapons, including things that are needed for air defense systems that could be part of Trump's Golden Dome project, which is intended to protect all of America from an all out aerial attack, which is a pretty big ask.

Becca Wasser, a Bloomberg Economics, appeared on Bloomberg this weekend. Catch the show every Saturday and Sunday at 7:00 Am, Wall Street time on Bloomberg Radio and Television and the Bloomberg Business app. Back to the Middle East. Now, Karen Israel is rejecting a US backed peace proposal with Hamas. It calls for the militant group to lay down its arms in tandem with a gradual withdrawal of Israeli troops from Gaza.

Here's Prime Minister Benjamin Netanyahu speaking through an interpreter. Israel rejects the 15 point plan. The IDF will not carry out any withdrawal until Hamas is disarmed. And when I say disarming Hamas, it means the heavy weapons, the less heavy weapons and the light weapons, all of the weapons. And we are talking about real disarmament, not a fictitious disarmament. Again, Israeli Prime Minister Benjamin Netanyahu.

Hamas has given only hedged consent to the US roadmap, it says it would hand over its heavy weapons to a proposed new Gaza administration on condition of Israeli withdrawals, and to the creation of a Palestinian state. Nathan, let's turn to politics in the U.S. now. President Trump's attacks against the Supreme Court are sinking its public approval. And Bloomberg's Monica Ricks explains, the U.S. Supreme Court has a reputation problem, especially after an ideologically divisive term.

With polls now showing poor approval ratings and record low support. In fact, a majority of Americans now believe the justices tend to act for political reasons, not legal ones, which experts on both sides see as unhealthy and potentially dangerous. The sentiments, driven down by years of a hyper partisan confirmation process, polarizing decisions and ethics controversies. That's led to more calls for Congress to impose term limits or expand the court to offset its conservative advantage.

Monica Ricks, Bloomberg Radio. All right, Monica, thank you. Turning to markets now. Futures are higher following another record close on Wall Street. In fact, the S&P 500 is coming off its best week since April. A sharp slowdown in U.S. jobs drove stocks higher. And there may be more gains ahead. JPMorgan Chase strategist are raising their year end target for the S&P 500 to 8000. That's a 3% increase from its current level.

Earnings season may be winding down, but hyperscalers spending will again be in focus. This week. We get more with Bloomberg's Charlie Pellet. With more than three quarters of S&P 500 companies having reported, 86% have beaten earnings expectations and that is the highest rate since 2021. Amanda Haggerty is chief investment officer at PNC Bank. Clearly, corporate America is in really good shape. I think this earnings season in particular, the story extended well beyond the Mag seven earnings from Super Micro and Applied Materials will illustrate the ripple effect of hyperscalers ramping up spending on AI capabilities.

In New York. Charlie Peller, Bloomberg Radio. Hi, Charlie. Thank you. Over the weekend, Berkshire Hathaway reported quarterly profit more than doubled. And it also announced it's putting more of its cash pile to work under CEO Greg Abell. The conglomerate spent about $4.5 billion to buy back its own shares. In the second quarter, it purchased nearly $20 billion in equities that period. Even Space Inc. shares they're trading right around their IPO price of $135 a share.

Friday 16% surge brought the stock's two day rally to about 23%, adding more than $327 billion in market value over that span. Right now, looking at space X, it is up about 3% in early trading, right around $137 a share. In Asia, Karen Taiwan Semiconductor reported a 45% rise in its monthly sales as demand for AI hardware remains strong. Last month, TSMC raised its spending and revenue projections for the year, reflecting confidence that torrid growth in demand for chips that power AI development will extend into 2027 and beyond.

Taiwan Semi makes AI chips for all the major players, including Nvidia and Apple. And that's news when you want it with Bloomberg News now. I'm Karen Moscow, I'm Nathan Hager and this is Bloomberg.