ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens
Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloud-infrastructure business.
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Rory Johnston on Why His $200 Oil Prediction Didn’t Turn Out Right
What the Iran War has taught us about the oil market.
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Odd Lots: Rory Johnston on Why Oil Didn’t Hit $200 (Podcast)
The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last talked to Rory Johnston, the founder of the Commodity Context newsletter, at the start of the conflict. And in that conversation he said that the Strait’s closure would lead to $200 oil if it persisted for any length of time. Today, he returns to tell us what he’s learned about the oil ma
Ebola Puts Spotlight on Trump’s America First Health Strategy
In this edition of Next Africa, we examine how the Donald Trump administration’s America First health strategy is changing the landscape of healthcare across Africa as a growing Ebola outbreak spreads through the Democratic Republic of Congo and Uganda. Africa CDC chief Jean Kaseya warns that containing the virus will require more funding, not tighter border controls. Plus, Bloomberg’s Jennifer Zabasajja speaks with IAVI CEO Mark Feinberg who says clinical trials of a vaccine could begin by the end of this year. (Source: Bloomberg)
Horizons Middle East & Africa 6/26/2026
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. (Source: Bloomberg)
T. Rowe’s Chung Sees Pullback in ‘Expensive’ Yuan After Rally
T. Rowe Price is betting on a pullback in the yuan, arguing that it looks “expensive” against a basket of currencies from China’s major trading partners.