US & Iran Weigh Truce Extension & Stocks Hit Highs | The Pulse 4/16

Stock futures rose on bets the US and Iran may extend their truce. President Trump said on social media that Israel and Lebanon will also hold talks today.

TSMC lifted tech shares after the chipmaker raised its 2026 sales growth outlook to more than 30%, underscoring resilient AI-driven demand.

Anthropic’s Mythos AI model is so skilled at hacking that access is tightly controlled. The system’s ability to autonomously find and exploit vulnerabilities is forcing banks and governments to rethink cybersecurity. We speak to one of the company's senior executives.

Today's guests: Claudia Panseri, France CIO at UBS Wealth Management; Carmine Di Noia, Director for Financial and Enterprise Affairs at the OECD & Lydia Rainforth, Head of European Energy & Energy Transition Research at Barclays.

Chapters:
00:00:00 - The Pulse
00:00:24 - US, Iran said to seek two-week extension
00:03:38 - China growth rebounds despite war
00:05:05 - Central bankers in no rush to raise rates
00:06:29 - Claudia Panseri, Ubs Wealth Management France CIO
00:15:16 - IMF Chief: Markets should be more cautious
00:16:21 - Carmine Di Noia, OECD Financial and Enterprise Affairs, Director
00:23:49 - Thursday headlines
00:24:16 - Kerry: Iran war could have been avoided
00:27:17 - Oil steady on hopes of new Iran-US ceasefire
00:29:20 - Lydia Rainforth, Barclays Energy and Energy Transition Head
00:37:12 - EM investing pioneering Mark Mobius dies at 89
00:37:56 - Anthropic EMEA North Head on Mythos AI model
00:39:34 - Bloomberg Big Take: Inside Anthropic's race to assess the dangers of Mythos
00:42:18 - Musk asaks suppliers to move at "light speed" on Terafab
00:43:39 - Chipmakers rise after TSMC 2Q sales forecast beats estimates
--------
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts