Trump's Iran Warning; AI-Driven Demand Lifts ASML | The Pulse 7/15/2026
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Technology stocks are leading equity markets higher after ASML's earnings offered fresh evidence of the relentless demand for chips enabling the global AI buildout. President Trump said he would intensify the US’s bombardment against Iran until it stops attacking ships in the Strait of Hormuz and agrees to open the waterway. Trump also backed away from his plan to impose a 20% charge on cargo shipments through Hormuz. Federal Reserve Chairman Kevin Warsh said slowing inflation in June doesn’t mean it’s mission accomplished. For the first time since taking office, he also hinted at how the Fed may eventually have to respond. Today's guests: Mohit Kumar, Jefferies Chief European Economist & Strategist; Bob Sternfels, McKinsey Global Managing Partner; Claudia Major, German Marshall Fund Senior Vice President for Transatlantic Security -- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance an
Tags: AI, ASML, Alister Bull, Andrea Felsted, Bob Sternfels, Commodities, Fed rate hike, Francine Lacqua, Iran, Iran war, Katherine Griffiths, Kevin Warsh, Mansion House, Middle East, Mohit Kumar, Neil Campling, Oi, PPI, Philip Aldrick, Richemont
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