US and Iran trade fresh strikes & Snowflake's melt-up | The Pulse 5/28/2026

Watch on YouTube ↗  |  May 28, 2026 at 12:35  |  48:30  |  Bloomberg Markets
Speakers
Neil Capilinger — Bloomberg Senior Editor
Greg Peters — PGIM Credit Co-CIO
Elizabeth Weymouth — Founder & Managing Partner, Grafine Partners

Summary

The video covers escalating US-Iran military strikes near the Strait of Hormuz, driving oil prices higher, while software earnings show divergence with Snowflake surging on an Amazon deal and Salesforce disappointing. Fed and ECB officials warn about inflation and growth risks, and private equity and AI investment themes are discussed.

  • US and Iran exchanged fresh strikes, raising oil supply concerns.
  • Snowflake jumped postmarket after strong guidance and a $6B AWS deal.
  • Salesforce fell on a weak outlook, fueling AI disruption fears.
  • Fed's Lisa Cook said she is prepared to hike rates if inflation persists.
  • ECB Vice President warned of lower growth and higher inflation.
  • PGIM's Greg Peters sees markets too complacent on inflation.
  • Grafine's Elizabeth Weymouth favors AI infrastructure services.
  • EY CEO Janet Truncale discussed AI workforce upskilling.
Trade Ideas
Neil Capilinger Bloomberg Senior Editor 6:23
Salesforce faces AI disruption and slow growth.
Salesforce's revenue outlook fell short of estimates, AI tools contribute less than 2% of revenue, and the company lacks clear growth acceleration. This raises unresolved concerns about AI disruption and terminal values in software, making Salesforce unattractive.
CRM MED
Neil Capilinger Bloomberg Senior Editor 7:30
Snowflake is an AI-driven growth winner.
Snowflake has successfully transitioned from a data warehouse company to an AI data cloud, demonstrated by raising revenue guidance to above 30% and signing a $6 billion deal with Amazon AWS. This positions Snowflake as a winner in the software sector embracing AI, with accelerating growth already visible.
SNOW MED
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This Bloomberg Markets video, published May 28, 2026, features Neil Capilinger discussing CRM, SNOW. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Neil Capilinger  · Tickers: CRM, SNOW