Apple's Next CEO; Trump Aims To Seal Iran Deal | Horizons Middle East & Africa 4/21/2026

Watch on YouTube ↗  |  April 21, 2026 at 07:49  |  48:03  |  Bloomberg Markets
Speakers
Jennifer Zabasajja — Chief Africa Correspondent, Bloomberg

Summary

The video covers geopolitical developments in the Middle East, including potential Iran-U.S. talks and the impact on oil markets. It also discusses the CEO transition at Apple and the Senate testimony of Fed chair nominee Kevin Warsh. Investment insights focus on the AI and tech rally, particularly in memory chips and optical networking, and the energy bottleneck for AI driving uranium demand.

  • Iran may send a delegation to Islamabad for talks with the U.S., with a ceasefire deadline approaching.
  • The Strait of Hormuz remains largely blocked, disrupting oil and gas shipments.
  • Apple announces John Ternus as next CEO, effective September 1, with challenges in AI adoption.
  • Kevin Warsh, nominee for Fed chair, testifies before the Senate, emphasizing central bank independence.
  • Asian stocks, especially tech, rally on hopes for geopolitical de-escalation and AI optimism.
  • Senior Portfolio Manager Rashmi Garg highlights investment opportunities in memory chips, optical networking, and uranium due to AI infrastructure demands.
  • The Kenyan Shilling is flagged as vulnerable due to high oil prices and Middle East conflict impacts.
  • Oil prices remain elevated around $95 despite a recent dip.
Trade Ideas
Rashmi Garg 33:41
HBM sold out, prices rising for memory chips.
High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026, and prices are rising, which is leading to record profits for memory chip makers such as Micron and SK Hynix.
MU 000660.KS HIGH
Rashmi Garg 34:43
Optical networking market doubling due to AI.
The optical networking market is set to double over the next year because the need for high data transfer speeds in AI infrastructure cannot be met by copper, which has physical limits, and optics allow data transfer at much higher speeds (e.g., 1.6 terabytes within data centers).
FIVG HIGH
Rashmi Garg 36:58
Uranium needed for nuclear power amid scarcity.
Given the energy scarcity in the world and the power bottleneck for AI data centers, nuclear power will be increasingly needed to harness energy, and uranium is a key part of this solution as a fuel for nuclear power, also part of the green energy transition.
URANIUM HIGH
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This Bloomberg Markets video, published April 21, 2026, features Rashmi Garg discussing MU, 000660.KS, FIVG, URANIUM. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Rashmi Garg  · Tickers: MU, 000660.KS, FIVG, URANIUM