Alphabet to Raise $80B; Trump Tries to Stop Israel’s Lebanon Push | Bloomberg Brief 6/2/2026

Watch on YouTube ↗  |  June 02, 2026 at 11:22  |  43:03  |  Bloomberg Markets
Speakers
Rene Haas — CEO, Arm
Seema Shah — Chief Global Strategist, Principal Asset Management
Matthew — Bloomberg Intelligence Analyst
Chloe Meley — Bloomberg Reporter

Summary

US equities hover near record highs as AI momentum continues. Alphabet announces an $80 billion equity raise for AI spending. Seema Shah of Principal Asset Management expects oil to remain above $80/barrel through year-end and highlights a stable labor market supporting risk assets. HP Enterprise and Arm both report strong AI-driven demand.

  • US equity futures near all-time highs as AI spending continues.
  • Alphabet plans $80B equity offering to fund AI infrastructure, including a $10B deal with Berkshire Hathaway.
  • HP Enterprise surges after revenue guidance beats estimates on AI server demand.
  • Arm CEO confident $15B AI chip revenue target can be hit sooner.
  • Seema Shah expects Brent crude to stay above $80/barrel through end of 2026.
  • Seema Shah highlights stable labor market supporting risk assets.
  • SK Hynix to double memory production capacity over five years.
  • JOLTS job openings data and nonfarm payrolls due this week.
Trade Ideas
Rene Haas CEO, Arm 11:56
Arm's AI chip revenue to hit $15B sooner
Arm's revenue from chip subsystems and custom chips is on track to hit $15 billion by the end of the decade, and demand is stronger than anticipated, so the company may hit that target sooner. The growth is driven by AI demand for power-efficient technology and a product that offers twice the performance of x86 at the same power.
ARM HIGH
Seema Shah Chief Global Strategist, Principal Asset Management 28:37
Oil to stay above $80 through year-end
Even with a resolution to the Iran conflict and reopening of the Strait of Hormuz, oil prices will remain elevated above $80 a barrel through the end of the year due to infrastructure damage and supply-side constraints, unless significant demand destruction occurs.
BNO MED
Matthew Bloomberg Intelligence Analyst 38:38
HPE benefits from AI inference server demand
HP Enterprise's annual revenue guidance far exceeded expectations (31% growth vs ~19% consensus) and the company guided for at least 10% growth in 2027, reflecting enduring demand for CPU-based AI inference servers as enterprises deploy AI beyond training. The shift from GPU-heavy training to CPU-based inference creates a large growth opportunity for HPE.
HPE HIGH
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This Bloomberg Markets video, published June 02, 2026, features Rene Haas, Seema Shah, Matthew discussing ARM, BNO, HPE. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Rene Haas, Seema Shah, Matthew  · Tickers: ARM, BNO, HPE