Episode summary
US to Probe Cuba Speedboat Shooting; Third Round of Iran Nuclear Talks Begin | Bloomberg...
Bloomberg Daybreak: US Edition
· · 15 min
Summary
The program focused first on new tensions with Cuba after the Cuban Coast Guard said it shot and killed four people on a Florida-registered speedboat and wounded six others. The host said Cuba claimed the 10 armed people aboard were Cubans living in the US who intended to enter the country to fight the government, while Marco Rubio said the US would conduct its own investigation. A guest added that the incident comes at a critical moment, with Cuba under an oil embargo, facing an economic crisis, and suffering major energy shortages.
The hosts then turned to the latest round of US-Iran nuclear talks in Geneva. A guest said expectations for a breakthrough were very low, but pressure on Iran was intensifying through military buildup, public warnings from President Trump, and fresh sanctions. The discussion framed Iran’s priority as sanctions relief, while the US is seeking a diplomatic resolution before Trump’s March 1-6 deadline.
Markets were also a major theme. Nvidia’s revenue outlook of about $78 billion beat average estimates, but analysts said the stock reaction was muted because much of the growth is already priced in and China remains a drag. Salesforce also disappointed investors with a lukewarm forecast, even as its CEO played down the reaction and argued AI fears are overdone in software.
Key takeaways
- Cuba’s shooting of a Florida-registered speedboat could worsen already strained US-Cuba relations, and Marco Rubio said the US will investigate independently.
- A guest said the Iran talks are proceeding, but the odds of a breakthrough remain very low as Washington raises pressure on Tehran.
- The guest said Iran’s main goal in the Geneva talks is sanctions relief, while the US is pushing for a diplomatic settlement before Trump’s deadline.
- Nvidia beat average revenue estimates with a roughly $78 billion forecast, but investors were still cautious because expectations were already high and China remains restricted.
- Salesforce’s revenue outlook matched estimates but failed to excite investors, reinforcing worries that AI is pressuring software valuations in the near term.
Notable quotes
“we're going to find out. We're not going to base our conclusions on what they've told us”
“expectations are very very low in terms of securing a breakthrough”
“There is a glimmer of hope and the fact that these negotiations are going ahead is perhaps a positive sign”
“The company says revenue is going to be about $46 billion in the new fiscal year”
“this is not our first SAS apocalypse, as he puts it”
How the episode opens
Bloomberg Audio Studios, podcasts, radio, news. — Good morning. I'm Nathan Hager. — And I'm Karen Moscow. Here are the stories we're following today. — Karen, we begin with new tensions in the Caribbean. The Cuban Coast Guard has shot and killed four people on a speedboat registered in Florida. Cuba's government says the 10 armed people on board were Cubans living in the US who plan to enter the country to fight the government. Secretary of State Marco Rubio says the US will conduct its own investigation.
It is highly unusual to see shootouts in open sea like that. It's not something that happens every day. It's something frankly that hasn't happened with Cuba uh in a very long time. Uh and uh but um but we're going to find out. We're not going to base our conclusions on what they've told us. Secretary of State Rubio spoke to reporters last night and we get more from Bloomberg Deputy Washington Bureau Chief Laura Davidson.
This is hitting on a really critical moment between US and Cuba. Tensions, you know, there's been a US embargo of of oil uh to Cuba for several weeks now and the island is really facing um an economic crisis as there's major energy shortages and the country is essentially running out of money.
And Bloomberg's Laura Davidson reports. Cuba's interior ministry says the US flagged boat opened fire on Cuban security forces within one nautical mile of the province of Via Claraara. A US official told the New York Times the people on the vessel were trying to get relatives out of Cuba and no US Navy or Coast Guard ships were involved.
Let's get to some new developments in the Middle East. Nathan, US and Iranian officials are meeting in Geneva today for the latest round of nuclear talks and we get the very latest with Bloomberg Middle East correspondent Jumanna Bureti.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- cuba speedboat incident
- iran nuclear talks
- us iran negotiations
- us china tariffs
- trump deadline for deal
Watch the episode
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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