The US pauses a shipment of bombs to Israel over concerns about damage to urban areas - as Israel inches into Rafah. Siemens Energy and brewing giant AB InBev surge after strong results - as global stocks continue to stage a comeback. Plus, the US revokes licenses allowing Huawei to buy chips from Qualcomm and Intel - as Washington tightens curbs against the Chinese phone maker. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Lizzy Burden, Guy Johnson, and Tom Mackenzie.