Bloomberg

Head of Macro Strategy at Academy Securities Peter Tchir tells Bloomberg's Paul Sweeney and Jess Menton how there currently two types of economies, AI and everything else. A resurgence in giant chipmakers powered a rebound on Wall Street, with stocks also rising amid a decline in oil prices as traders looked past fresh hostilities between the US and Iran.

Bloomberg Restaurants Reporter Daniela Sirtori joined Bloomberg's Paul Sweeney and Jess Menton to elaborate on her story, Starbucks Taps AI to Cut Reliance on Microsoft, IBM Software. Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp.

Bloomberg's Tasos Vossos joins Katie Greifeld on "Bloomberg Real Yield." Bond investors are increasingly betting on flexible funds that can buy whatever they like as lofty credit market valuations leave little margin for error.

The quiet period has ended for underwriters of SpaceX's IPO, and analysts are starting to publish their views on Elon Musk-led company. William Blair's Louie DiPalma launched coverage with a bullish rating, citing the company's growing advantage as rival Blue Origin turns to outside investors. He joins Ed Ludlow on "Bloomberg Tech."

SK Hynix's US listing is more than seven times oversubscribed, according to sources, highlighting strong investor appetite despite recent volatility in the Korean memory chipmaker's shares. Bloomberg's Bailey Lipschultz and Ian King join Ed Ludlow on "Bloomberg Tech."

Markets may be pricing yesterday's economy. iCapital's Dan Suzuki joined Bloomberg Open Interest to explain why slowing job growth and cooling inflation make Fed rate cuts more likely than hikes, why higher Treasury yields haven't broken the stock rally, and why AI leadership may be shifting away from chipmakers toward hyperscalers that can actually monetize their massive investments.

Mark Hill, the new mayor of Frisco, Texas, talks about the challenges and opportunities of managing a city whose population has soared soared 600% and whose tax base is up 2,200% in the past 25 years. He speaks with Bloomberg's Julie Fine.

Oil edged lower as traders assessed renewed US strikes against Iran, with the limited scope of the hostilities prompting bets that energy shipments through the Persian Gulf will resume their recent recovery. Leslie Palti-Guzman, founder at Energy Vista, discusses the outlook for energy as tensions ramp up in the Middle East.

Russell Investments is being acquired by a group of investors led by B Capital Group and California Public Employees' Retirement System to ready the asset manager for the AI era. Silla Brush reports on "Bloomberg Open Interest."

Flexport CEO Ryan Petersen joins Bloomberg Open Interest to explain why the biggest threat to global shipping isn't the Strait of Hormuz it's still the Red Sea. He breaks down the surge in imports driven by tariff uncertainty, why companies are stockpiling inventory after the COVID supply chain crisis, and how Panama Canal drought risks could create the next bottleneck.