Bloomberg

Anna Edwards, Guy Johnson, and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Bhanu Baweja, chief strategist at UBS Investment Bank, says spending by the largest hyperscalers will remain a major theme in markets in 2027. "At an aggregate level, I do not believe that there are major constraints here for hyperscalers," he tells Bloomberg Television, adding that they "will be rewarded."

Some of the world's biggest tech names delivered earnings this week that drew mixed reactions from investors. The results come as jitters over the trade increasingly shift from cash flows and profits to how the technology's massive build-out is being financed. "The Opening Trade" team spoke to market strategists and CEOs about whether this week's results suggest the artificial intelligence boom is nearing its peak, or still has room to run.

Desiree Bollier, Chair and Global Chief Merchant at luxury shopping complex operator The Bicester Collection, discusses the company's expansion plans in China. She speaks with David Ingles and Yvonne Man on "Bloomberg: The China Show."

Aarti Angara, APAC Head of Global Product Solutions at BlackRock, discusses the asset manager's recent ETF investor survey findings and ETF product offerings. She speaks on "Bloomberg: ETF IQ Asia."

Martin Sorrell, Executive Chairman of S4Capital, says AI is dramatically reducing the time and cost of creating advertising content, forcing agencies to rethink traditional pricing models. He also highlights AI-powered personalization at scale, as brands use data to deliver highly targeted content. Sorrell spoke with Paul Allen on Insight with Haslinda Amin.

A gauge of the inverse relationship between US government bonds and AI-focused stocks has strengthened to levels last seen a year ago. Treasury yields tumbled, with those on shorter-dated debt falling as much as 20 basis points on Thursday. The benchmark 10-year yield dropped below the key 5% level and held around 4.97% in Asian trading Friday. Bloomberg's Ven Ram breaks down the situation.

A selloff in tech giants and escalating Middle East hostilities have pushed global investors towards the safety of bonds. Meanwhile, a Chine tech repricing is deepening. Bloomberg's reporters and guests report on how the impact is cascading across Asia.

Wui Foo, President and Co-founder of cybersecurity firm FailSafe, discusses what institutions should do to protect websites and services from vulnerabilities and AI-driven cyberattacks amid a recent surge in security loopholes. He speaks with Paul Allen and Haidi Stroud-Watts on Bloomberg: The Asia Trade.

Chung Suk-geun, CEO of SK Group's Data Center arm, SK Hyper, says the firm is in talks with big tech firms and financial investors to secure funding for an envisioned $350 billion infrastructure buildout, as AI demand heats up. He speaks exclusively with Shery Ahn on "Bloomberg Tech Asia".