Bloomberg

Miller Tabak Chief Market Strategist Matt Maley is warning that private credit risks are being underestimated. It's not about size it's about what happens when liquidity dries up in an already expensive market. He says even a modest credit event could shake confidence fast, and concerns are growing that bad underwriting may be underneath it all.

Intel is joining Elon Musk's Terafab project, a chip manufacturing effort for Tesla, SpaceX and xAI. Intel will help Musk's companies "refactor" the technology in a chip factory, according to a post on X. Ed Ludlow reports on "Bloomberg Open Interest."

Broadcom is developing chips using Google's tensor processing units, or TPUs, offering an alternative to technology from Nvidia. Mandeep Singh has more on "Bloomberg Open Interest."

War tensions ripple through tech as stocks slide and AI spending surges but helium is emerging as a hidden risk. Ann Milletti, Allspring Global Head of Equity Investments, joined Bloomberg Open Interest to explain how, with roughly 30% of global supply tied to the Middle East, the Iran conflict could disrupt semiconductor production, raise costs, and reshape the future of innovation.

New York Fed President John Williams says monetary policy is "really well positioned" for the Fed to "wait and see" on the economic consequences of war in Iran. Williams also comments on his view of the US economy and labor market and the issue of continuity at the Federal Open Market Committee. He speaks with Michael McKee on "Bloomberg Surveillance."

New York Fed President John Williams says monetary policy is "really well positioned" for the Fed to "wait and see" on the economic consequences of war in Iran. Williams also comments on the state of the US economy with Michael McKee on "Bloomberg Surveillance."

New York Fed President John Williams discusses the impact of the Iran war on US inflation, saying he is "looking at an inflation rate for the year as a whole of something like 2.75%," but that can be impacted by energy prices. He speaks with Michael McKee on "Bloomberg Surveillance."

Kate Moore, CIO at Citi Wealth, says the firm is taking a barbell strategy to market uncertainty around the Iran war.

Bloomberg Opinion columnist Javier Blas says the war in Iran, and the blockage of the Strait of Hormuz, has prompted warnings about another bout of global food inflation similar to the one that followed Russia's invasion of Ukraine. Despite those fears, the agricultural market isn't at risk today, at least in the short term. Oil prices may be soaring, but the world's plentiful food stocks are helping to keep commodity prices in check. However, if the US doesn't find an off-ramp from the war, rising energy and fertilizer costs could eventually push the farming industry to a breaking point. Speaking to Stephen Carroll on Bloomberg Radio Javier Blas says we're not there yet though.

Israel says it has begun strikes on Hezbollah infrastructure in Beirut, as it steps up its campaign in Lebanon. Bloomberg's Dan Williams reports.