Skip to main content

Bloomberg News and Videos — Page 448

Bloomberg Headlines

Bloomberg

Moody's Chief Credit Officer: In a 'New Macro Regime'

Ten-year Treasury yields have surged to their highest levels since January 2025, driven by escalating tensions in the Middle East and persistent elevated inflation. Dr. Atsi Sheth, Chief Credit Officer at Moody's Ratings, joined the discussion to analyze the broader implications of this trend. She emphasized that the rise in longer-dated yields is structural, reflecting a new macroeconomic regime that began several years ago. She speaks with Katie Greifeld & Bailey Lipschultz on "The Close."

Read more: Moody's Chief Credit Officer: In a 'New Macro Regime'
Bloomberg

Alphabet Falls as $205 Billion Spending Plan Fuels AI Cost Fear

Alphabet Inc. raised its capital spending forecast to a range of $195 billion to $205 billion this year, up from a previous forecast of $190 billion. The company's quarterly cash flow was negative for the first time since going public, with negative free cash flow of $5.9 billion in the period, and its cloud revenue totaled $24.77 billion, up 82% from a year earlier. Bloomberg's Mandeep Singh joins to discuss.

Read more: Alphabet Falls as $205 Billion Spending Plan Fuels AI Cost Fear
Bloomberg

Alphabet Accelerates Its AI Investment

Google's parent company Alphabet raised the top end of its CapEx plan for this year to $205 billion, but discipline on spending is becoming a concern. Eric Sheridan, Goldman Sachs co-business unit leader of its Technology, Media and Telecommunications Group in global investment research, says Alphabet is well positioned to benefit from the growing demand for AI across both consumer and enterprise markets. He joins Ed Ludlow on "Bloomberg Tech."

Read more: Alphabet Accelerates Its AI Investment
Bloomberg

IBM CEO on AI Spending, Mainframes and Quantum

IBM shares came under pressure after weaker-than-expected mainframe sales weighed on the company's outlook. CEO Arvind Krishna joins Bloomberg to explain why he sees the slowdown as temporary, how AI is reshaping enterprise technology spending, and why he's betting on quantum computing as IBM's next major growth engine. He speaks to Bloomberg's Ed Ludlow and Romaine Bostick on "Bloomberg Tech."

Read more: IBM CEO on AI Spending, Mainframes and Quantum

GET YOUR GRAFA EDGE NOW

We'll switch on a 30-day Edge trial as a welcome gift