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Federal Reserve Bank of Dallas President Lorie Logan calls for higher interest rates, saying inflation does not appear to be heading sustainably back to the central bank's 2% target.

Bloomberg's Rachal Graf joins Scarlet Fu on "Bloomberg Real Yield." Credit-rating firms are preparing sweeping changes to how they assess CLOs, putting hundreds of deals and tens of billions worth of bonds in line for upgrades, while reviving fears that structured credit is once again being made to look safer than it really is.

Aspen Security Forum brings together senior U.S. and foreign government officials, military leaders, intelligence chiefs, business executives, and leading academics for one of the world's premier gatherings on national security and foreign policy. Former US Ambassador to NATO Julianne "Julie" Smith spoke to David Gura on the sidelines of Aspen Security Forum in Colorado to discuss the progress made in Ukraine as well as how the Europe feels about the US after the NATO Summit.

Bloomberg's Eleanor Duncan joins Scarlet Fu on "Bloomberg Real Yield." Data-center operator Prime Data Centers has postponed a planned bond sale, in a sign of the limits of investor demand for AI exposure.

Tony Rodriguez, head of fixed income strategy at Nuveen Asset Management, and Kay Herr, CIO of US GFICC JPMorgan Asset Management,  join Scarlet Fu on "Bloomberg Real Yield." They discuss their expectations for fed action this year and how inflationary pressures factor in the market.

Andra Gillespie, Associate Professor of Political Science at Emory University, joined Balance of Power to discuss Trump's upcoming primetime speech. She said Trump could use his speech tonight to persuade Congress to align with his agenda or to justify unilateral action that may not be constitutional.

Ambassador Rahm Emanuel, Former Mayor of Chicago and Former Chief of Staff to President Obama, joins Bloomberg's David Gura from the Aspen Security Forum in Colorado. They discuss what to expect from President Trump's address Thursday night, US foreign policy, conflict in the Middle East, and US election integrity.

Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, joined Bloomberg's Paul Sweeney and Scarlet Fu to breakdown Abbot Laboratories stronger-than-expected second quarter driven by improved performance across most of its business lines.  Abbott Laboratories raised its 2026 profit guidance after a stronger-than-expected second quarter driven by improved performance across most of its business lines. The company now expects adjusted earnings to fall between $5.45 to $5.60 a share this year, a 5-cent improvement at the midpoint, it said in a statement Thursday. Profit and sales in the second quarter both surpassed Wall Street estimates. Shares rose 2.7% in early trading in New York.  Abbott's device and diabetes businesses modestly beat Wall Street estimates. Its FreeStyle Libre 3 glucose sensors were linked late last year to more than 700 injuries and seven deaths after they were found to be providing incorrect readings.

Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Autos, joined Bloomberg's Paul Sweeney and Scarlet Fu to dissect the latest in biotech sector, specifically Lilly going psychedelic and Merck attacking cholesterol. Eli Lilly & Co. agreed to buy AtaiBeckley Inc. for as much as $3.8 billion, underscoring growing interest from large drugmakers in the once-fringe area of psychedelic medicine.  Lilly will pay $6.75 a share in cash plus as much as another $2.50 a share if drug-development milestones are met, according to a statement Thursday. The base price is 26% above where AtaiBeckley shares closed Wednesday. The announcement confirms a report by Bloomberg News that the companies were nearing a deal.

Pooja Goyal, the Chief Investment Officer of Global Infrastructure at Carlyle joins Bloomberg Open Interest to explain how a $3.5 million startup budget became a multibillion-dollar AI infrastructure platform. She reveals why building early led to a reported fivefold return, while warning investors to avoid AI hype and focus on disciplined, grid-connected infrastructure that can deliver long-term value.

A selloff in chipmakers dragged down stocks amid concerns over whether massive artificial-intelligence investments will justify lofty valuations, with a resurgence in geopolitical risks also weighing on sentiment. Cam Dawson, CIO at NewEdge Wealth, discusses market growth and what she expects to see from the remainder of earnings season.

Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View.  Global AI sales, excluding China, reached $25 billion for hyperscalers and neoclouds in the first quarter of 2026, exceeding the industry's estimated $21 billion in depreciation costs tied to their investments for the second consecutive quarter. Dan Ives, Partner at Yorkville Ives & Co, and Brian Belski, CEO at Humilis Investment Strategies, discuss the AI trade's evolving market impact.