Jonathan Miller, co-founder of Miller Samuel, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss mortgage rates, US housing supply, and the population shifts across various US regions.
Tom Porcelli, chief economist at Wells Fargo, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss Porcelli's approach to his personal finances.
Greg Allen, Founder and CEO of Decision Tree Research and former AI strategy official at the Department of Defense, said that it is 'extremely difficult to overstate' how volatile the Trump administration's messaging has been on artificial intelligence regulations as it swings between dismissing AI safety fears and requiring mandatory regulations.
Tom Porcelli, chief economist at Wells Fargo, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss the health of the US consumer, the wealth the effect, and his hands-off approach to personal finance.
Melinda Haring, nonresident senior fellow at the Atlantic Council, said that Ukraine running out of Patriot missiles and the outage of the country's Starshield were 'tremendously damaging' for frontline defenses in the war with Russia. Haring also discussed the relationship between Ukraine and the US, saying that despite Trump's recent Russian diesel deal and his comments about Ukraine's leadership, Americans support Ukraine and are 'ashamed of what's happening in Washington.'
Dorm Room Fund says fears that AI will make college obsolete miss a startup boom already unfolding on campuses. The student-focused venture fund is seeing growing optimism among young founders as AI lowers barriers to building companies and gives first-time entrepreneurs new opportunities. Molly Fowler, founding partner at Dorm Room Fund, joins Ed Ludlow on "Bloomberg Tech."
Concerns about the enormous amounts of debt financing the AI infrastructure boom are putting the neocloud sector under increasing scrutiny. Decoding Discontinuity CEO Raphaelle D'Ornano discusses the pressure on CoreWeave as interest expenses weigh on its economics. She explains why investors are looking beyond contracted backlogs to financed and energized capacity, and how Nscale's vertically integrated approach differs as it prepares for a potential IPO. She joins Ed Ludlow on "Bloomberg Tech."
To a remarkable degree, candidates in this year's midterm elections are framing their contests around what they oppose rather than what they support, Bloomberg Television's Tyler Kendall reports. That only amplifies the sense of dissatisfaction among voters across both parties.
Shipping estimates for Apple Inc.'s first folding phone slipped into January within minutes of the company taking preorders on Friday, suggesting that strong demand and short supply will make the $1,999 device challenging to purchase on its Oct. 23 release date or in the near future. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss.
Three CoreWeave Inc. co-founders have sold $3.3 billion in company shares since last year's initial public offering, taking money off the table as rising credit risks and investor wariness around AI spending spark volatility in the stock. Dan Ives, Partner at Yorkville & Ives, discusses volatility relative to the AI trade and the outlook for stocks like Coreweave and Apple in particular.
On this episode of Stock Movers: - CoreWeave (CRWV) shares are moving as it remains at the center of the tech selloff this week. Shares in CoreWeave plunged 20% in the first three sessions of the week as its debt tumbled to levels that typically indicate distress. By Thursday morning, investors were pricing a more than 60% chance of a default within five years. - Apollo Global Management (APO) shares are responding to a price target downgrade from Morgan Stanley. - JB Hunt (JBHT) is lower as it aims to improve margins by raising prices after rising costs weighed on third-quarter profitability.
CoreWeave's stock dropped 20% during the first three trading sessions of this week, then Nvidia CEO Jensen Huang stepped in to say he had confidence in the company. But will that be enough to prop up the stock? Mandeep Singh of Bloomberg Intelligence has more.
