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Jon Maier, chief ETF strategist for JPMorgan Asset Management, joins Isabelle Lee and Eric Balchunas on "Bloomberg ETF IQ."

GameStop is considering dropping its bid for eBay and pursuing a partnership instead, according to sources. Bloomberg's Bailey Lipschultz and Spencer Soper explain how GameStop CEO Ryan Cohen could seek to leverage its 1,600 US stores to give eBay a physical retail presence - and why a partnership may prove more realistic than an outright deal. They join Ed Ludlow on "Bloomberg Tech."

As the US-China AI race intensifies, investors are weighing not only access to chips and capital, but which companies have competitive advantages that can endure for decades. Paulina McPadden, investment manager of International Concentrated Growth Strategy at Baillie Gifford, discusses why she "wouldn't want to bet against China" and the durable moats she sees at TSMC, SK Hynix and ASML. She also discusses how companies like Shopify and MercadoLibre are emerging as AI beneficiaries outside the semiconductor industry. She joins Ed Ludlow on "Bloomberg Tech."

Craig Fuller, CEO of FreightWaves, sees stronger trucking, rail and container volumes despite higher shipping and insurance costs because of the war in Iran. He also talks about a new shipping route that is being used to get through the Arctic to avoid the Strait of Hormuz. Fuller speaks on "Bloomberg Open Interest."

Craig Fuller, CEO of FreightWaves, sees stronger trucking, rail and container volumes. He tells Vonnie Quinn on Bloomberg Open Interest that higher freight rates should have only a marginal impact on consumer inflation.

GameStop, led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay Inc., according to people familiar with the matter. Bloomberg's Bailey Lipshultz joins to discuss this as well as how Switch filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.

Apple is no longer the "king of the supply chain," and that has Jefferies analyst Edison Lee worried. He cut Apple from hold to underperform and lowered the price target to $263.66 from $285.56. Lee says introducing new form factors in the iPhone is harder than expected and plans for an all-glass iPhone model were cancelled. He speaks to Ed Ludlow on "Bloomberg Tech."

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to screen-free devices and other new form factors.

Market and policymaker discourse over the next move for the Fed is split: One camp believes the central bank needs to assert its commitment to price stability by hiking in September, particularly to recover some of Chairman Kevin Warsh's inflation-fighting credibility. Another thinks that price gains are on the way down and the Fed is correct to stay its current course. Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses the shift toward higher nominal growth and how the Fed is set to respond to this week's inflation data.

GameStop Corp. may pull its $56 billion bid for EBay according to people familiar with the matter. GameStop CEO Ryan Cohen may instead propose a partnership. Bloomberg's Bailey Lipschultz reports.

GameStop Corp. may pull its $56 billion bid for EBay according to people familiar with the matter. GameStop CEO Ryan Cohen may instead propose a partnership. Bloomberg's Bailey Lipschultz reports.

A rally in oil prices left stocks wavering while bond yields rose, with trader anxiety building just days ahead of key inflation reports. Aaron Kennon, Co-Founder & CEO of Clear Harbor Asset Management, discusses his view on the markets and takeaways from this earnings season.