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Alphabet's Equity Pivot is Boost to Hyperscaler Credit

Google parent Alphabet Inc. is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway Inc., to help fund ambitious and growing artificial intelligence spending plans. Ted Mortonson, Managing Director: Technology at Baird, discusses this offering, the historic AI infrastructure buildout, and the companies powering the current tech cycle.

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Bloomberg

Collector Cars Enter a New Era

Hagerty Chairman and CEO McKeel Hagerty joined Bloomberg Open Interest to explain how the company transformed from a niche insurance provider into a collector-car empire powered by media, memberships, and auctions. He discusses the coming $570 billion wealth transfer in collector vehicles, the surge in Ferrari values, and why electric vehicles could become the next sought-after collectible.

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Bloomberg

Google's $80B AI Power Move

Alphabet's surprise $80 billion capital raise sparked debate, but Jefferies Equity Research Analyst Brent Thill says it's a power move, not a rescue mission. He joins Bloomberg Open Interest to explain why Google is racing ahead of potential OpenAI, Anthropic and SpaceX IPOs, why AI spending could exceed $1 trillion annually and how the AI boom could fundamentally reshape corporate hiring and investment decisions.

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Bloomberg

CEO Predicts Enterprise AI Surge

MongoDB CEO CJ Desai joined Bloomberg Open Interest to break down how AI could become a massive growth driver for the company. He says that every AI application needs a scalable data layer and reveals that his software company added 2,500 customers last quarter while targeting thousands more in the year ahead.

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Bloomberg

Private Credit Eyes EasyJet Takeover

EasyJet's rejection of a reported Castlelake takeover approach sparks a bigger debate: Are UK-listed companies undervalued? Bloomberg's Silas Brown joins Bloomberg Open Interest to explain why a private credit giant is interested in aviation deals and reveals that private credit markets remain flooded with cash despite growing geopolitical and inflation concerns.

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Bloomberg

Jeff Aronson Doesn't See a US Recession Coming Anytime Soon

Centerbridge Co-Founder Jeff Aronson says the US economy is "in reasonably good shape" and that he doesn't see a recession happening anytime soon. He also discusses the ripple effects war in the Middle East could have on markets if it persists, as well as his views on prediction markets. Aronson sits down with David Rubenstein for the premiere episode of Bloomberg Wealth Season 6. This interview was recorded April 28 in New York.

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Bloomberg

HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking. - Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei.

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Bloomberg

There Are Limits on What Europe Should Accept From the US, Stoltenberg Says

Former NATO chief Jens Stoltenberg says tensions between the US and Europe have become harder to manage since he left the alliance. Stoltenberg, now Norway's finance minister, says there are limits on what Europe should accept from the US. He speaks to Bloomberg News Editorial Lead for EMEA Jackie Simmons at a Bloomberg Newsmakers event in Oslo.

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