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Bloomberg

Houthi Threats Test Global Oil Flows

Bloomberg energy and commodities reporter Stephen Stapczynski says renewed Houthi attacks in the Red Sea are threatening a key alternative route for Persian Gulf oil exports, raising concerns about shipping, refining and fuel supplies even as some tankers continue transiting the region. He says depleted global inventories of crude oil, diesel, jet fuel and natural gas leave energy markets with less of a buffer against further disruptions, while attacks linked to the wars in the Middle East and Ukraine continue to tighten global fuel supplies.

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Bloomberg

Rattner Says AI Boom Faces Questions Over Debt, China and Higher Rates

Steven Rattner says artificial intelligence will be a major contributor to the economy, but the market still does not know exactly who the winners and losers will be. As Big Tech pours money into AI infrastructure, investors are starting to demand a wider margin of safety from companies borrowing to fund massive capital spending. Rattner says cheaper Chinese AI models could also reshape the competitive landscape, especially if companies can easily route tasks to less expensive models. At the same time, rising Treasury yields, inflation, federal deficits and higher defense spending are pushing borrowing costs up a shift that could weigh on AI valuations, private equity deals and companies whose expected profits sit far in the future.

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Bloomberg

Board CFO on AI Governance, IPO Potential

Board CFO Gordon Pothier joins Bloomberg Businessweek Daily to discuss the company's enterprise software offerings, why company leaders need to pose questions about and factor in AI governance, hype around AI products and evolution, and whether Board will explore an IPO in the near future amid its profitability. He speaks with Nina Trentmann, Bloomberg News Senior Editor and CFO Briefing Editor, and Businessweek hosts Carol Massar and Tim Stenovec.

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Bloomberg

Forbes Travel Guide Tips for Luxury Summer Travel

Amanda Frasier, President of Standards & Ratings at Forbes Travel Guide, explains how the the team and an algorithm help determine what hotels and travel expenses are worth the time and money. She also talks about recent ravel trends and some this years hottest summer vacation spots, including Montenegro and Croatia, and how travelers are seeking an emotional connection to the places they're visiting.

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Bloomberg

Iran War Spurs Jump in Coal, Energy Markets

Fresh concerns over security near the Red Sea, after months of war with Iran and volatility in the Strait of Hormuz, caused oil prices to spike this week. The prolonged conflict has increased coal consumption, particularly in Asian markets. Clara Gillispie, Senior Fellow at the Council on Foreign Relations, explains the long-term implications of sustained heightened coal usage.

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Bloomberg

'The Odyssey' Fans Splurge to Watch the Movie

Bloomberg's Sarah Foster joins Scarlet Fu and Tom Keene on "Bloomberg Money." The Odyssey is the first feature film shot entirely with Imax film cameras. While there are over 1,500 Imax screens throughout the world, most of them use digital projection. Only 41 theaters worldwide are equipped to show the film in 70mm Imax, the highest resolution movie format.

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