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Inside the Toys "R" Us Comeback

WHP Global is bringing Toys "R" Us back to life with over 120 new US stores despite falling consumer confidence. Yehuda Shmidman, the founder, chairman and CEO of the brand licensing company WHP Global, joins Bloomberg Open Interest to explain why toy demand is surging, the rise of the "kidult" shopper, and how an asset light licensing model is powering billions in sales and potential IPO plans.

Read more: Inside the Toys "R" Us Comeback
Bloomberg
Financial

French Fiscal Concerns Bring Home Painful Risk Premium

After decades of budget deficits and steadily rising debt, markets are putting a new price on French risk.  Investors are charging much more to hold government bonds, the stock market is under pressure and the cost of insuring bank bonds against default has jumped. The euro fell to its weakest level since May 2025 on Monday, reflecting fears that upheaval will spill beyond France's border. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, discusses the growing debt pressures across Europe and contagion risks.

Read more: French Fiscal Concerns Bring Home Painful Risk Premium
Bloomberg
Financial

AI to See Massive Adoption 'Unseen' in Previous Tech Cycles, Says Neostellar Principal

American AI companies' performance lead over China narrowed sharply in past months to a record low after labs such as DeepSeek gained ground, threatening US tech supremacy, according to Bloomberg Intelligence. Willy Lee, Principal at Neostellar, offers his view from the VC world when it comes to AI investments and the IPO market.

Read more: AI to See Massive Adoption 'Unseen' in Previous Tech Cycles, Says Neostellar Principal
Bloomberg
Financial

Google, Constellation Energy Deal; SpaceX Rises on Talks with NASA | Stock Movers

On this episode of Stock Movers: - Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt. - Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey. - SpaceX (SPCX) shares are the most actively traded in the premarket as NASA is close to announcing a bulk purchase of rocket launches to fuel its $30 billion drive to build a permanent base on the moon for humans to live and work. It also made Elon Musk a trillionaire once again.

Read more: Google, Constellation Energy Deal; SpaceX Rises on Talks with NASA | Stock Movers
Bloomberg
Financial

Mythos Drove Up Cyber Risk 10-Fold, Says JPMorgan's Dimon

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon says artificial intelligence has exposed new vulnerabilities for banks. He says the risks of cyber attacks have gone up 10-fold since the release of Anthropic's Mythos ai model. He speaks exclusively to Bloomberg's Tom Mackenzie at the JPMorgan Tech Stars Conference in London.

Read more: Mythos Drove Up Cyber Risk 10-Fold, Says JPMorgan's Dimon
Bloomberg
Financial

Apollo's Zelter Says Compute, Energy Will Be AI Bottlenecks

Apollo Global Management President Jim Zelter says compute and energy will remain bottlenecks as the artificial intelligence investment boom accelerates. Speaking with Bloomberg's Francine Lacqua, Zelter discusses Apollo's exposure to AI and data centers, the outlook for the US economy, the growing role of private capital in defense, as well as European investment and the opportunities in the UK.

Read more: Apollo's Zelter Says Compute, Energy Will Be AI Bottlenecks
Bloomberg
Financial

It's 'Appalling' How US Treats Allies, Yellen Says

Former Treasury Secretary Janet Yellen says Canada should retaliate against US tariffs imposed by President Donald Trump. "I think it's appalling, and I understand exactly why you feel betrayed by the United States and are so angry about it," Yellen said in response to a question from former Canadian Finance Minister Chrystia Freeland during an interview for Bloomberg Television's Wall Street Week.

Read more: It's 'Appalling' How US Treats Allies, Yellen Says