DJ Deb, co-founder and CEO of Francisco Partners, joins Dani Burger on "Bloomberg Deals." They discuss the fallout from the stress around software companies, and the money backing the numerous firms tied to AI.
Aarti Kapoor, managing director, consumer & retail group at Cascadia Capital, and Maria Watts, head of global consumer investment banking and head of global financial sponsors group at Baird, join Dani Burger on "Bloomberg Deals."
Dorothee Blessing, global co-head of investment banking at JPMorgan, joins Dani Burger on "Bloomberg Deals." They discuss the factors driving the record pace of global dealmaking in 2026.
US Commerce Secretary Howard Lutnick calls on other countries to utilize US artificial intelligence technology during an interview with Joe Mathieu at the G20 Innovation Ministerial in Chapel Hill, North Carolina.
Ouster's technology gives machines the ability to see and navigate the world around them helping drive the rise of physical AI.The company is expanding into drone mapping through a partnership with GeoCue, while John Deere is bringing Ouster sensors to its GUSS autonomous vehicles. Ouster CEO and co-founder Angus Pacala discusses the company's push into new markets and the growing demand for physical AI on Bloomberg Open Interest.
Nvidia could be closing in on its biggest AI acquisition yet, according to sources. The chipmaker is in advanced talks to buy Hugging Face in a deal that could be worth about $14 billion. Bloomberg's Ian King and Rachel Metz join Ed Ludlow on "Bloomberg Tech" to discuss their reporting.
Humanoid robots are moving out of the lab and into the real world, with deployments expected to surge in the years ahead. Zornitsa Todorova, head of Thematic FICC Research at Barclays, says the industry is entering a major scale-up phase, but a shortage of real-world training data remains a key hurdle. She joins Ed Ludlow on "Bloomberg Tech."
Dell raised its outlook for a fifth straight quarter as demand for AI and traditional servers continues to surge. Portia Capital Management President Michelle Connell explains why she sees more upside for Dell, where the next winners could emerge across the AI hardware stack, and how supply constraints are reshaping the semiconductor race. She joins Ed Ludlow on "Bloomberg Tech."
Dell shares jumped after the company boosted its annual sales forecast by $25 billion in a further sign of surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, the Texas-based company said Tuesday in a statement. That's up from an outlook in May of about $167 billion and topped analysts' average projection of $173.8 billion, according to data compiled by Bloomberg. The AI server forecast represents a threefold increase over the prior year. This is the fifth straight quarter that Dell's fiscal year revenue outlook topped estimates. Bloomberg Intelligence Senior Hardware and Networking Analyst said memory inflation is factoring into their guidance.
A pullback in oil prices brought some relief to traders worried about inflation, with stocks and bonds bouncing after recent losses. Sebastien Page, CIO and Head: Global Multi-Asset at T. Rowe Price, discusses the markets and recent moves that have long bonds hovering at multi-year highs.
Rockefeller Capital Management President and CEO Greg Fleming says the broader economy has reasons for optimism, led by artificial intelligence. Speaking on "Bloomberg Open Interest," Fleming also says he sees broad-based wealth creation in the US but expresses his concerns about the federal deficit.
Alphabet’s Google (NASDAQ:GOOGL) avoided a forced breakup of its advertising technology business after a U.S. judge rejected the Department of Justice’s request to require the company to sell its advertising exchange AdX.
