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Bloomberg

Partners Group's Peiner on AI Infrastructure Boom

Partners Group has raised more than $15 billion for its direct infrastructure strategy. Esther Peiner, the firm's head of private infrastructure, says the AI infrastructure boom is creating overlooked opportunities elsewhere in the sector. She speaks with Bloomberg Open Interest. Original filename: 20260720_155557_Partners_Group_Raises_15_Billion_for_Infrastructure_Fund_Fo.mp4

Read more: Partners Group's Peiner on AI Infrastructure Boom
Bloomberg

AI Driving Commercial Security Demand

ADI Global Distribution is preparing to spin off from Resideo next month. The company distributes security systems and networking equipment for homes, commercial buildings, and data centers. ADI President and CEO Rob Aarnes tells Dani Burger on Bloomberg Open Interest that technology and AI are driving demand for commercial security as businesses upgrade surveillance and other building systems.

Read more: AI Driving Commercial Security Demand
Bloomberg

Stocks Get Lift From Chipmakers as Oil Rally Wanes

A rebound in chipmakers powered Wall Street gains, with stocks also rising as an oil rally faded on hopes for a revival of a peace deal between the US and Iran that has all-but collapsed amid an escalation of hostilities. The S&P 500 halted a back-to-back slide, with a gauge of semiconductor giants such as Nvidia Corp. and Broadcom Inc. climbing 2.3% after falling into a bear market last week. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the cautious optimism in the S&P 500.

Read more: Stocks Get Lift From Chipmakers as Oil Rally Wanes
Bloomberg

AMC Jumps on Earnings Beat; Domino's Moves on Diner Pullback | Stock Movers

On this episode of Stock Movers: - AMC Entertainment (AMC) shares jumped after it reported strong adjusted Ebitda for the second quarter that beat the average analyst estimate. - Domino's Pizza Group (DPZ) is moving following news its US comparable sales growth fell to its slowest pace in five quarters, suggesting consumers continue to pull back on dining out, with pizza faring worse than burgers or burrito bowls. - Ryanair Holdings (RYA) shares are lower after it said first-quarter profit fell 34% as the Middle East conflict drove up oil prices and weakened demand.

Read more: AMC Jumps on Earnings Beat; Domino's Moves on Diner Pullback | Stock Movers
Bloomberg

US Strikes Iran for Ninth Day With Hormuz Near Standstill

The US conducted a ninth straight day of airstrikes on Iran, bombing military targets and communications networks trying to force the Islamic Republic to stop shipping attacks and reopen the Strait of Hormuz. Iran continued to attack US bases in the likes of Kuwait, Jordan, Bahrain and Iraq. Tyler Kendall reports on Bloomberg Television.

Read more: US Strikes Iran for Ninth Day With Hormuz Near Standstill