Carlyle Co-Founder and Co-Chairman David Rubenstein discusses his outlook for interest rates and his expectations of the Federal Reserve under Chair Kevin Warsh. He also shares his views on investing with Stephen Engle from the sidelines of the UBS Asian Investment Conference in Hong Kong.
Gigi Luk of GGL Capital Investment Group says "one risk that we're seeing is the potential liquidity overhang in AI." Luk adds that "the gap between winners and losers is widening structurally" and this creates opportunities. She speaks on Bloomberg Television.
Wayne Dai, Chairman of Verisilicon, discusses the outlook for business and growth, as the Chinese chip stocks in China outperform global peers. He speaks exclusively with Stephen Engle on the sidelines of the UBS Asian Investment Conference in Hong Kong on "Bloomberg: The Asia Trade".
The breakneck surge in memory-chip stocks is intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry. Bloomberg's David Savage breaks down the trends.
UBS Group AG's Asia Pacific President Iqbal Khan discusses the China market, potential impact of AI on jobs and how the bank is navigating geopolitical turmoil. He speaks with Bloomberg's Stephen Engle in Hong Kong.
The US is touting progress toward a peace deal with Iran to end the nearly three-month war, despite fresh hostilities and uncertainty over the Strait of Hormuz. Bloomberg's Derek Wallbank has the latest.
Sam McKinney, KeyBanc Capital Markets vice president and equity research analyst, said that while US steel mills have mostly hedged rising electricity costs with long term contracts, they are impacted by increasing diesel prices to ship steel by truck and rail route. On the other side of the coin, steel hasn't seen a drop in value in in the face of the war, as investors look to steel stocks to hedge against inflation.
Bloomberg's Ed Ludlow joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." Elon Musk's SpaceX holds more than twice as much Bitcoin as previously estimated.
Bloomberg's Andre Tartar joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." Nine anonymous cryptocurrency wallets have effectively gained control over who wins and loses on Polymarket's most contested prediction market bets, giving a tiny group of unappointed people outsized power over billions of dollars of wagers.
Ambre Soubiran, CEO of Kaiko, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." They discuss the rapid growth of prediction markets and how data is key for the industry's infrastructure.
Christopher Giancarlo, incoming senior adviser investment banking at Jefferies and former CFTC chair, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." They discuss prediction markets, regulating digital assets, and resources at the CFTC.
Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial intelligence chips is outstripping supply. He speaks with Ed Ludlow and Caroline Hyde on ``Bloomberg Tech.''
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