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AI Leaders Debate Slowing the Frontier

Anthropic CEO Dario Amodei is calling for "pacing" at the AI frontier to give safety measures more time to catch up with increasingly capable models. OpenAI's Sam Altman and xAI's Elon Musk have broadly backed the idea, though there are no commitments to stop training runs or reduce spending, and questions remain over what a slowdown would actually mean. Bloomberg's Rachel Metz and Michael Shepard break down the industry response and the debate unfolding in Washington over potential AI guardrails with Ed Ludlow on "Bloomberg Tech."

Read more: AI Leaders Debate Slowing the Frontier
Bloomberg
Financial

Oil Surges as Saudi Arabia Shuts Down Major Crude Pipeline

Oil surged after Saudi Arabia closed a major crude pipeline that has been used to bypass the Strait of Hormuz during the US-Iran war. Saudi says the pipeline has come under attack and was closed as a precaution. Rob Barnett, Bloomberg Intelligence senior energy analyst, says this is "effectively a three-alarm fire" in the oil space. He's on Bloomberg Radio.

Read more: Oil Surges as Saudi Arabia Shuts Down Major Crude Pipeline
Bloomberg
Financial

Tariffs Forced Nissan to Speed U.S. Production, Says Americas Chairman

Christian Meunier, chairman of Nissan Americas, says US auto tariffs have been hard to manage, but ultimately pushed Nissan to accelerate localization and production in the United States. He says keeping products affordable in North America is a challenge on "Bloomberg Open Interest."

Read more: Tariffs Forced Nissan to Speed U.S. Production, Says Americas Chairman
Bloomberg
Financial

Stocks Fall on AI Fears as 10-Year Yield Hits 5%

A rout in chipmakers dragged down stocks as leaders of artificial-intelligence giants called for a development slowdown, with the market also hit by a rally in oil that lifted Treasury 10-year yields to 5%. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, gives her equity call amid the chip rout and energy price concerns.

Read more: Stocks Fall on AI Fears as 10-Year Yield Hits 5%
Bloomberg
Financial

Why the AI Sell-Off Is a Buying Opportunity: Tengler

AI stocks are under pressure as fresh safety warnings revive fears that the trade has run too far.  Is the AI boom cracking, or is this the dip investors have been waiting for? Nancy Tengler, Laffer Tengler CEO and CIO,  says the latest sell-off is more "hiccup" than collapse. She  argues the AI buildout is still a once-in-a-generation opportunity. She breaks down where the winners could emerge and when to start buying.

Read more: Why the AI Sell-Off Is a Buying Opportunity: Tengler