Cryptowomen

NewEdge Weath CIO Cameron Dawson discusses the outlook for semiconductor stocks during an interview with Matt Miller on "Bloomberg Open Interest."

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses the outlook for bond yields, equities pricing and Federal Reserve Policy. "It's gonna be important to watch how the bond yield market progresses," Shah says on Bloomberg Television. "From our perspective, though, we don't expect to see markets repricing Fed cuts."

Miriam Wheeler, Goldman Sachs global head of leverage finance, says investors are focused on hard assets associated with the infrastructure buildout of artificial intelligence and this is a "generational opportunity." Wheeler says power demand for data centers will double over the next few years. She speaks to Dani Burger on Bloomberg Open Interest.

"The risks remain tilted toward higher inflation," Federal Reserve Governor Lisa Cook says during an event at Stanford University.

Senator Imee Marcos hopes the trial of impeached Philippine Vice President Sara Duterte would conclude by September and says she prefers that only evidence pertinent to the case would be presented in the proceedings. Duterte will be tried in the Senate that's set to start in July and Marcos, the estranged sister of President Ferdinand Marcos Jr., is among 13 lawmakers from the 24-member chamber allied with the vice president.

Sharon Bell, equity strategist at Goldman Sachs, discusses the artificial intelligence trade and why she thinks European stocks, and not just tech firms, can benefit. She speaks on Bloomberg Television.

NYSE President Lynn Martin says some of the rules used to attract SpaceX to go public on the Nasdaq are "questionable." She says "market integrity" is not a "competitive dynamic." Martin says it's been a good year for IPOs across all industries and they're working to bring more companies public. She speaks on "Bloomberg Surveillance."

BlackRock Chief Investment Strategist Wei Li says artificial intelligence is driving a lot of the major earnings upgrades in equity markets. "We can look at AI lifting the whole market, but identifying where the bottlenecks are is a good active play," Li tells Bloomberg Television.

PNC Asset Management Chief Investment Officer Amanda Agati sees "a little bit of steam coming out of the market rally sails." She speaks on "Bloomberg Open Interest."

UK Chancellor of the Exchequer Rachel Reeves is set to announce a package of measures, dubbed "Great British Summer Savings," in an effort to ease cost-of-living pressures made worse by the Iran war. Bloomberg's James Woolcock reports.