China's Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Andrew Goldberg, Chief Investment Strategist at Nomura Asset Management, shares his midyear outlook and how investors can build more resilient portfolios.
Vertiv (NYSE:VRT) acquired Georgetown, Texas-based Strategic Thermal Labs to expand its advanced direct-to-chip liquid cooling solutions for AI infrastructure.
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
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.
Prologis (NYSE:PLD) announced its third enhanced takeover bid valued at £13.5 billion was rejected by Segro.
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.
Nomad Foods (NYSE:NOMD) announced preliminary second-quarter 2026 financial results, describing the ongoing fiscal period as a rebuilding year.
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.
Bloomberg's Peter Elstrom explains how Moonshot AI's release of Kimi K3 surprised Wall Street and shows US tech companies how China can compete. He also talks about how the new model impacts US frontier labs such as OpenAI and Anthropic PBC. He speaks on "Bloomberg Open Interest."
Airbus SE Chief Executive Officer Guillaume Faury says demand for their aircraft is "very strong" and they have a long backlog of orders. So far the manufacturer has won orders worth just under $18 billion. Bloomberg's Guy Johnson speaks to Faury at the Farnborough Air Show.
Alphabet (NASDAQ:GOOGL) is developing a new server chip that would integrate elements of its Gemini AI models directly into hardware to improve AI processing efficiency.
Jersey Mike's Subs and its shareholders are looking to raise as much as $1.09 billion in an IPO. Bailey Lipschultz has more on "Bloomberg Open Interest."
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