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Bloomberg

Big Tech Capex Hits Critical Limit

Big Tech is at a breaking point says John Blackledge, TD Cowen Senior Equity Research Analyst. He joined Bloomberg Open Interest to explain why massive AI spending may have peaked, why AWS and Google Cloud growth could make-or-break these stocks, and how fragile the market has become. With such sky-high expectations, even a small miss could trigger another selloff.

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Bloomberg

Hormuz Crisis Drives Insurance Spike

Shipping through the Strait of Hormuz hasn't stopped, but the cost of doing it has surged according to Marsh CEO John Doyle. He joined Bloomberg Open Interest to explain how insurers are reacting to geopolitical risk, why premiums may stay high even after tensions ease, and why cyber threats now top his list of concerns in the AI era.

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