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Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%

Ruchir Sharma, Chairman at Rockefeller International and Founder and CIO of Breakout Capital, warns that rising Treasury yields could become a danger zone for the AI trade. Sharma's recent column arguing that a 5% level on the 10-year yield could potentially derail the AI boom, notes that yields are now meaningfully above that threshold and asking what 5.2% implies for the sector. He speaks with Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%
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Libby Leffler on Nvidia Buyback, State of AI Trade

Libby Leffler says Nvidia's new system designed to keep AI agents from "going awry" is a positive step in the right direction. She argued that buybacks "don't lie" and said the day's weakness in markets looked more like a macro-driven move tied to oil, Treasury yields and broader AI-news sentiment than a problem with Nvidia's underlying model. She speaks to Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: Libby Leffler on Nvidia Buyback, State of AI Trade
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Trump, Anthropic CEO Take AI Safety Debate to Dinner

President Donald Trump and Anthropic CEO Dario Amodei met for dinner as their opposing views on AI safety increasingly shape the debate over how quickly the technology should advance. Amodei has called for "pacing" development of the most advanced models and stronger guardrails, while President Trump has pushed back against slowing AI development as the US races to stay ahead of China. Bloomberg's Mike Shepard discusses what's known about the meeting with Ed Ludlow on "Bloomberg Tech."

Leia mais: Trump, Anthropic CEO Take AI Safety Debate to Dinner
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Starship Reaches Orbit in Major SpaceX Milestone

Former SpaceX Starship software manager and Revel CEO Scott Morton calls the rocket's first trip to orbit a "monumental step forward," despite an engine failure during ascent. Morton, who spent nearly a decade at SpaceX before founding Revel, explains the software and automation behind Starship, why engineers will spend months analyzing data from the flight, and how the program's ultimate ambition of building a rapidly reusable vehicle capable of taking humans to Mars was part of the vision from its earliest days. He joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Starship Reaches Orbit in Major SpaceX Milestone

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