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There are Two Types of Economies, AI and Everything Else, says Tchir

Head of Macro Strategy at Academy Securities Peter Tchir tells Bloomberg's Paul Sweeney and Jess Menton how there currently two types of economies, AI and everything else. A resurgence in giant chipmakers powered a rebound on Wall Street, with stocks also rising amid a decline in oil prices as traders looked past fresh hostilities between the US and Iran.

Leia mais: There are Two Types of Economies, AI and Everything Else, says Tchir
Bloomberg

Starbucks Developing In-House AI Tools

Bloomberg Restaurants Reporter Daniela Sirtori joined Bloomberg's Paul Sweeney and Jess Menton to elaborate on her story, Starbucks Taps AI to Cut Reliance on Microsoft, IBM Software. Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp.

Leia mais: Starbucks Developing In-House AI Tools
Bloomberg

Why Fed Cuts Beat Rate Hikes

Markets may be pricing yesterday's economy. iCapital's Dan Suzuki joined Bloomberg Open Interest to explain why slowing job growth and cooling inflation make Fed rate cuts more likely than hikes, why higher Treasury yields haven't broken the stock rally, and why AI leadership may be shifting away from chipmakers toward hyperscalers that can actually monetize their massive investments.

Leia mais: Why Fed Cuts Beat Rate Hikes
Bloomberg

Oil Edges Lower as Traders Assess Renewed US-Iran Hostilities

Oil edged lower as traders assessed renewed US strikes against Iran, with the limited scope of the hostilities prompting bets that energy shipments through the Persian Gulf will resume their recent recovery. Leslie Palti-Guzman, founder at Energy Vista, discusses the outlook for energy as tensions ramp up in the Middle East.

Leia mais: Oil Edges Lower as Traders Assess Renewed US-Iran Hostilities
Bloomberg

Flexport CEO Warns Shipping Risks Remain

Flexport CEO Ryan Petersen joins Bloomberg Open Interest to explain why the biggest threat to global shipping isn't the Strait of Hormuz it's still the Red Sea. He breaks down the surge in imports driven by tariff uncertainty, why companies are stockpiling inventory after the COVID supply chain crisis, and how Panama Canal drought risks could create the next bottleneck.

Leia mais: Flexport CEO Warns Shipping Risks Remain

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