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Sir Martin Sorrell on AI's Impact on Advertising

Martin Sorrell, Executive Chairman of S4Capital, says AI is dramatically reducing the time and cost of creating advertising content, forcing agencies to rethink traditional pricing models. He also highlights AI-powered personalization at scale, as brands use data to deliver highly targeted content. Sorrell spoke with Paul Allen on Insight with Haslinda Amin.

Leia mais: Sir Martin Sorrell on AI's Impact on Advertising
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Treasuries Surge as Global Worries Spark Rush to Safety

A gauge of the inverse relationship between US government bonds and AI-focused stocks has strengthened to levels last seen a year ago. Treasury yields tumbled, with those on shorter-dated debt falling as much as 20 basis points on Thursday. The benchmark 10-year yield dropped below the key 5% level and held around 4.97% in Asian trading Friday. Bloomberg's Ven Ram breaks down the situation.

Leia mais: Treasuries Surge as Global Worries Spark Rush to Safety
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Mickey Drexler on Decker Results and Retail Outlook

Mickey Drexler, Chair of Alex Mill and Former CEO and chair of J. Crew, tells Bloomberg that apparel retailers need to do more to give consumers a reason to buy. He says product, discounting and especially newness matter, while arguing that fashion has put too little emphasis on creativity and reinvention. He speaks with Romaine Bostick on "The Close."

Leia mais: Mickey Drexler on Decker Results and Retail Outlook
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Affirm, Sam's Club Strike Exclusive Buy Now, Pay Later Deal

Affirm is teaming up with Walmart's Sam's Club as the retailer's exclusive buy-now, pay-later partner, just weeks before the key holiday shopping season kicks off. Affirm will serve as Sam's Club's exclusive BNPL provider in a multi-year agreement, starting in that role on Sam's Club's website in the coming weeks and rolling out to stores in 2027, according to a statement Thursday that didn't disclose terms of the deal. Max Levchin, Founder & CEO of Affirm, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec.

Leia mais: Affirm, Sam's Club Strike Exclusive Buy Now, Pay Later Deal
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JPMorgan's Mulvihill on AI Concentration Concerns

Aaron Mulvihill, Global Alternative Strategist at JPMorgan Asset Management, said public and private markets are connected as investors reassess the financing risks of the AI and data-center buildout. Credit demand and originations have not slowed, he said, but lenders are becoming more selective: AI-related borrowing must offer returns that justify its cost. He speaks with Romaine Bostick on "The Close."

Leia mais: JPMorgan's Mulvihill on AI Concentration Concerns
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Kroger CFO: We Are an Agent for the Consumer

Kroger CFO David Kennerley discusses the company plans to invest $5 billion in consumer value, including affordable groceries and simpler promotions, while seeking to fund the effort through $4 billion in structural cost savings. Kennerley said the company is seeing a slight uptick in inflation but remains within the range it projected earlier in the year, and will accept supplier price increases only when justified. He speaks with Romaine Bostick in "The Close."

Leia mais: Kroger CFO: We Are an Agent for the Consumer

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