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Bloomberg

Why SpaceX's Future Depends on Starship

SpaceX's future extends far beyond rockets, but according to Mizuho, the success of Starship remains the key to unlocking the company's AI, Starlink and orbital infrastructure ambitions. Brett Linzey, Mizuho's head of industrial research, joins Bloomberg to explain why he sees further upside for the stock and how he's valuing SpaceX's next generation of businesses. He joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg

Partners Group's Peiner on AI Infrastructure Boom

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

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Bloomberg

AI Driving Commercial Security Demand

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.

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Bloomberg

Stocks Get Lift From Chipmakers as Oil Rally Wanes

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.

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Bloomberg

AMC Jumps on Earnings Beat; Domino's Moves on Diner Pullback | Stock Movers

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.

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