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Bloomberg

AI Capex Cycle Hasn't Reached Overspend Yet: BlackRock

Helen Jewell, BlackRock's fundamental equities international CIO, discusses investment in the artificial intelligence space, saying "the next few years are very clear from an AI perspective because of the amount of capital that you'll see being invested in that space." Speaking on Bloomberg Television, Jewell adds that while every capex cycle reaches the point when overspend starts to happen, that is not the case yet. "We don't believe that we're there now."

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Bloomberg

Iran Ceasefire Was Built to Fail Says Marc Champion

The US military struck Iran for the second straight day, an escalation of violence that threatens efforts to reach a permanent peace deal. Bloomberg Opinion's Marc Champion joins Caroline Hepker and Lizzy Burden on Daybreak Europe to discuss why he believes The war and ceasefire terms did not represent Iran's "unconditional surrender" and why the ambiguous language has allowed both sides to continue pursuing their war aims by other means.

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Bloomberg

Crosby on Far Right, Iran War, US Mid-Term Impact

CT Group Co-Founder & Executive Chairman Sir Lynton Crosby addresses the surge of voters moving far right, warning of destabilizing consequences for democracies worldwide. He also discussed the potential fallout of a war with Iran, noting its ripple effects on the US mid-term elections and the fragile balance of American politics. He speaks with Haslinda Amin on "Insight with Haslinda Amin."

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