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Bloomberg

Israel Isolation Status is a 'Real Threat to Israel,' Says Amb. Rahm Emanuel

Ambassador Rahm Emanuel, Former Mayor of Chicago and Former Chief of Staff to President Obama, joins Bloomberg's David Gura from the Aspen Security Forum in Colorado. They discuss what to expect from President Trump's address Thursday night, US foreign policy, conflict in the Middle East, and US election integrity.

Leia mais: Israel Isolation Status is a 'Real Threat to Israel,' Says Amb. Rahm Emanuel
Bloomberg

Abbott Boosts 2026 Profit Guidance as Sales Across Business Rise

Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, joined Bloomberg's Paul Sweeney and Scarlet Fu to breakdown Abbot Laboratories stronger-than-expected second quarter driven by improved performance across most of its business lines.  Abbott Laboratories raised its 2026 profit guidance after a stronger-than-expected second quarter driven by improved performance across most of its business lines. The company now expects adjusted earnings to fall between $5.45 to $5.60 a share this year, a 5-cent improvement at the midpoint, it said in a statement Thursday. Profit and sales in the second quarter both surpassed Wall Street estimates. Shares rose 2.7% in early trading in New York.  Abbott's device and diabetes businesses modestly beat Wall Street estimates. Its FreeStyle Libre 3 glucose sensors were linked late last year to more than 700 injuries and seven deaths after they were found to be providing incorrect readings.

Leia mais: Abbott Boosts 2026 Profit Guidance as Sales Across Business Rise
Bloomberg

Lilly to Buy Psychedelic Firm AtaiBeckley for Up to $3.8 Billion

Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Autos, joined Bloomberg's Paul Sweeney and Scarlet Fu to dissect the latest in biotech sector, specifically Lilly going psychedelic and Merck attacking cholesterol. Eli Lilly & Co. agreed to buy AtaiBeckley Inc. for as much as $3.8 billion, underscoring growing interest from large drugmakers in the once-fringe area of psychedelic medicine.  Lilly will pay $6.75 a share in cash plus as much as another $2.50 a share if drug-development milestones are met, according to a statement Thursday. The base price is 26% above where AtaiBeckley shares closed Wednesday. The announcement confirms a report by Bloomberg News that the companies were nearing a deal.

Leia mais: Lilly to Buy Psychedelic Firm AtaiBeckley for Up to $3.8 Billion
Bloomberg

Inside Carlyle's $2.6B Power Deal

Pooja Goyal, the Chief Investment Officer of Global Infrastructure at Carlyle joins Bloomberg Open Interest to explain how a $3.5 million startup budget became a multibillion-dollar AI infrastructure platform. She reveals why building early led to a reported fivefold return, while warning investors to avoid AI hype and focus on disciplined, grid-connected infrastructure that can deliver long-term value.

Leia mais: Inside Carlyle's $2.6B Power Deal
Bloomberg

Chip Stocks Hit by AI Spending Worries After Rally

A selloff in chipmakers dragged down stocks amid concerns over whether massive artificial-intelligence investments will justify lofty valuations, with a resurgence in geopolitical risks also weighing on sentiment. Cam Dawson, CIO at NewEdge Wealth, discusses market growth and what she expects to see from the remainder of earnings season.

Leia mais: Chip Stocks Hit by AI Spending Worries After Rally
Bloomberg

This Secular Bull Market Won't Be Ended by AI Bubble, Says Brian Belski

Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View.  Global AI sales, excluding China, reached $25 billion for hyperscalers and neoclouds in the first quarter of 2026, exceeding the industry's estimated $21 billion in depreciation costs tied to their investments for the second consecutive quarter. Dan Ives, Partner at Yorkville Ives & Co, and Brian Belski, CEO at Humilis Investment Strategies, discuss the AI trade's evolving market impact.

Leia mais: This Secular Bull Market Won't Be Ended by AI Bubble, Says Brian Belski
Bloomberg

Texas Governor Abbott, Saronic CEO on Floods, Shipyard Plans

Texas Governor Greg Abbott and Saronic Technologies CEO Dino Mavrookas discuss Saronic's plan to to build a $3.2 billion shipyard in South Texas to build medium-class and large-class autonomous surface vessels. Speaking on "Bloomberg Tech," they also discuss the recent flooding in Texas, the state's economy and Saronic's role in the Iran war.

Leia mais: Texas Governor Abbott, Saronic CEO on Floods, Shipyard Plans
Bloomberg

United Airlines Falls on Earnings; Eli Lilly Moves on Acquisition | Stock Movers

- Eli Lilly (LLY) shares are moving and shares of companies involved in psychedelic-related therapies are climbing in early trading Thursday as Eli Lilly & Co. agreed to acquire peer AtaiBeckley for up to $3.8 billion including a CVR. - United Airlines (UAL) fell Thursday after the airline reported second-quarter earnings. The airline also said it sees about $6 billion in added fuel costs for 2026 compared with its projections at the start of the year. - General Electric (GE) shares are moving after GE Aerospace raised its full-year outlook and topped Wall Street's earnings expectations, citing robust travel demand.

Leia mais: United Airlines Falls on Earnings; Eli Lilly Moves on Acquisition | Stock Movers