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Bloomberg

Columbia Threadneedle's Wade Sees AI Buoying Tech Rally

The boom in artificial-intelligence spending is actually accelerating, setting up the rally in tech stocks to continue for at least another couple of quarters, according to Tiffany Wade, a senior portfolio manager at Columbia Threadneedle Investments. She speaks with Ed Ludlow on Bloomberg Television's "Bloomberg Tech."

Leia mais: Columbia Threadneedle's Wade Sees AI Buoying Tech Rally
Bloomberg

Dennis Lockhart on Greenspan's Legacy, Warsh's Path Ahead

Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson's disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down. In a statement on Monday, the Fed said, "Chairman Greenspan's legacy endures at the Federal Reserve in those he mentored directly, in the economists and public servants he inspired, and in the frameworks and practices he helped shape." Dennis Lockhart, former Atlanta Fed President, joins Bloomberg Intelligence Radio to discuss Greenspan's life and legacy, as well as what lies ahead for newly minted Chairman Kevin Warsh.

Leia mais: Dennis Lockhart on Greenspan's Legacy, Warsh's Path Ahead
Bloomberg

Microsoft, Chevron Sign Power Deal for Texas Data Center

Chevron Corp. signed a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center, which could be one of the biggest in the US. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, Houston-based Chevron said in a statement Monday. That's enough to power more than 530,000 Texas homes. The oil giant, which is collaborating on the development with investment fund Engine No. 1, plans to make a final investment decision later this year. Bloomberg News previously reported the companies were in exclusive talks over a long-term power deal. For more, we speak with Kevin Crowley, Bloomberg News Oil Reporter.

Leia mais: Microsoft, Chevron Sign Power Deal for Texas Data Center
Bloomberg

Greenspan Got Many Calls Right, Kroszner Says

Randall Kroszner, University of Chicago Booth School of Business professor, and former Federal Reserve Governor, who worked with Alan Greenspan, says he got many calls right during his career, but the "one negative" needs to be acknowledged. Some say Greenspan policies contributed to the 2008 financial crisis. Kroszner speaks on "Bloomberg Open Interest."

Leia mais: Greenspan Got Many Calls Right, Kroszner Says
Bloomberg

US Had 'Very Good Day' Speaking With Iran, Vance Says

US Vice President JD Vance said talks with Iran over the weekend were "very, very good," as the sides attempt to reach a peace deal within two months and formally end a war. Vance says a key point was building a mechanism to keep the Strait of Hormuz open. He spoke to reporters in Emmen, Switzerland where talks are being held.

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Bloomberg

Lesley Marks and Katerina Simonetti on US-Iran Talks, Market Outlook

Mackenzie Investments chief investment officer Lesley Marks and Morgan Stanley private wealth advisor and senior portfolio manager Katerina Simonetti discusses the US and Iran nuclear talks, their market outlook following the SpaceX IPO. They spoke with Guy Johnson on June 19, 2026.

Leia mais: Lesley Marks and Katerina Simonetti on US-Iran Talks, Market Outlook
Bloomberg

Diversify Outside of 'AI Only Play' Says Mamadou-Abou Sarr

Wall Street traders drove stocks down from the brink of all-time highs as a renewed slide in SpaceX overshadowed optimism about progress in peace talks between the US and Iran. Mamadou-Abou Sarr, President & Co-Founder of V-Square Quantitative Management discusses the markets and how he is encouraging diversified investing.

Leia mais: Diversify Outside of 'AI Only Play' Says Mamadou-Abou Sarr
Bloomberg

AbbVie's Deal with Apogee; Regenxbio Moves on Gene Therapy Drug | Stock Movers

On this episode of Stock Movers with Nathan Hager: - Apogee (APGE) shares are soaring on news AbbVie is closing in on a nearly $11 billion deal to buy inflammatory disease drug developer Apogee Therapeutics. That's also according to a Financial Times report. - Regenxbio (RGNX) shares are moving on news Regenxbio aligned with the FDA on next steps for a potential accelerated approval of Navsunli, a gene therapy for Mucopolysaccharidosis II, with the FDA confirming the company doesn't need to conduct additional studies of the drug. - SpaceX (SPCX) is lower this morning, continuing its slide after its record IPO.

Leia mais: AbbVie's Deal with Apogee; Regenxbio Moves on Gene Therapy Drug | Stock Movers