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Bloomberg

Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX's historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale "distribution event" that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of "Bloomberg Tech".

Leia mais: Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut
Bloomberg

Investors Look Beyond Chips For Next Big Thing in Tech

As the AI hype continues to grow, investors are looking beyond chips to find the next big thing to revolutionize the tech sector. Ankur Crawford, Portfolio Manager at Alger, says there hasn't been a business like SpaceX before as markets react to the significance of the AI trade. She joins Ed Ludlow on "Bloomberg Tech".

Leia mais: Investors Look Beyond Chips For Next Big Thing in Tech
Bloomberg

Intel Rallies After Trump Says It Struck Apple Chip Deal

Intel Corp.'s stock surged Thursday after US President Donald Trump said the chipmaker will work with Apple Inc. to design and produce semiconductors domestically. Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses the deal and what it means for both companies and the broader tech landscape.

Leia mais: Intel Rallies After Trump Says It Struck Apple Chip Deal
Bloomberg

Warsh Rocks Bond Market in Debut, Sparks Surge in Hike Bets

Traders piled into betting on interest-rate hikes as soon as next month after Kevin Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won't tolerate high inflation. Jennifer Lee, Senior Economist at BMO Capital Markets, discusses the FOMC decision and what she expects to see as Kevin Warsh settles in as Fed Chair.

Leia mais: Warsh Rocks Bond Market in Debut, Sparks Surge in Hike Bets
Bloomberg

Anduril Secures Landmark Air Force Drone Contract

Anduril just won a production contract for autonomous fighters with the US Air Force. It's also secured a key role in the race to provide software for those aircraft, and is moving toward scaled manufacturing as the Pentagon pushes for a fleet of up to 1,000 autonomous combat jets. Anduril CEO Brian Schimpf joins Ed Ludlow on "Bloomberg Tech" to discuss it all.

Leia mais: Anduril Secures Landmark Air Force Drone Contract
Bloomberg

Iran Deal Leaves Questions: Paggi

Livia Paggi, Senior Managing Director and Head of Political Risk at J.S. Held joined Bloomberg Open Interest to break down President Trump's Iran deal, warning that while markets welcomed lower oil prices and an open Strait of Hormuz, the agreement leaves major questions unresolved on Iran's nuclear program, sanctions relief, ballistic missiles and Israel's role in Lebanon.

Leia mais: Iran Deal Leaves Questions: Paggi