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Bloomberg

Expert Warns Iran Conflict Could Escalate

Tensions are rising fast in the Middle East as President Trump threatens more military action against Iran.  Dana Stroul, Director of Research at the Washington Institute and former Deputy Assistant Secretary of Defense for the Middle East, joined Bloomberg Open Interest. She says Iran sees US military buildup as a push toward ground war and not real negotiations. She also warns the Strait of Hormuz disruption is already shaking global trade, with Gulf states increasingly aligned with the US and open to supporting further action.

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Bloomberg

Meta and Google Found Liable; Corebridge and Equitable Merge; Pony AI Swings to Profit

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Corebridge Financial and Equitable Holdings to combine in an all-stock merger, valuing the combined company at approximately $22 billion. - Meta Platforms Inc. and Alphabet Inc.'s Google must pay damages to a 20-year-old woman who said her addiction to social media caused her mental health struggles, a jury concluded in a landmark decision that could signal hefty risks for the companies as they fight thousands of similar claims. - Pony AI Inc. delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.

Leia mais: Meta and Google Found Liable; Corebridge and Equitable Merge; Pony AI Swings to Profit
Bloomberg

AI is Driving a Real-Time Recalibration Says Bernstein

Brad Bernstein, Managing Partner at FTV Capital, joins Paul Sweeney and Tom Keene to discuss how AI exuberance is driving both dislocation and opportunity. Bernstein says with AI, we're in the early innings of a major platform shift similar to cloud or mobile, but with much more uncertainty around how it will play out. (Fixes spelling in headline)

Leia mais: AI is Driving a Real-Time Recalibration Says Bernstein
Bloomberg

AI is Driving a Real-Time Recalibration Says Berstein

Brad Bernstein, Managing Partner at FTV Capital, joins Paul Sweeney and Tom Keene to discuss how AI exuberance is driving both dislocation and opportunity. Bernstein says with AI, we're in the early innings of a major platform shift similar to cloud or mobile, but with much more uncertainty around how it will play out.

Leia mais: AI is Driving a Real-Time Recalibration Says Berstein
Bloomberg

Fed Should Do Nothing for This Moment, Goldman's Robert Kaplan Says

Robert Kaplan, vice chairman at Goldman Sachs, says, "the Fed is wise to be a risk manager here, not a prognosticator," in response to the war in Iran. Kaplan also discusses the US economy, how the war has impacted financial activity in the Gulf, and what the firm is telling clients at this moment.

Leia mais: Fed Should Do Nothing for This Moment, Goldman's Robert Kaplan Says