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Bloomberg

SOTU Speech Light On Details, Midterm Roadmap: PIMCO's Cantrill

PIMCO Head of Public Policy and Managing Director Libby Cantrill joins Bloomberg Businessweek Daily to discuss the contents of President Trump's State of the Union speech. Cantrill says that the address was "more of a rehashing of the political winds and pretty light on policy details and light on a road map" for the GOP heading into the midterms. She also discusses the potential impacts of Trump's tax cuts and how voters could shift priorities come November. Cantrill speaks with Carol Massar and Tim Stenovec.

Leia mais: SOTU Speech Light On Details, Midterm Roadmap: PIMCO's Cantrill
Bloomberg

MercadoLibre CFO on 4Q Earnings, LatAm E-Commerce Trends

MercadoLibre CFO Martin de los Santos joins Bloomberg Businessweek Daily to discuss the company's fourth quarter earnings results as the Uruguay-based e-commerce firm sees a miss in quarterly net income, but growth in its fintech and e-commerce units. He also discusses the company's success with its digital payments platform, e-commerce adoption and trends among Latin American consumers, and more. de los Santos speaks with Carol Massar and Tim Stenovec.

Leia mais: MercadoLibre CFO on 4Q Earnings, LatAm E-Commerce Trends
Bloomberg

AI Adviser Zack Kass Says Software May Have Been in a Bubble

Zack Kass, global AI adviser and former head of Go-to-Market at OpenAI, says software stocks instead of AI might have been in a bubble. Speaking on "Bloomberg The Close," Kass also addresses the optimism expressed by Nvidia's CEO Jensen Huang regarding the rapid growth of agentic AI applications.

Leia mais: AI Adviser Zack Kass Says Software May Have Been in a Bubble