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Bloomberg
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Long-Term Debt Costs Soar to Highest in Decades as Bonds Slump

Bloomberg Intelligence chief US interest rate strategist Ira Jersey said that part of the reason for the rise in yields for long-term treasuries is that US bonds have to compete with bonds from other countries like Japan. Jersey, who was joined by Bloomberg's Davide Barbuscia, said that buyers are concerned about the health of developed bond markets and need a higher yield incentive to buy. Barbuscia also said that the competition from corporate bonds is 'unprecedented' and that there has been record levels of issuance so far in 2026.

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Bloomberg
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China Trying to 'Run Out the Clock' on Trump Presidency, Says Shehzad Qazi

Shehzad Qazi, COO of China Beige Book, said that expectations should be low for the upcoming meeting between President Trump and Chinese President Xi in September. Qazi said that the continued meetings between the two leaders acts as a way to continue the trade truce between the US and China and for China to try and 'run out the clock' on Trump's presidential term.

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Bloomberg
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Texas Has 'No Real Protections' Against Data Center Impact, Says Gina Hinojosa

Democrat candidate for Governor in Texas Gina Hinojosa said that Texas voters are concerned with the impact of the data center 'gold rush' that has descended on the rural part of the state and that incumbent Governor Greg Abbott has left Texans with 'no real protections.' Hinojosa also discussed immigration policy in the state and said that Texans across both parties want 'something that makes sense' and doesn't target hardworking, law-abiding Texans.

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Bloomberg
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Silicon Valley Is Still the Center of AI, Says GV

The speed of AI development means investors trying to stay ahead of the curve, need to move faster than ever. For venture firm GV, this means focusing on the application layer, having already made strategic bets on AI infrastructure and chip startups. Dave Munichiello, managing partner at GV, discusses GV's early investment in Modular and its acquisition by Qualcomm, and why the firm is encouraging investors to spend more time in Silicon Valley. He joins Ed Ludlow on "Bloomberg Tech."

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Bloomberg
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AI Stress Tester: Models Have Crossed a 'Threshold of Competency'

After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models. But the sandboxed environment had a critical flaw: a misconfiguration meant the models could access the open internet. Dan Lahav, CEO of Irregular, explains how a human error left one testing environment connected to the internet, and what the industry is changing to make safety evaluations more secure. He joins Ed Ludlow on "Bloomberg Tech."

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