Todas as matérias desta categoria, das mais recentes às mais antigas.
Dan Ives, partner and senior managing director at Yorkville Ives & Co., discusses concerns about Anthropic's upcoming IPO. He examines capital raised by hyperscalers, calling it the "start of winners and losers" in the AI trade and says chip stocks have about another 10% - 12% to fall. He speaks on "Bloomberg Surveillance."
Bob Michele, global head of fixed income at JPMorgan Asset Management, offers guidance to the US Treasury ahead of the November 2026 quarterly refunding announcement. He says the equity market "is going to go through some of its demons" to the benefit of the bond market and provides his outlook for bond yields. He speaks on "Bloomberg Surveillance."
Louis Mosley, who oversees Palantir's business in the UK and Europe, says, "blue chips on this side of the Atlantic are not yet adopting AI." He made the comments in a conversation with Tom Giles at Bloomberg Tech in London. "That worries me because we're starting to see extraordinary results from those customers, those big American blue chips," he adds.
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says diversification is partly required to navigate the AI trade as he sees profits remaining strong, but growing at a slower pace. He speaks on "Bloomberg Brief."
Katharine Neiss, deputy head of global economics and chief European economist at PGMI, discusses the implications of the midterm elections for US policy and economy. If Democrats take over both houses "we're going to see more political gridlock in Washington," Neiss tells Bloomberg Television. She also comments on the potential implications for the Federal Reserve, saying that the central bank's decision to hold interest rates was "a mistake."
Mati Staniszewski co-founder and chief executive officer of voice AI startup ElevenLabs, says he'd "love to IPO" in the future. "IPO of course is not an end in itself," Staniszewski says during an interview with Tom Mackenzie at Bloomberg Tech in London. "It's a step in the journey."
Jitania Kandhari, deputy CIO of the solutions and multi-asset group at Morgan Stanley, discusses the ongoing correction in AI-related stocks, noting that investors' priorities have shifted. "I think the markets are now saying not AI at any price, but AI with profit," Kandhari says on Bloomberg Television.
Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
PIMCO CEO Emmanuel Roman says the ongoing crisis in the Middle East is driving high interest rates. Roman spoke to Yvonne Man and David Ingles on the sidelines of the HKMA Global Financial Leaders' Investment Summit.
Arbitrum's Security Council froze 8,425 ETH and 74.56 million ARB linked to the Binance exploit.
EFG International CEO Giorgio Pradelli discusses strong wealth creation across markets, says the company is seeing incredible growth in China and expects IPOs to grow there. Pradelli spoke to Yvonne Man and David Ingles on the sidelines of the HKMA Global Financial Leaders' Investment Summit.
Ares Management CEO and Co-Founder Michael Arougheti says Asia's private-credit market is not yet large enough to meet demand as global investors increasingly look to the region. He spoke to Yvonne Man and David Ingles on the sidelines of the HKMA Global Financial Leaders' Investment Summit.
