Todas as matérias desta categoria, das mais recentes às mais antigas.
Apple reports fourth-quarter results after the bell Monday, following a 25% run up in the stock from a low in late June which added roughly $1 trillion in market value. Gil Luria, head of technology research at DA Davidson, sees the company as a safe haven from the artificial intelligence trade and has a preview of what he expects to be "tricky" results for Apple on "Bloomberg Surveillance."
Earl Davis, head of fixed income and money markets at BMO Global Asset Management, explains the factors that make TIPS (Treasury Inflation Protected Securities) "the perfect hedge" to earnings and capex uncertainty in the artificial intelligence trade. He speaks on "Bloomberg Surveillance."
Jessica Taylor, senate and governors editor at The Cook Political Report, examines the Michigan senate race as Democratic Representative Haley Stevens backed Republican candidate Mike Rogers, breaking with Democratic nominee Abdul El-Sayed. Taylor also looks at polling for potential toss up senate races across the country on "Bloomberg Surveillance."
Neil Dutta, head of US economic research at Renaissance Macro Research, expects a change to the Federal Reserve's inflation expectations in early 2027 and sees the need for a total of 4 or 5 interest-rate hikes from the central bank. He speaks on "Bloomberg Surveillance."
Edward Yardeni, president at Yardeni Research, examines the potential market implications of a blue wave in the US midterm election, saying it "could be a very cold shower for the markets in terms of the gridlock" in government. He speaks on Bloomberg Television.
Edward Yardeni, president at Yardeni Research, explains why the slowdown in the AI trade is a good thing for both stocks and bonds as he holds to his year-end target for the S&P 500. He speaks on Bloomberg Television.
Alphabet is testing investor demand less than a week after its disappointing third-quarter earnings, kicking off its second sale of euro bonds this year. The Google parent has opened the books on a seven-part offering spanning maturities from two to 19 years, according to a person familiar with the matter. Matthew Bloxham of Bloomberg Intelligence has more.
President Donald Trump said he may have to become "Mr. Veto" if Democrats win a majority in Tuesday's midterms, according to a clip of a New York Post interview aired Sunday on Fox News. It comes as polls suggest the Democrats are expected to make gains in the House and the Senate. Bloomberg's Senior Writer Stephanie Baker joins Stephen Carroll and Caroline Hepker on Bloomberg Radio to discuss
Derek Halpenny, MUFG global markets research head, tells Bloomberg Television artificial intelligence is "everywhere" in GDP data in the United States. "The US is very exposed, very dependent to a continuation of the very positive story that we have on AI," he says, adding that the dollar is also vulnerable.
AI "is going to transform the economics of the energy world," OpenAI Chief Executive Officer Sam Altman said Monday at the Adipec conference in Abu Dhabi. The ChatGPT-maker's signed deals to deploy its technology across energy companies, investment firms and government agencies across the United Arab Emirates, deepening ties as it seeks billions of dollars in funding from the country's state-backed investors.
Peter Specht, Partner at Creandum, on raising of capital and Creadum's plans to deploy the fund across Europe and the US. He speaks with Tom Mackenzie, Guy Johnson and Anna Edwards on Bloomberg's "The Opening Trade."
Gerry Fowler, chief European equity strategist and head of derivates at UBS, says the AI trade is "still quite robust" and that memory makers are "pricing an incredibly short AI cycle that we think is longer." He speaks on Bloomberg Television.
