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Bloomberg

Inside Carlyle's $2.6B Power Deal

Pooja Goyal, the Chief Investment Officer of Global Infrastructure at Carlyle joins Bloomberg Open Interest to explain how a $3.5 million startup budget became a multibillion-dollar AI infrastructure platform. She reveals why building early led to a reported fivefold return, while warning investors to avoid AI hype and focus on disciplined, grid-connected infrastructure that can deliver long-term value.

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Bloomberg

This Secular Bull Market Won't Be Ended by AI Bubble, Says Brian Belski

Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View.  Global AI sales, excluding China, reached $25 billion for hyperscalers and neoclouds in the first quarter of 2026, exceeding the industry's estimated $21 billion in depreciation costs tied to their investments for the second consecutive quarter. Dan Ives, Partner at Yorkville Ives & Co, and Brian Belski, CEO at Humilis Investment Strategies, discuss the AI trade's evolving market impact.

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Bloomberg

United Airlines Falls on Earnings; Eli Lilly Moves on Acquisition | Stock Movers

- Eli Lilly (LLY) shares are moving and shares of companies involved in psychedelic-related therapies are climbing in early trading Thursday as Eli Lilly & Co. agreed to acquire peer AtaiBeckley for up to $3.8 billion including a CVR. - United Airlines (UAL) fell Thursday after the airline reported second-quarter earnings. The airline also said it sees about $6 billion in added fuel costs for 2026 compared with its projections at the start of the year. - General Electric (GE) shares are moving after GE Aerospace raised its full-year outlook and topped Wall Street's earnings expectations, citing robust travel demand.

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Bloomberg

TGI Fridays Plots Major Comeback

Can TGI Fridays make a comeback? Global President Phil Broad joined Bloomberg Open Interest to explain why the restaurant chain believes franchising, international expansion, and renewed consumer demand can fuel a turnaround after bankruptcy. He also addresses inflation, food safety concerns and why management sees fresh opportunities in casual dining.

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Bloomberg

Trump's Still Committed to Increasing Tariffs: Froman

President Trump's temporary 10% global tariffs are set to expire on July 24, 2026. Still, Mike Froman believes the president is committed to implementing new, long-term levies on imports to the US. Froman is president of the Council on Foreign Relations and former US Trade Representative. He speaks with Bloomberg's David Gura at the Aspen Security Conference in Colorado.

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