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Bloomberg

AI Valuation Gaps Set to Widen as Investment Cycle Matures

A volatile month for US equities ended on a higher note Friday, with the S&P 500 Index clocking a 1.1% weekly advance. Much of the comeback can be linked to gains in technology stocks on Thursday and Friday, particularly Microsoft. and Amazon. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses recent tech earnings and their market impact as traders look ahead to jobs data this week.

Leia mais: AI Valuation Gaps Set to Widen as Investment Cycle Matures
Bloomberg

Gold Could Start Climbing Toward 5,000, Says Standard Chartered's Cooper

Standard Chartered's Suki Cooper joins Bloomberg Open Interest to explain why gold could resume its climb toward 5,000. She says central-bank demand, geopolitical uncertainty, and portfolio diversification remain powerful supports, while recent price resilience suggests gold has established a durable floor despite higher yields and weak ETF positioning.

Leia mais: Gold Could Start Climbing Toward 5,000, Says Standard Chartered's Cooper
Bloomberg

Pimco's Stracke Says AI-Related Financing in Early Innings

Pimco President Christian Stracke says the financing of digital infrastructure is only in the early innings. Speaking on "Bloomberg Open Interest," Stracke also discusses the risks in the lending market, the private credit "confidence gap" and where he sees financing opportunities in the current environment.

Leia mais: Pimco's Stracke Says AI-Related Financing in Early Innings