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Bloomberg
Financial

Navarro Says Countries Are Helping China Avoid Tariffs

US customs officials are being overwhelmed by countries that are helping China avoid tariffs, White House trade adviser Peter Navarro says. He says the Trump administration is using artificial intelligence to help catch countries that are part of China's transshipment network. He speaks on "Bloomberg Surveillance."

Leia mais: Navarro Says Countries Are Helping China Avoid Tariffs
Bloomberg
Financial

Private Credit Markets Face AI Debt Exposure Challenge

The growth of AI and hyperscalers poses opportunities but also risks, accounting for as much as 30% of net new issuance this year in some indexes if you include Nvidia Corp. which this week attempted to calm credit markets by offering its computing power as a form of securitization. Neil Callanan of Bloomberg News warns that while systemic risk is not imminent, it could materialize if banks become overly exposed to the impact of residual value guarantees or if insurance products linked to them create circular liabilities.

Leia mais: Private Credit Markets Face AI Debt Exposure Challenge
Bloomberg
Financial

Anthropic Eyes $6 Billion Offer For AI Startup Decart

Anthropic is in talks to buy the AI startup Decart, according to people familiar with the matter. Bloomberg Intelligence Senior Analyst Matthew Bloxham explains that Decart's so-called world models could reduce the cost of training AI by making chips more effective and that the deal could provide an important boost to Anthropic's growth.

Leia mais: Anthropic Eyes $6 Billion Offer For AI Startup Decart
Bloomberg
Financial

M&G Eyes Broader Opportunities Amid Concentration Risk

Fabiana Fedeli, CIO of multi-asset at M&G Investments, says the level of concentration in Asian equity indices and the S&P is a concern, but that there are "plenty of opportunities" from a broader market perspective. "There are some real outstanding winners that are not actually in AI," Fedeli tells Bloomberg Television. "There's a lot of comfort that you can actually grow from that."

Leia mais: M&G Eyes Broader Opportunities Amid Concentration Risk