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SambaNova CEO: AI's Next Phase Is About Efficiency

SambaNova CEO Rodrigo Liang says the AI infrastructure boom is entering a new phase focused increasingly on inference, efficiency and return on investment. As the company closes its Series F with new strategic investors, Liang discusses why enterprises including JPMorgan are running AI infrastructure behind their own firewalls and why frontier models and private AI systems can coexist. He joins Bloomberg's Dani Burger from the CAIS Summit in Beverly Hills, live on "Bloomberg Tech."

Leia mais: SambaNova CEO: AI's Next Phase Is About Efficiency
Bloomberg
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Meta's Muse Wonder Takes Aim at OpenAI, Anthropic

Meta says its new Muse Wonder model has frontier-level capabilities, marking a major milestone in the company's AI overhaul under chief AI officer Alexandr Wang. Bloomberg's Riley Griffin spoke to him, and joins to discuss how Meta is positioning the model against rivals including OpenAI and Anthropic and how it was purpose-built to power the company's Muse personal AI assistant. She joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Meta's Muse Wonder Takes Aim at OpenAI, Anthropic
Bloomberg
Financial

India's Jaishankar Says China Not Giving Level Playing Field

Indian Foreign Minister Subrahmanyam Jaishankar says India and China are discussing whether they can settle some parts of their disputed border before reaching a deal on the entire boundary during an interview with Bloomberg Editor-In-Chief John Micklethwait at the Bloomberg New Economy Forum in New Delhi.

Leia mais: India's Jaishankar Says China Not Giving Level Playing Field
Bloomberg
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We're Back to Normal Rates, Says Ed Yardeni

Yields in the US and other advanced economies have climbed to multidecade highs, tightening financial conditions, amid higher inflation triggered by the US-Iran war and concern about budget shortfalls. Traders have responded by paring rate-hike expectations, with the amount priced into swaps across eight major economies falling by almost 200 basis points since mid-September, according to data compiled by Bloomberg.  Ed Yardeni, President at Yardeni Research, discusses his S&P call and why he believes rates are 'back to normal' and not 'higher for longer.'

Leia mais: We're Back to Normal Rates, Says Ed Yardeni
Bloomberg
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Domino's Drops on Sales Growth Miss; Bumble Goes Private | Stock Movers

On this episode of Stock Movers: - Domino's Pizza (DPZ) shares are lower after the restaurant chain reported total domestic stores comp sales growth for the third quarter that missed the average analyst estimate. - Johnson & Johnson (JNJ) shares are moving as the company reports earnings. J&J raised its profit guidance as demand for newer drugs in cancer and autoimmune diseases overshadowed more anemic growth in the company's medical device business. - Bumble (BMBL) shares are halted on news Ithaca is taking Bumble private for $1.3 billion, with a deal price of $6.05 per share. Bumble founder Whitney Wolfe Herd said she would "remain actively involved with Bumble" after the deal, which marks a significant change for the company that was valued at $14 billion when it went public.

Leia mais: Domino's Drops on Sales Growth Miss; Bumble Goes Private | Stock Movers
Bloomberg
Financial

New Mountain Bets on Defensive Growth

As investors reassess private credit, New Mountain Capital's Laura Holson says direct lending is offering attractive opportunities with wider spreads and improved lender protections. She joins Bloomberg Open Interest to explain why higher rates can benefit floating-rate investments, what risks borrowers face, and why her firm favors defensive-growth sectors such as industrial automation and animal health.

Leia mais: New Mountain Bets on Defensive Growth