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PIMCO Head of Public Policy and Managing Director Libby Cantrill joins Bloomberg Businessweek Daily to discuss the contents of President Trump's State of the Union speech. Cantrill says that the address was "more of a rehashing of the political winds and pretty light on policy details and light on a road map" for the GOP heading into the midterms. She also discusses the potential impacts of Trump's tax cuts and how voters could shift priorities come November. Cantrill speaks with Carol Massar and Tim Stenovec.

MercadoLibre CFO Martin de los Santos joins Bloomberg Businessweek Daily to discuss the company's fourth quarter earnings results as the Uruguay-based e-commerce firm sees a miss in quarterly net income, but growth in its fintech and e-commerce units. He also discusses the company's success with its digital payments platform, e-commerce adoption and trends among Latin American consumers, and more. de los Santos speaks with Carol Massar and Tim Stenovec.

Brett Schulman, Co-Founder and CEO of CAVA, discusses how the company has been able to outpace inflation and competitors while maintaining high-quality ingredients, convenient multichannel access, and a strong customer experience. He speaks with Romaine Bostick on "The Close."

Zack Kass, global AI adviser and former head of Go-to-Market at OpenAI, says software stocks instead of AI might have been in a bubble. Speaking on "Bloomberg The Close," Kass also addresses the optimism expressed by Nvidia's CEO Jensen Huang regarding the rapid growth of agentic AI applications.

Anthropic, which for years billed itself as a safer alternative to artificial intelligence rivals, has loosened its commitment to maintaining its guardrails, one of the most dramatic policy shifts in the AI industry yet as startups once focused on helping humanity turn their attention to profit and success. The company in 2023 said in its Responsible Scaling Policy that it would delay AI development that might be dangerous. In a Tuesday blog post, Anthropic said it was updating its rules to say it would no longer do so if it believes it lacks a significant lead over a competitor. Bloomberg News Tech & National Security Reporter Katrina Manson joins Bloomberg Businessweek Daily to discuss. She speaks with Carol Massar and Tim Stenovec.

Victor Khosla, founder and CIO of Strategic Value Partners, warns about the contagion risk facing the credit market from the selloff in software stocks. He speaks on "Bloomberg The Close."

Matt Bryson, managing director of equity research, hardware at Wedbush Securities, reacts to Nvidia's fourth-quarter results and forecast. He speaks on "Bloomberg The Close."

Bloomberg Tech Host Ed Ludlow and Jay Goldberg, Senior Analyst at Seaport Research Partners, react as Nvidia earnings cross the wire. The world's most valuable company says fiscal first-quarter sales will be about $78 billion and customers are racing to invest in AI compute.

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Caroline Hyde, Carol Massar and Tim Stenovec.

Jan Vesely, partner at global private equity firm EQT, talks with Bloomberg's Dani Burger on "Bloomberg Deals". They discuss AI infrastructure as demand is forecast to require more than $3 trillion in data center investment, including related power supplies, according to estimates from Morgan Stanley and Moody's Ratings.

On "Bloomberg Deals", Ravi Mhatre, partner and co-founder at Lightspeed Venture Partners, joins Dani Burger. The high-profile enterprise investor counts Anthropic and xAI in his company's portfolio. They discuss the boom in AI, how the new technology will affect the workforce, guardrails for growth and investments in the sector.

Circle CEO Jeremy Allaire discusses the stablecoin company's growth in new lines of business last quarter. He joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."