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Bloomberg
Financial

Surprising Netflix Is Not Looking at Other Opportunities: Fmr. Content Director

Simon Gallagher, Hanaging Director of SPG Global and a Former Netflix Content-Acquisition Director, says hiring Peter Rice signals a more commercial programming strategy. While niche titles can succeed, Gallagher argues Netflix should lean more toward broadly appealing films and shows to support growth. He speaks with Romaine Bostick on "The Close."

Leia mais: Surprising Netflix Is Not Looking at Other Opportunities: Fmr. Content Director
Bloomberg
Financial

PGIM's Bryan McDonnell on 2027 Real Estate Credit Market

Bryan McDonnell, Head of Real Estate Credit Strategies at PGIM, says investors should adjust business models to a higher-rate environment rather than count on rates falling. He describes the market's recent uncertainty as a gap between rate expectations and reality, with Treasury yields rising above 5% after expectations briefly converged around 4%. He speaks with Romaine Bostick & Jess Menton on "The Close."

Leia mais: PGIM's Bryan McDonnell on 2027 Real Estate Credit Market
Bloomberg
Financial

Cboe's Mandy Xu on Market Volatility

Mandy Xu, Vice President and Head of Derivatives Market Intelligence at Cboe Global Markets, says options-market sentiment shifted notably over the past week. After positioning had been broadly bullish at both the index and single-stock levels, investors increased hedging demand, particularly for index protection. She speaks with Romaine Bostick & Jess Menton on "The Close."

Leia mais: Cboe's Mandy Xu on Market Volatility
Bloomberg
Financial

SpaceX Earnings Blow Past Wall Street Estimates

SpaceX is blowing past all Wall Street expectations in its second earnings report as a public company. Elon Musk's company posted its first quarterly profit $4.4 billion, or 35 cents a share, more than double estimates while spending nearly $20 billion on capex. Ross Gerber of Gerber Kawasaki Wealth and Investment Management, is a shareholder. He says SpaceX should just buy Tesla now.

Leia mais: SpaceX Earnings Blow Past Wall Street Estimates
Bloomberg
Financial

Anthropic S1 Shows $80 Billion Loss This Year, WSJ Reports

Anthropic PBC could spend $750 billion on additional computing power in the coming years and it lost $80.7 billion in the first half of this year, according to the Wall Street Journal. The media outlet says it obtained a copy of the company's S1 filing as it prepares to go public. Romaine Bostick and Jess Menton report.

Leia mais: Anthropic S1 Shows $80 Billion Loss This Year, WSJ Reports
Bloomberg
Financial

Russian Satellite Raises Space Warfare Fears

Clayton Swope, deputy director of the CSIS Aerospace Security Project, said that we shouldn't look at movement in Space as separate from what countries do on on earth, after a Russian satellite approached an American satellite used by Ukraine. Swope said that the move should be evaluated as an 'example of Russia doing hybrid warfare zone activities that threaten US interests and European interests' and is all part of the same geopolitical problem as the Russia Ukraine war.

Leia mais: Russian Satellite Raises Space Warfare Fears
Bloomberg
Financial

Iran, China & Russia Look to Seize on Election Opportunity, Says Mara Rudman

Mara Rudman, senior fellow at the University of Virginia's Miller Center and former US State Department official, said that one of the challenges facing the United States is that President Trump sees himself as 'part of the club' of leaders including Putin and Xi. Rudman said that countries like Iran, China and Russia are looking to 'maximize the opportunities' they have to create instability during the US midterm elections and the presidential election in Israel.

Leia mais: Iran, China & Russia Look to Seize on Election Opportunity, Says Mara Rudman