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Bloomberg
Financial

Don't See Canary in Coal Mine For AI: Khoda

Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." A measure of CoreWeave's credit risk climbed to an all-time high Thursday as some of its high-yield bonds extended declines, rattled by the AI cloud-computing company's talk of tapping vast pools of capital from insurers.

Leia mais: Don't See Canary in Coal Mine For AI: Khoda
Bloomberg
Financial

Moderate Dems Will Drive Midterm Success, Says Rep. Stanton

Democratic Representative from Arizona Greg Stanton said that he isn't concerned about Democrats casting their sights too wide on potential midterm pickups and that putting forward moderate candidates who will 'fight to restore checks and balances' and appeal to independents is the way to win back control of congress in November. Stanton, who serves as chair of the New Democratic Caucus Political Action Committee, said that when it comes to further left candidates such as Abdul El-Sayed the party is a 'big tent.'

Leia mais: Moderate Dems Will Drive Midterm Success, Says Rep. Stanton
Bloomberg
Financial

Texas Senate Race Will Come Down to Turnout, Says Siena's Levy

Don Levy, director of the Siena Research Institute, said that while the Democratic party itself is not gaining in popularity, 'change' is what's on top of mind for voters, and 'they want their lives to be better' and see voting as a way to do that. Levy also discussed the fight for Latino voters in Texas and other sunbelt states and said that many voters believe that ICE tactics go too far.

Leia mais: Texas Senate Race Will Come Down to Turnout, Says Siena's Levy
Bloomberg
Financial

Data Center Backlash Becomes a Midterm Flashpoint

As the AI infrastructure boom drives a wave of data center construction, concerns over electricity costs, water use and local impacts are increasingly entering the political debate ahead of the midterms. Cato Institute senior fellow Jennifer Huddleston discusses the economic benefits data centers can bring to communities and why she argues the technology industry needs to do a better job explaining the role data centers play beyond generative AI. She joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Data Center Backlash Becomes a Midterm Flashpoint
Bloomberg
Financial

Inside Blackstone's Massive Bet on the AI Boom

Blackstone has built one of Wall Street's broadest bets on AI, investing across the ecosystem from data centers, power and cooling to chip financing and companies including OpenAI, Anthropic and SpaceX. Bloomberg's Preeti Singh explains how President and COO Jon Gray spotted the infrastructure opportunity early and why he sees AI as a generational economic shift that investors can't afford to ignore. She joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Inside Blackstone's Massive Bet on the AI Boom
Bloomberg
Financial

Anduril to Sell Insider Shares at $90 Billion Valuation

Anduril is allowing employees to sell shares as part of a tender that stands to value the defense technology startup at roughly $90 billion. The tender offer is open to current and former Anduril employees in 16 countries and is set to close on November 9. Bloomberg's Katrina Manson joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Anduril to Sell Insider Shares at $90 Billion Valuation
Bloomberg
Financial

VW Wants to Take On Wrangler and Bronco on Their US Home Turf

Volkswagen AG is investing heavily in the US market, which Chief Executive Officer Oliver Blume says is "one big growth opportunity" for the company. The company plans to enter the US market for light trucks and offroad sport utility vehicles, with projects including a software venture with Rivian Automotive Inc. and the revival of heritage brand Scout. Volkswagen aims to field a midsize pickup and an offroad SUV to compete with established US franchises such as General Motors Co.'s Chevrolet Colorado and Ford Motor Co.'s Bronco. Bloomberg's Gabrielle Coppola breaks it all down on Bloomberg Intelligence

Leia mais: VW Wants to Take On Wrangler and Bronco on Their US Home Turf