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Bloomberg
Financial

Meta's Muse Agent Makes Waves: Market Snapshot

Major banks, insurers and online travel agencies stocks took a tumble this week after Meta's new artificial intelligence agent, Muse rose to the top of Apple's app store. Increasing usage of the app sparked fears that personal AI tools could disrupt businesses that benefit from so-called consumer inertia. The Opening Trade spoke to guests about whether the latest AI developments are impacting their outlook for stocks and the broader sector amid an increasingly complex AI trade.

Leia mais: Meta's Muse Agent Makes Waves: Market Snapshot
Bloomberg
Financial

Trump-Xi Summit Small on Substance, Big on Pomp

US President Donald Trump's fete for his Chinese counterpart President Xi Jinping has been heavy on pageantry and platitudes but light on substantive announcements. The most significant news tied to the gathering materialized before it even began, as Treasury Secretary Scott Bessent said the two sides had extended a trade truce for another two months. Anticipated agreements on tariff cuts and a new line of communication on artificial intelligence have yet to surface. Bloomberg's Rebecca Choong Wilkins reports.

Leia mais: Trump-Xi Summit Small on Substance, Big on Pomp
Bloomberg
Financial

US, Iran Said to Be Exploring Phased Hormuz Deal

US and Iranian negotiators are exploring a phased deal that would see Tehran reopen the Strait of Hormuz and Washington lift its blockade of Iranian ports, according to a person familiar with the matter. A sequenced deal would be similar to the memorandum of understanding that the US and Iran struck in mid-June. Bloomberg's Stuart Livingstone-Wallace reports.

Leia mais: US, Iran Said to Be Exploring Phased Hormuz Deal
Bloomberg
Financial

Savor CEO on Producing Fats & Oils From Carbon Sources

Savor CEO Kathleen Alexander explains how the company builds fats and oils molecule by molecule from carbon-based inputs, aiming to reduce reliance on traditional agriculture while matching the taste and functionality of conventional fats. She discusses Savor's pilot production, commercial partnerships, and why the company sees supply-chain resilience and sustainability as major opportunities.

Leia mais: Savor CEO on Producing Fats & Oils From Carbon Sources
Bloomberg
Financial

Apple Store Creator on New Book and Retail's AI Future

Ron Johnson, Creator of the Apple Store and author of the new book "Shop Different: How Retail Revealed Apple's Genius" takes a look at the strategy behind the iconic Apple Store and how Apple has transformed over more than 50 years. He begins by reflecting on the long-running debate over whether the internet would kill retail, suggesting that concern was overstated. He speaks with Romaine Bostick & Sally Bakewell on "The Close."

Leia mais: Apple Store Creator on New Book and Retail's AI Future
Bloomberg
Financial

CFOs Face a Tougher Call on When to Borrow

It's been a good year for CFOs looking to borrow. Credit markets have largely remained open despite the war in Iran, spreads have been low and investors have been eager to buy. Mozilla CFO Eric Muhlheim and Bloomberg's Nina Trentmann discuss the impact of AI on capex spend, corporate strategy, and company principles in our CFO Briefing. They speak with Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec.

Leia mais: CFOs Face a Tougher Call on When to Borrow
Bloomberg
Financial

MSCI CEO: Investors Are Putting Money Everywhere

Henry Fernandez, Chairman and CEO at MSCI, discusses Oracle's force majeure notice in the context of heavy borrowing and large investments tied to the long-term AI story. He goes on to talk about global inflation that may linger and the Fed may need to hike again, framing the segment around pressure in markets and the cost of capital. He speaks with Romaine Bostick & Sally Bakewell on "The Close."

Leia mais: MSCI CEO: Investors Are Putting Money Everywhere