Todas as matérias desta categoria, das mais recentes às mais antigas.
Amazon spent more than $77 billion on property and equipment in the third quarter, far more than analysts' estimates, while pursuing its effort to build data centers and fulfill demand for AI services. Anurag Rana and Poonam Goyal break down the numbers on "Bloomberg The Close."
Brent Thill, Jefferies software and internet research tech sector lead, says Amazon's earnings were not terrible, and the stock is cheap, but he says "this is not what anyone was hoping for." Spending on property and equipment was more than expected. Thill says there's been a lot of bad news from tech earnings this week. He speaks on "Bloomberg The Close."
Amanda Lynam, chief credit strategist at Goldman Sachs, and Winnie Cisar, global head of credit strategy at CreditSights, joins Scarlet Fu on "Bloomberg Real Yield." US investment-grade bond sales set an annual record as a surge in artificial intelligence spending drives companies to borrow hundreds of billions of dollars.
D.J. Tierney, senior investment portfolio strategist at Schwab Asset Management, said that 'we don't know' when the party is over for the AI trade and that Schwab is advising investors to start making changes at the margins to position themselves to insure against concentration risk.
Intel plunged in late trading after its revenue forecast missed analysts' estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. Ed Ludlow recaps his interview with Intel CEO Lip-Bu Tan on "Bloomberg The Close."
Amanda Lynam, chief credit strategist at Goldman Sachs, and Winnie Cisar, global head of credit strategy at CreditSights, joins Scarlet Fu on "Bloomberg Real Yield." Microsoft drew blowout demand for its $25 billion bond offering. The top-rated company's first major issuance in almost a decade attracted $115 billion of orders at its peak.
Amazon.com (NASDAQ:AMZN) reported third-quarter 2026 net sales of $201.9 billion, up 12% year over year, as accelerating cloud growth and higher operating income strengthened its financial performance.
Kevin Gordon, Schwab head of Macro Research & Investing, said that the public's negative perception of the economy that is driven by fears about AI and the labor market are an 'interesting divergence' from the picture the economic data is painting. Gordon, talking at the Schwab IMPACT summit, said that he thinks inflation will be 'pretty sticky' between the ongoing conflict in the MidEast and the lingering impact from tariffs.
Bloomberg's Aashna Shah joins Scarlet Fu on "Bloomberg Real Yield." State and local governments across the US are asking voters to approve at least $84 billion of bond sales next week, exceeding levels in recent elections in a push to finance infrastructure projects as well as housing affordability measures.
Bloomberg's Alice Gledhill joins Scarlet Fu on "Bloomberg Real Yield." They discuss the French bond market, and the decision by ECB president Christine Lagarde to resign on February 7, before the end of her term next October.
Bloomberg's Giovanna Bellotti Azevedo joins Scarlet Fu on "Bloomberg Real Yield." Investors blindsided by President Luiz Inácio Lula da Silva's re-election are balking at buying into Brazil's markets after bullish bets on the nation's assets unraveled spectacularly.
Kay Herr, CIO of US GFICC at JPMorgan Asset Management, and Stephanie Larosiliere, head of fixed income business strategy at Invesco, joins Scarlet Fu on "Bloomberg Real Yield." US Treasuries on Thursday rose as a selloff in shares of US technology giants revived investor appetite for bonds as insurance against the possibility of an economic slowdown.
