Delta Electronics Flags Power Crunch
The third-heaviest weighed company on the Taiwan stock exchange has flagged incoming power crunch and key components shortage amid rising demand of AI servers in the current geopolitical scenario.
The third-heaviest weighed company on the Taiwan stock exchange has flagged incoming power crunch and key components shortage amid rising demand of AI servers in the current geopolitical scenario.
Former US Secretary of State Mike Pompeo outlines mounting geopolitical risks, cautioning about the outlook of the Iran war, the evolving dynamics of US-China relations and the broader challenges facing American foreign policy. He speaks with Haslinda Amin from the sidelines of 'Nomura Investment Forum Asia' in Singapore.
SpaceX is planning to set the terms of its initial public offering as early as Wednesday afternoon, according to people familiar with the matter. Separately, a report by Reuters said Elon Musk's rocket launch, satellite and AI company aims to sell 555.6 million shares at $135 apiece for its record-breaking $75 billion listing. Bloomberg's Danny Lee has more.
A Kenyan high court instructed the authorities to disclose details of an agreement with the US government to establish an Ebola quarantine facility in the East African nation. The latest outbreak of Ebola has been concentrated in northeastern Democratic Republic of Congo and been declared a global emergency by the World Health Organization. Bloomberg's Jennifer Zabasajja reports.
The US is proposing new tariffs of at least 10% on imports from 60 trading partners following an investigation into goods allegedly produced by forced labor, as President Donald Trump seeks to rebuild the sweeping tariff wall struck down by the US Supreme Court. Bloomberg's Ros Mathieson reports.
The US is proposing tariffs of at least 10% on imports from most major trading partners after an investigation into alleged forced labor. Mike Pompeo, former US state secretary, offers his view as investors also parse the latest development.
Baidu CFO Haijian He speaks to Bloomberg's Haslinda Amin about how the company's AI-related revenue has reached 50%, explaining the benefits of its integrated services offering and the potential of its robotaxi business.
Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the revival of the AI trade and looks ahead to the listings of OpenAI, Anthropic and SpaceX. He speaks with Haidi Stroud-Watts and Paul Allen on Bloomberg: The Asia Trade.
Dan Ives, Wedbush Securities Global Head of Technology Research, describes the bull run in AI equities as a "party" that is set to continue until late in the night - projecting confidence in a long-term run of high equity prices. He speaks after Alphabet stocks slid following the announcement of a billion-dollar equity round to pay for AI infrastructure.
Jeffrey Rosenberg, BlackRock portfolio manager of the iShares systematic alternatives active ETF, says the forces of AI are unleashing a capex boom and creating an incredible wealth effect. He speaks at an exclusive event for Bloomberg.com subscribers in New York.
Former US Ambassador to Morocco and Senior Iran Adviser to President Obama, Puneet Talwar, discussed the complexities surrounding ongoing US-Iran negotiations for an interim deal. Despite reports of suspended talks due to fighting in Lebanon, President Trump remains optimistic about continuous conversations with Iran. He speaks with Romaine Bostick & Katie Greifeld on "The Close."
Ed Zitron, CEO at EZ Primary Research, said that the risk of balancing the equity market on record public offerings for AI companies that have never reported profit is a dangerous proposition and that those companies should not be allowed to IPO. Zitron, an AI skeptic, said that many of these companies will not last in the long term.