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Bloomberg
Financial

Verizon Sees Customer Surge, But Competition Fears Persist

Verizon Communications Inc. reported its strongest third-quarter performance in wireless customer additions in five years, adding a net 406,000 monthly phone lines. The company's shares were down 2.8% due to concerns about increased competition from SpaceX's forthcoming Starlink Mobile service. Bloomberg's John Butler joins to discuss.

Leia mais: Verizon Sees Customer Surge, But Competition Fears Persist
Bloomberg
Financial

Odd Lots: The Forgotten Godmother of Economic Literature

Regency-era novelist Maria Edgeworth was famous for including economic concepts into her novels, including the idea of productive labor. Her works were ahead of her time and enormously influential, yet her name is hardly ever mentioned in the history of economics. On this episode of the Odd Lots podcast, Jeanna Smialek, Brussels bureau chief at The New York Times, tells Joe Weisenthal and Tracy Alloway why she thinks Edgeworth's name needs to be placed back in the pantheon of economic history.

Leia mais: Odd Lots: The Forgotten Godmother of Economic Literature
Bloomberg
Financial

Rotation in Tech Stocks Is Healthy, Jefferies' Greenberg Says

Jason Greenberg, executive chairman of tech, media and telecom investment banking at Jefferies, says markets are distinguishing between winners and losers as AI infrastructure spending evolves from chips and systems toward software and, eventually, enterprise applications. He speaks on "Bloomberg Open Interest."

Leia mais: Rotation in Tech Stocks Is Healthy, Jefferies' Greenberg Says
Bloomberg
Financial

Anthropic and the AI Spending Boom

Jason Greenberg, Jefferies Executive Chairman of TMT Investment Banking and Global Head of IB Strategy, says AI demand remains strong but the market is entering a critical new phase: investors want proof that AI can generate real returns beyond chips and coding. He explains why software could be the next winner and why today's data-center boom differs from telecom.

Leia mais: Anthropic and the AI Spending Boom
Bloomberg
Financial

Anthropic Flags 'Existential Risks' in Long-Awaited IPO Filing

Anthropic PBC filed for an IPO, warning its technology carried existential risks even as it moved a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. Anthropic filed confidentially in June for a listing. We get analysis from Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence.

Leia mais: Anthropic Flags 'Existential Risks' in Long-Awaited IPO Filing