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Bloomberg

PIMCO's Cantrill: Geopolitical Risk Not off the Table

Libby Cantrill, PIMCO Head of Public Policy, discussed the recent developments in negotiations involving Iran, emphasizing that what has been achieved is more of a detente than a comprehensive deal. She highlighted the uncertainty surrounding key issues such as Iran's nuclear program, funding of proxies, and the stance of regional players like Israel. She speaks with Romaine Bostick & Katie Greifeld on "The Close."

Leia mais: PIMCO's Cantrill: Geopolitical Risk Not off the Table
Bloomberg

SpaceX Shares Jump in Second Day of Trading After Record IPO

Bloomberg's Bailey Lipschultz and David Bauer, head of equity capital markets Americas at JPMorgan, discuss SpaceX's success on the company's second day of trading after a record IPO Friday. Bauer said he sees a real 'investment thesis' driving SpaceX as the company contributes to reindustrializing America with 'new ecosystems' and the emergence of space as an industry.

Leia mais: SpaceX Shares Jump in Second Day of Trading After Record IPO
Bloomberg

May Inflation Data Might Be Peak as US-Iran Make Deal, Says Jason Draho

Jason Draho, head of asset allocation at UBS Chief Investment Office, said that even though oil flows and energy prices aren't expect to drop back to normal right after a deal between the US and Iran does into effect, May's inflation print may be the peak for year over year measure. Draho said that as energy prices go lower, inflation will start to level out and then dissipate.

Leia mais: May Inflation Data Might Be Peak as US-Iran Make Deal, Says Jason Draho
Bloomberg

SpaceX Capable of Building Orbital Data Centers, Says Former Meta CTO

Mike Schroepfer, former CTO of Meta and founding partner of Gigascale Capital - a venture firm making early-stage bets on companies focused on climate impact - says SpaceX is the only company capable of building orbital data centers. He also shares how ocean data centers are 100x cheaper than orbital ones. He joins Ed Ludlow on "Bloomberg Tech" to discuss.

Leia mais: SpaceX Capable of Building Orbital Data Centers, Says Former Meta CTO
Bloomberg

Cohere Seeing Inbounds After Washington's Anthropic Scrutiny

Cohere Chief AI Officer Joelle Pineau says Cohere has seen a huge number of inbounds after Anthropic was ordered by the US government to disable access to its most advanced AI platforms for all foreign nationals, with governments and investors alike now seeking non-US models as Washington steps up its AI oversight. She joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Cohere Seeing Inbounds After Washington's Anthropic Scrutiny