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Ellawn: Brookfield Sees Many Mideast Opportunities

Brookfield closed its $2 billion Mideast fund in August and Jad Ellawn, their Managing Partner and Regional Head of Middle East says they're seeing multiple opportunities in the Middle East. He spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East & Africa and explained why they think there is a growth in the regional population based on the data received from their investments in the likes of payment platforms and school enrollments

Leia mais: Ellawn: Brookfield Sees Many Mideast Opportunities
Bloomberg
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OpenAI Scraps Debut of Latest Astra Model

OpenAI is holding back a version of its Astra artificial intelligence model after the software failed to perform as well on safety evaluations as the current iteration. The version known as GPT-6.1 Astra improved with respect to so-called model laziness, which refers to things like failing to complete a task. Bloomberg's Neil Campling reports.

Leia mais: OpenAI Scraps Debut of Latest Astra Model
Bloomberg
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AI, Data Centers Face Scrutiny in Australia

Australia's data centre boom is facing headwinds, with local opposition to new developments adding to concerns about the costs and benefits of rapid AI expansion. The debate is being amplified by Prime Minister Anthony Albanese's call for stronger AI safeguards following revelations that an OpenAI model hacked a government website. Co-director of the Centre for AI and Digital Ethics at the University of Melbourne, Jeannie Paterson joins "Bloomberg: The Asia Trade" to discuss the future of Australia's AI ambitions.

Leia mais: AI, Data Centers Face Scrutiny in Australia
Bloomberg
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El-Hillow: We Should Get Comfortable With Higher Rates

Kate El-Hillow of Russell Investments said the recent jump in Treasury yields should not be viewed as purely temporary. In response to a question about whether the rise in yields might fade if geopolitical tensions ease, she argued investors should get comfortable with a "higher floor" and "rates for longer." She speaks with Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: El-Hillow: We Should Get Comfortable With Higher Rates
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Premium Sports Content Is Here To Stay: Fmr Hulu and Netflix Executive Simon Gallagher

Simon Gallagher of SPG Global discussed NBC regaining MLB rights and the league's growing mix of broadcast and streaming distribution, including Peacock. He said the biggest issue is fragmentation: with roughly 2,500 baseball games, it is hard for viewers to figure out where a specific game is available, since rights are spread across multiple platforms. He speaks with Romaine Bostick on "The Close."

Leia mais: Premium Sports Content Is Here To Stay: Fmr Hulu and Netflix Executive Simon Gallagher
Bloomberg
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Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%

Ruchir Sharma, Chairman at Rockefeller International and Founder and CIO of Breakout Capital, warns that rising Treasury yields could become a danger zone for the AI trade. Sharma's recent column arguing that a 5% level on the 10-year yield could potentially derail the AI boom, notes that yields are now meaningfully above that threshold and asking what 5.2% implies for the sector. He speaks with Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%
Bloomberg
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Libby Leffler on Nvidia Buyback, State of AI Trade

Libby Leffler says Nvidia's new system designed to keep AI agents from "going awry" is a positive step in the right direction. She argued that buybacks "don't lie" and said the day's weakness in markets looked more like a macro-driven move tied to oil, Treasury yields and broader AI-news sentiment than a problem with Nvidia's underlying model. She speaks to Romaine Bostick & Emily Graffeo on "The Close."

Leia mais: Libby Leffler on Nvidia Buyback, State of AI Trade