A wild card for US interest rates is the trajectory of the artificial-intelligence investment boom and its impact on stock market valuation. Julia Coronado, President and Founder of MacroPolicy Perspectives, discusses the US economy, wage growth, and the impact of AI on the inflation picture.
On this episode of Stock Movers: - Super Micro Computer (SMCI) jumped after reporting preliminary quarterly results that topped analysts' estimates. The server maker said sales will be $18.5 billion to $19.5 billion in the quarter that ended Sept. 30. Analysts, on average, estimated $15 billion, according to data compiled by Bloomberg. Gross margins will be in the range of 12% to 12.5%, Super Micro said Tuesday in a statement. - AT&T (T) shares fall after it reported third-quarter wireless postpaid phone net additions that missed the average analyst estimate. - Netflix (NFLX) reported its slowest sales jump in three years and forecast a fourth consecutive quarter of slowing growth, a projection that amplifies concerns about the performance of the world's leading online TV network.
The yield on benchmark French debt hit 5% for the first time since 2002 as rising energy prices exacerbated concern over the country's fiscal outlook. Alice Gledhill has more on "Bloomberg Open Interest."
Bloomberg Screentime gathers the moguls, celebrities and entrepreneurs shaping the future of pop culture. In 2026, against a backdrop of rapid industry consolidation, top entertainment leaders and Bloomberg journalists converged in Los Angeles to debate what's next for studios, live sports, podcasting, creator economies, music and the impact of AI on the creative industries.
Beta Technologies CEO Kyle Clark says a new FAA authorization lets prospective customers fly in the company's electric aircraft. The approval marks another step toward certification. Paid flights in conventional aircraft may be about a year away and VTOL customer flights could follow in a couple of years.
Elon Musk openly endorsed the prospect of combining SpaceX with Tesla in what would be the biggest-ever corporate merger. Ed Ludlow has more on "Bloomberg Open Interest."
Anson Funds is preparing to launch an activist fund targeting small and mid-cap tech, media, and telecom companies. Portfolio manager Sagar Gupta joins Bloomberg Open Interest to explain why he sees AI as a catalyst for growth. He also discusses Lionsgate's valuable content library and potential strategic interest.
Mark Cabana, co-head of global rates strategy at BofA Securities, discusses the Federal Reserve's upcoming interest-rate decision and what he sees as policy outlook divisions within the Fed. He speaks on "Bloomberg Surveillance."
EQT says portfolios that look diversified may still be exposed to the same underlying risks, including AI spending. CEO Per Franzen joins Bloomberg Open Interest to discuss potential overinvestment, strong demand for data-center capacity and how higher capital costs are shaping the buildout. He also weighs in on private-equity deal flow and returning cash to investors.
Netflix's sales growth is slowing, and investors want to know what comes next. Matthew Condon of Citizens says the path forward may depend on stronger prestige programming, culturally resonant hits and a bigger role for live sports.
United Airlines CEO Scott Kirby addressed his thoughts on a wealth tax in the United States, saying his view of a fair system would be some way of taxing wealth growth coupled with lower income taxes. He spoke on "Bloomberg Surveillance."
United Airlines CEO Scott Kirby discusses the company's ability to pass along higher fuel costs and seeing continued strength in customer demand. Kirby also shares his thoughts on a wealth tax and other US social and policy points on "Bloomberg Surveillance."
