United States Financial

Bank of America's JD Moriarty says public markets have the capacity to absorb massive potential IPOs from companies including OpenAI and Anthropic, pointing to SpaceX's listing as evidence of strong institutional and retail demand for transformational technology companies. He discusses how abundant private capital has changed the traditional IPO playbook and what the pipeline could mean for tech listings next year. He joins Ed Ludlow on "Bloomberg Tech."

Ring founder Jamie Siminoff discusses the company's expansion beyond its signature video doorbell into a broader smart-home security ecosystem, including its new smart lock. He weighs in on growing competition as Apple prepares to enter the category and explains why he sees cameras, locks and other connected devices becoming the physical "appendages" of increasingly powerful AI systems inside the home. He joins Ed Ludlow on "Bloomberg Tech."

David Friedland, co-head of North America investment banking at Citi, says private equity firms are still aggressively poaching young bankers from Wall Street banks. He talks about Citi's plan to accelerate promotions and provide higher pay to its junior bankers.

William Blair Investment Management Chief Investment Strategist Olga Bitel says the market remains narrow, with investors focused on the biggest beneficiaries of the AI buildout. She spoke on Bloomberg Open Interest.

M&A deal values are slipping as uncertainty rises around elections, rates, and regulation. Paul Aversano,  Global Practice Leader of Global Transaction Advisory Group at Alvarez & Marsal, joins Bloomberg Open Interest to explain why large, debt-heavy buyouts are feeling the most pressure, how mid-market deals are holding up, and where global hotspots and AI-driven risks are emerging. Correction: "This video was edited to correct the spelling of "Paul Aversano" that aired in the program at 10:10 am ET."

Today, Disney confirmed that Disney+ will be the streaming host for the 2027 Super Bowl. Bloomberg's Geetha Ranganathan says that this is necessarily a surprise.

McDonald's Corp.'s plan to overhaul its restaurants and menu is sparking angst among US franchisees facing upgrades that will cost at least $800,000 per location. Bloomberg's Michael Halen joins to discuss this as well as the recent stock plunge from Texas Roadhouse.

Elon Musk's SpaceX is in talks with banks and investors to raise $40 billion to buy chips from Nvidia Corp., people familiar with the matter said, in what would be among the biggest-ever debt financings for the AI buildout. joins to discuss this and the latest from Apple.

Brian Ruder, co-CEO and co-managing partner at Permira, joins Dani Burger on "Bloomberg Deals." They discuss IPOs, software companies exploring agentic AI development, and challenges financial firms face in appealing to up-and-coming talent.

America's AI edge depends on who controls compute.  Anjney Midha, the CEO of National Compute, joined Bloomberg Open Interest to talk about his plans to turn AI infrastructure into a shared national grid, opening powerful chips to students, researchers, and startups across the country.

On this episode of Stock Movers: - Constellation Brands (STZ) is lower after the maker of Modelo Especial and Corona Extra reaffirmed its comparable earnings per share forecast for the full year. The company also announced the acquisition of SpikedAde, a vodka-based drink brand. - SpaceX (SPCX) shares are lower this morning as Elon Musk's SpaceX is in talks with banks and investors to raise $40 billion to buy chips from Nvidia. SpaceX's fundraising discussions are in an early stage and could end without a deal being completed, with Pacific Investment Management Co. and Apollo Global Management Inc. involved. - Intel (INTC) shares are higher as CEO Lip-Bu Tan said the company will continue working with Elon Musk on Terafab.

A record-breaking run in stocks hit a wall as higher oil prices lifted bond yields, stoking concerns that potential inflationary pressures could trigger Federal Reserve rate hikes. Chuck Clough, Chairman at Clough Capital, discusses what he's seeing in current markets and whether we're facing an AI bubble.