AI Angst Won't Pop the Bubble Yet: Markey Analysis
Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
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Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Asian tech stocks are set to come under pressure, tracking a selloff in US chipmakers as speculation over OpenAIโs revenue revived concerns about the sustainability of the artificial-intelligence spending boom.
Get a jump start on the US trading day with Dani Burger and Michael Ball on "Bloomberg Open Interest." Stocks rally and oil drops as investors look to diplomacy, with President Trump and Chinaโs Xi Jinping preparing for a high-stakes White House meeting later this week. Plus, inside Anthropicโs new AI safety partnership with Accenture, and Wall Streetโs race to manage the risks and rewards of artificial intelligence.And legendary mining investor Robert Friedland joins us on why copper and rare earths are becoming the new front line in the US, China resource race. (Source: Bloomberg)
Carlyle Head of Global Research & Investment Strategy Jason Thomas spoke with Bloombergโs Dani Burger from the sidelines of Carlyleโs Global Investor Conference in Washington. He said the Federal Reserve is under โenormous pressureโ to deliver a 25 basis-point hike. He also talked about the AI investment boom, saying an AI slowdown is โmore likely than not.โ (Source: Bloomberg)
Global bonds sell off with the US 10-year Treasury yield rising to levels last seen 19 years ago. President Trump dismisses AI dangers. Priya Misra of JPMorgan Asset Management joins "Bloomberg Brief" and says we may be nearing the end of the rate move and discusses market catalysts. (Source: Bloomberg)
US futures were little changed Thursday morning as investors awaited inflation data and results from Oracle Corp. that were set to test investor tolerance for artificial-intelligence spending risk. Oilโs relentless climb as Iran signaled itโs ready for intense war added to inflation concerns.