Analysis: Interviews

The Next Phase of Artificial Intelligence

Yann LeCun & JP Vert discuss artificial intelligence and LLMs, and how they can translate into the physical world in the future. The two talk about the new techniques and infrastructures that will...

Nvidia's Competitors Should Be Scared, Ross Gerber Warns

Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber sees a really exciting time for tech as space and AI converge. He speaks on Bloomberg The Close. ...

SpaceX Challenges AI Rivals For Control of $26.5 Trillion AI Market

Elon Musk's rocket, satellite and AI company is effectively basing its pitch for the biggest IPO in history on the idea that it can capture a huge share of the market from the likes of OpenAI,...

Mortgage Rates Hit Highest Since August as War Fans Inflation

Diane Swonk, Chief Economist at KPMG joins Scarlet Fu on Bloomberg Markets. US mortgage rates surged this week to the highest level since August, threatening a spring selling season that was just...

Oil Gains as Iran's Uranium Stance Clouds Hormuz Outlook

Oil gained Monday as traders weighed conflicting reports on Iran's uranium enrichment, a key sticking point in peace negotiations with the US that could dictate the pace of reopening the vital...

Home Buyers Hit as Bond Rout Drives Rates Higher

Since the oil-price shock from President Donald Trump's Iran war unleashed the biggest jump in inflation since 2023, bond prices have tumbled, pushing yields on some US government debt to the...

Trump Advisor Predicts Gas Price Drop

Jarrod Agen, Executive Director of National Energy Dominance Council and President Trump's energy advisor joined Bloomberg Open Interest to talk about how gas prices will drop fast once the Strait...

AI Debt Boom Sparks Warnings

Danielle Poli, Managing Director and Co-Portfolio Manager of Global Credit at Oaktree Capital Management joined Bloomberg Open Interest to break down the hidden risks behind the AI boom, why higher...

Nvidia's Next AI Growth Driver

Nvidia's latest earnings reveal a major shift in AI demand. TD Cowen analyst Joshua Buchalter explains why hyperscalers are no longer the whole story, how AI is moving beyond data centers into the...

Fed at Crossroads of Modern-Day Maestro and Arthur Burns Redux

History offers a cautionary parallel. During the dot-com boom of the 1990s, then-Fed Chairman Alan Greenspan correctly argued that rapid productivity gains would help restrain inflation. But the...

Walmart Reports Solid Sales Growth; Deere Gets Construction Boost | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Walmart shares are on the move after reporting earnings. It reported solid sales growth, with comparable sales in US stores rising,...

Iran Says Its Enriched Uranium Should Not Be Sent Abroad, Reuters Reports

Iran's Supreme Leader says its enriched uranium must stay in the country, Reuters is reporting this morning. Those headlines sent oil prices higher. On Wednesday President Donald Trump said the US...

Bond Selloff Not Necessarily Bad for Equities: Citi's Manthey

Beata Manthey, European equity strategy head at Citi , discusses the bond market selloff and says it is not necessarily bad for index-level equities. EPS growth in Europe for the index-level is...

India Earnings at Risk as Oil Shock Hits Growth

J.P. Morgan is warning that India's corporate earnings outlook faces rising risks from higher oil prices and prolonged Middle East tensions, with potential downside for equities and the rupee. The...

Indonesia Plans Tighter Control Over Commodity Exports

Indonesian President Prabowo Subianto has announced the creation of a new state entity under sovereign wealth fund Danantara to oversee commodity exports. Sources tell Bloomberg the move has...

JPMorgan's Foley Sees Strong IPO Growth in HK, China

Kevin Foley, Co-Head of Global Investment Banking at JPMorgan , says deal-making activity remains strong globally despite the higher rates environment and inflationary pressures. He expects IPO...

APEC Secretariat's Pedrosa on Trade Minister Meetings

Edurado Pedros, APEC Secretariat Executive Director, discusses his outlook for APEC nations cooperation on trade and AI adoption. He speaks with Stephen Engle in Suzhou, China on Bloomberg: The...

Jamie Dimon on Bond Market, Inflation and Equities

CEO of JPMorgan Chase Jamie Dimon speaks exclusively with Bloomberg's Haslinda Amin about the rout in bond markets, the risk of heightened inflation, and why corporate earnings remain so high. ...

Samsung Reaches Tentative Deal With Union

South Korean stocks rallied after Samsung Electronics Co. reached a tentative deal with its labor union, defusing the threat of an imminent strike at the world's largest memory chipmaker. ...