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Analysis: Interviews

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Compute Market is Broken:  Midha

Compute Market is Broken: Midha

Anjney Midha, founder of AMP, founding investor of Anthropic, and former general partner at Andreessen Horowitz, joins Dani Burger on Bloomberg Deals. AMP aims to secure 1.3 GW of compute for the...

May 27, 2026 at 03:56 pm
MT
PGIM Backs $4B of US Land-Bank Deals in Asset-Based Push

PGIM Backs $4B of US Land-Bank Deals in Asset-Based Push

Bloomberg's Scott Carpenter joins Dani Burger on Bloomberg Deals. Prudential Financial's asset-management arm has financed about $4 billion of land-banking projects through a partnership with...

May 27, 2026 at 03:26 pm
MT
H.B. Fuller Has Great Assets For Potential Buyers:  Chadwick

H.B. Fuller Has Great Assets For Potential Buyers: Chadwick

Jim Chadwick, president of Ancora Alternatives, joins Dani Burger on Bloomberg Deals. Activist investor Ancora is pushing US adhesives maker H.B. Fuller to abandon a proposed takeover of UK-based...

May 27, 2026 at 03:22 pm
MT
Lilly Goes on $20B Buying Spree as It Seeks Next Act

Lilly Goes on $20B Buying Spree as It Seeks Next Act

Bloomberg's Michelle Davis joins Dani Burger on Bloomberg Deals. Eli Lilly is on a record spending spree, announcing acquisitions worth more than $20 billion so far in 2026 as the drugmaker expands...

May 27, 2026 at 03:15 pm
MT
American Airlines CEO Sees 2025 Level Profits for 2026

American Airlines CEO Sees 2025 Level Profits for 2026

American Airlines CEO Robert Isom discusses consumer demand amid the war in Iran, new offerings for customers, where he sees opportunities for growth, and how the company is set up to deal with...

May 27, 2026 at 03:10 pm
MT
Strategic Victory in Iran Could Prove 'Elusive', says Gavito

Strategic Victory in Iran Could Prove 'Elusive', says Gavito

Senior Advisor with the Cohen Group Jen Gavito said President Trump has repeatedly threatened more military action against Iran, but the fact that it hasn't happened yet is recognition that the...

May 27, 2026 at 02:38 pm
MT
Boeing Rises as CEO Touts 737 Output, New Jet Approvals Nearing

Boeing Rises as CEO Touts 737 Output, New Jet Approvals Nearing

Boeing Co.'s Chief Executive Officer gave investors an optimistic forecast for this year and beyond, as the US planemaker raises production on its workhorse 737 Max jet, nears certification on...

May 27, 2026 at 02:26 pm
MT
AI Startup Cognition Raises $1 Billion at $26 Billion Value

AI Startup Cognition Raises $1 Billion at $26 Billion Value

Cognition has raised more than $1 billion in a new funding round at a $26 billion valuation, the latest sign of strong demand for companies using AI for software development. Cognition CEO Scott Wu...

May 27, 2026 at 02:18 pm
MT
Trump Says Iran Is 'Negotiating on Fumes'

Trump Says Iran Is 'Negotiating on Fumes'

President Donald Trump says Iran is negotiating on fumes, their economic system has broken down, and they want to make a deal. He speaks in the White House during a meeting with Cabinet officials. ...

May 27, 2026 at 02:00 pm
MT
Vulnerable Republicans Chase Trump Boost Despite November Risks

Vulnerable Republicans Chase Trump Boost Despite November Risks

Vulnerable House Republicans who have yet to survive a primary are embracing President Donald Trump on the campaign trail, despite the potential consequences in November of tying themselves to an...

May 27, 2026 at 12:53 pm
MT
How AI Is Supercharging Small Business

How AI Is Supercharging Small Business

John Caplan, the CEO of the financial technology company Payoneer, joined Bloomberg Open Interest to break down why small businesses are thriving despite tariffs, economic volatility, and AI...

May 27, 2026 at 12:46 pm
MT
Hunstad:  Staying Risk-On in the AI Boom

Hunstad: Staying Risk-On in the AI Boom

Northern Trust Asset Management President Michael Hunstad joins Bloomberg Open Interest to explain why Wall Street is still underestimating AI's economic impact. From margin expansion and...

May 27, 2026 at 12:16 pm
MT
Stocks Hold Near Record on AI Trade as Oil Falls

Stocks Hold Near Record on AI Trade as Oil Falls

Hopes for a deal to end the Iran war and revive the Strait of Hormuz drove oil lower while leaving stocks near record highs, with the market also supported by enthusiasm for artificial-intelligence...

May 27, 2026 at 12:00 pm
MT
Sugar Optimism Hinges on El Nino Impact

Sugar Optimism Hinges on El Nino Impact

As Americans confront a surge in prices at the pump, another inflation wave is headed for the grocery store. A combination of factors, including bad weather, tariffs, and a dwindling cattle herd,...

May 27, 2026 at 11:50 am
MT
Lululemon Board Shake-Up; Bath and Body Works Overhaul | Stock Movers

Lululemon Board Shake-Up; Bath and Body Works Overhaul | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Dick's Sporting Goods shares are lower after it forecast earnings per share for the full year of $13.27 to $14.27. - Lululemon is up...

May 27, 2026 at 11:42 am
MT
Nasdaq President on Winning SpaceX IPO, Rule Changes

Nasdaq President on Winning SpaceX IPO, Rule Changes

Nasdaq President Nelson Griggs says no rules were broken in winning the SpaceX initial public offering, which could be the largest ever. He does talk about new rules that let companies get added to...

May 27, 2026 at 11:35 am
MT
Philippine Senator Marcos Vows Objectivity in Duterte Trial

Philippine Senator Marcos Vows Objectivity in Duterte Trial

Senator Imee Marcos hopes the trial of impeached Philippine Vice President Sara Duterte would conclude by September and says she prefers that only evidence pertinent to the case would be presented...

May 27, 2026 at 11:21 am
MT
Lululemon Resolves Feud With Founder Chip Wilson

Lululemon Resolves Feud With Founder Chip Wilson

Lululemon Athletica Inc. is ending a long-running fight with founder Chip Wilson. It will appoint two of his nominees to the board following this year's annual meeting. Bloomberg's Romaine Bostick...

May 27, 2026 at 10:58 am
MT
Hormuz Would Reopen One Month After Deal, Iran TV Says

Hormuz Would Reopen One Month After Deal, Iran TV Says

An unofficial draft of a peace deal says the Strait of Hormuz would return to normal within a month, according to Iranian state television. It also says the the US naval blockade would end. Oil...

May 27, 2026 at 10:22 am
MT
Both Sides of Aisle Support Crypto:  Paglia

Both Sides of Aisle Support Crypto: Paglia

Katrina Paglia, chief legal officer at Pantera Capital Management, joins Isabelle Lee and Tim Stenovec on Bloomberg Crypto. A key Senate panel recently moved forward the so-called Clarity Act even...

May 27, 2026 at 10:17 am
MT
7172737475
Do not write off AI too soon!
The Weekly Market Update

Do not write off AI too soon!

Apple beat Wall Street. The market didn't bite.
Stock Analysis

Apple beat Wall Street. The market didn't bite.

Wall Street's Dip Buyers Return
Today's Editorial

Wall Street's Dip Buyers Return

The Fed In Passenger Seat
Interest Rates

The Fed In Passenger Seat

Rare earths:  Trump's America wants to cut the cord with China, but its industry cannot keep up
Commodities

Rare earths: Trump's America wants to cut the cord with China, but its industry cannot keep up

The S&P 500 is closing in on 40% earnings growth. Thanks a lot Alphabet.
Indices

The S&P 500 is closing in on 40% earnings growth. Thanks a lot Alphabet.

Currencies:  The dollar steadies
Forex

Currencies: The dollar steadies

Sandoz Group:  the affordable-medicines champion enters its decisive decade
Stock Pick

Sandoz Group: the affordable-medicines champion enters its decisive decade

Apple vs. Nvidia:  the turtle's return to the AI race
Satirical Cartoon

Apple vs. Nvidia: the turtle's return to the AI race

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