Analysis: Interviews

AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles

In this segment, Songyee Yoon, Director on HP's Board and Founder of Principal Venture Partners, discusses the emerging divergence between the chip cycle and the hyperscaler cycle amid the AI...

MNTN CEO Skeptical of Meta's Ambitions to Compete in Cloud Infrastructure

Mark Douglas, CEO of the ad tech company MNTN, discussed Meta's reported ambitions to expand beyond advertising into cloud infrastructure. Douglas expressed skepticism about Meta's ability to...

Media M&A in Focus at Sun Valley

Bloomberg's Michelle Davis joins Dani Burger on Bloomberg Deals to discuss what's top of mind in media M&A as moguls gather in Sun Valley for Allen & Co.'s annual conference. ...

Oil Jumps to Two Week High on US-Iran Jitters | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Bailey Lipschultz. ...

Long-Term Linear Valuation Not Promising: Lee

Grace Lee, partner & managing director and co-lead of the media & entertainment practice at Alix Partners, joins Dani Burger on Bloomberg Deals. They discuss media dealmaking as executives...

Torrid Pace for Deals: Paul Weiss's Veeraraghavan

Krishna Veeraraghavan, global co-head of M&A at Paul Weiss, joins Dani Burger on Bloomberg Deals. They discuss the current pace of M&A deals, capital coming back into public markets, and AI...

BofA Bankers U-Turn on OpenAI

Bloomberg's Liana Baker joins Dani Burger on Bloomberg Deals. Bank of America handed a $520 million credit line to OpenAI in recent weeks after previously spurning the artificial intelligence...

AI Chip Startup Raises Funds at $11B Valuation

Bloomberg's Ryan Gould joins Dani Burger on Bloomberg Deals. Chip startup SambaNova has raised $1 billion at an $11 billion valuation, underscoring investors' conviction in rising demand for...

Minutes From Warsh's First Meeting Show Divided Fed

A few Federal Reserve officials in their most recent policy meeting said there was a case for raising interest rates, though they ultimately supported the decision to leave rates on hold, according...

Big Tech's $25 Billion Mega Bond Sales Are Pushing Market Limits

Once a rare event reserved for historic mega-acquisitions, the jumbo bond sale is increasingly becoming the tech sector's go-to financing tool. Debt offerings of $25 billion or more have quickly...

Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani

Fatima Boolani, Co-Head of US Software Equity Research at Citi, discusses the tech selloff and why infrastructure software is so important amid the AI trade. ...

Estonia Willing to Contribute to Free Passage in Hormuz, PM Says

Estonia's Prime Minister Kristen Michal said the NATO summit in Ankara, Turkey, has been a positive one. He also said his country would be willing to contribute to efforts securing free passage...

Aselsan CEO Says Global Defense Orders Are Surging

Turkey's $37 billion state-run defense contractor Aselsan Elektronik Sanayi ve Ticaret AS said international orders have doubled in the past year on the back of demand fueled by the conflicts in...

Momenta Global CEO Sees Profitability by 2028

Cao Xudong, founder, chairperson and CEO of Momenta Global, says the autonomous-driving company is targeting breakeven next year and profitability by 2028. He also discusses plans to use proceeds...

Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

Ryan Vlastelica, Bloomberg Equities Reporter, joined Bloomberg's Paul Sweeney and Stacey Vanek Smith to talk about his story on how the Mag 7 seems to be loosing their grasp on the top of the...

Oil Climbs as Fresh Tanker Strike Highlights Risks Around Hormuz

Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, joined Bloomberg's Paul Sweeney and Stacey Vanek Smith to talk the uncertain oil market during the ongoing conflict in...

Samsung's Record Profit Fails to Impress After AI Chip Rally

For years, the Magnificent Seven tech giants commanded investors' attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over. While...

'We Assume Immigration Policy Returns to Baseline in 2029' Says Martha Gimbel

Martha Gimbel, Executive Director at Yale Budget Lab, discusses immigration, debt, AI and the labor market. ...

Why Hedge Funds Posted Such a Strong First Half

Hedge funds posted a strong first half with Lone Pine Capital posting a 43% gain and David Tepper's Appaloosa Management returning 32%. Sridhar Natarajan has more on Bloomberg Open Interest. ...