Analysis: Interviews

Drexler: 'Affordability' the Biggest Marketing Word Now

Mickey Drexler, Chairman of Alex Mill and former CEO and Chairman of J. Crew Group, joined the discussion to provide insight into the current retail landscape. Drexler emphasized the mistake of...

Intel CEO Says CPU Demand Is Outpacing Supply

Intel Corp. surged in late trading after the chipmaker's revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Bloomberg's...

One of Best Environments For Active Mgmt.: Karoui

Lotfi Karoui, multi-asset credit strategist at PIMCO, joins Scarlet Fu on Bloomberg Real Yield. Measures of perceived US credit risk continued to worsen Thursday, with the investment-grade and...

Moody's Chief Credit Officer: In a 'New Macro Regime'

Ten-year Treasury yields have surged to their highest levels since January 2025, driven by escalating tensions in the Middle East and persistent elevated inflation. Dr. Atsi Sheth, Chief Credit...

Growth Prospects 'Not Great' For UK: Slok

Torsten Slok, chief economist at Apollo, joins Scarlet Fu on Bloomberg Real Yield. They discuss the rise in UK yields as the 10-year sits at the highest level since May. ...

Intel Beats Expectations in Latest Earnings Report | Closing Bell

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

UK Yields Hit Two-Month High in Warning for Burnham

Bloomberg's Georgia Hall joins Scarlet Fu on Bloomberg Real Yield. They discuss the rise in UK yields as the 10-year sits at the highest level since May. ...

Winners & Losers in New Issuance Regime: Cunniffe

Colleen Cunniffe, co-head of global taxable credit research at Vanguard and Lotfi Karoui, multi-asset credit strategist at PIMCO, join Scarlet Fu on Bloomberg Real Yield. ...

Palm Beach Rejects Data Center Near Mar-a-Lago

Bloomberg's Erin Hudson joins Scarlet Fu on Bloomberg Real Yield. Palm Beach County commissioners rejected a proposal to build a digital infrastructure hub to house AI data centers and warehouses,...

NFL Raises More Than $600M With Private Bonds

Bloomberg's Emily Graffeo joins Scarlet Fu on Bloomberg Real Yield. The NFL has sold more than $600 million in US high-grade private bonds, tapping a market that is a go-to source of funding for...

Williams: Sports Leagues Give Investors Diversification

Bloomberg's Romaine Bostick sits down with Harbinger Sports Partners Founder & CIO Rashaun Williams to discuss the firm's minority stake in the MLB's Atlhetics ...

Alphabet Accelerates Its AI Investment

Google's parent company Alphabet raised the top end of its CapEx plan for this year to $205 billion, but discipline on spending is becoming a concern. Eric Sheridan, Goldman Sachs co-business unit...

Khosla Ventures In Talks For Its Biggest Fundraise Ever

Khosla Ventures, one of OpenAI's early investors, is in talks to raise $5.5 billion in a new set of venture investments funds, which would make it the largest fundraising event in the firm's...

IBM CEO on AI Spending, Mainframes and Quantum

IBM shares came under pressure after weaker-than-expected mainframe sales weighed on the company's outlook. CEO Arvind Krishna joins Bloomberg to explain why he sees the slowdown as temporary, how...

American Airlines Moves on Earnings; Lockheed Martin Up on FY Guidance | Stock Movers

On this episode of Stock Movers: - American Airlines shares are moving as it cut 2026 earnings guidance for the second time in three months amid persistently high fuel prices because of the war in...

US Initial Jobless Are at Lowest Level in Decades

Applications for jobless benefits dropped by 22,000 to 187,000 for the week ending July 18. The estimate was for 215,000 applications. Claims are now at their lowest level since 1969. Bloomberg's...

Alphabet's $205 Billion Spending Target Overshadows AI Gains

Alphabet Inc. boosted its projected capital expenditures for the year to a range of $195 billion to $205 billion, reigniting concerns about a lack of fiscal discipline in the race to dominate...

Wolfe's Roth on Inflation Outlook Amid Oil Supply Risks

Wolfe Research Chief Economist Stephanie Roth joins Bloomberg's Vonnie Quinn on Bloomberg Brief to discuss her outlook for inflation amid rising oil supply risks. ...

Bonds Are Not Working as a Hedge, BlackRock's Koetserich Says

Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock , explains why energy stocks are the only thing he has conviction in as a hedge against equity risks at this time. He also...