Analysis: Interviews

AI Capex Cycle Hasn't Reached Overspend Yet: BlackRock

Helen Jewell, BlackRock's fundamental equities international chief investment officer, discusses investment in the artificial intelligence space, saying the next few years are very clear from an AI...

Should India Build Frontier AI Models Despite Challenges?

India faces a critical question in artificial intelligence: should it invest in building frontier AI models despite gaps in chips, compute, and funding? This segment examines whether sovereignty,...

Toyota's Major US Plant Expansion in San Antonio Highlights Strategic Shift

Henry Cisneros, former US Department of Housing and Urban Development Secretary and former Mayor of San Antonio, discussed the origins and significance of Toyota's investment in San Antonio. He...

ADB Chief Economist on APAC Growth Outlook

Albert Park, Chief Economist at the Asian Development Bank, discusses the bank's latest APAC growth outlook. The forecast sees growth staying subdued despite a modest improvement, as disruptions...

Hormuz Traffic Grinds to Near Halt After US, Iran Strike

The US military struck Iran for the second straight day, an escalation of violence that threatens efforts to reach a permanent peace deal. Bloomberg's Abeer Abu Omar reports. ...

Crosby on Far Right, Iran War, US Mid-Term Impact

CT Group Co-Founder & Executive Chairman, Sir Lynton Crosby, addresses the surge of voters moving far right, warning of destabilizing consequences for democracies worldwide. He also discussed the...

Trump Says Spain Agreed to Pay More

US President Donald Trump said Spain, a NATO partner, agreed to pay more after he threatened them with a trade embargo during the bloc's summit. Trump didn't specify what payments he was referring...

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...