Analysis: Interviews

Investment Committee: 2026 Outlook for SPACS

Christine McNerney, portfolio manager at Periscope Capital, Anna Pinedo, global head, capital markets group at Mayer Brown, and Betsy Cohen, chairman and co-founder of Cohen Circle, join Dani...

Apollo Caps Private Credit Fund After 17% Request to Exit

Bloomberg's Olivia Fishlow joins Dani Burger on Bloomberg Deals. Apollo is once again limiting withdrawal requests from its largest non-traded private credit fund for retail investors, as broader...

Novo Nordisk US EVP on Wegovy's Franchise 'Halo Effect'

Jamey Millar, Novo Nordisk's Executive Vice President of US Operations, discussed the company's preparations for the upcoming CMS bridge program, which will impact Medicare beneficiaries' access...

AI is a 'Two-Sided Coin for Us': Brachlianoff

Estelle Brachlianoff, CEO of Veolia, joins Dani Burger on Bloomberg Deals. They discuss Veolia's acquisition of Clean Earth for $3B ...

Qualcomm to Buy Modular for $3.9B to Help AI Push

Bloomberg's Ryan Gould joins Dani Burger on Bloomberg Deals. Qualcomm said it is acquiring Modular for about $3.9 billion in stock, adding artificial intelligence software capabilities that will...

MNTN CEO on World Cup Ad Boom

The World Cup is expected to drive more than $10.5 billion in advertising spending worldwide. As AI floods the internet with content, live sports are becoming even more valuable to brands. MNTN CEO...

Hollow Brook's Richter Eyes Opportunities Beyond AI Hype

The global race to finance the AI boom is on, with companies from SpaceX to SK Hynix seeking fresh capital to fuel growth. But beyond the headlines and geopolitical noise, where are the real...

Trump Cancels Event to Sign Housing Bill

President Donald Trump canceled plans to sign a bipartisan bill on Wednesday afternoon aimed at lowering housing costs and increasing supply, until Congress approves voting restrictions....

Carlyle's Thomas Says It's Hard to Be Bearish Amid Capex Boom

Jason Thomas, head of global research and investment strategy at Carlyle, discusses how US policies and the AI buildout are shaping markets. He notes nominal GDP growth is driven too heavily by...

Hertz Tumbles on Q2 Miss; FedEx Falls on Profit Margin Decline | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Cerebras shares are lower after the company gave an annual sales forecast that disappointed investors. Revenue in 2026 will be $855...

Zero Fed Rate Hikes Baked Into S&P Forecast, Says Wells Fargo's Cronk

Darrell Cronk, Wells Fargo Wealth and Investment Management CIO, says zero interest rate hikes by the Federal Reserve are baked into their forecast that says the S&P 500 will reach 7,900 by the...

Trump Orders DOJ to Look Into Gasoline Prices

US President Donald Trump ordered the Department of Justice to look into gasoline prices, saying in a Truth Social post, Prices better start going down a lot faster than what I'm seeing! Tyler...

Goldman Sachs Cuts Fourth-Quarter Crude Forecast to $80

Daan Struyven, co-head of global commodities research at Goldman Sachs , explains the three reasons why oil prices are coming down so quickly following the US and Iran reaching an interim peace...

Micron Earnings to Be 'Gut Check Moment' for Markets, Dan Ives Says

Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, discusses the importance of Wednesday's earnings from Micron Technologies, tech spending on capex and the AI...

SK Hynix Seeks to Raise $29 Billion in US Listing to Meet AI Chip Demand

SK Hynix Inc. is planning to raise $29.4 billion in a landmark US listing and expects trading to start on July 10, according to a regulatory filing on Wednesday. The deal, depending on the...

US Exceptionalism Nearing Expiration Date, HSBC's Kettner Says

Max Kettner, chief multi-asset strategist at HSBC , says investors may want to be perhaps really leaning a bit more into that European story, as he sees an August expiration date on US...

Ifo Says Germany's Economic Recovery 'Will Take Time'

Ifo President Clemens Fuest discusses the institute's latest survey results which indicated a modest rise in German business confidence for June, easing worries about the knock-on effects of the...

PBOC Adviser Sees Potential Rate Cut

Huang Yiping, a member of the monetary policy committee at the People's Bank of China, says he sees a potential rate cut this year. He joined Bloomberg's Minmin Low on the sidelines of the World...

Tuya Sees Growth Despite China Demand Slowdown

Tuya Smart, an AI cloud and IoT platform provider, says growth remains strong despite slowing consumer appliance demand in China. Co-founder and COO, Alex Young, joined Bloomberg's Minmin Low on...