Bloomberg
Dollar Risk-Reward Equation Asymmetric Now
Anna Edwards, Guy Johnson, Kriti Gupta and Ven Ram break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Goldman Sees Periods of Outperformance by Non-US Markets
Matheus Dibo, strategist at Goldman Sachs Private Wealth Management, says the firm recommends clients should hold 80% of their equity allocation in US stocks, but with diversification into non-US markets, which he expects to enjoy...
Bloomberg
Great Opportunities in AI, Tech Supply Chain, BNP Says
Nadia Grant, BNP Paribas Asset Management's global equity head, discusses investment opportunities in the artificial intelligence CapEx theme, saying it is going to be "a long upward trend" but may also be characterized by "a lot of...
Bloomberg
Blue Owl's Lipschultz Says Private Credit in Mid-Innings
Blue Owl Capital co-CEO Marc Lipschultz discusses the company's agreement to buy up to $2.4 billion of consumer loans from Pagaya Technologies and the outlook for the private credit market and AI investments. Speaking with Vonnie Quinn,...
Bloomberg
Sentiment Has Caught Up With Bull Market: BofA's Subramanian
Savita Subramanian, BofA Securities head of US equity and quantitative strategy, says earnings guidance has been more cautious and investor sentiment has caught up with the bull market on "Bloomberg The Close."
Bloomberg
DeepSeek Selloff 'Overblown': StockBrokers.com's Inskip
Jessica Inskip, StockBrokers.com's director of investment research, discusses the outlook for AI-related stocks on "Bloomberg The Close."
Bloomberg
Watching AI As An Earnings Booster
Fiona Cincotta, senior analyst of City Index Financial Markets, discusses the impact of AI on tech earnings and regulation in the new Trump administration. She joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology" to discuss.
Bloomberg
Valuations 'Completely Reasonable' in Some Areas: Hunt
Sarah Hunt, chief market strategist at Alpine Saxon Woods, says investing in the current environment requires a "nimbleness," but she does see areas of the market with reasonable valuations and dividend yields.
Bloomberg
US Bond Yields Hint at Stagflation Risk: 3-Minute MLIV
Guy Johnson, Anna Edwards and Rachel Evans break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Why T. Rowe Price CIO Page Is 'A Reluctant Bull'
Sebastien Page, chief investment officer at T. Rowe Price, says he's "worried about valuation" as he explains why he's selling stocks and is underweight bonds.
Bloomberg
How Much Is Your Bonus Really Worth?
When is $100,000 not $100,000? On Wall Street. As compensation season takes off, an analysis of the bonus currencies for 12 of the world's biggest banks helps demystify the awards. Wall Street bonuses often come in the form of restricted...
Bloomberg
US-Europe Banking Bonuses Gap Is Narrowing
Ever since the global financial crisis, in an attempt to align pay to shareholder returns, banks have relied more heavily on restricted stock units when they're handing out bonuses. An analysis of 12 major banks found that the awards...
Bloomberg
BlackRock Says Focus on US Equities With Selectivity Elsewhere
BlackRock's EMEA head of investment and portfolio solutions, Ursula Marchioni, discusses how equity markets reacted to Monday's shockwaves and says BlackRock's 2025 outlook remains unchanged, with a focus on the US and "selectivity...
Bloomberg
S&P 500 Finishes Near Session High | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Vonnie Quinn, Carol Massar and Tim Stenovec.
Bloomberg
SAP 'Exceeded All Financial Goals' in 2024, CEO Says
SAP had a record year in earnings in 2024, says Christian Klein, the company's CEO. He credits the fact that 'no other company' has better business data than SAP as a driving factor behind SAP's success. Christian spoke to Anna Edwards,...
Bloomberg
Tech Platforms to Gain 'Significant Share,' Wood Says
Ark Investment Management Founder and CEO Cathie Wood discusses Chinese artificial intelligence startup DeepSeek and how it roiled markets on Monday. Speaking on Bloomberg Television, Wood says there are "share shifts" taking place...
Bloomberg
US Tech Loss Is World's Productivity Gain: 3-Minute MLIV
Guy Johnson, Anna Edwards, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Tech Selloff Doesn't Change US Exceptionalism, Says Goldman's Oppenheimer
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the selloff in tech stocks doesn't really change "the underlying fundamental story" as the foundations of the US and global economies are "still pretty supportive...
Bloomberg
Ark's Wood on DeepSeek, AI, Crypto, Trump
Ark Investment Management Founder and CEO Cathie Wood discusses Chinese artificial intelligence startup DeepSeek and its promise of cheaper AI which has sent shockwaves through the US tech industry. She also talks about the state of AI...
Bloomberg
Was the Tech Selloff Simply Looking for a Catalyst?
There's been talk of lofty valuations for weeks was the tech selloff simply waiting for a catalyst? Bloomberg Opinion Columnist's Dave Lee and Nir Kaissar give their take.
Bloomberg
DeepSeek Is a Gamechanger: Wall Street Experts
Wall Street had a rough start to the week on concerns that a cheaper artificial intelligence-model from Chinese startup DeepSeek could threaten the dominance of US technology companies. Bloomberg Television guests weigh in on the market...
Bloomberg
DeepSeek May End US Stocks Exceptionalism: 3-Minute MLIV
Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Why Is China's DeepSeek Rocking Tech Stocks?
Chinese artificial intelligence startup DeepSeek rocked global technology stocks Monday as a buzz around its cost-effective AI model raised questions over US tech dominance and the rich valuations of companies like Nvidia Corp. "We are...
Bloomberg
Tech Stock Bubble May Be Forming, Threadneedle's Berry Warns
Threadneedle Ventures founder Ann Berry reacts to Meta's plans to invest as much as $65 billion on projects related to artificial intelligence in 2025. She speaks on "Bloomberg Open Interest."