438 articles · newest reporting from independent and international publishers
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As tech markets tumble, Anna Rathbun, founder and CEO of Grenadilla Advisory, sees a buying opportunity in less-levered AI-related firms. She says new oversight and regulations from a Democratic-controlled Congress could bring some…
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Bloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout. Post-midterm jitters also knocked Elon Musk's companies, with Tesla and…
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The stock-market trading desk at Goldman Sachs Group Inc. is being flooded with calls from investors trying to get a sense of how much deeper Thursday’s technology selloff can go.
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The White House is reviewing a US Securities and Exchange Commission proposal to change how brokers can work with digital assets.
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Source: Bloomberg, 0:00
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Peter Tchir, head of macro strategy at Academy Securities, explains the market factors he sees deepening the selloff on the AI trade as he expects the US economy to slow without increased compute spend. (Source: Bloomberg)
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Earlier this year, scenes of retirees and young people waiting in long lines to install the AI agent OpenClaw went viral in China. Even as the government warned of cybersecurity risks, consumers rushed to try the long-hyped Next Big Thing…
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Anthropic PBC is tapping the fintech Plaid and its vast network of consumer finance information to bring more tailored financial guidance to users of its Claude artificial intelligence model.
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Even before the backlash against data centers took shape at the ballot box, the rotation out of AI was underway. SpaceX is the biggest company to join that cohort.
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Source: Bloomberg, 44:07
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Source: Bloomberg, 0:00
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The backlash against data centers evident in this week’s US midterm elections raises new risks for a key source of economic growth. But restrictions on development could ultimately reduce the odds of a downturn by keeping the AI investment…
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." The tech rout accelerates as the midterm fallout slams chipmakers and Nvidia tumbles. Plus, Forrester founder, chairman and CEO George Colony on AI’s…
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Technology stocks plummeted on Thursday as traders assessed the implication of a Democratic sweep in the US midterm elections on cloud data centers. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business”…
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Treasuries rose as a Democratic sweep in the US midterms led to a selloff in shares of large US technology companies, stoking demand for havens. Bloomberg's Ira Jersey joins to discuss. (Source: Bloomberg)
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Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major changes coming with iOS 27.3, including Siri's new ability to…
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Source: Bloomberg, 0:00
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George Colony, Forrester Research Founder, Chairman & CEO says the AI boom may be entering a new phase. Custom chips could challenge Nvidia's dominance, while value shifts toward software. But the transition won't be smooth: companies must…
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As the cost of capital rises, David N. Miller says private markets still see opportunity, from flexible financing for hard-to-refinance assets to infrastructure beyond the AI boom. He discusses AI's long-term potential, concentration…
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Voters across America have not only come out against data centers, but also presented a challenge to the AI billionaires behind them. Victorious Democrats must now contend with that outcome while ensuring US AI labs remain competitive on…
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The Democratic sweep of Congress and a handful of governor races sent stock prices spiraling for so-called neoclouds. With contests swinging toward candidates promising tougher restrictions on building data centers and other…
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Bernstein Private Wealth Management CIO Alex Chaloff says the selloff in AI stocks is creating buying opportunities in the market. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
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Defense tech startup set to acquire Echodyne Corp., which sells radar sensors to government and commercial customers.
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Treasuries surged as a Democratic sweep in the US midterms led to a selloff in shares of large US technology companies, stoking demand for havens.
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