A global rally in technology shares this week stalled after disappointing earnings from Alphabet and Samsung revived doubts over whether billions of dollars in AI spending will deliver sufficient returns. Bloomberg’s Anthony Stephens reports.
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The two neighbors weather the same storms, heat waves and cold snaps and live so close that each could probably spot the other’s house if they knew where to look. Michelle Ma and Nadja Popovich report on why prices are rising much faster at investor-owned utilities than at municipal ones.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance
03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets
20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations
34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital
41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management
51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities
01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners
01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi
01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg
01:31:29 Andy Burnham’s First Speech as UK Prime Minister
01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock
01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird
02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon
02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank
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The fight between Hong Kong and Singapore to be Asia’s premier wealth hub has been going on for years. But now Hong Kong is making a big push to challenge its rival. It has opened a new front with carried interest tax exemptions in the battle to attract wealthy investors, all while riding an IPO boom and leveraging the power of Mainland China.

Hong Kong Versus Singapore: Which City Is Best for Expats in 2026? https://bloom.bg/4iyHMnD

Much has changed since Bloomberg last published its guide in 2022. Expats are returning to Hong Kong while Singapore is getting more selective.

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#Singapore #HongKong #Asia

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Ford Motor Co. Chief Financial Officer Sherry House says higher commodity costs could be a $2.5 billion headwind this year. The automaker beat on earnings in the third quarter and raised the low-end of its full-year profit forecast. She speaks on “Bloomberg The Close.”
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