Steven Rattner says artificial intelligence will be a major contributor to the economy, but the market still does not know exactly who the winners and losers will be. As Big Tech pours money into AI infrastructure, investors are starting to demand a wider margin of safety from companies borrowing to fund massive capital spending. Rattner says cheaper Chinese AI models could also reshape the competitive landscape, especially if companies can easily route tasks to less expensive models. At the same time, rising Treasury yields, inflation, federal deficits and higher defense spending are pushing borrowing costs up — a shift that could weigh on AI valuations, private equity deals and companies whose expected profits sit far in the future.
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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.

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00:00 Oil Near $90, Canada Tariffs & Big Tech Earnings — Bloomberg Surveillance
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43:11 Burnham’s Spending Plans Test UK Markets — Jane Foley, Rabobank
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01:07:14 Iran Ceasefire, Escalation Risks & Strait of Hormuz — Ariana Salvatore, Morgan Stanley
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01:32:07 Weak Consumer, AI Growth & Fed Outlook — Joe Davis, Vanguard
01:39:38 GM Boosts Outlook, Premium Truck Pricing & Margins — Paul Jacobson, General Motors
01:52:42 Funding the AI Boom, Hyperscalers & ROI — Abby Yoder, JPMorgan
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“Increasing the military spending by 50% is absolutely irresponsible,” said Kentucky Sen. Rand Paul after Defense Secretary Pete Hegseth appeared before a Senate committee to request additional defense funding https://bloom.bg/4wWIb7X

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Ron Kruszewski, Stifel chairman and ceo, says artificial intelligence will lead to productivity gains. He says financial advisers are still valuable and AI can help them. He speaks on “Bloomberg The Close.”
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

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00:02:42 – US accuses Moonshot of using banned chips
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00:15:36 – Fidelity’s Thomas Taw on why US equities don’t resemble a bubble
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00:29:18 – How far can Beijing go to stem China’s stock sell-off?
00:36:12 – Houthi attacks in the Red Sea open a new front in the Iran conflict
00:39:56 – Rubio and Wang Yi report progress on trade and investment talks
00:50:08 – Can the BOJ push back against yen weakness?
00:54:45 – Oil extends gains as Middle East tensions escalate
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01:11:26 – OCBC’s Lavanya Venkateswaran on Bank Indonesia’s rate hold
01:21:19 – South Korean unions push for bigger bonuses after Samsung payout
01:28:50 – Canada seeks to elevate relations with China
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