Lori Calvasina, head of US equity strategy at RBC Capital Markets, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss stock trading by institutional and retail investors. Plus the firm’s  “Four Tiers of Fear”.
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Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets’ involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the “Fearless Girl” statue campaign.
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For better or worse, Apple seems to have largely missed the AI boom. When it comes to hardware, Chinese tech giants are also in the lead with foldable phones, glasses and advanced camera features, just to name a few.

Bloomberg’s Mark Gurman joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack the slate of new products that Apple is set to unleash and whether the company’s new AI strategy is enough to put Apple back on top.
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Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. In speaking about OpenAI and Anthropic Zitron argues “everyone is buying into these stocks because they believe all of that CapEx is going towards diverse and spread out AI demand, when in fact, what it’s actually doing is helping create infrastructure for two unprofitable, unsustainable companies.”
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After years of development and hundreds of millions of dollars spent, Johnson & Johnson has won FDA approval for its new surgical robot, Ottava. How will this change the operating room and affect the surgical market? Watch Wall Street Week https://bloom.bg/3Tt61d3

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