“I will never bet against Meta,” says Qualcomm CEO Cristiano Amon. He discusses Qualcomm’s new chips, adding Meta as a customer, and more
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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:
00:00:00 – Bloomberg Surveiilance starts
00:04:23 – Sebastien Page (T. Rowe Price): AI Rally & Asset Allocation
00:18:36 – Terry Haines (Pangaea Policy): Trump, Congress & Washington
00:31:24 – Angelo Zino (CFRA): Micron, AI Chips & Semiconductors
00:41:43 – Nela Richardson (ADP): Inflation, Jobs & the U.S. Consumer
00:50:56 – Ohsung Kwon (Wells Fargo): AI Trade, Semiconductors & S&P Outlook
01:05:19 – Brian Gardner (Stifel): Trump, Big Oil & Washington Politics
01:19:33 – Heath Terry (Citi): AI Spending, Enterprise Demand & Hyperscalers
01:29:30 – Meghan Swiber (Bank of America): Fed Outlook, Inflation & Rates
01:40:39 – Liz Ann Sonders (Charles Schwab): AI Rotation, Market Breadth & Investing
01:52:38 – Bill Dudley (Former New York Fed): The Fed’s New Playbook
02:04:46 – Stephanie Roth (Wolfe Research): PCE Reaction & Market Outlook
02:20:11 – Darius Dale (42 Macro): Fed Risks, Inflation & Buying the Dip
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The armed suspect who tried to enter a Washington ballroom where President Donald Trump was set to speak was likely targeting administration officials, Acting US Attorney General Todd Blanche said.
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On this episode of the Odd Lots podcast, Compute Exchange and Silicon Data CEO Carmen Li tells Joe Weisenthal and Tracy Alloway about her company’s quest to build a compute market that could become bigger than oil and what goes into constructing a GPU index.
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Anna Edwards, Tom Mackenzie and Ven Ram break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:00 – Stock Market Selloff
00:01:08 – Samsung, SK Hynix AI Spending Push
00:02:03 – Gold Price
00:02:50 – Gold Fourth Weekly Loss
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