A surprise breakthrough from a Chinese artificial intelligence startup rippled through global markets Friday, sending AI and semiconductor stocks sharply lower. The catalyst was Moonshot’s new Kimi K3 model, which the company said rivals the strongest offerings from OpenAI and Anthropic PBC. Bloomberg’s Matt Bloxham breaks down the situation.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman Sachs Chief Credit Strategist Amanda Lynam.

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00:00:00 – Bloomberg Money opens
00:03:46 – Is the Stock Market Becoming America’s Retirement System?
00:05:35 – IPO Mania, AI Stocks & Market Speculation
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00:12:22 – Nouriel Roubini on Social Security’s Future
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00:31:52 – Adult Happy Meals & Inflation-Era Dining
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00:39:33 – Apple DOJ Settlement Talks
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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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03:28 AI Spending, China Models & Market Rotation — Aaron Kennon, Clear Harbor Asset Management
19:48 Iran Escalation, Strait of Hormuz & US Strategy — Tobin Marcus, Wolfe Research
30:59 Netflix Growth, Streaming Strategy & Live Sports — Alicia Reese, Wedbush
41:30 AI, Hiring Trends & Global Labor Markets — Nela Richardson, ADP
51:37 AI Spending, China Competition & Tech Volatility — John Stoltzfus, Oppenheimer
01:07:56 US-China Tensions, AI Policy & Trade Risks — Jeannette Lowe, Baird Strategas
01:17:03 Energy Shortages, Oil Markets & Refining Bottlenecks — Jeffrey Currie, Altis Partners
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01:41:25 S&P Earnings, AI Rotation & Path to 8000 — Binky Chadha, Deutsche Bank
01:53:26 AI Arms Race, China Competition & Big Tech — Daniel Ives, Yorkville Ives & Co.
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“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Nuveen Head of Fixed Income Strategy Tony Rodriguez, JPMorgan Asset Management US CIO of US GFICC Kay Herr, Wells Fargo Global Head of High Grade Debt Syndicate Maureen O’Connor, and BNP Paribas Head of US Credit Strategy Meghan Robson.

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00:25:15 – Is AI Creating a Credit Bubble?
00:26:27 – Anthropic IPO & Future AI Financing
00:30:24 – Investor Demand for Hyperscaler Debt
00:32:32 – Muni Moment: Chicago Parking Meter Lease
00:34:57 – Connecticut Water Bond Sale
00:38:43 – Final Thoughts: Inflation, AI & Fed Outlook with Stuart Paul
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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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00:10:59 – Breaking: Trump alleges Chinese interference in US elections
00:38:46 – Manycore Tech’s co-founder Victor Huang on company’s business & AI strategy
00:45:30 – Henry Huiyao Wang on Trump’s election allegations against China
00:56:35 – Breaking: Xi Jinping outlines China’s AI ambitions at WAIC
01:19:46 – Morgan Stanley’s Laura Wang on Hong Kong’s market recovery
01:31:56 – Exclusive: SenseTime CEO on navigating US tech restrictions
01:36:58 – Will Korea’s ETF crackdown curb market volatility?
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