Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh reacts to Tuesday’s SpaceX earnings and breaking news from Microsoft disclosures that its AI sales come mostly from OpenAI. Katie Kaminski from AlphaSimplex Group explains her long-term fixed income outlook after last week’s FOMC meeting and Fed Chair Kevin Warsh’s remarks. G Squared Founder Larry Aschebrook talks about his company’s backing from Anthropic and its recent $2.3 Billion fundraising for its 7th flagship fund. Kalshi Head of Enforcement & Legal Counsel Robert DeNault responds to a recent NY State lawsuit against the online prediction market platform, and discusses how the company tracks and investigates allegations of “manipulative” bets.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:30 SpaceX After Earnings: AI Spending in Focus
00:02:49 Market Update: Dow Hits Another Record
00:04:42 SpaceX’s AI Ambitions vs. Investor Reality
00:05:19 Lockup Expiration & Selling Pressure
00:06:30 Can SpaceX Really Reach 10 Gigawatts?
00:08:30 The AI Cloud Opportunity
00:09:59 Microsoft’s AI Revenue Concentration
00:12:05 Bond Market Outlook with Katy Kaminski
00:13:13 Is the 10-Year Yield Headed Lower?
00:15:08 Why the 60/40 Portfolio Is Still Challenged
00:18:17 Fed Outlook Through Year-End
00:21:20 G Squared’s New $2.3 Billion Fund
00:22:58 Inside the Private Market Secondary Boom
00:26:58 AI Valuations & Where the Next Opportunity Lies
00:30:02 SpaceX IPO Lessons & Market Structure
00:34:52 New York Sues Kalshi
00:35:27 Kalshi Responds to Gambling Allegations
00:39:56 Market Integrity & Insider Trading Controls
00:46:47 Prediction Markets as Financial Signals
00:48:26 Stock Movers: SpaceX, News Corp & Travel
——–
More on Bloomberg Television and Markets

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:53 – Iran seeks to bar US ships as Hormuz deal with Oman advances
00:08:25 – Federated Hermes’ Karen Manna on rising treasury yields
00:12:00 – Karen Manna on global shift from a deflationary to an inflationary environment
00:19:37 – DBS CEO Tan Su Shan on geopolitical risks and AI adoption
00:20:15 – Tan Su Shan on balancing Western and Chinese AI models
00:21:47 – Tan Su Shan on how AI will reshape jobs
00:24:25 – Sequoia Capital Partner Patrick Grady on the Anthropic opportunity
00:26:22 – Sequoia Capital Partner Alfred Lin on early-stage and growth AI companies
00:31:07 – DeepSeek resumes $8B round with Monolith in the running
00:35:31 – India’s student movement shuns politics, stays pressure group
00:45:51 – Asian stocks steady as market waits on US jobs data
——–
More on Bloomberg Television and Markets

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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 AI Rally, Iran Deadline & Yen Intervention
04:48 Mag 7 Valuations Have Room to Normalize — Cameron Dawson, NewEdge Wealth
19:57 Weapons Stockpiles Become the Next Constraint — Rachel Ziemba, Center for a New American Security
33:57 AMD Closes the AI Software Gap — Angelo Zino, CFRA
41:58 Why US Yen Intervention Is So Puzzling — Steve Englander, Standard Chartered
53:39 Debt Markets Are Pushing Back on AI — David Lebovitz, JPMorgan Asset Management
1:06:24 Refiners Can’t Deliver the Price Relief Trump Wants — Stephen Schork, The Schork Group
1:19:47 Starlink Holds the Key to SpaceX — Paul Golding, Macquarie
1:30:57 A Hawkish Fed Is Good for the Yield Curve — Vishal Khanduja, Morgan Stanley
1:39:43 Fed’s Paulson Keeping an ‘Open Mind’ on Interest Rates — Michael McKee
1:42:31 How Is the Fed Managing Inflation? — Deepak Puri, Deutsche Bank CIO – Americas
1:55:18 AI Spending Still Needs to Be Monetized — Paul Meeks, Freedom Capital Markets
2:03:27 Wage Pressures Remain Contained — Yelena Shulyatyeva, The Conference Board
2:16:06 Washington Wants the AI Supercycle to Continue — Eric Cantor, Moelis & Company
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:20 – Oil extends drop on signs of progress toward Hormuz deal
00:05:32 – Treasuries rise as falling oil prices ease pressure on Fed
00:06:14 – Brandywine Global’s Carol Lye on lower oil prices and bond yields
00:07:00 – Carol Lye on why global yields may stay higher for longer
00:17:37 – SpaceX’s AI splurge puts a damper on debut earnings
00:19:32 – AMD’s AI growth outlook underwhelms investors
00:20:11 – What SpaceX and AMD results mean for Asian tech suppliers
00:25:16 – RBI seen holding rate as India inflation stays in focus
00:28:50 – Standard Chartered’s Anubhuti Sahay on India’s inflation outlook
00:35:19 – Anubhuti Sahay on rupee stability and capital flows
00:40:53 – Pakistan’s Abhi Microfinance Bank gears up for IPO
00:41:20 – Abhi Co-Founder and CEO Omair Ansari on IPO plans
00:41:56 – Omair Ansari on growth plans after planned listing
——–
More on Bloomberg Television and Markets

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Novak Djokovic, a 24-time Grand Slam tennis champion, joined General Atlantic as the private equity firm dives deeper into sports investing. “This is the first partnership of this kind for me,” Djokovic told Bloomberg.
——–
More on Bloomberg Television and Markets

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