Business
Ed Yardeni Discusses Shift From Magnificent Seven Tech Stocks
Veteran strategist Ed Yardeni, president of Yardeni Research, talks to Bloomberg Television about his move to underweight Magnificent Seven tech stocks. He says he recommends “broadening out” portfolios as “there’s still plenty of good stocks out there of companies that are going to be using all these technologies.”
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
Business
Anthropic Files for IPO, Plans to Trade on Nasdaq
Anthropic PBC has filed its long-awaited IPO and is expected to begin trading on the on the Nasdaq Global Select Market under the symbol ANT. A filing with the Securities and Exchange Commission shows Goldman Sachs and Morgan Stanley lead the IPO. “Bloomberg Open Interest” has more.
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
Business
Tech Rally, Fed Decision & Big Tech Earnings Ahead
The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, State Street Investment Management Global Head, Gold Strategy Aakash Doshi, City Analyst Ari Rosa, UPS CEO Carol Tomé, Goldman Sachs Asset Management Global Head of Multi-Asset Solutions Alexandra Wilson-Elizondo, Tola Capital Founder & Managing Director Sheila Gulati, Montage International Chairman, CEO & Founder Alan Fuerstman, Former Fed Governor Randy Kroszner, & RBC Capital Markets Head of US Rates Strategy Blake Gwinn.
Chapters:
00:00:00 Tech Rally, Fed Decision & Big Tech Earnings Ahead
00:02:04 Morgan Stanley on AI, Market Rotation & Portfolio Strategy
00:08:47 Gold Outlook, Higher Rates & the Fed
00:15:43 Top Calls
00:16:40 UPS Earnings, Pricing Power & Freight Recovery
00:22:08 UPS CEO Carol Tomé on the Company’s Turnaround
00:27:15 Health-Care Logistics, GLP-1s & UPS Growth
00:32:44 UPS Succession, Automation & Productivity
00:37:26 Teamsters, Labor Negotiations & the 2028 Contract
00:42:48 UPS on Holiday Demand & the K-Shaped Consumer
00:46:35 Goldman Sachs on AI Financing & Market Risk
00:50:08 The Closing Bell
00:53:03 Market Movers: Western Digital, JetBlue & Boeing
00:57:06 Robinhood, Visa & Seagate Report Earnings
01:02:50 Big Tech Earnings & the AI Trade
01:05:02 Microsoft, Azure & the Return on AI Investment
01:09:29 Microsoft Buyouts, AI Jobs & Corporate Culture
01:12:08 Israel Election Exit Polls & Coalition Outlook
01:15:21 Montage International CEO on Luxury Travel & Consumer Resilience
01:20:02 Luxury Hotels, Global Expansion & the Middle East
01:22:25 Fed Decision Preview & Inflation Risks
01:27:10 Labor Market Risks & the Fed Rate Outlook
01:29:19 RBC on Fed Hikes, Treasury Yields & Warsh
01:35:12 What to Watch
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
Business
Global Tech Selloff Deepens as US Midterms Trigger AI Fears
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
The global stock selloff worsened in Asia, with a regional benchmark dropping the most in more than a year, on concern the US will tighten regulations on the AI industry after Democrats’ decisive election win. European futures also headed lower.
Secretary of State Marco Rubio is weighing whether to leave the Trump administration, people familiar with the matter said, as he considers his next moves following Republicans’ midterm elections wipeout this week. Rubio dismissed the report, telling the New York Times in an interview Thursday that he didn’t know where the information was coming from.
And Bank of England Governor Andrew Bailey said another interest-rate hike is more likely than not if the high energy costs seen in recent weeks return.
Today’s guests: Stéphane Boujnah, Euronext, CEO; Ellie Henderson, Investec, Economist.
Chapters:
00:00:00 – Daybreak Europe
00:01:20 – Worst Rout Since 2020 Leaves Virtually Nowhere to Hide in Stocks
00:03:26 – Korea’s $1.7 Trillion Rout Burns Day Traders, Challenges Lee
00:08:05 – Crowded Hedge Fund Trades Are Unwinding Fast After Ugly October
00:12:48 – Rubio Weighs Leaving Administration After GOP’s Midterm Loss
00:16:33 – What the Democrats’ Sweep of Congress Means for Trump
00:18:59 – Strikes Disrupt French Trains, Metro and Schools
00:23:11 – Stock Slump Heads for Europe After Asia Tumbles
00:28:51 – Stéphane Boujnah, Euronext, CEO
00:39:07 – Ellie Henderson, Investec, Economist
00:43:07 – Bailey: Bigger Risk Premium Not a Surprise
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
Business
Trump Says FBI Reviewing Nvidia CEO Huang’s Affair
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
President Donald Trump said the FBI is looking into Nvidia Chief Executive Officer Jensen Huang’s extramarital relationship with a suspected Chinese spy, and offered his support to the embattled chip magnate a day after the affair was disclosed.
Anthropic is set to kick off the formal marketing of its blockbuster initial public offering as early as Tuesday after an apparent snafu over the filing documents added a dose of last-minute drama to a nervous market.
And global stocks were on track for their best two-day gain in more than three months as a resurgent tech rally and a further decline in oil prices boosted sentiment.
Chapters:
00:00:00 – Daybreak Europe
00:00:57 – Global Stocks Ride Tech Rally Higher
00:03:26 – Anthropic Aims to Raise Up to $69.3 Billion in IPO: Reuters
00:07:31 – Trump Backs Nvidia CEO After Affair
00:10:19 – Anthropic Retracts IPO Filing Details, Citing Inaccuracy: Rtrs
00:14:51 – Trump Signals Further Airstrikes on Iran Won’t Be Necessary
00:19:49 – Goolsbee: Must Address Inflation Failure
00:22:30 – Bailey Urges Greater UK Trade Openness
00:25:18 – SoftBank Logs $7 Billion Loss After US Data Center Costs Swell
00:28:52 – Sven Schneider: Infineon CEO
00:35:07 – Russia, Ukraine Envoys Meet for Talks in UAE
00:37:40 – The War Putin Wanted to Keep Away Is Coming Home to Russia
00:45:07 – US Inflation Remains Stubborn
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
Business
Data Centers Will Get Built, Even With More Regulation, Bryson Says
Matt Bryson of Wedbush Securities says even if there is more regulation, data centers will get built and investors will find a way to make money. He speaks on “Bloomberg Surveillance.”
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
-
Food3 years ago
Kardea Brown’s Cheesy Hash Brown Casserole | Delicious Miss Brown | Food Network
-
Politics3 years ago
Russia hawks to Putin apologists: GOP stonewalls Ukraine aid, Tucker Carlson’s trip to Moscow
-
News3 years ago
White House warns of Russia invasion in Ukraine before end of Olympics
-
Sports3 years ago
Top 10 Saves from Week 13 of the 2021-22 NHL Season
-
Politics3 years ago
George Conway: ‘Lying, intimidating, bullying. That’s Trump at his worst, and that’s Trump always’
-
News3 years ago
Rare audio of enslaved people connects history to the present
-
Business2 years ago
Stellantis CEO Says ‘No Taboos’ on Brands as Profit Falls
-
News2 years ago
Kamala Harris and Tim Walz are officially the Democratic nominees, speaking in their first rally
-
Fashion2 years ago
Wool & Wanderlust by Sean Suen, Paris Men Fall/Winter 2025-26 | FashionTV | FTV
-
Politics12 months ago
FBI Director Kash Patel throws temper tantrum after news reports of his private jet use
