Investors know the AI boom will come to an end — the question is, when?

Skylar Montgomery Koning has the key takeaways from Bloomberg MLIV’s latest event in London.
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Dan Ives of Wedbush Securities talks about the upcoming SpaceX IPO and how it could impact tech stocks. He speaks on “Bloomberg Surveillance.”
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Baylor Lancaster-Samuel, Senior Vice President and Chief Investment Officer with Amerant Investments discusses the current phase of the equity market cycle. She discusses the recent rotation in equities over the past few weeks, driven by increasing attention to macroeconomic factors such as interest rates and Federal Reserve policies. She speaks with Romaine Bostick & Katie Greifeld on “The Close.”
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: IPOX Schuster Founder & CEO Josef Schuster and Renaissance Capital Senior Strategist Matt Kennedy.

Chapters:
00:00:00 – Bloomberg Deals opens
00:03:13 – Jeff Perlman, Warburg Pincus CEO
00:04:18 – Perlman: Too Many Forgetting About Diversification
00:05:21 – Perlman: Like Scaled Middle-East Companies
00:07:21 – Perlman: Continuation Funds A Permanent Feature
00:08:24 – Perlman: Mega IPOs Can Exacerbate Price Movement
00:09:21 – Perlman: Been Fruitful To Not Only Rely On IPOs
00:10:01 – Perlman on State of Industry
00:12:30 – Apollo Wraps Up $35B Chip Deal For Anthropic
00:16:42 – Investment Committee: SpaceX, Anthropic, OpenAI IPOs Can Rewrite History
00:27:09 – Alex Kelly Latham & Watkins Global Co-Chair, PE Practice
00:28:11 – Kelly: Think We’ll See M&A Resurgence Continue in 2026
00:30:16 – Kelly: Growing Sentiment Volatility Is Here To Stay
00:31:58 – Kelly: Consolidation Will Be A Continuing Trend
00:34:50 – Super Micro Seeks $7B In Equity Deal For AI Equipment
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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
00:02:16 – Asia faces worsening tech angst as Iran War counters mild CPI
00:04:44 – SpaceX IPO is said to be more than four times oversubscribed
00:08:36 – University of Colorado’s Ann Lipton on SpaceX governance structure risks
00:15:10 – Lipton on compensation tied to extreme milestones and risks for invest
00:20:59 – Baidu’s Henry He on balancing AI investment, profitability, and capital allocation
00:24:12 – US strikes Iran in Trump escalation over stalled peace talks 
00:27:21 – FGE NexantECA’s Fereidun Fesharaki on sentiment versus fundamentals in oil markets
00:36:03 – Fesharaki on Strait of Hormuz flows and supply disruptions
00:41:33 – Equiti Group’s Noureldeen Al Hammoury on market reaction to oil shocks (11D) Al-Hammoury on why he would buy into the SpaceX IPO
00:45:54 – Al-Hammoury on why he would buy into the SpaceX IPO
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