Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh reacts to Anthropic's revenue report, and news Alphabet is seeking billions in its debut bond offering in Australia. Then, Citi Wealth's Olaolu Aganga joins to discuss AI exposure to investment portfolios, and other AI-related headlines. Plus, Former Biden White House Economics Senior Director Peter Harrell discusses how the War with Iran is making the Trump Administration more hesitant to impose the full power of tariffs as energy costs stay high. Finally, Bloomberg Chief Wall Street Correspondent Sridhar Natarajan talks news that Mark Walter is exploring selling stake in Chelsea FC.
Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:28 Market Update: Stocks Slip as Oil Rises
00:06:33 AI Spending, Gigawatts & the Return on Investment
00:09:06 Alphabet Taps Global Bond Markets for AI
00:10:28 Nvidia's $5 Billion Data Center Bet
00:13:34 Citi on Building a Portfolio Around AI
00:15:11 Energy, Commodities & the AI Infrastructure Boom
00:17:14 SpaceX, Private Markets & Wealthy Investors
00:20:30 Iran War Complicates Trump's Tariff Agenda
00:23:33 Trump's More Pragmatic Approach to Tariffs
00:25:04 A New Era of Government Intervention in Markets
00:27:36 Trump, Xi & the U.S.-China Trade Relationship
00:29:22 U.S.-China Competition Over AI
00:30:55 Who Holds More Leverage: Trump or Xi?
00:34:24 Mark Walter's Sports Empire & Financial Troubles
00:36:38 Chelsea, the Lakers & Trophy Asset Sales
00:37:37 Federal Probe Into Mark Walter's Business Empire
00:39:09 How Mark Walter Built the Guggenheim Empire
00:44:40 Stock Movers: Semiconductors & Anthropic
00:45:35 JetBlue Loses Its Last Bullish Analyst
00:46:41 Nike's Turnaround Struggles
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More on Bloomberg Television and Markets
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Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:28 Market Update: Stocks Slip as Oil Rises
00:06:33 AI Spending, Gigawatts & the Return on Investment
00:09:06 Alphabet Taps Global Bond Markets for AI
00:10:28 Nvidia's $5 Billion Data Center Bet
00:13:34 Citi on Building a Portfolio Around AI
00:15:11 Energy, Commodities & the AI Infrastructure Boom
00:17:14 SpaceX, Private Markets & Wealthy Investors
00:20:30 Iran War Complicates Trump's Tariff Agenda
00:23:33 Trump's More Pragmatic Approach to Tariffs
00:25:04 A New Era of Government Intervention in Markets
00:27:36 Trump, Xi & the U.S.-China Trade Relationship
00:29:22 U.S.-China Competition Over AI
00:30:55 Who Holds More Leverage: Trump or Xi?
00:34:24 Mark Walter's Sports Empire & Financial Troubles
00:36:38 Chelsea, the Lakers & Trophy Asset Sales
00:37:37 Federal Probe Into Mark Walter's Business Empire
00:39:09 How Mark Walter Built the Guggenheim Empire
00:44:40 Stock Movers: Semiconductors & Anthropic
00:45:35 JetBlue Loses Its Last Bullish Analyst
00:46:41 Nike's Turnaround Struggles
--------
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
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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