CH Robinson Worldwide agreed to buy trucking brokerage firm RXO in a deal centered around a bet that artificial intelligence can help the companies improve efficiency in a challenging freight market. Liana Baker has more on "Bloomberg Open Interest." (Source: Bloomberg)
Michael J. Wolf, co-founder and CEO of Activate joined Bloomberg Open Interest to break down the $110B Skydance–Paramount merger, how cable still "banks" streaming, and why AI is reshaping costs, jobs, and growth across corporate America, before the real gains ever hit the bottom line. (Source: Bloomberg)
We all know that Treasury yields have been surging, alongside bond yields all around the world. So what explains the selloff and does it mean that bonds are becoming fundamentally riskier? What happens if investors can no longer hedge stocks with government debt? And how do expectations of the Federal Reserve's "reaction function" fit in? In this episode, we speak with Carolin Pflueger, associate professor at the University of Chicago and a resident scholar at the Chicago Fed, about her work on the bond market and central banks. We discuss why bonds have become more stock-like, what that means for yields, and the role of the Fed's credibility in making bonds “bond-like” again. (Source: Bloomberg)
A measured European Central Bank response is appropriate to control inflation as policymakers assess how a second wave of the energy shock affects the economy, according to Chief Economist Philip Lane.
Nvidia Corp. partner Hon Hai Precision Industry Co. reported better-than-expected quarterly revenue, signaling sustained and elevated spending on global AI infrastructure.
Nvidia Corp.’s price-to-earnings multiple and projected 70% earnings growth for next year demonstrate that artificial intelligence-driven technology stocks remain far from bubble territory, DBS Group Chief Investment Officer Hou Wey Fook said.
Denmark suffered a major data breach that gave unauthorized individuals access to names, addresses and personal identification numbers belonging to about 8.8 million people registered in the country’s central population database.
BT Group Plc’s purchase of TalkTalk — the UK’s fourth-biggest broadband provider and a key customer — puts the nation’s competition regulator in a tough spot.
DBS Group Chief Investment Officer Hou Wey Fook says AI-led earnings growth continues to underpin major technology stocks while investment-grade bonds yielding above 5% offer an attractive source of income and portfolio stability. He joined Bloomberg's Insight with Haslinda Amin (Source: Bloomberg)
Qualcomm Inc. has agreed to license patents related to Huawei Technologies Co.’s novel LogicFolding chipmaking technique as part of a wide-ranging pact, a win for the Chinese company’s technological ambitions.
Schneider Electric said it is acquiring US-based engineering software developer PTC for an implied enterprise value of $23.7 billion. The French conglomerate will buy PTC for $205 per share in an all-cash deal. Bloomberg's Manuel Baigorri breaks down the situation. (Source: Bloomberg)
Roy Larke, Co-founder at consultancy JapanConsuming, discusses the outlook and challenges facing Japan's retail and consumer sector. He speaks with Shery Ahn on Bloomberg: The Asia Trade. (Source: Bloomberg)
Merryn Somerset Webb talks with Alex Edmans, author of "The Madness of Markets: Why Smart Investors Make Crazy Decisions – And How to Exploit Them," about why even sophisticated investors struggle to overcome the psychological biases that shape their decisions. Markets are driven by humans, and humans are emotional. Edmans explains how understanding the influence of emotion, herd behavior and over-confidence can help investors make better decisions — and potentially achieve better returns. (Source: Bloomberg)
Malaysia plans to introduce its first dedicated artificial intelligence law in early 2027, as governments worldwide step up efforts to regulate the technology that’s drawing growing scrutiny over its risks and potential misuse.
Asia’s powerhouse economies are more at risk than most from a potential AI bust, which could undercut surging exports and send shockwaves across markets, a new study found.
Speaking at a tech forum, SoftBank chief Masayoshi Son - one of AI’s fervent believers - said that even he is worried about safety risks as machines quickly gain more abilities. He reiterated his projection that AI and machines with learning capabilities could account for at least 20% of global gross domestic product by 2040. (Source: Bloomberg)
