Amid the AI boom, private credit is pouring into data centers and hyperscalers, but the risks are real. Carlyle's Co-President Mark Jenkins joins Bloomberg Open Interest with a warning that concentration in a single hot theme can mirror the "SaaS apocalypse," where everything looked diversified until volatility hit. He breaks down where AI credit risk is building, how complex data‑center contracts can fail, and why old‑school diversification still matters more than AI hype. (Source: Bloomberg)
For years, as artificial intelligence has evolved from the stuff of sci-fi movies to an app ordinary people have installed on their phones, tech leaders and some AI insiders have talked about the potential for it to escape human control and wreak havoc on society. Those fears have become impossible to ignore in recent weeks, driven by advances in the technology, a series of cybersecurity breaches involving AI agents, and new warnings from rank-and-file AI staffers.
Ted Sarandos said Netflix isn’t growing as quickly as he would like and the company is working on making that move faster. The co-chief executive officer speaks to Lucas Shaw at Bloomberg Screentime in Los Angeles. (Source: Bloomberg)
Prime Minister Mark Carney is expediting regulatory approval for a new, high-capacity oil pipeline to expand Canada’s access to Asian markets, with the aim of starting construction in September 2027.
On this episode of Stock Movers:
- McCormick (MKC) shares rose after the company posted its strongest sales since 2021, with third-quarter net sales increasing 17% to $2.02 billion.
- Accenture (ACN) shares are moving higher after the IT services company reported fourth-quarter results that beat expectations on key metrics, including revenue and bookings.
- Constellation Energy (CEG) is gaining after the operator of gas power plants said it signed a 20-year power purchase agreement with Amazon, which covers 690 megawatts of nuclear capacity at Maryland’s Calvert Cliffs Clean Energy Center, including a 190-megawatt uprate. (Source: Bloomberg)
Is it safe to say that AI companies are less sensitive to Fed rate changes, making them a good investment during these times of market volatility?
Luke Kawa, head of markets at Sherwood News, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss all the big market themes and how the AI trade is affecting the sheer speed of market moves. (Source: Bloomberg)
Samsung Electronics Co. raised prices across most of its Galaxy S26 smartphone lineup, the latest example of consumer-tech brands passing costs on to consumers amid a persistent memory shortage.
Europe risks leaving itself vulnerable if it relies on artificial intelligence models developed elsewhere, according to European Central Bank President Christine Lagarde.
Alphabet's Google has begun rolling out Gemini 4 Argon, its long-awaited flagship artificial intelligence model, but even some insiders say it has underperformed in some areas. Bloomberg's Carmen Reinicke reports. (Source: Bloomberg)
Federal Reserve Bank of Minneapolis President Neel Kashkari says that the central bank “will do what we need to do to get inflation back down to our target.” He also addresses the strength of the US economy, lessons learned on supply shocks, and a potential signal from US two-year Treasury yields. (Source: Bloomberg)
President Donald Trump said he liked Anthropic PBC Chief Executive Officer Dario Amodei after a recent dinner, signaling a possible detente with the AI firm the Defense Department labeled a supply chain risk.
Private credit firms rushing to finance the artificial intelligence buildout risk encountering the same concentration problems that have plagued lenders exposed to software companies, according to Carlyle Group Inc.
France’s government unveiled plans to sharply narrow the budget deficit by restraining spending and raising tax revenues, kicking off a debate that risks toppling the prime minister and stoking investor concern over the country’s debt.
US stock futures wiped out early gains driven by the artificial-intelligence trade after a renewed rise in oil deepened a selloff in bonds.
S&P 500 futures erased an advance of as much as 0.7% that was driven by an upbeat forecast from Micron Technology Inc. The gains evaporated as yields hit fresh multiyear highs, with the 10-year Treasury rate up five basis points to its highest since 2002. Thirty-year UK gilt yields reached 6% for the first time since 1998. Brent crude briefly hit $100 a barrel.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)
Mynt Inc. priced its shares at below the maximum for what is set to be the Philippines’ biggest initial public offering, the nation’s first listing this year that could help revive a lackluster stock market.
Accenture Plc, the technology consulting firm that’s under pressure to show it can help clients adopt artificial intelligence and can undergo such a transition itself, reported that it booked more business in the fourth quarter than analysts had expected.
An alliance that includes Blackstone’s QTS, NextEra Energy Inc. and Siemens Energy AG is preparing to counter a wellspring of opposition to artificial intelligence and other infrastructure development that’s bubbled up across Texas.
