Analysis: Interviews

Behind the AI Debt Boom

JPMorgan's David De Boltz explains why Wall Street is pouring unprecedented money into AI infrastructure, data centers, and GPU financing, while abandoning parts of the software market. On...

Inflation Angst Drives US Long-Dated Bond to 2007 High

Yields on the US Treasury's longest-dated bond rose to the highest level in almost two decades as investor concern over accelerating inflation fueled a selloff in global debt markets. The move...

Liberty Media CEO on the Media Landscape

Liberty Media CEO Derek Chang discusses the company's decision to simplify its corporate structure by breaking up into multiple entities, noting that it aims to better serve shareholders' interests...

Nasdaq 100 Falls on Chipmaker Rout as Yields Rise

Wall Street's crowded chipmaker trade continued to unravel, dragging down stocks on speculation that a surge from this year's lows has gone too far amid war-fueled inflation risks that have sank...

Meta's AI Worker Shift; Home Depot Sales Fall Short | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Shares of CoreWeave and other neo-cloud companies slump premarket after Alphabet agreed to create an artificial intelligence cloud...

ECB May Act As Iran Shock Persists

The European Central Bank may have to respond to the economic challenges arising from the conflict in the Middle East, according to Governing Council members Joachim Nagel and Francois Villeroy de...

Tech Stock Pullback Just a Market Pause, NewEdge's Dawson Says

Cameron Dawson, CIO at NewEdge Wealth, sees the pullback in tech stocks as perfectly normal and perfectly prudent, but warns that a simple correction in those names back to trend could be damaging...

Goldman Sachs Intl. Says Europe Has a 'Huge Opportunity'

Goldman Sachs International co-CEOs Anthony Gutman and Kunal Shah discuss the outlook for Europe's capital markets, risks facing the global economy and the race to build out artificial intelligence...

OECD Says Iran War Pressuring Growth, Inflation

OECD Secretary General Mathias Cormann discusses the impact of the conflict in the Middle East on the global economy, saying the Iran war is putting downward pressure on growth and upward pressure...

Global Bond Market Jitters Dominate G-7 Talks

Elevated bond yields dominated the Group of Seven meeting in Paris as finance ministers discussed how oil-fueled inflation risks overshadowing world economic prospects. The talks, which were meant...

Asia Group's Lin on Putin's China Visit, US-China Ties

The Asia Group China Country Director Han Lin unpacks the geopolitical and economic significance of Russian President Vladimir Putin's visit to Beijing. He also explores the evolving dynamics of...

Formentera Partners on Oil Markets, Iran War Impact

Bryan Sheffield, Managing Partner at Formentera Partners, discusses the impact from the Iran war and outlook for the energy market. He speaks with Paul Allen from the sidelines of the Australian...

MST Marquee Kavonic on Energy Markets

Saul Kavonic, Head of Energy Research at MST Marquee, discusses his outlook for energy market prices amid the ongoing conflict in Iran. He speaks with Paul Allen on the sidelines of the Australian...

Trump Holding Off on New Iran Strikes After Gulf Appeal

President Donald Trump said he called off a strike on Iran after an appeal by the leaders of Persian Gulf allies, who called for more time to pursue a diplomatic resolution. Bloomberg Economics'...

AI 'Industrial Revolution' Taking Place, Says Boston Children's Chief Medical Officer

Dr. Joan LaRovere, chief medical officer at Boston Children's Hospital, said that AI can 'bolster' the capabilities of health care providers to help diagnose and treat patients more effectively....

Dell Scales Up the AI Supply Chain to Meet Demand

Dell Technologies Inc. Chief Executive Officer Michael Dell and Nvidia CEO Jensen Huang talk about how they work together on Dell's AI Factory which uses servers with Nvidia chips, software and...

GLP-1 Users Turn to Telehealth to Access Weight Loss Drugs

Justin Schrieber, CEO of telehealth company LifeMD, said that the main reason that Americans end up at virtual health care providers is to access GLP-1 weight loss medication, as well as other...

'People Are Concerned' Over The Data Center Boom In Georgia Says Leavell

Chuck Leavell, Rock and roll superstar, member of Allman Brothers, and The Rolling Stones joined Joe Mathieu on Balance of Power to discuss Georgia's upcoming primaries. They also discussed AI and...

IREN CEO: Have Great Relationship With Dell and Nvidia

IREN, a vertically integrated AI cloud provider, recently announced a strategic partnership with Nvidia for up to $2.1 billion as part of a broader agreement between the two companies aimed at...