Analysis: Interviews

AI Boom Fuels Small-Cap Rally

FTSE Russell's Indrani De joins Bloomberg Open Interest to explain why the AI boom is spreading into small caps, banks and industrial stocks. She warns that massive capital spending is making...

Wayfair Rises, Caterpillar Surges on Earnings | Stock Movers

On this episode of Stock Movers: - Wayfair shares jumped after the furniture retailer gave third-quarter guidance during its earnings call. The company said it expects high single-digit revenue...

After Historic Intervention, 155 Emerges as Yen's Next Big Test

Japan's historic joint intervention with the US is shifting market focus to whether the yen can strengthen beyond 155 per dollar, a threshold strategists view as a key test for the rally's staying...

Caterpillar Raises Sales Outlook on Data Center Boom

Caterpillar Inc. crushed Wall Street's second-quarter expectations as the company reported stronger sales across its businesses, posted a record equipment backlog and increased its forecast for...

Refiners Can't Deliver Gas Price Relief Trump Wants, Says Stephen Schork

Stephen Schork, principal and editor at The Schork Group, says refiners have virtually no ability to increase capacity and deliver more gasoline and diesel products and lower costs for consumers....

Mag 7 Valuations Have Room to Normalize, Dawson Says

Cameron Dawson, CIO at NewEdge Wealth, discusses the turnaround in technology stocks as she sees room for Magnificent Seven stock valuations to move higher and give a lift to the overall tech...

Intervention Efforts Failing to Turn Tide for Yen

Anna Edwards, Lizzy Burden and Adam Linton break down today's key themes for analysts and investors on Bloomberg: The Opening Trade. ...

HSBC's Elhedery on Buybacks and Vision for Bank Overhaul

HSBC Chief Executive Officer Georges Elhedery speaks to Bloomberg's Francine Lacqua about the bank's announcement of a fresh stock buyback as it reports second-quarter earnings that beat...

Morocco Blames Misinformation for Ceuta Migrant Chaos

Morocco's government said factors such as misinformation and human trafficking lured tens of thousands of migrants into illegally crossing into the Spanish-governed northern African enclave of...

BofA: Japan Determined to Break Yen at 155

Shusuke Yamada, Chief Japan FX and Rates Strategist at BofA Global Research, discusses whether the yen can strengthen beyond 155 per dollar, a threshold strategists view as the key test for the...

Yellow Card CEO on Funding, Stablecoin's Global Foothold

Chris Maurice, CEO of Yellow Card, explained how his company differentiates itself from competitors like Stripe and Wise by building the underlying infrastructure that enables international money...

SpaceX Has a Bit of an 'Identity Crisis,' Zhu Says

Moffettnathanson Research Analyst Julie Zhu says SpaceX almost has an identity crisis. Elon Musk's company is set to report its first-ever quarterly earnings results on Tuesday after going public...

Churchill's Schwimmer: Private Markets in 'Platinum Era'

During the countdown to the market close, Romaine Bostick highlighted the recent surge in private debt defaults, noting that Fitch Ratings reported a record 6% default rate among 1,300 US private...

Portal Innovations CEO on Future of US Medical Research

The Trump administration is advancing a plan to allocate $200 billion annually toward medical research, emphasizing support for individual scientists and private research facilities rather than...

Active ETF, Model Portfolio Growth to Persist: Framsted

Holly Framsted, head of global product strategy and development at Capital Group, joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. They discussed ETF and mutual funds flows as well as...

Corgi On Pace to Launch 500 ETFs In First Year

Bloomberg's Isabelle Lee joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. Corgi is on pace to launch roughly 500 ETFs within its first year, more than BlackRock accumulated over many years....

Fundamentals In Korea Are Incredibly Strong: Taylor

Sean Taylor, CIO and portfolio manager at Matthews, joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. They discuss Mathews Korea Active ETF . ...

Why Apple Wants You to Upgrade More Often

Apple is making a big bet that customers would rather pay by the month than all at once, with its new Apple Upgrade program designed to make upgrading your devices feel more like a subscription....

Anchor Funds Depend On Sticky Assets: Nandakumar

Amrita Nandakumar, president of Vident Asset Management, joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. They discussed the growing volume of ETF launches and how issuers should center...