Analysis: Interviews

Alphabet's $205 Billion Spending Target Overshadows AI Gains

Alphabet Inc. boosted its projected capital expenditures for the year to a range of $195 billion to $205 billion, reigniting concerns about a lack of fiscal discipline in the race to dominate...

Wolfe's Roth on Inflation Outlook Amid Oil Supply Risks

Wolfe Research Chief Economist Stephanie Roth joins Bloomberg's Vonnie Quinn on Bloomberg Brief to discuss her outlook for inflation amid rising oil supply risks. ...

Bonds Are Not Working as a Hedge, BlackRock's Koetserich Says

Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock , explains why energy stocks are the only thing he has conviction in as a hedge against equity risks at this time. He also...

Trump Allies See Path to Oust Fed Governor in SVB Review

Some Trump administration officials and allies have privately discussed whether an external review of the 2023 failure of Silicon Valley Bank could provide a legal basis to remove Fed Governor...

Chancellor Healey Pledges UK Fiscal Buffer

UK Chancellor John Healey committed to disciplined control of the nation's public finances to protect against economic shocks, just days after new prime minister Andy Burnham appointed him. Healey...

BNP Paribas 'Firing on All Cylinders,' CFO Says

BNP Paribas Chief Financial Officer Lars Machenil speaks on Bloomberg Television as the bank reported better-than-expected revenue and profit for the second quarter. We are really firing on all...

SBI Funds Says Rupee At Good Level for Investors

SBI Funds Management Executive President R.S. Srinivas Jain believes the rupee will likely trade in the 'narrow band' for the time being. He adds that the Indian currency is at a great entry point...

AI Moving From Ambition to Accountability: Paul Weiss' Lu

Carmen Lu, Partner at Paul, Weiss, Rifkind, Wharton & Garrison, joins Dani Burger on Bloomberg Deals. ...

Tesla Reports Huge Miss on Earnings for Second Quarter

Tesla reports adjusted earnings of 33 cents a share for the second quarter. That was well short of the 51-cent average of analyst estimates compiled by Bloomberg. But sales were still strong. Jon...

IBM Cuts Full-Year Sales Outlook

International Business Machines Corp. cut its full-year sales outlook, including for its software unit, after reporting a dip in demand for its mainframe business. Shares still rose after the...

'Jittery Markets' Make Companies Feel Vulnerable: Mathew

Shaun Mathew, partner and head of shareholder activism and hostile takeover defense at Kirkland & Ellis, joins Dani Burger on Bloomberg Deals. ...

Samsung VP on Launch of New Foldable Phone Lineup

Samsung Electronics America Senior Vice President of Mobile Product Management, Drew Blackard, discussed the company's launch of three new foldable phone models. The new lineup includes the all-new...

Activism Surges in 2026

Bloomberg's Scarlet Fu reports on Bloomberg Deals about the number of activist campaigns during the first six months of 2026 increased 20% from the same period last year to 184, a record that is...

Plenty of Market Capacity To Absorb IPOs: Turturici

Jamie Turturici, head of TMT equity capital markets at Barclays, joins Dani Burger on Bloomberg Deals. Moonshot AI is preparing to begin discussions in August on a final round of fundraising before...

Blackstone Debuts Two Private Market Funds

Bloomberg's Loukia Gyftopoulou joins Dani Burger and Scarlet Fu on Bloomberg Deals. Blackstone is unveiling new funds to bring private markets to Main Street investors. This comes ahead of its...

AI Will Lead to Productivity Gains, Stifel CEO Says

Ron Kruszewski, Stifel chairman and ceo, says artificial intelligence will lead to productivity gains. He says financial advisers are still valuable and AI can help them. He speaks on Bloomberg The...

Deals Fly At The Farnborough Airshow

Bloomberg's Siddharth Philip joins Dani Burger on Bloomberg Deals. AerCap Holdings is in discussions to buy Boeing Co. 787 Dreamliner aircraft, people familiar with the matter said, potentially...

Activists Take On More Campaigns While Avoiding Proxy Fights

Carmen Lu, partner at Paul, Weiss, Rifkind, Wharton & Garrison, and Shaun Mathew, partner and head of shareholder activism and hostile takeover defense at Kirkland & Ellis, join Dani Burger on...

Need To Constantly Evaluate Software Investments: THL's Sperling

Scott Sperling, Co-CEO of THL Partners, joins Dani Burger on Bloomberg Deals. Private equity company Thomas H. Lee Partners over 50 years has managed or deployed $50 billion of equity capital,...