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.
Manolo Serapio Jr., Neil Jerome Morales and Julia Fioretti
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.
Taiwan Semiconductor Manufacturing Co. is weighing a new campus in Texas that would add tens of billions of dollars in new investment to the company’s multiyear expansion into chipmaking in the US.
Debby Wu, Maggie Eastland, Faris Mokhtar and Gao Yuan
OpenAI accused Moonshot AI of being responsible for a wide-scale effort to extract data from its GPT artificial intelligence systems. In a blog post Wednesday, OpenAI disclosed that it observed thousands of attempts by users associated with Moonshot to decipher hidden information about how its models reason through problems. Neil Campling reports on Bloomberg Television. (Source: Bloomberg)
Infinigence AI, a Chinese AI cloud infrastructure provider, is preparing for a Hong Kong listing as early as the first half of next year to capitalize on demand for computing resources to power artificial intelligence models and agents.
With Microsoft Corp.’s best quarter for decades in the books, Wall Street is betting the stock can keep rallying as the tech giant’s standing in the artificial intelligence landscape continues to improve.
SpaceX launched a new crew of four astronauts to the International Space Station on Thursday, as questions swirl over the company’s plans for the future of its human spaceflight program.
The market is acting in ways that make it very hard to get a handle of what exactly is going on right now. The overall indices are surging. Many individual stocks are doing badly. Rates are rising, but the economy is still robust. There's capex spending and the AI trade. There's the war in Iran. And of course there's persistent inflation and the Fed's ongoing tightening cycle. On this episode, we speak with our former colleague Luke Kawa, who is now head of markets at Sherwood News. We go over all the big market themes, and he explains why the one consistent theme of this moment is the sheer speed of the moves and the pace of the news itself. (Source: Bloomberg)
