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AMD Goes Big on World Models as Anthropic Heads to IPO

1 week 4 days ago
Bloomberg’s Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to humanity" in its prospectus ahead of its IPO according to reports, and AMD makes a big AI bet on the frontier by acquiring Fei-Fei Li's World Labs in an all-stock deal valued at $8.2 billion. (Source: Bloomberg)

Hypertec on AI Infrastructure Investment

1 week 4 days ago
Simon Ahdoot, CEO, Hypertec, discusses how the growth of AI and cloud computing is driving demand for hyperscale data centers, where constraints could emerge and what Canada needs to compete for AI infrastructure investment, with Bloomberg’s Mathieu Dion at the 2026 Bloomberg Canadian Finance Conference. (Source: Bloomberg)

OpenAI Scraps Debut of AI Model as It Sets New Guardrails

1 week 4 days ago
OpenAI is holding back a version of its Astra model while it establishes stronger safeguards for artificial intelligence development, flagging heightened risks after a spate of recent rogue AI hacking incidents. Bloomberg Tech Anchor, Ed Ludlow discusses the move, as well as broader AI fears impacting the markets. (Source: Bloomberg)

Apple's New CEO Starts to Reshape the Company

1 week 4 days ago
Apple Inc. Chief Executive Officer John Ternus is already moving to overhaul the company so it can accelerate product development and be a leaner organization. Early ideas include cutting some middle-management jobs and focusing more on engineering. Bloomberg's Ed Ludlow reports. (Source: Bloomberg)

Santos: AI Euphoria Meets Reality

1 week 4 days ago
Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management says the recent surge in Treasury yields looks overdone, arguing the US economy is resilient but normalizing rather than booming. She urges investors to favor high‑quality large caps over speculative AI plays, watch leverage and stay selective in banks as secular AI forces drive market dispersion. (Source: Bloomberg)

Gary Gensler Warns on How AI Could Trigger Bank Stress

1 week 4 days ago
Former SEC Chair and MIT professor Gary Gensler joins Bloomberg Open Interest to break down how AI could trigger bank stress by shifting deposits, fuel an "AI bubble" retrenchment and expose hidden risks in private equity and credit. He also discusses Anthropic's stark S‑1 warnings and what it  really signals for investors and financial stability. (Source: Bloomberg)

Meredith Whitney on the Fragile US Economy

1 week 4 days ago
Meredith Whitney, CEO of Meredith Whitney Advisory Group, joins Bloomberg Open Interest to break down why the US economy is more fragile than the headlines suggest. We dig into consumer strain, $4 gas pain, AI-fueled wealth concentration, private credit risks, delayed IPOs, and whether AI agents could trigger a bank run. (Source: Bloomberg)

Is AI Quietly Killing Local Shops?

1 week 4 days ago
AI shopping tools are quietly steering buyers to big-box retailers 94% of the time. Lightspeed's CEO Dax Dasilva joins Bloomberg Open Interest to explain why small businesses are disappearing from AI results, and how better prompts and new AI tools could help local shops fight back in the next wave of commerce. (Source: Bloomberg)

Yardeni Sees Revenge of the Bond Vigilantes

1 week 4 days ago
Edward Yardeni of Yardeni Research says bond yields could keep going higher from here and markets could be seeing a revenge of the so-called bond vigilantes. He says a yen-carry unwind could be driving the global bond selloff. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)
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