Show Notes
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
A rebound in chipmakers buoyed the stock market Monday as dip buyers emerged on bets the artificial-intelligence investment boom will continue to support solid earnings. The advance in tech stocks lost steam last week as investors questioned the sustainability of AI spending, given the outlook for higher rates. This week’s earnings from Meta Platforms will provide a fresh proving ground for confidence in the AI trade, while SpaceX, Tesla, and Meta are also due to report. The industry is still set to account for nearly 70% of global earnings growth next year, according to Citigroup.
On today's episode:
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Dan Ives, Partner at Yorkville Ives & Co. Perplexity CEO Aravind Srinivas & Ed Ludlow, Host of Bloomberg Tech Sophie Alexander, Bloomberg New Wealth Reporter & Alex Rajbhandari, Bloomberg News US Insurance Reporter See omnystudio.com/listener for privacy information.
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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF Elon Musk has publicly endorsed a combination of SpaceX and Tesla, his two most valuable companies, in what would be the biggest corporate transaction ever attempted. There's a push to announce a deal by the first half of 2027, so that it closes during the current administration, according to people familiar with the matter, with the combined market value of the companies being around $3.7 trillion. Musk's endorsement comes at a moment of extraordinary influence for him, having repaired his relationship with President Donald Trump and tapped into fervent investor enthusiasm, but this advantage is not guaranteed to last. On today's episode: Max Chafkin, Bloomberg Businessweek Senior Reporter Jackie Reses, co-founder and CEO of Lead Brett Winton, Chief Futurist, ARK Investment Management Andra Timu, Bloomberg Reporter covering Romania on Russian Drones Attacking EU See omnystudio.com/listener for privacy information.
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF US small-business optimism fell to a three-month low in September as economic expectations dimmed and a smaller share of firms indicated it was a good time to expand. Diedra Porché, National Head of Community and Business Development at JPMorganChase, discusses the investment it takes to boost a community and help strengthen small businesses. See omnystudio.com/listener for privacy information.
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special edition of the Bloomberg Businessweek Daily podcast, we focus on business schools and how they're responding to the new challenges facing students and graduates as they enter a workforce shaped by economic uncertainty and the rapid growth of artificial intelligence. Hosts Carol Massar and Tim Stenovec, along with Bloomberg Businessweek senior editor Dimitra Kessenides, speak with Stefano Caselli, Dean of SDA Bocconi School of Management about how MBA programs are integrating new technologies and how traditional business knowledge still matters in a world increasingly reliant on artificial intelligence. See omnystudio.com/listener for privacy information.