Bloomberg Talks

Billionaire and founder of the Arora Group, Surinder Arora reacts to the UK's budget and what it means for business leaders in the country. He told Bloomberg's Caroline Hepker that measures to help stimulate the economy don't go far enough.

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Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close.

Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and...

Rick Wurster, Charles Schwab CEO, talks investing in AI, the blend of AI with human financial guidance, stock value and prediction market popularity. He spoke to Bloomberg's Carol Massar and Tim Stenovec at Schwab IMPACT 2026 in Boston.

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White House National Economic Council Director Kevin Hassett expects the Federal Reserve to raise interest rates if inflation figures for this month are elevated. Speaking on "Bloomberg The Open" shortly after the latest PCE inflation report, Hassett says the Fed will "probably appropriately act" if inflation data come out high. He spoke to Bloomberg's Dani Burger and Isabelle Lee.

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Jeetu Patel, Cisco Systems President & Chief Product Officer, talks agentic AI going mainstream, how he sees personal agents as being the next big moment in AI industry growth, and where the industry is headed as a result. He spoke to Bloomberg's Tom Keene and Paul Sweeney.

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Jersey Mike's beat estimates with their 3rd Quarter earnings. CEO Charlie Morrison discussed the company's earnings report, their expansion plans, and same-store sales growth. Morrison spoke with Bloomberg's Romaine Bostick.

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Terry Duffy, Chairman & CEO of CME Group, discusses how commodity exchanges are urging US regulators to withhold approval of Kalshi’s proposed perpetual oil futures contract and potentially closing a loophole that gives retail traders access to offshore platforms. Duffy spoke with Bloomberg's Scarlet Fu and Isabelle Lee.

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Energy Secretary Chris Wright said that he expects diesel prices to be 'dropped significantly' but will need increased exports out of the Arabian Gulf to manage it amid the ongoing war with Iran. Wright also spoke about Russia's diesel output, saying that the only way Russia can benefit from recently permitted exports of diesel is to deliver a ceasefire on energy or end the war. Wright spoke with Bloomberg's Joe Mathieu.

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Baker Hughes beats Wall Street’s profit expectations but falls short of the high bar investors had set heading into earnings. Chairman and CEO Lorenzo Simonelli discusses the third-quarter results and outlook. Simonelli spoke with Bloomberg's Dani Burger and Isabelle Lee.

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Alphabet reported quarterly sales and profit in the third quarter that fell short of expectations, a sign that the firm is failing to generate enough return to justify its massive investments in AI. The stock fell in late trading. Google’s parent company said sales, excluding partner payouts, were $111.2 billion for the three months that ended Sept. 30, just below the $111.3 billion that analysts had projected on average. Alphabet reported net income of $2.12 a share, falling far below Wall Street’s estimate of $2.99.

The company’s shares were down as much as 8.5% in after-hours trading.

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Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December.

But Fed Chairman Kevin Warsh, in a press conference that followed the decision, said officials have “made clear our readiness to act as circumstances require, and we have shown our willingness to act.”

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Anduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is planned to be a laptop designed and assembled in the United States, with circuit-board assembly at Anduril’s Arsenal-1 facility in Ohio. In an interview with Bloomberg's Ed Ludlow, Anduril founder Palmer Luckey said the initiative grew from concerns that critical industries—including the military, hospitals and power plants—depend on computers made in China. He said Anduril first tried to persuade other companies to build computers domestically, but ultimately decided to invest...

Robert Kaplan, Goldman Sachs Vice Chair & Former Dallas Fed President, joined Bloomberg's Tom Keene and Paul Sweeney to discuss the outlook for the Fed’s monetary policy, expectations for the October FOMC meeting, and the US economy.

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Gary Gensler, former SEC Chair and MIT Professor joined Bloomberg's Tom Keene and Paul Sweeney to discuss how current events are shaping the markets, the AI boom, and more.

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US equity futures stalled as traders turned their attention to a busy earnings slate and the upcoming Federal Reserve policy decision. Nasdaq 100 futures fell 0.2% and S&P 500 contracts were flat after Monday’s strong gains, with tech fundraising being the main sentiment driver. Markets are pricing a small chance of a quarter-point Fed hike this week and a strong probability of one in December, with the Fed's decision expected to determine global financial conditions. Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley joins Bloomberg's Tom Keene and Paul Sweeney on Surveillance to discuss the markets and more...

In an exclusive interview from UPS headquarters in Atlanta, Carol Tomé told Bloomberg's Romaine Bostick that UPS reported solid third-quarter results, including a return to volume growth among U.S. small-business and enterprise customers, and raised its full-year revenue and profit guidance.  Based on customer forecasts, the company expects average daily volume to rise about 25% from the third quarter to the fourth during the holiday peak. Looking to 2027, Tomé expects package volume and revenue per piece to grow, while cost per piece rises more slowly, supporting profit and margin expansion. She said higher fuel and purchased-transportation costs drove all of...

Richard Walker, Executive Chairman of Iceland and Labour Peer, says a 'do no harm' budget from UK Chancellor John Healey is not enough given the cost of doing business is 'exceptionally expensive' in Britain, something he doesn't think politicians appreciate. He says the reported 4% hike to the national living wage would have a 'significant' impact on his business, and talked up tackling welfare reform, debt interest payments, and reviving the UK retail sector. He joined Bloomberg's Caroline Hepker and Stephen Carroll to discuss.

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Once Upon a Farm is broadening its refrigerated food lineup for older children, including newly launched organic electrolyte pouches. Jennifer Garner, the company’s cofounder and chief brand officer, said in an interview with Bloomberg's Romaine Bostick that she has spent time visiting retailers and suppliers and remains closely involved in the business. Garner said she joined after learning about the company’s fresh, organic, non-GMO baby food and its mission to make nutritious products accessible to more families. The company is extending its offering as its original customers’ children grow, aiming to serve babies through older kids and become...

Democratic nominee for Georgia governor Keisha Lance Bottoms says she is calling for a pause on new data center construction in the state while officials assess the industry’s impact. Speaking to Joe Mathieu and Kailey Leinz on Bloomberg Balance of Power, Bottoms says the pause could last six months or longer, citing questions about strain on the electric grid, costs to ratepayers and impacts on the water supply. 

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Stéphane Bancel, Moderna CEO, said in an interview with Bloomberg's Romaine Bostick, that he believes the personalized mRNA cancer vaccine his company is developing with Merck & Co. will work in a variety of tumors, directly addressing a key issue shrouding the company’s future. 

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Bruce Richards, managing partner and head of CVC Marathon, says Anthropic should be able to raise substantial capital in its anticipated IPO, pointing to its rapid growth, revenue trajectory and place among trillion-dollar companies. He expects capital markets to finance Anthropic much as they have other major firms, and sees the listing as unlikely to be a test of investor appetite. Richards says open- and closed-weight AI models can coexist, comparing them with successful open and proprietary software ecosystems; he expects closed-model companies such as Anthropic to capture significant profits. He is broadly constructive on the company, citing strong...

Anthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.
The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. 
For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh.

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PIMCO UK Senior Advisor Rupert Harrison says he sees at least a 25% chance of an early election in the aftermath of the UK Budget this week. He discusses what to expect from Chancellor John Healey in the biggest event of the political and economic calendar in the UK, including potential tax hikes and measures to cut costs for consumers and businesses. Healey and new prime minister, Andy Burnham, are hoping to get through the fiscal event without the market ructions that have accompanied those of their short-tenured predecessors. He joined Bloomberg's Caroline Hepker and Stephen Carroll to discuss.

At an agricultural commodity futures conference in Kansas, Bloomberg’s Tyler Kendall speaks with Kalshi CEO and Co-founder Tarek Mansour about the growing role of prediction markets in elections and the regulatory challenges facing the industry. Mansour calls this the first election in which prediction-market use is becoming institutionalized, saying campaigns rely on the markets for real-time information that he argues can be more accurate than polls. He says Kalshi is engaging with policymakers from both parties and supports regulation, including clear rules on prohibited markets, insider trading and participation by members of Congress and the administration, alongside customer pr...

Ann Miletti, Head of Equity Investments at Allspring Global Investments, talked to Tom Keene and Paul Sweeney on Bloomberg Surveillance. She discussed her hometown Milwaukee Brewers representing the National League in the 2026 MLB World Series. 

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Speaking with Tyler Kendall at an agricultural commodities futures conference in Kansas, CFTC Chair Michael Selig said the agency and exchanges monitor political prediction-market contracts for manipulation risks, including low trading volume. He said exchanges review contracts before listing them and surveil markets for suspicious activity. Asked whether investigations are underway related to the midterms, Selig declined to discuss potential investigations, but said the CFTC would investigate and prosecute suspected manipulation, wash trading or fraud. 

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Nicușor Dan, President of Romania, joined Bloomberg's Joe Mathieu and Keiley Leinz on Balance of Power to discuss the war in Ukraine. Dan stated “The Russians are trying to escalate, to provoke all the European countries,” and that “We don’t have to go into this escalation process.”.

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Max Levchin, CEO of financial technology company Affirm, joined Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily to discuss his company's new partnership with Sam's Club as the retailer's exclusive buy-now, pay-later partner, just weeks before the key holiday shopping season kicks off.

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OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — joined Bloomberg's Ed Ludlow to explain how AI is empowering cyber defenders and attackers.

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Blackstone President Jon Gray doesn't think there is an AI bubble. He says demand for AI is "almost parabolic." He spoke to Bloomberg's Dani Burger about investing in AI and the firm's third-quarter earnings results.

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Ramaco Resources CEO Randall Atkins says China is the 'bad guy' for dumping cheap steel onto global markets. The chief executive of the Nasdaq-listed metallurgical coal miner also says the company is pivoting towards rare earths development as the scramble for the metals accelerates, and both the US and Europe push to end their reliance on foreign supplies of critical materials. He spoke with Bloomberg's Caroline Hepker and Anna Edwards.

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Kuwait Petroleum Corporation CEO Sheikh Nawaf Al-Sabah said that company told customers that it would do 'everything possible' to ensure shipments of crude would continue despite the closure of the Strait of Hormuz. Al-Sabah said that the company has been able to produce over 2 million barrels a day and is looking into future pipelines to move crude. Al-Sabah spoke with Bloomberg's Romaine Bostick.

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With Bose acquiring Skullcandy today, CEO Lila Snyder discusses what the deal means for both companies, how the audio company is trying to reach the next generation with wired headphones, and the role AI will play in future products. Snyder spoke with Bloomberg's Romaine Bostick.

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Meta Platforms boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Capital expenditures will be $135 billion to $145 billion in 2026, the social-media giant said during its quarterly earnings report Wednesday, raising the bottom end of the range from $130 billion. The moves show that Meta has confidence that its spending on artificial intelligence will bear fruit. Chief Executive Officer Mark Zuckerberg has struggled to persuade investors to accept the company’s ballooning expenses for ambitious AI bets. But in recent months, Meta has made headway with its technology.

M...

United Airlines CEO Scott Kirby said the sharp rise in fuel prices is weighing on the airline’s outlook, though United has passed on about 72% of the increase so far. Recent booking yields are up more than 20%, and Kirby said United could approach full fuel-cost recovery with roughly a three-month lag if fuel prices stop rising. He expects the airline to remain profitable despite earning less in the second half than last year or previously anticipated. Scott Kirby speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz.

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Billionaire Ken Griffin said investors are “almost certainly” in the midst of an artificial intelligence bubble as many companies are still grappling with just how much they’ll spend on the technology and how it will transform the economy.

Speaking to Bloomberg's Dani Burger on stage at the annual Citadel Securities Future of Global Markets conference in NYC, Griffin talks about the recent headlines in AI, protests in France, US fiscal policy, tariffs, the upcoming midterm elections and more. Hear the full conversation as presented live on Bloomberg TV and Radio. 

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SpaceX exceeded estimates for quarterly revenue and profit, driven by substantial growth in its artificial intelligence and satellite internet businesses.
Elon Musk’s satellite, rocket and AI conglomerate posted $4.4 billion in net income for the quarter ended in September, far better than analysts’ average projection of $1.88 billion. Revenue increased 161% from a year ago and also beat expectations.

SpaceX shares rose in New York after the close of regular trading.

For instant reaction and analysis, Bloomberg Businessweek Daily guest hosts Norah Mulinda and Alexis Christoforous speak with:

Mario Draghi, former President of the European Central Bank, joins Bloomberg's Lisa Abramowicz to discuss what he says is a "lack of growth" in Europe.

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Dana Telsey, founder at Telsey Advisory Group, joins Bloomberg Surveillance with Tom Keene and Paul Sweeney to discuss the widespread use of GLP-1s, and more.

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German Chancellor Friedrich Merz said that Russian President Vladimir Putin is seeking to not only defeat Ukraine, but to also undermine democracy in Europe and further integration. “My biggest concern is the underestimated Russian impact on our societies,” Merz said Monday in an exclusive interview with Bloomberg’s Francine Lacqua. “Russia is on the way to destabilize the entire political order of our European continent.”

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