Public Companies
50 articles in this category
Visa Buys BioCatch for $2.4B to Fight AI Fraud
Visa is acquiring BioCatch for $2.4 billion to combat AI fraud, while markets anticipate the jobs report and universities are urged toward campus reforms.
DeepSeek AI Sparks Chinese Market Frenzy, Japan Grapples with Yen Intervention
Bloomberg's Stock Movers report covers DeepSeek's new AI model impacting Chinese markets, Japan's yen intervention affecting exporters, and volatility in Japanese banks.
AI Hedge Fund Collapse, Tech Earnings Shake-Up
Bloomberg Businessweek Daily covers the collapse of an AI hedge fund, mixed tech earnings from giants like Apple and Amazon, and VEON's role in Ukraine's connectivity.
Warsh Considers Fewer Fed Meetings; Anthropic AI Models
Federal Reserve Governor Kevin Warsh is reportedly considering reducing the frequency of FOMC meetings, while Anthropic AI models are linked to hacking incidents.
Amazon Surges as Apple Stumbles in Divergent Big Tech Earnings
Amazon soared on AWS cloud growth while Apple stock dropped following supply chain stumbles in Tim Cook's final CEO quarter.
Mizuho's Jordan Klein on Amazon's $25B Custom Silicon Run Rate
Mizuho's Jordan Klein breaks down Amazon's $25B custom chip run rate, AWS growth, and why investors are shifting capital from Apple into Amazon.
Amazon Surges on AI Cloud Growth While Apple Faces Supply Shortages
Amazon soared on 37% AWS growth and custom AI silicon, while Apple dropped 9% after misjudging iPhone chip demand on Tim Cook's final earnings call as CEO.
AWS Growth and AI Demand Drive Reacceleration in Big Tech Earnings
Bloomberg analyst Anurag Rana breaks down AWS's 39% growth, Big Tech capex surges, and Microsoft's multi-model AI strategy.
Microsoft Soars, Meta Plummets on Earnings
Microsoft's stock soars on AI traction and cloud growth, while Meta's AI bets falter. Qualcomm faces cost headwinds. Apple's CEO transition looms.
Qualcomm CEO on AI, Automotive, and Smartphone Slump
Qualcomm CEO Cristiano Amon discusses the company's diversification into automotive and data centers amidst smartphone market pressures, and the strategic importance of its AI platform.
Microsoft's AI Growth: Discovery Value Still Unlocking, Says Goldman
Goldman Sachs analyst Gabriela Borges discusses Microsoft's AI strategy, Copilot adoption, and its relative market position, suggesting significant value is still to be discovered.
SoFi CEO Noto on AI, Rate Hikes, and Customer Behavior
SoFi CEO Anthony Noto discusses record Q2 revenue, AI's impact on productivity, and strong customer spending trends despite market concerns.
Meredith Whitney on Banks, Buybacks, and Fintech
Meredith Whitney discusses Visa's fintech role, banks' hesitant M&A strategies post-2008, and JP Morgan's potential for major fintech deals.
Nvidia-OpenAI Deal, AT&T Bonds, and Biotech M&A
Nvidia's potential $250B OpenAI deal, Argenics' $2.2B Forte Biosciences acquisition, AT&T's bond offering, and AstraZeneca's earnings.
AI Revolution 'In The Third Inning,' Says Analyst Dan Ives
Analyst Dan Ives states the AI revolution is in its early stages, emphasizing the critical role of hyperscalers and companies like Intel in driving AI adoption and investment.
Intel Surges on AI Data Center Demand, Asia Eyes Nuclear Renaissance
Intel's strong revenue forecast, driven by AI demand, contrasts with market concerns over AI investment returns and inflation. Asia's nuclear power push is also highlighted as a response to AI's energy needs.
Magnificent 7 Lose $767 Billion as AI Spending Concerns Mount
The Magnificent Seven stocks plunged, losing $767 billion as concerns over AI spending and profitability hit Big Tech following earnings from Alphabet and Tesla.
Apple Preps Major Mac Overhaul for AI Push
Apple is reportedly preparing a major overhaul of its Mac lineup, introducing new iMacs, MacBook Pros, and the first-ever touchscreen Mac, with a strong focus on AI capabilities.
Intel Surges on Strong Earnings Beat, AI Demand Fuels Growth
Intel reported a strong earnings beat and raised its outlook, driven by surging demand in its data center segment, largely fueled by AI growth.
Wall Street Dips on AI Costs, Crude Oil Prices
Wall Street faces pressure from rising crude oil and heavy AI spending. Comcast sees streaming growth amid cable losses, while Tesla navigates production challenges. Tinder expands in-person events, and Gen Z prioritizes early savings.
Tesla's AI Pivot Faces Profitability Hurdles
Tesla's profit dip, Google's AI spending, and the future of EVs were discussed on the Bloomberg Intelligence Podcast.
AI Spending, Tesla Safety, and Crop Prices Shake Markets
Stocks faced pressure from Alphabet's AI spending, Tesla's earnings report, and rising crop prices. US regulators are also developing new safety rules for car door handles.
Iran War Escalates, Oil Surges, Stocks Dip on AI Worries
Geopolitical tensions rise with Houthi attacks on Saudi tankers, impacting oil prices. Markets react to AI spending concerns and political developments.
Schwab CEO on Earnings, AI, and Retail Trading Trends
Charles Schwab CEO Rick Wurster discusses the company's strong earnings, the surge in retail trading driven by AI interest and lower commissions, and plans for new services.
Market Turmoil: Mideast Tensions Hit Stocks, Google Unveils AI Chip
Middle East tensions rattled markets, causing stocks to fall as oil prices surged. Meanwhile, Google unveiled plans for a new AI chip, and the U.S. offered aluminum tariff relief.
Nvidia Stabilizes, Prologis Sweetens Segro Bid
Bloomberg's Luis Moon discusses Nvidia's stabilizing chip stock, Prologis's new bid for Segro, Domino's sales slowdown, and Urban Outfitters' stock surge.
Big Tech Earnings: AI Spend, China, and Chip Stocks in Focus
Nathan Hager and Bailey Lipshultz discuss upcoming Big Tech earnings from Alphabet, IBM, Intel, and Tesla, focusing on AI spending, US-China competition, and market trends.
Wall Street Week: Inflation, AI, and Navy Buildout
Wall Street Week covers inflation with Loretta Mester, U.S. naval buildout challenges, tariff refund fights, and AI's impact on investments with Blair Effron.
AI Chip Stocks Dip, SpaceX Eyes Pentagon Deal
AI chip stocks dip as optimism cools. SpaceX eyes Pentagon deal, Meta explores leasing compute power to Anthropic, and a judge weighs Paramount's Warner Bros. Discovery merger.
Netflix, SpaceX, Yum Brands Stocks Face Headwinds
Netflix stock plunges on growth forecast fears, SpaceX faces setbacks after Starship test flight cancellation, and Yum Brands navigates food safety issues.
Chip Stocks Tumble on AI Spending Worries, Netflix Earnings Miss
Chip stocks tumbled amid AI spending worries while Netflix reported a revenue miss and cautious guidance, impacting major indices on a day of broad market declines.
Moynihan: Bank of America Sees Strong Consumer Spending Amidst Economic Headwinds
Bank of America CEO Brian Moynihan discusses strong consumer spending, a robust investment banking pipeline, and the bank's approach to AI implementation and cost management.
Apple Sues OpenAI, Dyson Fans Sell Out: Bloomberg Money Minute
Bloomberg Money Minute covers Apple's lawsuit against OpenAI for alleged IP theft and the surging sales of Dyson's portable fans.
Wall Street Wobbles on Rate Fears; Apple Sues OpenAI
Wall Street reacts to Fed rate hike fears and rising oil prices, while Apple sues OpenAI over IP theft and Delta adjusts its fare strategy.
US-Iran Tensions, Apple Sues OpenAI, Paramount Deal Faces Challenge
Bloomberg News Now covers escalating US-Iran tensions, Delta CEO's outlook, Paramount-Skydance deal lawsuit, Apple suing OpenAI, Tylenol autism lawsuits revived, and Trump's IRS lawsuit rebuke.
SK Chairman: AI Demand Fuels SK Hynix US Plans
SK Group Chairman Chey Tae-won discusses SK Hynix's US expansion plans, driven by soaring AI demand and the critical role of high-bandwidth memory (HBM).
Micron Surges on AI Chip Report, Meta and AstraZeneca Dip
Micron's stock rises on AI chip production news, while AstraZeneca dips due to drug trial results and Meta falls on AI pricing reports.
Micron, SK Hynix Expand Amid AI Boom; Meta Monetizes AI
Micron plans $250B US plant investment, SK Hynix launches record US share sale, and Meta monetizes AI with paid model tiers.
Nvidia's $1 Trillion Slide: AI Boom Valuation Tested
Nvidia's market valuation has fallen by roughly $1 trillion, returning to pre-AI boom levels amidst growing competition from hyperscalers developing their own AI chips.
AI Anxiety Triggers Chip Stock Tumble, Oil Prices Climb
Chip stocks tumble amid AI anxiety as oil prices rise, highlighting market concentration risks in technology.
Amazon Fuels AI Debt Boom With Another Bond Sale
Amazon raises $25 billion in a bond sale to fuel its AI infrastructure investments, signaling aggressive expansion in the AI race.
Samsung's Record Profit Misses AI Chip Rally Expectations
Samsung's record profits are tempered by concerns over its AI chip market position amid a broader industry rally.
Mag 7 Loses Market Swagger as AI Spending Shifts
The 'Magnificent 7' stocks are losing their market luster as AI investment shifts to semiconductor companies driving infrastructure growth.
Samsung's Record Profit Overshadowed by AI Chip Demand
Samsung reports record profits, but the market remains unimpressed due to the AI chip rally and memory market volatility.
AI Anxiety Hits Chip Stocks, Oil Prices Climb
Chip stocks are tumbling amid growing AI anxiety, while oil prices are climbing, signaling a shift in investor sentiment and a move towards diversification.
AI Stocks Rebound, OPEC+ Boosts Production
Bloomberg Money Minute reports on the rebound in AI stocks, led by tech giants and semiconductors, and OPEC+'s decision to hike oil production.
Tech Stock Surge Fueled by AI Trade Resurgence
Technology stocks are surging, driven by a strong AI trade. Investors are focusing on AI-powered companies, signaling a positive outlook for the tech sector.
Semiconductor Stocks Slide Amid AI Spending Concerns
Semiconductor stocks slide amid AI spending concerns. SK Hynix prepares for Nasdaq debut, aiming to raise capital for expansion.
Alphabet Gains $2T as AI Infrastructure Faces Headwinds
Alphabet gains $2T as AI infrastructure faces headwinds. Meta sees stock dip on compute sale plans, while American Eagle affirms guidance.
Robinhood CEO on AI, Expansion & Trump Accounts
Robinhood CEO Vlad Tenev discusses AI integration, international expansion, and the company's approach to market volatility and regulatory challenges.