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03.12.25 - 19:30
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Report Sends Microsoft Lower on AI Demand | Open Interest 12/3/2025 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Macy's delivers a beat-- but profit forecast underwhelms sending shares down. Marvell surges on bullish AI chip orders — adding fresh fuel to a big week of AI earnings.
Microsoft took at hit on a report that there was lower demand for some of its AI tools. And Motorola Solutions Chairman & CEO Greg Brown joined Bloomberg Open Interest on how Motorola went from flip phones to public-safety tech giant. (Source: Bloomberg)...
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03.12.25 - 19:24
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Blue Owl Staff Buy $115 Million of Public BDC Amid Merger Drama (Bloomberg)
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Executives and employees of Blue Owl Capital Inc., as well as the company, bought $115 million of shares of the firm's publicly traded business development company in the past month, filings show, as Blue Owl scrapped plans to merge it and pivoted to trying to improve the fund's share price....
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03.12.25 - 18:48
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Airbus Lowers Delivery Targets Due to Slew of Issues (Bloomberg)
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Airbus has lowered its delivery target for the year due to supply and worker shortages and a quality issue with aircraft panels from a Spanish supplier. It is also updating software on 6,000 A320 jets.
The company now aims to hand over about 790 aircraft, 30 fewer than its original goal. These setbacks have hurt the stock too. Bloomberg's Benedikt Kammel reports. (Source: Bloomberg)...
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03.12.25 - 18:48
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Bloomberg Surveillance 12/3/2025 (Bloomberg)
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)...
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03.12.25 - 18:30
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Yield Buyers Are Still Very Much Present: Cisar (Bloomberg)
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Winnie Cisar, Global Head of Strategy at CreditSights, says a very strong bid for duration and yield has kept the market sanguine about risks in the credit market. She speaks to Bloomberg's Lisa Abramowicz and Annmarie Hordern on 'Surveillance.'
(Source: Bloomberg)...
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