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24.11.25 - 23:48
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Oracle Credit Protection Hits Fresh High on AI Bubble Fear (Bloomberg)
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The cost of protecting Oracle's debt against default reached a fresh multi-year high on Monday amid investor scrutiny of the debt spree to finance artificial intelligence investments. The price of five-year credit default swaps on the company's debt, which increases as worries grow, rose to about 1.19 percentage point a year early Monday, according to ICE Data Services. That's the highest since Oct. 2022, and amounts to around $119,000 for every $10 million of principal protected. Bloomberg Intelligence Senior Technology Credit Analyst Robert Schiffman joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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24.11.25 - 23:42
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Inflation Won′t be as Stark a Headwind in 2026: Caron (Bloomberg)
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Jim Caron, Morgan Stanley Investment Management CIO for the Portfolio Solutions Group, says 2026 should be a stronger year, with 2025 serving as the expected “soft patch.” He tells Katie Greifeld and Scarlet Fu on “The Close” that the labor market will ultimately strengthen but may weaken first. (Source: Bloomberg)...
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24.11.25 - 22:24
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Comey, Letitia James Charges Dismissed | Bloomberg Businessweek Daily 11/24/2025 (Bloomberg)
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On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss a federal judge dismissing the criminal cases against former FBI Director James Comey and New York Attorney General Letitia James. Bloomberg's June Grasso joins the show to break it down. Also on today's show, Bloomberg's Madison Muller talks Novo Nordisk shares under pressure as the pharmaceutical giant's Ozempic pill failed to slow the progression of Alzheimer's disease in a pair of studies, and BMO Capital Markets Senior Economist Jennifer Lee on why the Fed is 'rightfully' focused on the job market. (Source: Bloomberg)...
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24.11.25 - 22:18
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Big Tech′s AI Debt Is Raising Investors′ Eyebrows | Bloomberg Tech 11/24/2025 (Bloomberg)
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Bloomberg's Caroline Hyde discusses what stocks are moving as investors eye the growing amount of debt tech companies are taking on to support the AI buildout. Plus, investors pulled $3.5 billion from Bitcoin ETFs in November, as the crypto heads for its worst performance since the 2022 collapse. And IonQ CEO Niccolo de Masi discusses the company's partnership with Heven AeroTech to develop quantum-enabled drones. (Source: Bloomberg)...
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24.11.25 - 22:14
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State Street′s Hung on Fed Cuts, Coller Capital Stake (Bloomberg)
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Yie-Hsin Hung, State Street Investment Management's CEO, says she wants a 25bps Fed cut in December but is concerned about rising unemployment, slower hiring and weakening consumer confidence. She speaks with Katie Greifeld on “The Close.” (Source: Bloomberg)...
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