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25.06.26 - 20:01
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AI Sales Start to Justify Data-Center Spending Boom, Report Says (Bloomberg)
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Revenue from AI has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Azeem Azhar, founder of Exponential View, joins Ed Ludlow on "Bloomberg Tech" to discuss the findings of this report. (Source: Bloomberg)...
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25.06.26 - 19:36
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Darden Posts Weak Outlook as Olive Garden Sales Disappoint (Bloomberg)
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Darden Restaurants Inc. posted a cautious overall profit outlook as same-store sales at Olive Garden trailed expectations, raising questions about demand that overshadowed better-than-expected earnings.
Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down the earnings and gives his outlook for the broader food service industry. (Source: Bloomberg)...
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25.06.26 - 18:42
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Hetts: Ignore PEs, Watch Earnings (Bloomberg)
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AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker, and why the rally is expanding well beyond Big Tech. (Source: Bloomberg)...
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25.06.26 - 18:36
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Gold Steadies Near $4,000 as Traders Weigh Interest-Rate Outlook (Bloomberg)
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Gold steadied after the release of US economic data, as traders slightly pulled back on expectations for interest rate hikes.
Suki Cooper, Global Head: Commodities Research at Standard Chartered Bank, discusses her outlook on the precious metals space and why central banks are buying gold amid the pullback. (Source: Bloomberg)...
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