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24.06.26 - 23:36
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DoubleLine′s Sherman: AI ′Early′ in Tapping Bond Market (Bloomberg)
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Jeff Sherman, Deputy Chief Investment officer at DoubleLine Capital, joined the program to analyze recent developments in the U.S. Treasury market. The discussion focused on recent moves in Treasury yields, including a notable drop in the 10-year yield by 10 basis points to just above 4.3%. He speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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24.06.26 - 22:30
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Micron Sales Forecast Shatters Estimates on AI Demand (Bloomberg)
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Micron Technology Inc. delivered a sales forecast that topped Wall Street estimates after AI-fueled shortages of components sent prices soaring. Revenue is projected to be $50 billion for the fiscal fourth quarter. Earnings come in at $25.31. Matt Bryson of Wedbush Securities reacts. (Source: Bloomberg)...
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24.06.26 - 22:18
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Focused on AI at the Enterprise Level: Ganguly (Bloomberg)
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Raj Ganguly, co-founder and co-CEO of B Capital, joins Dani Burger on "Bloomberg Deals." They discuss how the use case for software is not going away and Ganguly's belief that enterprise services are the next wave AI growth. (Source: Bloomberg)...
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24.06.26 - 21:42
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HSBC′s Oden Highlights Potential in Chip Sector Amid Market Volatility & AI Growth (Bloomberg)
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Racquel Oden, US Head of International Wealth, Asset Management, and Global Private Banking at HSBC, discussed the current market dynamics surrounding the chip sector, particularly focusing on Micron's influence. She emphasized the importance of maintaining a long-term investment perspective despite short-term volatility driven by fluctuating oil prices and uncertain interest rate directions signaled by the Federal Reserve chair. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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24.06.26 - 21:42
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Anthropic Accuses Alibaba of ′Illicitly′ Accessing Its AI Models (Bloomberg)
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Anthropic PBC accused Chinese technology giant Alibaba Group Holding Ltd. of waging a large-scale effort to “illicitly” access its Claude artificial intelligence model using thousands of fraudulent accounts that undermine the US AI developer's decision to keep its products out of China....
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24.06.26 - 21:42
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MGX′s $50B Raise Sets Up One of the Biggest AI Funds Ever (Bloomberg)
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Bloomberg's Jennifer Surane joins Dani Burger and Scarlet Fu on "Bloomberg Deals." Abu Dhabi's MGX has raised close to $50 billion from regional and global investors to accelerate spending on artificial intelligence infrastructure and technology, according to people familiar with the matter. (Source: Bloomberg)...
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