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- Podcast · WSJ What’s News · Nov 6 · 12 minIs Anthropic’s $1.5 Trillion Valuation Too Rich?A.M. Edition for Nov. 6. Investors are skeptical Anthropic’s upcoming IPO can achieve its $1.5 trillion valuation, WSJ’s Berber Jin reports. And as AI stocks rebound premarket, we look at how yesterday’s bruising selloff reverberated around the world and how much further stocks could fall. Plus, oil reporter Rebecca Feng details how the Houthis use email to organize passage through a contested Red Sea chokepoint. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Podcast · The Intelligence · Nov 6 · 26 min“Britain is back”: an interview with Andy BurnhamAhead of the G20 summit in Manchester, Britain’s prime minister sets out his foreign-policy plans . From reviewing EU links, to brokering the relationship between America and China, he is making big promises. To Russia’s delight, war is eroding Ukraine's population . And a tribute to a renowned American labour leader . Watch extended clips from Insider here Guests and host: Hugo Gye, Britain political correspondent Piotr Zalewski, Turkey correspondent Jon Fasman, senior culture correspondent Ọrẹ Ogunbiyi, co-host of “The Intelligence” Topics covered: Britain, Andy Burham, Brexit Ukraine, Russia, demographics Dolores Huerta, César Chávez, labour rights Listen to what matters most, from global politics and business to science and technology— subscribe to The Economist . Hosted on Acast. See acast.com/privacy for more information.
- Podcast · Odd Lots · Nov 6 · 37 minThe Macro Implications of the Blue TsunamiWe don't need to tell you that the midterm elections were historic: The Democrats won bigger than even they imagined. But as the dust settles, an open question we are puzzling over is the market's ongoing reaction to this massive political sea change. Democratic control of Congress — and control over a number of formerly red statehouses, like Texas and Iowa — will influence everything from the composition of the FOMC to data center construction. And what we're seeing right now, with stocks like Tesla and SpaceX tumbling, is a direct response to these conditions. To get a better sense of this macro moment, we turn to Odd Lots regular, Employ America's executive director Skanda Amarnath to talk about how the midterms will influence the Fed's battle with inflation, Elon Musk's political instincts, and what a Democratic majority means for the market, tariffs, and AI. See Odd Lots live in NYC on Dec. 9. Tickets on sale! See omnystudio.com/listener for privacy information.
- Video · CNBC Television · Nov 5Mad Money 11/05/26 | Audio OnlyListen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV
- Video · Bloomberg Television · Nov 5Rubio Tells NYT He Plans To Stay With Admin Until the End"Balance of Power" focuses on the intersection of politics and global business. On today's show, Greg Allen, Founder & CEO of Decision Tree Research, says AI data-center projects already underway are unlikely to be disrupted by growing political scrutiny and will bring tens of gigawatts of new compute capacity online over the next 18 months. Rep. Subramanyam (D-VA) says Democrats want to prevent the data-center industry from steamrolling communities by building near homes and schools or making residents bear higher power costs. Chapters: 00:01:45 Bloomberg's Romaine Bostick on Markets Reckon With New Data Center Scrutiny 00:04:02 Gregory Allen, Founder & CEO of Decision Tree Research, on the Future of the AI Buildout 00:08:26 Gregory Allen on Could an AI Infrastructure Slowdown Help the Industry? 00:11:07 Gregory Allen on Democrats Push for New AI Guardrails 00:14:22 Bloomberg's Jeff Mason & Bloomberg's Eric Martin on Marco Rubio Weighs Leaving the Trump Administration 00:24:08 The Debrief with Mario Parker: Democrats Map Out Their New Congressional Agenda 00:29:03 Rep. Suhas Subramanyam (D-VA) on Data Center Regulation 00:32:19 Rep. Suhas Subramanyam (D-VA) on Democrats Prepare for Oversight and Investigations 00:35:50 Rep. Suhas Subramanyam (D-VA) Opposes Trump’s Proposed Victory Arch 00:38:21 Political Panel Reacts: Democrats’ Seismic Gains in Texas, Rubio’s Future in the Trump Administration, The 2028 Presidential Race Takes Shape -------- More on Bloomberg Television
- Video · Yahoo Finance · Nov 5Dow, S&P 500, Nasdaq All Falling. What Smart Investors Do NowTech stocks just had their worst day since March 2020, and Janus Henderson Global Head of Macro Rich Bernstein says it looks like the classic end of a momentum trade: investors running full speed until the ground disappears. He tells Yahoo Finance's Brooke DiPalma what triggered the selloff, from heavy risk-taking to election uncertainty and weakening tech fundamentals, why a broadening market is actually healthy, and why investors may get choosier about Big Tech's borrowing. Then Jared Blikre breaks down how chip stocks lost 30% in a month, how the QQQ is holding up and why value is now beating growth. 00:00 What triggered tech's worst day since 2020 01:28 Is the AI bubble deflating? 02:08 Why a broader market is healthy 02:57 How long will the volatility last? 04:21 Why investors will get choosier on Big Tech 05:19 QQQ vs. chip stocks 06:45 The market is no longer concentrated 08:38 Growth vs. value 10:49 The jobs report ahead #aibubble #stockmarket #techstocks == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
- Video · Bloomberg Television · Nov 5Rep. Subramanyam Says Federal Data Center Plan Is NeededRep. Subramanyam (D-VA) says Democrats want to prevent the data-center industry from steamrolling communities by building near homes and schools or making residents bear higher power costs. Rep. Subramanyam supports building data centers but believes a federal approach is needed instead of addressing development community by community and state by state. Rep. Subramanyam thinks there is a bipartisan path forward for data-center rules and that part of his plan has already advanced through committee. He speaks with Joe Mathieu and Kailey Leinz on Bloomberg’s "Balance of Power." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/Bloombe
- Video · Bloomberg Television · Nov 5The Debrief: Democrats Map Out Priorities for Next CongressBloomberg's Mario Parker joined the show for, The Debrief, to discuss Democrats' post-midterm focus on lowering costs, rooting out corruption and holding the Trump administration accountable. He speaks with Joe Mathieu on Bloomberg’s "Balance of Power." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloom
- Video · Bloomberg Television · Nov 5Allen Says AI Buildout Already Underway Will ContinueAllen Says AI data-center projects already underway are unlikely to be disrupted by growing political scrutiny and will bring tens of gigawatts of new compute capacity online over the next 18 months. Allen says 2027 and 2028 will see astonishing growth in AI compute capacity regardless of what happens politically, while future projects could face new requirements around tax breaks, union labor and protections against higher power bills. He speaks with Joe Mathieu and Kailey Leinz on Bloomberg’s "Balance of Power." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveill
- Video · Bloomberg Television · Nov 5Market Selloff, Volatility & Post-Midterm RepositioningThe Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are JPMorgan Head of Technical Strategy Jason Hunter, UBS Alignment Partners Managing Director, Wealth & Private Wealth Advisor Alli McCartney, TC Energy CEO & President François Poirie, Expedia CEO Ariane Gorin, Tapestry CEO Joanne Crevoiserat, Citi Head of US Equity Strategy Scott Chronert, T. Rowe Price Science & Technology Equity Strategy Portfolio Manager Tony Wang, Evercore ISI International Political Affairs & Public Policy Chief Strategist Sarah Bianchi, MetLife President & CEO Michel Khalaf, e.l.f. Beauty CEO Tarang Amin, & Charles Schwab Chief Investment Strategist Liz Ann Sonders. Chapters: 00:00:00 Bloomberg The Close 00:03:23 JPMorgan on Technical Levels & Market Capitulation 00:08:00 UBS on the AI Selloff & Buying Opportunities 00:12:09 TC Energy CEO on Data Centers & Natural Gas Demand 00:17:07 Energy Infrastructure, Permitting & AI Power Demand 00:20:00 Expedia CEO on Earnings, Travel & the Consumer 00:24:45 Expedia, AI Travel Agents & International Demand 00:27:44 Tapestry CEO on Coach, Gen Z & Holiday Spending 00:33:16 Coach Pricing, Tariffs & Kate Spade Turnaround 00:39:57 Chip Stocks Plunge as Investors Flee the AI Trade 00:47:47 U.S. Equity Strategy on AI Risk & Market Weakness 00:53:16 The Closing Bell 00:58:12 Airbnb, Akamai & Consumer Earnings After the Bell 01:03:57 AI Selloff, Data Centers & t
- Video · Bloomberg Television · Nov 5Stocks Dip on Massive Chip SelloffShares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections. A team of Bloomberg experts help break down the recent market moves and what comes next, including US Semiconductor Reporter Ian King, US Senior Equities Editor Eric Weiner, Executive Technology Editor Michael Shephard, and Global Head of Tech Research Mandeep Singh. Plus, Equity Research Analyst at Wells Fargo Timna Tanners talks an anticipated steel selloff and how the Midterm results may impact metals industries. Chapters: 00:00:00 Bloomberg Businessweek Daily 00:04:09 Markets: Semiconductors Plunge 00:05:56 Chipmakers, AI & the Blue Wave 00:08:14 Can Chip Demand Keep Up With the AI Boom? 00:12:08 Markets React to Data Center Backlash 00:15:18 AI Trade, Nvidia & Safe Havens 00:17:44 Data Center Loans & Financing Risks 00:19:03 Markets: Tech Selloff Continues 00:20:53 Microsoft Pulls Back From Risky Data Centers 00:22:39 Data Center Regulation & Political Risk 00:25:26 AI Growth vs. Community Concerns 00:28:08 Neo-Clouds Face New Regulatory Hurdles 00:30:12 Software Stocks & the AI Trade 00:32:10 AI Spending & Overseas Data Centers 00:34:25 Steel, Tariffs & the Midterm Impact 00:38:00 Data Centers, Metals & Industrial Demand 00:40:00 Iran War, Oil & Interest Rates 00:42:35 Markets Come Off Their Lows 00:45:59 Stock Movers: Sandisk, CoreWeave & AI -------- More on Bloomberg Tele
- Video · CNBC Television · Nov 5NASDAQ President Tal Cohen talks expanding to 23/5 tradingNASDAQ President Tal Cohen joins 'Closing Bell Overtime' to talk how expanded trading hours will work as marketplaces prepare to go to a 23/5 model.
- Video · Bloomberg Television · Nov 5MetLife Seeing Volume Growth Across the Board, CEO SaysMetLife President and CEO Michel Khalaf discusses the company's third-quarter earnings and outlook. Speaking on "Bloomberg The Close," Khalaf says MetLife has limited exposure to AI investments. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
- Video · Yahoo Finance · Nov 5Tech's worst day since 2020 wipes out the post-election rallyTech stocks had their worst day since March 2020, wiping out the post-election rally as the Nasdaq sank 5% into correction territory and the S&P 500 fell more than 4%. Chip stocks plunged as investors priced in a slower AI build-out, and the VIX jumped to about 27. Brooke DiPalma and Jared Blikre break down the selloff, and Janus Henderson's Rich Bernstein explains why momentum investing ends like this and why a broadening market is healthy. Jared also looks at the QQQ vs. chip stocks and the shift from growth to value. Plus, Krispy Kreme CEO Josh Charlesworth on raising the company's outlook, Qualcomm CFO Akash Palkhiwala on automotive, AI devices and data centers, and e.l.f. Beauty CFO Mandy Fields on a 51% jump in net sales. 00:00 Tech's worst day since March 2020 01:56 The VIX spikes to 27 02:34 Chips and big tech get crushed 04:14 Why the AI trade is unwinding 04:53 Oil prices 05:19 Bob's Discount Furniture bucks the selloff 06:34 Rich Bernstein on what triggered the selloff 08:07 Is the froth coming out of AI? 09:36 How long will the volatility last? 11:58 ETF report: QQQ vs. chip stocks 15:32 Growth vs. value 19:59 Krispy Kreme CEO Josh Charlesworth 25:42 GLP-1 drugs and Krispy Kreme 28:42 Qualcomm CFO Akash Palkhiwala 31:45 Qualcomm's automotive boom 33:21 AI glasses and personal agents 35:25 Qualcomm's data center push 38:08 Qualcomm's licensing business 44:25 What to watch Friday 51:19 e.l.f. Beauty CFO Mandy Fields 53:27 Rhode's record Sephora launch #stockmarket
- Podcast · WSJ What’s News · Nov 5 · 12 minNasdaq Loses a Historic $2.5 Trillion in Market Cap in AI Rout After ElectionP.M. Edition for Nov. 5. Stocks suffered a brutal day as investors, worried about the AI skeptics that swept into power in the election, sold off tech stocks. Journal markets reporter Jack Pitcher weighs on the doubts exploding into the AI trade. Plus, James Romoser , who covers the Supreme Court, explains why the window for President Trump to nominate another conservative Supreme Court justice is pretty much closed . And flights across Europe were diverted today due to a string of bomb threats . Reporter Ben Katz discusses how these are getting more common, and why they’re hard for officials to deal with. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Video · Yahoo Finance · Nov 5Neostellar's principal: The only thing that matters now is the Anthropic IPO | Market HangWilly Lee, Principal at Neostellar, tells Turney Duff that Nvidia's report is close to priced and that the only thing that still matters this year is whether Anthropic lists. Anna Rathbun, Founder and CEO of Grenadilla Advisory, thinks somebody picked the date and that shrinking multiples make it hard to go out now. Shay Boloor, Chief Market Strategist at Futurum, on what happens to a listing that breaks its issue price. Then Lee explains why the analogy everyone reaches for has flipped, and where the second leg of AI revenue has to come from before any of this gets repriced. Featuring Willy Lee, Principal at Neostellar Kevin Mahn, Chief Investment Officer at Hennion & Walsh Anna Rathbun, Founder and CEO of Grenadilla Advisory Shay Boloor, Chief Market Strategist at Futurum Turney Duff, host and author of "The Buy Side" Watch the full episode: https://www.youtube.com/watch?v=0xVQUL9uKeQ Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Timestamps 0:00 Willy Lee: The only thing that matters now is the IPO 1:04 The numbers are the numbers, the value is a view 2:30 Is there a chance it delays 3:34 Anna Rathbun: Somebody must have picked the date 4:46 What happens to a stock that breaks its issue price 5:50 Turney Duff: They are bigger than the market 7:10 Coke, Pepsi, and why the analogy flipped 8:12 The cheaper model, and the revenue that has not arrived #AnthropicIPO #OpenAI #AIStocks #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-G
- Video · CNBC Television · Nov 5Market Close: Stocks Tumble, Apple To Sell $7B In Debt, Wendy's Rejects Buyout Bid 11-5-2026CNBC Business News Update with Peter Schacknow - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV
- Video · Bloomberg Television · Nov 5Chipmaker Selloff Deepens on Fears of Tighter RegulationChipmaker stocks are leading a selloff on Wall Street Thursday. Nvidia Corp. shares slid 7% at one point. Qualcomm Inc. and Arm Holdings Plc's sank on underwhelming outlook. Bloomberg's Ian King tracks the latest on "Bloomberg Tech."
- Video · Bloomberg Television · Nov 5Hegseth Likely to be Impeached After GOP Midterm Rout, Says MulvaneyMick Mulvaney, former acting White House chief of staff, said that Defense Secretary Pete Hegseth is likely to be impeached in proceedings backed by both Democrats and Republicans as lawmakers look to leverage midterm results. Mulvaney said that after Democrats took control of both chambers of Congress Tuesday night they 'want heads on platters' from the Trump administration including Howard Lutnick and Elon Musk. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
- Video · Bloomberg Television · Nov 5Could Political Pushback on Data Centers Drive Financial Discipline?As tech markets tumble, Anna Rathbun, founder and CEO of Grenadilla Advisory, sees a buying opportunity in less-levered AI-related firms. She says new oversight and regulations from a Democratic-controlled Congress could bring some financial discipline to the data center buildout. Rathbun joins Tim Stenovec on "Bloomberg Tech."
- Video · Bloomberg Television · Nov 5Nvidia Plunges 9% as AI Selloff Wipes Out $2.3 Trillion | Closing BellComprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kailey Leinz, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg
- Video · Yahoo Finance · Nov 5Your AI product is easy to copy. Your data is not.Lin Qiao is co-founder and CEO of Fireworks AI, which raised about $1.5 billion in July 2026 at a $17.5 billion valuation. She tells Brian Sozzi why building on a general-purpose model is not a business anyone can defend, why someone can use a coding agent to copy almost any product built on a shared API, and why she thinks the lasting asset is a company's own data and customer feedback. She also says AI agents are only as smart as the data behind them, and that computing will move toward cheap energy rather than toward users. Fireworks sells the customization she argues for, so her claims about its value are her own. Timestamps 0:00 The gap between Silicon Valley and everyone else 1:40 Why seven people started the company together 2:49 Why a general-purpose model is not something you can defend 4:17 Finding customers and then running out of money 6:17 How smart AI agents actually are 8:54 What knowledge workers do next 10:28 Why she does not believe in the fifty-person company 12:34 Building trust, and what people said about television 15:03 The shortage nobody planned for 17:26 Why the cheapest model can cost the most to run 19:17 Why data centers may move away from you 21:33 Where the company goes next #AI #Agents #PowerPlayers #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
- Video · Bloomberg Television · Nov 5Oil's Sudden Price Drop Surprises Citi's ChronertCiti Head of US Equity Strategy Scott Chronert says the sudden drop in oil prices on Wednesday surprised him. Brent fell almost 9% then rebounded on Thursday. He says that took some pressure off of the inflation backdrop. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.yout
- Video · CNBC Television · Nov 5Amb. Tilman J. Fertitta on market volatility: Everyone is a bit skittish because it's the unknownCNBC’s Brian Sullivan and Tilman Fertitta, U.S. Ambassador to Italy and San Marino, join 'Power Lunch' to discuss Europe's energy crisis, Texas' economy, the midterms, and more.
- Video · CNBC Television · Nov 5Tom Lee: AI slowdown could be a boon for states that embrace it or for countries with lower powerTom Lee, Fundstrat managing partner and head of research and Fundstrat Capital CIO, joins 'Closing Bell' to discuss the latest in the markets.
- Video · Bloomberg Television · Nov 5Expedia CEO on Full-Year Forecast, Travel Demand and AIExpedia CEO Ariane Gorin discusses the company’s third-quarter performance and forecast. Speaking on "Bloomberg The Close," Gorin says travel demand remains resilient, particularly among affluent consumers, but the company is seeing some moderation ahead of the fourth quarter. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.yout
- Video · CNBC Television · Nov 5The Aftershock: Tech’s Reaction to a Blue WaveAfter the Democrats flipped both the House and the Senate, The Information CEO and founder Jessica Lessin discusses tech’s allegiances across different administrations, including how Silicon Valley’s politics may swing with power shifts on Capitol Hill. AI pioneer Kai-Fu Lee, former lead at Google China and at Microsoft China, has penned a new book on leadership: “AI Native.” Most CEOs, he says, are going about the AI revolution all wrong. Lee also believes there’s room for China and the U.S. to win the AI race. Plus, OpenAI has pledged to solicit community input in its data center development in a new series of commitments published today. Jessica Lessin - 18:11 Kai-Fu Lee - 34:54 In this episode: Jessica Lessin, @jessicalessin Kai-Fu Lee, @kaifulee Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: h
- Video · Bloomberg Television · Nov 5Republican Blame Game StartsOn the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the midterm election results and what it means for the future of both political parties. On today's show, Democratic Congresswoman Debbie Wasserman Schultz of Florida, Stonecourt Capital Partner Rick Davis, Bully Pulpit International Managing Director Adam Hodge and former Republican Congressman Mick Mulvaney. Chapters: 00:00:00 Radio Balance of Power: Early Edition 00:02:14 Markets: Semiconductors Lead the Selloff 00:04:45 AI, Data Centers & the Market Rout 00:07:39 Trump, Vance & the Republican Reckoning 00:10:27 What's Next for the GOP? 00:12:58 Democrats' Agenda After the Blue Wave 00:15:10 Affordability, Housing & Health Care 00:17:07 Democrats, Trump & the New Congress 00:19:02 Markets: Tech Selloff Deepens 00:20:44 Data Center Backlash Hits the AI Trade 00:23:00 Investors De-Risk From AI 00:25:27 Political Panel: Data Centers & Regulation 00:29:14 Mississippi Senate Race Remains Undecided 00:32:34 Markets: Semiconductor Stocks Plunge 00:34:20 AI CapEx & the Future of Data Centers 00:39:39 State Elections Reshape the AI Buildout 00:42:29 Trump's Political Future After the Midterms 00:44:03 Pete Hegseth & Impeachment 00:45:22 South Carolina's Democratic Senate Upset 00:47:30 Data Center Loans & the Market Selloff -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloo
- Video · Bloomberg Television · Nov 5AI, Data Center Worries Sink Tech StocksTechnology stocks plunged as traders assessed the implication of a Democratic sweep in the US midterm elections on artificial intelligence. Wall Street experts speak to Bloomberg Television. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bl
- Video · Yahoo Finance · Nov 5The data center jobs leave when the builders do | The 8:30Steve Sosnick of Interactive Brokers takes apart the defence the industry leans on hardest: the construction jobs are real and they are temporary, and once the building stops a handful of people run the place while the community keeps the power and the water bills. He calls it an economic sugar rush. It lands a day after the ad war against data centers paid off at the ballot box, with Dina Powell McCormick, President of Meta, telling the Wall Street Journal that building will be harder after the midterms and raising going overseas instead, and an Ohio mayor and two city commissioners voted out in the town where Meta is building. Featuring Steve Sosnick, Chief Strategist, Interactive Brokers Pras Subramanian, Senior Autos Reporter, Yahoo Finance Brooke DiPalma, Reporter, Yahoo Finance Timestamps 0:00 Meta says the new ones are the hard ones 1:00 Texas wants conditions, not a ban 2:28 The jobs leave when the builders do Watch the full episode of The 8:30: https://youtu.be/74Jh8X6Cr-U Day one of this story: https://youtu.be/rjAcpNqohfU #DataCenters #Meta #AIStocks #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571




























