#news #finance #ai - What Happens When AI Spend Peaks? Goldman Sachs

31 October 2026

After years of supercharged growth, the AI trade may be transitioning into a more complex, two-sided phase. As hyperscaler capex moderates and corporate earnings hold the line, can big tech provide the catalyst for equities to rally into year end? Tony Pasquariello, global head of hedge fund coverage, Josh Schiffrin, global head of risk, and Dominic Wilson, senior advisor in Goldman Sachs Research, analyze the evolving AI capex narrative post-earnings, the path ahead for the Fed, the crowded wall of worry in macro, and more. Clients can access the weekly episodes on Goldman Sachs Marquee, our digital platform for institutional investors. Recorded on October 29, 2026.

The Breaks of the Game

NOTICIAS DE ÚLTIMO MINUTO Alerta de Manifestación – Las manifestaciones y protestas continúan ocurriendo en España. Mientras que algunas manifestaciones han sido anunciadas, incluyendo el 31 de octubre, otras protestas son espontáneas. Pueden ocurrir cambios de última hora y pueden suceder fuera de las rutas planificadas.

Las autoridades locales pueden aumentar las medidas de seguridad, incluyendo el cierre de carreteras, restricciones de tráfico o una mayor presencia de seguridad en las áreas donde se llevarán a cabo las manifestaciones. Los ciudadanos estadounidenses deben evitar las manifestaciones y las áreas de disturbios. Manténgase alejado de áreas con grandes multitudes o actividad policial significativa. Incluso las protestas pacíficas pueden volverse confrontativas y escalar hacia la violencia.

Las autoridades locales pueden aumentar las medidas de seguridad, incluyendo el cierre de carreteras, restricciones de tráfico o una mayor presencia de seguridad en las áreas donde se llevarán a cabo las manifestaciones. Los ciudadanos estadounidenses deben evitar las manifestaciones y las áreas de disturbios. Manténgase alejado de áreas con grandes multitudes o actividad policial significativa. Incluso las protestas pacíficas pueden volverse confrontativas y escalar hacia la violencia.

⚠️Demonstration Alert –Demonstrations and protests continue to occur in Spain. While some demonstrations have been announced, including on October 31, other protests are spontaneous. Last minute changes can happen and may occur outside planned routes. Local authorities may increase security measures, including road closures, traffic restrictions, or increased security presence in areas where the demonstrations will occur. U.S. citizens should avoid demonstrations and areas of unrest. Stay away from areas with large crowds or significant police activity. Even peaceful protests can turn confrontational and escalate into violence.   Actions to Take: - Avoid demonstrations and crowds.  - Be aware of your surroundings. - Follow local media for updates. - Be prepared to adjust your plans. Plan alternative routes and allow extra time to travel.  - Check for road closures on @DGTes - Notify family and friends of your safety. More info: https://t.co/g5JMcK1lo2

— U.S. Embassy Madrid 🇺🇸🇪🇸 (@USembassyMadrid) October 31, 2026

#finance #investment - Earthquake Rocks Myanmar, Thailand, Vietnam; US Ukraine Investment Aims | Bloomberg The Pulse 03/28

28 March 2025

Myanmar was struck by its biggest earthquake in a century, shaking buildings and triggering evacuations in neighboring Vietnam and Thailand, with at least one tower collapsing in Bangkok. The quake on Friday measured 7.7 in magnitude, according to the USGS, which said it was 16 kilometers northwest of Sagaing, Myanmar and at a depth of 10 kilometers. It struck at about 1:21 p.m. in Bangkok and was the strongest worldwide since 2023, according to the US Geological Survey data compiled by Bloomberg.

There was a second temblor of 6.4 magnitude around the same area, the USGS said. In geopolitics, the US is pushing to control all major future infrastructure and mineral investments in Ukraine, potentially gaining a veto over any role for Kyiv’s other allies and undermining its bid for European Union membership.

President Donald Trump’s administration is demanding the “right of first offer” on investments in all infrastructure and natural resources projects under a revised partnership deal with Ukraine, according to a draft of the document obtained by Bloomberg News. Today's guests: Nannette Hechler-Fayd'herbe, Lombard Odier, EMEA CIO; Sigrid de Vries, ACEA, Director General; Giulia Pellegrini, Allianz Global Investors

#finance #investment - Trump Tariffs and Growth | Bloomberg Surveillance | March 24, 2025

24 March 2025

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney March 24th, 2025 Featuring: 1) Joe Lavorgna, Chief Economist at SMBC Nikko Securities and former Trump economic advisor, on why he believes Trump's tariff initiatives will ultimately prove bullish for the US economy, won't be inflationary, and could usher in a new economic "Golden Age" in the US. 2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins for an extended discussion on fears of a US recession and the outlook for equities. 3) Henrietta Treyz, co-founder at Veda Partners, on the latest DC headlines and Congress' role in US trade policy amid looming tariffs and updates on negotiations over the war in Ukraine. 4) Stephen Trent, Analyst at Citi, discusses the outlook for individual US airlines in 2025 after recent poor guidance. American Airlines and Delta Air Lines have slashed their financial forecasts, citing a rapid reversal of demand trends and a broad weakness in consumer spending. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including young investors' favorite retirement vehicle and the advantage Duke has in the NCAA tournament.

#finance #investment - Trump Targeted Tariff Hopes & US Hails 'Productive' Ukraine Talks | Daybreak: Europe 03/24/2025: Bloomberg

24 March 2025

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, stock futures climb on hopes that President Donald Trump's next wave of tariffs due on April 2 may be more targeted than first feared. The US and Russia are due to hold talks in Saudi Arabia on ending the Ukraine war, after the US hailed separate discussions with Ukraine as 'productive and focused'. Today's Guests: Luis Costa, Citi GLobal Head of Emerging Markets Strategy; Pär-Jörgen Pärson, Partner at Northzone

France has warned Donald Trump against trying to invade Greenland by military force or economic coercion.

French foreign minister Jean-Noel Barrot said the European Union would not “let other nations of the world attack its sovereign borders, whoever they are”. pic.twitter.com/3Z5mqrbQgX

— Anonymous (@YourAnonCentral) March 24, 2025

#USA #finance #investment - There could be a new set of risks to the US economy as April 2nd reciprocal tariff deadline looms: Yahoo Finance

21 March 2025

April 2 is being referred to as "Liberation Day" by President Trump, the day when his administration's reciprocal tariffs are set to go into effect.

Yahoo Finance senior columnist Rick Newman comes on Catalysts to speak on the next set of risks that could threaten the US economy under Trump, especially amid the stock market's current rout (^DJI, ^IXIC, ^GSPC) and the quickening pace of layoffs.

To watch more expert insights and analysis on the latest market action,

check out more Catalysts here: https://finance.yahoo.com/videos/seri... #youtube #news #stocks

Why Trump’s Tariff Plan Is Getting Riskier, According to Economists | WSJ

#investment #finance #oil - Why BP Learned to Love Oil Again: Bloomberg Originals

21 March 2025

Following environmental catastrophe, corporate missteps and plain bad luck, BP lags its peers. Now it’s scrambling to re-embrace fossil fuels while an activist circles. Is it too little, too late? What Went Wrong for BP? Why the Oil Major Hit Reset: https://www.bloomberg.com/news/articl...

#business #documentary #oil

Activist Elliott meets BP investors to discuss more changes, sources say

BP p.l.c. (BP) NYSE

#USA #finance #investment - 'Clear Possibility' that US Becomes Un-Investable under Trump: Peter Atwater: Bloomberg

20 March 2025

Financial Insyghts President Peter Atwater talks how investors should approach the volatility of policy changes in the Trump administration.

President Donald Trump said the Federal Reserve should cut interest rates, splitting with the US central bank as officials weigh the economic cost of his tariff push. 

“The Fed would be MUCH better off CUTTING RATES as U.S.Tariffs start to transition (ease!) their way into the economy,” Trump said in a post on Truth Social. “Do the right thing. April 2nd is Liberation Day in America!!!”

Trump’s post Wednesday evening comes as his administration prepares to unveil a fresh wave of tariffs, which Federal Reserve Chair Jerome Powell signaled was hanging over forecasts. 

Fed officials held their benchmark interest rate steady on Wednesday for a second straight meeting, as expected by economists. Powell downplayed simmering concerns about a slowdown but acknowledged tariff uncertainty was a factor and already contributing to goods inflation, but may prove transitory. Trump’s administration is preparing to announce a fresh wave of tariffs on April 2, though the exact scope isn’t clear. Trump has promised so-called “reciprocal” tariffs on at least some nations, though his administration has not specified which ones or at what rate, and his key economic advisers have competing views on the best way to approach tariff policy. 

The public push back on interest rates comes as the Trump White House tries to make its case for stiffer tariffs amid a mixed economic picture in the US. Inflation has not abated as much as American consumers would like. High interest rates are squeezing the housing market, and economists now see economic growth slowing in the upcoming months. 

Trump has sent repeated mixed messages on the Fed — at times calling for cuts and otherwise declining to intervene. Similarly, during the campaign, he vacillated on how independent he said the Fed should be from the White House.

Featured Video Podcasts

#investment #finance - Stocks Hover Ahead of Trump-Putin Talks | Bloomberg Brief (03/18/2025)

18 March 2025

US equity futures fall after two days of gains amid growth concerns. President Trump and President Putin are set to discuss a peace deal in Ukraine, with Trump saying that Ukrainian land and assets may comprise part of the terms.

Germany begins debating a landmark spending package for defense and infrastructure. Alphabet is said to be in talks again to buy cloud-security firm Wiz. Isabelle Mateos Y Lago of BNP Paribas says her team will revise down their forecast for US growth this year.

Raj Agrawal of KKR says the optimism in the air in Germany is palpable.“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.

#investment #finance - US trade policy causes carnage on global markets as recession fears grow | Close of Business: ABC News In-depth

15 March 2025

Fears of an economic downturn spooked investors and sparked a $US4 trillion sell-off on Wall Street, as on-again-off-again tariff threats from the White House against allies like Canada and Mexico ramped up uncertainty.

The Australian share market followed suit, tumbling to a 7-month-low, narrowly avoiding a technical correction, which is a 10% fall from the most recent peak.

Leading independent economist Saul Eslake told Close of Business the moves from the US administration are creating volatility and uncertainty not just for investors, but US households who will ultimately carry the cost of tariffs. He spoke to business presenter Alicia Barry.

#ABCBusiness #ABCNewsIndepth #ABCNewsAustralia

#USA #finance #investment #crypto - Trump's Crypto Reserve: Hype Vs Reality | Full Episode | Insight with Haslinda Amin 3/10/2025

10 March 2025

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter.

The show features prominent leaders spanning the worlds of business, finance, politics and culture.

#investment #stocks #markets - Coinbase CEO Brian Armstrong talks Trump's crypto push & attending the White House summit: Yahoo Finance

8 March 2025

Coinbase CEO Brian Armstrong joined Yahoo Finance Senior Reporter Jennifer Schonberger after attending the first-ever White House crypto summit.

He praised the administration's efforts saying, "President Trump really breathed life back into this industry over the last few years. We really felt like we were being unlawfully attacked by the prior administration...

The president has taken a leadership role here and decided to bring it back to the US, and it's already having positive results."

#stocks #markets

#USA #investment #finance - Markets Have Been 'Punched in the Face,' Zelter Says: Bloomberg Television

8 March 2025

Apollo President Jim Zelter and Schonfeld CEO Ryan Tolkin talk to Sonali Basak about the impact of tariffs on investors and markets at Bloomberg Invest in New York.

#USA #finance #investment - Bloomberg Surveillance 03/07/2025

7 March 2925

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.

#investment #finance - NYSE President Martin on Trump Tariffs, IPO Market, Economy: Bloomberg

4 March 2025

NYSE Group President Lynn Martin says now is not the time to panic about markets. “There is volatility in markets, but if you look at Dow and the S&P 500 Indexes, they are still above pre-election levels," she said on "Bloomberg Open Interest."

She also speaks about the market for IPOs and the impact of new US tariffs on Mexico, Canada and China.

#investment #finance - Stock Indexes Hit By Tech Wipeout | Closing Bell: Bloomberg Television

3 March 2025

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec.

#investment #finance - Can Europe Save Ukraine Without the US? | Full Episode | Insight with Haslinda Amin 3/3/2025

3 March 2025

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter.

The show features prominent leaders spanning the worlds of business, finance, politics and culture.

#investment #finance - Stocks Rise Ahead of PCE; China Vows Tariff Tête-à-Tête | Bloomberg Brief 02/28/2025

28 February 2025

Equity futures rise after a tumultuous week for risk amid tariff confusion and as Nvidia began to lose its shine for investors. China vows retaliation against President Trump's levies after he announced an additional 10% tariff on the nation.

Cayla Seder of State Street expects the turbulence to remain high, but thinks the foundations underlying the market are still strong.

Europe provides cheap options due to being less well served from a capital market standpoint, says Park Square's Robin Doumar. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.

#investment #finance - Tesla loses $1 trillion status as shares tank: TheStreet

26 February 2025

Elon Musk’s personal fortune has also taken a huge hit. Transcript: Conway Gittens: It’s been a rough start of the year for Tesla shareholders. The stock is down roughly 25 percent of year-to-date and it’s only the end of February. The selling has been so intense that the company’s stock has been kicked out of the rarified club of companies with $1 trillion or more in stock market value. As Tesla’s biggest individual shareholder, Elon Musk’s worth has taken a hit as well. He’s down $75 billion since the start of the year, according to the Bloomberg Billionaires Index. Tesla shares make up more than half of all his wealth. Nevertheless, Musk is still the world’s richest man. Tesla’s latest headaches are two-fold. Chinese customers are less than enthused with a limited self-driving function upgrade that they’ve been waiting for for a long time. Tesla drivers told Reuters that Musk’s latest upgrade isn’t living up to promises in moving the ball closer towards a fully autonomous driving system. That is a competitive problem for Tesla as China’s homegrown EV makers are offering partial self-driving functionality at a fraction of the cost - if any - when compared to Tesla. The other headache is coming from a different part of the world. All across Europe, Tesla just doesn’t have the cache it used to. Sales on the continent were down 45 percent in January - hitting a two-year low., Compare that to total industrywide EV sales, which jumped 37 percent. In Germany Tesla registrations slumped to their lowest in 3-1/2 years, while in France they hit 2-1/2 year low. In the UK. China’s BYD outsold Tesla for the first time ever. All of these are ominous signs for a company that posted disappointing global sales in the fourth quarter despite price cuts in some markets.

#teslastock #elonmusk #tesla

#investment #finance - UK's Rolls-Royce hits record high as mid-term goals raised | REUTERS

27 February 2025

Britain's Rolls-Royce lifted its mid-term targets to reflect its confidence in future profit growth after a plan to improve engines and cut costs helped its results beat expectations, pushing its shares up 15%.

#News #Reuters #Newsfeed #rollsroyce #transport #costcutting

Rolls-Royce Holdings plc (RR.L)

735.80

+104.80

Rolls-Royce is to hand £1.2bn to shareholders after the engineering giant’s chief executive smashed his profit targets two years early.

Tufan Erginbilgic on Thursday said the business was moving “with pace and intensity” as he stormed past a milestone previously pegged for 2027.

#investment #finance #autos - Tesla tumbles below $1 trillion value as Europe sales slump | REUTERS

26 February 2025

Tesla is worth less than $1 trillion for the first time since November. Stock in the EV firm tumbles 8% after new figures showed its sales have slumped in Europe in January. #News #Reuters #Newsfeed #elonmusk #tesla #europesales