Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh reacts to Tuesday’s SpaceX earnings and breaking news from Microsoft disclosures that its AI sales come mostly from OpenAI. Katie Kaminski from AlphaSimplex Group explains her long-term fixed income outlook after last week’s FOMC meeting and Fed Chair Kevin Warsh’s remarks. G Squared Founder Larry Aschebrook talks about his company’s backing from Anthropic and its recent $2.3 Billion fundraising for its 7th flagship fund. Kalshi Head of Enforcement & Legal Counsel Robert DeNault responds to a recent NY State lawsuit against the online prediction market platform, and discusses how the company tracks and investigates allegations of "manipulative" bets.
Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:30 SpaceX After Earnings: AI Spending in Focus
00:02:49 Market Update: Dow Hits Another Record
00:04:42 SpaceX’s AI Ambitions vs. Investor Reality
00:05:19 Lockup Expiration & Selling Pressure
00:06:30 Can SpaceX Really Reach 10 Gigawatts?
00:08:30 The AI Cloud Opportunity
00:09:59 Microsoft’s AI Revenue Concentration
00:12:05 Bond Market Outlook with Katy Kaminski
00:13:13 Is the 10-Year Yield Headed Lower?
00:15:08 Why the 60/40 Portfolio Is Still Challenged
00:18:17 Fed Outlook Through Year-End
00:21:20 G Squared’s New $2.3 Billion Fund
00:22:58 Inside the Private Market Secondary Boom
00:26:58 AI Valuations & Where the Next Opportunity Lies
00:30:02 SpaceX IPO Lessons & Market Structure
00:34:52 New York Sues Kalshi
00:35:27 Kalshi Responds to Gambling Allegations
00:39:56 Market Integrity & Insider Trading Controls
00:46:47 Prediction Markets as Financial Signals
00:48:26 Stock Movers: SpaceX, News Corp & Travel
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