WeWork Bust Shows Hazards of Love; China Chips War

WeWork Bust Shows Hazards of Love; China Chip...

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JPMorgan Is Wary of Another Big Leap in AI-Related Spending

JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next year. “If we’re seeing capex increase at the same rate that we saw 2025 to 2026, I think that’s probably a little bit of a red flag ...  عرض المزيد

HarbourVest Expects Private Credit Secondaries Volume to Double

Secondary trading of private credit is on track to more than double last year’s record volume, according to HarbourVest Partners. “Through the first quarter we’re run-rating above $50 billion this year,” Greg Ciesielski, the $150 billion global private markets firm’s head of cred ...  عرض المزيد

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Netflix Adds 9.33 Million Customers, Crushing Street Forecasts
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance Co-Host Paul Sweeney, Bloomberg News Earnings Reporter Redd Brown and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan break down Netflix posting its best start to t ...  عرض المزيد

Nvidia Sales Forecast Delivers on AI Hopes
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor Reporter Ian King discusses Nvidia, the chipmaker at the center of an artificial intelligence boom, surging on Thursday after a bullish sales forecast showed that AI computing sp ...  عرض المزيد

US Retail Sales Barely Increase in Sign of Consumer Strain
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg News Rates Reporter Michael Mackenzie break down news that US retail sales barely rose in May and prior months were revised lower, pointing to greater f ...  عرض المزيد

Tech Dominates a Big Week of Earnings, China Crackdown Effect on Stocks, and Is the Delta Variant About to Peak? On the Crypto Front: Tether Execs Said to Face Criminal Probe and Bitcoin Jumps to 6-Week Highs Amid Speculation About Amazon
Squawk on the Street

With stocks having finished Friday's session at record closing highs, Carl Quintanilla and Jim Cramer looked at what to expect from the markets as we enter a big week full of earnings reports, with mega-cap tech names Apple, Amazon, Microsoft, Facebook and Alphabet leading the pa ...  عرض المزيد