MATT: A LITTLE BIT OF A DIP-BUYING FRIDAY. I'M MATT MILLER. DANI: I'M DANI BURGER. BLOOMBERG "OPEN INTEREST" STARTS NOW. MATT: IT HAS BEEN A WHOLE WEEK. STOCKS, PRECIOUS METALS, AND BITCOIN ATTEMPT TO COME BACK AS-BUYERS UNITE. DANI: ALSO IN THAT WEEK IT HAS BEEN A BUSY ONE OF TECH EARNINGS, UNDERSCORING MASSIVE AI SPENDING PLANS, WITH A HANDFUL OF COMPANIES SET TO INVEST $650 BILLION JUST THIS YEAR. MATT: THAT IS THE CAPEX FROM ONLY FOUR AMERICAN COMPANIES. PLUS, THE VIEW FROM THE ATLANTA FED. RAPHAEL BOST ...

Elon has actually always hated running a public company. He hates quarterly earnings calls. A lot of disclosure like, yeah, this is really like a financial play more than anything else.xAI is losing, according to Bloomberg's reporting. And, you know, other other reporting backs up as well. A huge amount of money.I think we've said billion a month. Why are they losing so much money. Well, every air play is losing huge amounts of money because building these models requires you to build giant chips.And there' ...

I do think it's a reflection of the strong year 2025 M&A is returning. Not only is it returning, but there are signs that it's going to continue into the year ahead. So that's an important kind of factor when banks are thinking about both how to reward their people, but also how to keep expenses in check.It's a fine line that they're walking. And when they're talking to their investors, at the end of the day, they want to keep their best talent, but they also can't overpay and then worry about down the line ...

Bitcoin reclaimed almost all of the losses registered during Thursday’s crypto market meltdown. Other tokens also recovered. Bloomberg's Emily Nicolle reports. -------- 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: ...

>> THERE IS A SENTIMENT OVERHANG. >> WE ARE COMING TO A POINT IN THE AI TRANSFORMATION WHERE DISPERSION IS MUCH GREATER. >> THE AI BOOM IS COMING. >> ROTATION IS THE NUTRIENT.>> INVESTORS ARE INCREASINGLY WONDERING WHICH NARRATIVE DO WE WANT TO PICK. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING.FOR OUR AUDIENCE WORLDWIDE, "BLOOMBERG SURVEILLANCE" STARTS RIGHT NOW. COMING INTO FRIDAY ...

WE BE LOWERING PRICES ACROSS THE BOARD. -- THEY WILL BE LOWERING PRICES ACROSS THE BOARD. JOINING US TO TALK ABOUT ALL THAT IS GOING ON IN THE MARKETS IS BLACKLOCK -- BLACKROCK GLOBAL CHIEF INVESTMENT OFFICER RICK RIEDER.WE BOOK YOU ON EVERY JOBS DAY BUT THIS IS YET ANOTHER JOBS DAY WHERE WE DO NOT GET THE JOBS REPORT BECAUSE OF A SHORT GOVERNMENT SHUTDOWN. LOOKS LIKE WE COULD HAVE ANOTHER PARTIAL SHUTDOWN NEXT WEEK. WHAT DO YOU MAKE OF THIS MUDDY DATA PICTURE.WE DO NOT GET THE THINGS WE NEED IN TIME. RICK: ...

How survivable is this for the prime minister. I don't think it's survivable. I think he's really effectively a dead man walking.He's no longer an effective prime minister or party leader. Whether that means physically he will stay in place is a different question. I think it's not clear who his successor will be. It's not clear what the mechanism of succession will be.There are many contenders and it's actually quite difficult to displace a late Labour Party leader. But as an effective prime minister and a ...

Good morning, i Michael McKee the international economics and policy correspondent for bloomberg. And we are here in atlanta. Welcome to all of our viewers and listeners around the world on bloomberg television and radio.We're speaking with the Atlanta Fed president Raphael Bostic, who is retiring at the end of this month. So this is sort of your exit exit interview. Mike, it's always good to see you.I want to ask you, as you travel around your district for the past year, what's the mood like among companie ...

Imagine a number, then triple it. You know, that's where I'm at right now. I just can't get my head around an old mandate.How are these companies going to spend $650 billion this year. What aren't. Yeah.Look, I mean, I think everyone highlighted supply constraints and the fact that they didn't have enough capacity, otherwise they would have grown faster. So that sort of justifies the increase in CapEx. But you're right, I think the kind of increases we are seeing, probably Google is the only one who has ear ...

Priya Misra of J. P. Morgan writing the market is trying to figure out the AI winners and the losers.Priya joins us now from our break. And Monique Bond, markets the clear winner this week, surely. Indeed.And that diversification aspect, that fixed income, that treasuries, that duration, you know, I think a lot of people sort of stay in the front end. The front end doesn't give you that much. It's really the five year tenure.So we've been saying this is the revenge of diversification. You know, it was not v ...