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After the second quarter of next year, companies will need to demonstrate a material return on investment from their AI spending to justify continuing at current levels.
A significant market risk is that the four major hyperscalers could simultaneously reduce their AI spending if they don't see adequate returns, which would cause a market correction.
Iran's leadership has undergone significant changes as a result of U.S. and Israeli strikes on key nodes within the Iranian system.
If the current ceasefire with Iran is not extended, it is expected that the blockade will continue and additional military strikes will resume.
The United States is not running out of missiles, but is depleting its stockpiles, which could reduce its preparedness for future crises.
The Pentagon's current budget request is for $1.5 trillion.
The U.S. is currently issuing new Treasury debt equivalent to 5.8% to 6.2% of all treasuries ever issued in the country's history.
BlackRock predicts the bond ETF industry will grow from its current size of approximately $3.6 trillion to $6 trillion by the end of the decade.
It is potentially achievable for the S&P 500 to grow revenue by 9% and earnings by 17% this year.
Troy Gajewski is confident that a pullback in AI spending by hyperscalers will not occur within the next 12 to 15 months.
The IMF's Green Book on financial stability highlights that rising Japanese government bond yields could affect global asset allocation.
South Korea's KOSPI index crashed 12% at the start of the recent conflict but has since started to recover.