Keep pulling the thread on Bloomberg Surveillance.
J.P. Morgan Asset Management forecasts S&P 500 earnings growth of over 22% for the current year.
Capital spending on the AI buildout is expected to reach a couple of trillion dollars over the next few years.
US electric demand is experiencing material growth for the first time since the 1970s, driven by the buildout of data centers.
Taiwan is considering implementing curbs on chip exports to China in order to align its policies with the United States.
Jack Caffrey predicts that oil prices could potentially rise to $125 or $150 per barrel due to physical inventory declines and supply disruptions.
The US Department of Defense is currently using Anthropic's technology but has given itself a six-month deadline to wind down the relationship and find other partners.
The Pentagon considers Anthropic to be a supply chain risk.
OpenAI has submitted a confidential filing for an Initial Public Offering (IPO).
Gil Luria predicts that hundreds of billions of dollars in new equity will be issued as Microsoft, Amazon, and Meta follow Alphabet's successful capital raise.
Alphabet recently conducted a successful equity raise of over $40 billion, with its stock price holding up.
SpaceX is expected to raise at least $75 billion in its IPO on Friday.
J.P. Morgan Asset Management predicts S&P 500 earnings will grow in the mid-teens in the next year.