Stocks reporter @business | Duke '22 | Opinions are my own | Send tips or ideas: [email protected]
New York, USA
Joined March 2014
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A deep slump in shares of companies that make military equipment, missiles and planes is attracting investors who think the stocks will have an open runway once the midterms are over and fuel prices normalize.
With Arvelisse Bonilla Ramos for @business: bloomberg.com/news/articles/…
Citigroup, Lockheed Martin and Nvidia are among the stocks investors will be watching when Americans go to the polls next month. Learn which other names are in focus in our trader's guide to the midterm election.
With Felice Maranz for @business: bloomberg.com/news/articles/…
Accelevation is giving each of its employees at least $100,000 in cash, stock and retirement plan contributions after the data center infrastructure company’s IPO: bloomberg.com/news/articles/…
The midterms were already shaping up to be a risk for AI-related stocks. As policymakers sound the alarm on the need for safety regulations, the stakes have only gotten higher.
Gift link to my latest with @RyanVlastelica: bloomberg.com/news/articles/…
As the midterms approach and Intel faces shareholder litigation, market strategists see risks to the share prices of companies that have gotten equity investments from the US government.
Check out my story from this weekend with @thenorahtorious: bloomberg.com/news/articles/…
🎙️Tune in at 1 p.m. Eastern to hear @EdLudlow, @birnbaum_e, @BrodyFord_ and me discuss the backlash to data centers. I'll be breaking down what it means for investors in US stocks as the midterm elections near.
HAPPENING SOON: The AI data center backlash is looming over US midterms and is creating risks for Wall Street. Our journalists answer your questions in an interactive Live Q&A at 1 p.m. EDT.
Join the livestream: bloom.bg/4ghVmef
Matthew Griffin retweeted
In a Live Q&A hosted by @EdLudlow, Bloomberg journalists @BrodyFord_ @birnbaum_e and @Mattg2235 will answer your questions about the battle over AI data centers across the US.
Join the livestream on Wednesday at 1 p.m. EDT: bloom.bg/4x9I8pJ
The backlash against data centers has become such a touchy election issue that Wall Street is factoring it into stock market recommendations. My latest for @business: bloomberg.com/news/articles/…
Caterpillar shares fell 23% in July as investors exited AI infrastructure bets. They're still up 45% this year because of earlier optimism about the theme.
Tuesday's earnings report will help determine whether skepticism or enthusiasm wins out: bloomberg.com/news/articles/…
GE Vernova's shares slid after a higher revenue outlook failed to impress investors, a sign that it’s getting harder for companies that sell equipment to data centers to meet the market’s sky-high hopes.
With @ForgashEmily: bloomberg.com/news/articles/…
As the US and Iran return to the brink of war, Wall Street is ripping up its investment playbooks yet again: bloomberg.com/news/articles/…
Matthew Griffin retweeted
Breaking: US and Anthropic are moving closer to an agreement to lift export controls on Fable 5 and Mythos 5, as Secretary Lutnick has made progress on alleviating the jailbreak concern.
bloomberg.com/news/articles/…
Market professionals already on edge about the staying power of AI stocks are starting to grapple with another risk: public anger toward the technology.
With @RyanVlastelica: bloomberg.com/news/articles/…
Investors will soon have a sense of how SpaceX shares will perform after the largest IPO ever — but they may need to wait several hours to get in on the trading action.
Here's what stock traders can expect today: bloomberg.com/news/articles/…
Trading activity in Donald Trump's latest financial disclosure bears the hallmarks of overlapping strategies, much of it likely automated and all of it difficult to disentangle.
Gift link to my latest, with @justinaknope, Vivien Ngo and @lena_popina: bloomberg.com/news/features/…
We had our first big piece of market-moving news out of the summit, and investors are taking it as a disappointment for Boeing.
$BA fell 3.3% after President Donald Trump said China had agreed to buy 200 of the company's planes. It wasn't immediately clear what types.
This week's Trump-Xi meeting could be the next test for stocks that are clocking one record after the next. @JessicaMenton and I broke down the stakes for equity investors and some of the companies in focus, including $NVDA and $BA.
Gift link: bloomberg.com/news/articles/…
China had been expected to place an order for Boeing aircraft. The market was looking for 300 or more jets and details on their type, according to Bloomberg Intelligence analyst George Ferguson.
From my colleagues @sidyoutwit and @AirEVthingTRNSP: bloomberg.com/news/articles/…
This week's Trump-Xi meeting could be the next test for stocks that are clocking one record after the next. @JessicaMenton and I broke down the stakes for equity investors and some of the companies in focus, including $NVDA and $BA.
Gift link: bloomberg.com/news/articles/…
The US airline industry is primed for a new round of mergers as low-cost carriers are squeezed by the oil-price spike, according to Deutsche Bank's Michael Linenberg: bloomberg.com/news/articles/…
Equity markets are hitting new highs, signaling Wall Street is largely looking past the war in Iran. That isn’t the case for individual companies. Gift link to my latest, with Youkyung Lee: bloomberg.com/news/articles/…
