Bloomberg is a financial news and data outlet. Its recent coverage has centered on agentic AI security and control, and on doubts over AI returns: disappointing Alphabet and Samsung earnings, Amazon scaling back most Nova models, former SEC chair Gensler expecting the AI investment boom to slow or reverse within 18 to 30 months, and executives at Bridgewater, Deutsche Bank and BNY discussing AI investing and spending.
Analyst: AI Agents Fuel a New Cybersecurity BoomRosenblatt Securities analyst Catharine Trebnick says securing autonomous agents is a major new opportunity as AI shifts from talking to acting, with rising demand for CrowdStrike and Palo Alto Networks products that track agents, identities and permissions. She argues more capable frontier models are more likely to strengthen established security platforms.
Morgan Stanley: Physical AI Could Multiply Global GDPMorgan Stanley's Adam Jonas says converging AI and robotics could transform the global economy and potentially multiply GDP as physical AI spreads across transportation, manufacturing and daily life. He argues the robotics race is tied to rebuilding US manufacturing, China leads key supply chains, and Tesla and SpaceX could play complementary roles.
Anthropic Launches Faster, Cheaper Model Ahead of IPOBloomberg reports Anthropic launched a new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. The same segment covers Morgan Stanley's Adam Jonas on SpaceX, Tesla and the robotics boom, plus Apple's plan for a screenless health and fitness tracker to take on Whoop.
AI Safety Won't Advance If We Rely On Two Companies, Says SmithMicrosoft President Brad Smith said AI safety won't advance if it relies on only two companies and called for independent evaluators. Microsoft also plans to spend $10 billion through 2030 in four Persian Gulf countries on infrastructure and cybersecurity.
Customizable AI Models Fuel Hacker Cybercrime SpreesBloomberg reports that customizable AI models are enabling hackers to conduct cybercrime sprees, an emerging risk.
Nvidia Is Shaping the Rules for AIBloomberg Opinion columnist Parmy Olson argues that Jensen Huang and Donald Trump have become aligned in downplaying AI warnings and fighting new regulation, and that slowing development is simply not an option for Nvidia as it shapes the rules for AI.
Meta AI Disrupts Tech Race, Morgan Stanley Deal LeakBloomberg show covers Meta AI's impact on the tech race, plus Morgan Stanley's confidential deal leak and Royal Caribbean's $3B bet on Sandals.
Microsoft, BofA, Macquarie on AI InfrastructureAt Bloomberg Green New York 2026, executives from Microsoft, Bank of America and Macquarie discussed AI infrastructure investments.
SpaceX, OpenAI and Anthropic valued above all US IPOs of past 45 yearsThe three AI-linked companies' combined valuation reportedly exceeds the first-day market value of all U.S. tech IPOs over 45 years. SpaceX, after its June IPO, is worth nearly $2.1 trillion; OpenAI is discussing a round at about $1.2 trillion; Anthropic is reportedly targeting roughly $2 trillion for a November IPO.
Why AI safety could decide future electionsJust Capital CEO Martin Whittaker discusses U.S. public opinion on AI, noting that 87% want stronger safety rules and that AI is becoming a decisive voting issue. He argues trust and fairness will determine whether AI strengthens or breaks democracy.
DWS CEO urges diversification beyond US and AI tradeDWS Group global CEO Stefan Hoops told Bloomberg's "The Close" that US investors should diversify risk beyond the US and beyond the AI trade, saying Europe offers opportunities outside the AI stack.
Fei-Fei Li: AI's Future Is 'About Humans'AI pioneer and World Labs CEO Fei-Fei Li discussed Atlas, the company's new world model that understands and generates 3D environments for robotics, design and science. She sees spatial intelligence as a frontier beyond language models and argues humans must stay in control, with benchmarks, academia, government and industry all involved in evaluating powerful systems.
RBC BlueBay Warns on AI Equity ValuationsRBC BlueBay's Mike Bell says rising bond yields could push equity valuations down, as the equity risk premium is very compressed, adding pressure on the AI trade.
China, US Continue Talks on AI, Investment and Trade in New YorkChinese and US officials wrapped up two days of talks in New York covering artificial intelligence, investment and trade, aiming to advance negotiations ahead of President Xi Jinping's visit to the US this week.
Congressman Calls for National Data Center StrategyDemocratic Rep. Suhas Subramanyam is calling for a national strategy for AI data center expansion. He argues the state-by-state approach leaves communities bearing infrastructure costs, and proposes better siting, measuring energy and water use, and requiring large power users to fund grid upgrades.
Robinhood CIO Guild on AI cybersecurity concernsRobinhood CIO Stephanie Guild discusses recent market concerns over AI security and competitive dynamics on Bloomberg's "Open Interest," reflecting investor attention to how AI security risks shape the industry.
Gurman discusses Apple under Ternus and its AI shiftBloomberg's Mark Gurman analyzes new Apple CEO John Ternus's first product event, the debut foldable iPhone Duo, and Apple's shift from the iPhone era to the AI era. The discussion also covers how leadership changes over the past year may reshape Apple's culture.
Howard Marks Flags Uncertainty in AI InvestingOaktree co-founder Howard Marks said optimism has dominated markets since late 2022, pushing investors to overlook bad news and making caution more important. He said AI enthusiasm is undeniable, but uncertainty over profitability, valuations, and job impact makes it impossible to judge whether the exuberance is irrational.
Investing for the AI Boom: Glen KacherBloomberg podcast speaks with Glen Kacher, MD and CIO of Light Street Capital, about his time at Integral Capital and Tiger Management, being a hedge fund in Silicon Valley VC circles, embracing tech speed, and the polarization of data centers and AI's next five years.
AI Spend 'Critical' to US Economy, Apollo's Slok SaysApollo chief economist Torsten Slok says AI investment has been critical in supporting the US economy. AI hardware kept driving August import prices higher, while Iran-war commodity volatility raised input costs, leaving firms with rising AI-buildout expenses.
Refiner stocks see AI-like mania, calls to pauseBloomberg reports that oil refining stocks are surging much like AI companies, fueling calls for a pause, a sign that AI-style valuation mania is spilling into old-economy sectors.
AI could cause a 'corporate extinction event'Sherry Paul, a Morgan Stanley advisor, told Bloomberg that companies failing to adopt AI risk being overtaken by competitors who use AI to boost productivity and profitability, likening it to Netflix displacing Blockbuster.
India quick-commerce chief on AI 'myth'In a Bloomberg interview, Deepinder Goyal said platforms like Zomato and Blinkit under Eternal can leverage AI for customers better than general AI models. He also discussed stepping back from daily operations and his vision for the companies.
will.i.am Discusses Personal AI Agents and Fundraisingwill.i.am spoke with Bloomberg at Dreamforce about developing personal AI agents for college students and fundraising efforts for his company, FYI.AI.
Case for AI guardrails without a slowdownA Bloomberg opinion argues that rather than slowing AI innovation amid frontier competition, the industry should adopt common guardrails around testing, cybersecurity, and incident reporting to manage risk while sustaining progress.
Nagda: This Is the Moment for AI AccelerationIn a Bloomberg piece, Rezilient Health CEO Danish Nagda says now is the moment for AI acceleration; the report also notes recent calls from AI leaders to slow progress, President Trump's rebuttal, and Xi Jinping's upcoming U.S. visit.
Bloomberg: EU's slow regulation finds fansBloomberg argues that as demand for safety increases, Europe's slower, steadier regulatory approach is gaining support and could position the EU to lead in AI governance.
GPT-6 Astra reportedly decrypts 83-year-old messageThe Decoder relays a Bloomberg developer's claim that OpenAI's GPT-6 Astra decrypted an 82-character WWII German radio message in ten hours; the message reportedly concerns a soldier asking about his march route. The solution requires independent verification.
AI industry urges slowing frontier modelsBloomberg examines AI leaders' calls to slow development of frontier models, what they ask of the U.S. government, and how much industry can self‑pace, exploring motives and potential impacts.
EU Plans Ban on Social Media for Under-13s, AI Limits for TeensIn her annual address, European Commission President Ursula von der Leyen said the EU plans to ban social media use for children under 13 and restrict technology and AI services for older minors to protect young people's digital safety.
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