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Planette AI founder: hedge funds already trade the El Niño most investors ignore
5 insights: why this El Niño has no precedent in the observational record, how it will disrupt the Panama Canal's Brazil-to-Taiwan chip route, and…
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BNY Wealth CIO: missing the 10 best days of the year costs 5% a year for 20 years
8 takeaways: Why she says no central bank can get inflation back to 2%, where BNY is underweight bonds, and her case for a math major in the age of AI
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Bloomberg's aviation correspondent: wings are the bottleneck on Boeing's MAX ramp
10 insights: Why 47 jets a month is the hard part, what the China mega-order has quietly turned into, and an AI researcher's case that the labs' safety…
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Self-pacing only pays if rivals do it too — Bloomberg Intelligence
3 takeaways: What the slowdown letter is really asking for, why a US–China agreement is priced as unlikely, and what investor-led funding talks say…
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"No longer science projects": BloombergNEF's mobility head on robotaxis
5 numbers: The global car sales total for 2026, how far China is running below plan, when the market peaks, and the two countries where driverless…
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Top-100 enterprise token budgets are up 2-5x in a year, Bloomberg Intelligence finds
5 insights: What the survey says about real spending, why one agent experiment changed the safety conversation, and the audit requirement he expects…
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Investors buy active managers at their peak, says Touchstone's SVP of investments
13 principles: The five-letter checklist Touchstone screens on, why it calls passive a race to the bottom, and the fee expectation that killed its…
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Bloomberg Intelligence analyst: today's models are already good enough to carry demand
6 calls: Why he thinks Anthropic still wants to list this year, where the money goes if the frontier slows, and how Europe's mood on AI differs from…
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Isabelle Freidheim: the opportunity is the layer between data centers and LLMs
4 calls: Why she will not bet on which model wins, what the picks-and-shovels layer looks like in 2026, and why the biggest companies list first when an…
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Sarah Frier: nothing has been slowed down, and the IPO is still coming
4 insights: Why the 3,800-word manifesto carries no concrete commitment, what Americans actually object to about AI, and the antitrust snag in the…
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Tyler Reddick: 23XI Racing went from 40 employees to more than 200
4 moments: What Michael Jordan and Denny Hamlin each bring to the team, why winning the first three races of a season had never been done before, and…
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Payam Zamani: every founder he invests in signs a pledge for the betterment of the world
4 principles: Why he says both political extremes are chasing greed, what he means by spiritual capitalism, and the one thing about a company he says…
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