Bloomberg Businessweek

Sukhinder Singh Cassidy, CEO of Xero and leader in cloud accounting for small businesses, discusses AI as an enhancer rather than a threat. She describes building vertical LLMs on top of general models, using proprietary data to expand market reach. Conversation covers making AI usable for nontechnical SMBs and why market fears may be overblown.

Kyle Stock, climate reporter covering snowmaking and weather tech. Brad Finkel, founder of Hoboken Farms who scaled from farmers markets to national retail. Dan Sheridan, CEO of Brooks Running driving global expansion and product innovation. Mandeep Singh, tech research chief focused on AI spending and cloud trends. They discuss AI and Alphabet’s CapEx, cloud monetization, snowmaking and drone seeding, small-business scaling, and running market growth.

stacy-marie ishmael, Bloomberg News exec editor for crypto and digital finance, Mark Mahaney, Evercore ISI internet research chief, and Gregory Daco, EY chief economist, discuss US housing affordability and a possible DOJ probe into major builders. They also cover how AI capex is reshaping big tech, risks and winners, and the drivers behind recent crypto volatility and tokenization trends.

Frank Sorrentino, founder and CEO of ConnectOne Bank, a New Jersey regional lender focused on construction, multifamily and small business. He discusses ConnectOne’s strong quarterly momentum and outlook. He explains how consolidation like Santander-Webster reshapes regional banking. He talks about housing supply constraints, multifamily demand, local banking shifts, and infrastructure’s ripple effects.

James Cakmak, CIO at Clockwise Capital, on Amazon, AI capex and semiconductor winners. Tim O’Brien, senior editor at Bloomberg Opinion, on UAE chip export reversals and national security risks. Jurrien Timmer, Fidelity macro director, on leverage-driven crypto selloffs and portfolio positioning. Paul Krugman, Nobel-winning economist, on the political surge behind crypto and whether Bitcoin has lasting value.

James Chakmok, CIO at Clockwise Capital, explains market moves and sector positioning. Poonam Goyal, Bloomberg Intelligence e-commerce analyst, breaks down Amazon’s results and capital plans. They discuss Amazon’s huge AI-driven capex, where the money might flow, which industries may benefit, and how investors are rethinking allocations.

Jenny Rooke, founder and managing director of Genoa Ventures with nearly two decades in biotech investing. She discusses takeaways from the JPMorgan conference and the upbeat mood around AI in health. Conversation covers early-stage funding shifts, how AI speeds discovery yet leaves long development timelines, and why investor patience matters for precision medicine.

Axel Merk, CIO of Merk Investments, on precious metals flows and market drivers. Jennifer Welch, Bloomberg Economics geoeconomics analyst, on calls between world leaders and shifting global order. Dan Ives, Wedbush tech strategist, on AI spending, earnings and market positioning. Mandeep Singh, Bloomberg Intelligence tech chief, on cloud, Gemini usage and infrastructure trends. They discuss AI capex, chips, cloud and geopolitics.

Shiri Levy-Laor, CEO of Driivz and veteran in EV charging software and SaaS growth. She breaks down Driivz as the operating system for chargers and apps. Conversation covers regulation and NEVI policy differences. Talks charging contexts from home to highways. Explains software’s role in networks, energy management, peak demand strategies and data scale.

Jaime Magyera, BlackRock retirement lead, on starter savings and lifetime income options. Patrick Clark, real estate reporter, on rent-to-own and build-to-rent plans dubbed “Trump Homes.” Neil Dutta, Renaissance Macro Research chief economist, on Fed leadership, policy shifts and market rotation into value. They riff on tech selloffs, housing strategies and monetary risks in a fast-moving market.