Caroline Hyde

And actually, the team at Bloomberg News do a really good job at going into those markets, looking at the documents, and finding out stuff that actually all markets want to know.

Sally Bakewell leads our finance team.

And in this case, the reporting is about what we know from sources, from some of those private names in software who are coming to us a little bit earlier than normal

and saying, here's what's under the hood.

Here's what we're learning.

Just explain the reporting to us.

Just before we start the conversation, the team in New York indulged me, really, going to the Treasury market.

This is quite an interesting opportunity to go to corporate credit and some of the unsecured bonds tied to those case studies, because there's some reaction, right?

The companies tell them something.

We don't normally do this, but how did the bond market react?

Bloomberg's Sally Bakewell, thank you very much.

We've spent a lot of time on the impact of AI on specific stocks.

What about the macro picture?

San Francisco Fed President Mary Daly says monetary policymakers need to be open to signs pointing to how the new technology could be changing the US economy.

Listen to this.

That was San Francisco Fed President Mary Daly.

Abu Dhabi's MGX is pouring billions into its AI bets with no plans of slowing down.

Since its launch in 2024, the fund has already invested in AI startups, chip makers, and data centers with plans to raise an additional $30 billion for infrastructure.

Although fears of a potential AI bubble rise, the fund and its investment chief remain unfazed.

Here are the details Bloomberg Senior Tech Editor