AI semiconductor stocks fall due to valuation resets, not structural issues, Bloomberg Intelligence analysis shows. Rising hyperscaler AI spending boosts demand for GPUs and ASICs despite forecasted margin compression.

Bloomberg Blog

01.04.2025

JPMorgan Sees Credit Risks Rising as Trade War Bites | Insights | Bloomberg Professional Services

Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade corporate credit.

Bloomberg Blog

02.04.2025

Bloomberg Volatility Forum London 2025 Part II: All Options Considered | Insights | Bloomberg Professional Services

This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2025 held in London on March 18.

Bloomberg Blog

02.04.2025

Parker Institute’s Quest to Make Immunotherapy Work in Solid Tumors | Insights | Bloomberg Professional Services

“The most effective therapies for solid tumors are also the most toxic — and we need to fix that,” says Dr. John Connolly, chief scientific officer of the Parker Institute for Cancer Immunotherapy.

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AI infrastructure spending resilient despite market pullback | Insights | Bloomberg Professional Services

JPMorgan Sees Credit Risks Rising as Trade War Bites | Insights | Bloomberg Professional Services

Bloomberg Volatility Forum London 2025 Part II: All Options Considered | Insights | Bloomberg Professional Services

Parker Institute’s Quest to Make Immunotherapy Work in Solid Tumors | Insights | Bloomberg Professional Services

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