(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
John Gavin, CFO of Acacia Communications, on their first reported earnings, and performance since IPO'ing this May.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
John Gavin, CFO of Acacia Communications, on their first reported earnings, and performance since IPO'ing this May.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Acacia’s Gavin on EPS: Global Explosion for Bandwidth (Audio)

Acacia's Gavin on EPS: Global Explosion for Bandwidth (Audio)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d7bf49c3-ecac-43f2-9e77-ae3c009182eb/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, joins to discuss how AI tensions between Anthropic and the administration were reignited by a essay posted by the company's Chief Executive Officer Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Donald Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing AI safety concerns among themselves.
Separately, OpenAI is holding early talks with investors about a fresh funding round that would value the company at more than $1.2 trillion ahead of an initial public offering.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, continues the conversation on AI. According to Bloomberg Intelligence: AI spending is rising faster than corporate executives can track its impact, with only 9% saying they can confidently measure financial returns even as 92% see costs going up next year. As the predictable economics of software subscriptions shifts to agentic AI, two-thirds say AI use, measured in tokens, has at least doubled in a year.

-- Andrew Grant, BloombergNEF Head of Intelligent Mobility, discusses BNEF's passenger car outlook. According to BNEF: Passenger cars are the most significant form of road transport and will remain vital to the way people get around in the coming decades. Global sales continue to rise but peak in 2037 at just under 100 million vehicles in BloombergNEF’s modeling, marking an end to over-a-century of growth. 

-Laura Rapaport, Founder & CEO of North Bridge, discusses the state of commercial real estate. NYC office conversions have moved from a niche strategy to a meaningful part of New York City's housing pipeline, with 74 projects permitted so far in 2026 and 122 underway across the city. North Bridge also sees hotels as the next repositioning wave. Hotel sales rose 28% in the first half of the year. Owners under debt and liquidity strain are selling rather than funding brand-required upgrades, drawing buyers willing to renovate.

 

 

 

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, joins to discuss how AI tensions between Anthropic and the administration were reignited by a essay posted by the company's Chief Executive Officer Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Donald Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing AI safety concerns among themselves. Separately, OpenAI is holding early talks with investors about a fresh funding round that would value the company at more than $1.2 trillion ahead of an initial public offering. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, continues the conversation on AI. According to Bloomberg Intelligence: AI spending is rising faster than corporate executives can track its impact, with only 9% saying they can confidently measure financial returns even as 92% see costs going up next year. As the predictable economics of software subscriptions shifts to agentic AI, two-thirds say AI use, measured in tokens, has at least doubled in a year. -- Andrew Grant, BloombergNEF Head of Intelligent Mobility, discusses BNEF's passenger car outlook. According to BNEF: Passenger cars are the most significant form of road transport and will remain vital to the way people get around in the coming decades. Global sales continue to rise but peak in 2037 at just under 100 million vehicles in BloombergNEF&rsquo;s modeling, marking an end to over-a-century of growth.&nbsp; -Laura Rapaport, Founder &amp; CEO of North Bridge, discusses the state of commercial real estate. NYC office conversions have moved from a niche strategy to a meaningful part of New York City's housing pipeline, with 74 projects permitted so far in 2026 and 122 underway across the city. North Bridge also sees hotels as the next repositioning wave. Hotel sales rose 28% in the first half of the year. Owners under debt and liquidity strain are selling rather than funding brand-required upgrades, drawing buyers willing to renovate.
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AI Fears Mount on CEO Calls for Slowdown 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b326aa9e-2a12-4e8f-aedc-b4c70119e3c5/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses AI. OpenAI is working with Anthropic PBC and Google DeepMind to address artificial intelligence safety issues, according to Chris Lehane, the global policy chief for OpenAI. President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology. Trump belittled a push led by Anthropic PBC and OpenAI to slow work on cutting-edge systems, invoking bombastic language to dismiss existential fears about AI as “a hoax.”

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses AI. OpenAI is working with Anthropic PBC and Google DeepMind to address artificial intelligence safety issues, according to Chris Lehane, the global policy chief for OpenAI. President Donald Trump&rsquo;s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters&rsquo; misgivings about the technology. Trump belittled a push led by Anthropic PBC and OpenAI to slow work on cutting-edge systems, invoking bombastic language to dismiss existential fears about AI as &ldquo;a hoax.&rdquo;

OpenAI Says It’s Working With Anthropic, Google on AI Safety 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3eb29c7f-0768-40dc-816d-b4c600f5d372/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sarah Frier, Bloomberg Managing Editor for Technology Coverage, discusses Anthropic, OpenAI, and other AI bosses promising measures to rein in the pursuit of cutting-edge AI models to better understand the risks posed by the technology following a series of security breaches. The two companies' calls to slow down AI development may be resisted by forces in the tech industry, financial markets, and the Trump administration, which has staked its economic agenda on aggressive AI advancement.

-Isabelle Freidheim, Founder and Managing Partner of Athena Capital, discusses artificial intelligence and her outlook for IPOs. She talks about investment opportunities in AI and comments on AI developers calling for an industrywide slowdown in AI development.

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest in cruise ship and theme parks. According to Bloomberg Intelligence: Royal Caribbean's $6.9 billion of liquidity at the end of 2Q plus advanced bookings may be sufficient for river cruise and island expansion plans now that company-adjusted leverage is below 3x.
Separately, BI says Six Flags and United Parks' 2026 attendance volumes may decline, according to ALTD <GO> Placer.ai data, despite relatively resilient demand for theme park visits.

-Tom Maloney, Bloomberg Wealth Team Editor, discusses the Bloomberg Big Take story: “Magic Johnson's Insurance Ties Drawn Into Mark Walter Scrutiny.” Mark Walter pioneered how insurance companies invest policyholders' payments. His dealmaking spawned an empire that included some of the world's most famous sports franchises. But now, that empire is under scrutiny.

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sarah Frier, Bloomberg Managing Editor for Technology Coverage, discusses Anthropic, OpenAI, and other AI bosses promising measures to rein in the pursuit of cutting-edge AI models to better understand the risks posed by the technology following a series of security breaches. The two companies' calls to slow down AI development may be resisted by forces in the tech industry, financial markets, and the Trump administration, which has staked its economic agenda on aggressive AI advancement. -Isabelle Freidheim, Founder and Managing Partner of Athena Capital, discusses artificial intelligence and her outlook for IPOs. She talks about investment opportunities in AI and comments on AI developers calling for an industrywide slowdown in AI development. -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest in cruise ship and theme parks. According to Bloomberg Intelligence: Royal Caribbean's $6.9 billion of liquidity at the end of 2Q plus advanced bookings may be sufficient for river cruise and island expansion plans now that company-adjusted leverage is below 3x. Separately, BI says Six Flags and United Parks' 2026 attendance volumes may decline, according to ALTD &lt;GO&gt; Placer.ai data, despite relatively resilient demand for theme park visits. -Tom Maloney, Bloomberg Wealth Team Editor, discusses the Bloomberg Big Take story: &ldquo;Magic Johnson's Insurance Ties Drawn Into Mark Walter Scrutiny.&rdquo; Mark Walter pioneered how insurance companies invest policyholders' payments. His dealmaking spawned an empire that included some of the world's most famous sports franchises. But now, that empire is under scrutiny.

AI Bosses Risk Clash With Wall Street and Trump Over Safety 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33789e7e-796c-466a-9c4e-b4c5011703f8/transcript

Acacia's Gavin on EPS: Global Explosion for Bandwidth (Audio)

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