Oracle Corp. gave a long-term outlook for free cash flow that was better than analysts’ estimates, easing investor nerves about the potential payoff from its artificial intelligence spending.

Former Federal Reserve Vice Chairman Richard Clarida says the Fed is weighing whether AI-driven growth represents a demand shock, which could call for higher rates, or whether productivity gains will eventually boost supply and ease inflation. He speaks on "Bloomberg Surveillance: The Fed Decides." (Source: Bloomberg)

Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time. (Source: Bloomberg)

Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

Anger over the AI buildout is coming from the “fringes,” says Shawn Matthews, chairman of Host Digital, a vertically integrated data center developer. Matthews, who is the former CEO of Cantor Fitzgerald, argues the way to avoid backlash over data centers is to build in places that have the right space and power to support them. He speaks with Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

AI will help boost video game quality, allowing developers to be more creative and deal with issues like old code, says Bing Gordon, a founding executive at Electronic Arts and former chief product officer at Kleiner Perkins. He joins Ed Ludlow on “Bloomberg Tech" to discuss his new book, "Everybody Wins: What Games Teach Us About Making Products People Love." (Source: Bloomberg)

Palantir Technologies Inc.’s head of defense Mike Gallagher is warning that advances in artificial intelligence capabilities have made it more compelling for Chinese leader Xi Jinping to seize control of Taiwan, a chipmaking hub that has helped fuel the global AI boom.

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Powerful profits from SK Hynix refuel the AI trade as booming demand for memory chips shows no signs of slowing. Microsoft and Alphabet gear up to report results on the busiest day of earnings season for the S&P 500. Plus, Federal Reserve Chair Kevin Warsh takes the spotlight, with the Fed expected to hold rates today while keeping the door open to a December move. Nuveen Chief Investment Officer Saira Malik and Goldman Sachs Chief US Economist David Mericle break down the forces shaping the market outlook through the rest of 2026. Plus, the view from Dallas with Causeway CEO Sarah Ketterer, DFW International Airport CEO Chris McLaughlin and Fortress Global Co-Head of Corporate Credit Brian Stewart. (Source: Bloomberg)

After two decades of spurning the idea, Apple Inc. unveiled an overhauled MacBook Pro that includes a touch screen, giving its flagship laptop a feature that has become a must-have in the personal computer industry.

Recent arrests are catching the attention of others in the cybersecurity industry.

he Federal Reserve will decide whether to adjust the US's benchmark interest rate on Wednesday, with investment banks, economists, and journalists waiting to see if their predictions are correct. Researchers Tara Sinclair and Sophia Kazinnik have developed an AI simulation called Sim Fed, which uses AI agents to impersonate the 12 individuals who vote on interest rates, including "Sim Powell" and "Sim Cook". Bloomberg's Stacey Vanek Smith joins to break down what this means for the Fed. (Source: Bloomberg)

Columbia University has opened the window for individuals impacted by the school’s data breach last year to claim part of a $16.1 million settlement.

Microsoft Corp. and Alphabet Inc. shares have gone separate ways since the companies’ last earnings reports as Wall Street increasingly digs in on the way heavy artificial intelligence spending is weighing on corporate bottom lines. With the two technology giants and major AI players poised to post their results after the bell Wednesday, recent stock market trading indicates that investors give Microsoft an edge. We get a preview from Bloomberg Tech host Ed Ludlow. (Source: Bloomberg)

Brian Stewart, global co-head of corporate credit at Fortress, says the credit market could face a more serious absorption problem from AI data-center borrowing. Speaking on "Bloomberg Open Interest," Stewart says that U.S. investment-grade issuance recently reached a record, while the AI funding cycle has so far been driven mainly by venture capital, growth equity and investment-grade bonds. (Source: Bloomberg)

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Robinhood (HOOD) is declining after the brokerage reported third-quarter earnings per share that missed consensus estimates. - Etsy (ETSY) shares are gaining after the online retail company reported third-quarter results that beat expectations on key metrics. It also announced that its CFO Lanny Baker will depart to pursue opportunities outside of Etsy. - Wendy's (WEN) shares are moving higher on news Nelson Peltz's hedge fund Trian Fund Management is offering to buy the fast food chain for around $1.4 billion. (Source: Bloomberg)

Sarah Ketterer, Causeway Capital Management CEO and fundamental portfolio manager, sees investment opportunities in aerospace and defense stocks. Speaking on "Bloomberg Open Interest," Ketterer also says "this is the time to accumulate French banks." (Source: Bloomberg)

UK data centers used for critical services will be given priority access to the grid and the authority to generate power on site, under new rules aimed at speeding up construction of essential infrastructure.

Shares of drone makers and suppliers, once the hottest names in the US stock market, are poised to fall further as investors worry a blue wave in the US midterm elections could squeeze funding for the industry.

The UK plans to increase tax on physical gambling slot machines to help fund an effort to revive high street businesses like shops and bars.

Anthropic PBC is cautioning investors that its outspoken advocacy for artificial intelligence safety could make the company the target of government retaliation, highlighting the unusual degree of government-related risk to its future business after a year of skirmishes with the Trump administration.