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State Street Says Any Tech Weakness Is Chance to Rebuild

State Street Equity Research Head Marija Veitmane says she remains constructive on technology stocks, arguing that the sector’s strong earnings and profitability tell a favorable story despite the conversation about slowing down development of cutting-edge artificial intelligence models. "We strongly suspect that regulation is very likely to be kind of more supportive for larger companies," Veitmane tells Bloomberg Television. (Source: Bloomberg)
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Port of LA's Seroka on AI, Trade & Supply Chains

Port of Los Angeles Executive Director Gene Seroka unpacks how artificial intelligence is reshaping shipping and logistics. He also share insights on trade tariffs, shifting supply chains amid geopolitical risks. He speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)
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Apollo's Ueda on APAC Investment Outlook

Eiji Ueda, head of Asia Pacific and partner at Apollo, joins the program in Hong Kong for an interview. The segment is introduced under the theme "Traders Look to BOJ After Fed Hike," signaling market focus on the Bank of Japan following the Federal Reserve’s move. In the brief exchange, the host greets Ueda and welcomes him to the set, and Ueda responds with thanks and pleasantries. Original filename: 20260917_005119_Eiji_Ueda_Joins_Bloomberg_as_Traders_Watch_BOJ_After_Fed_Hik.mp (Source: Bloomberg)
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Fmr Fed President Bullard on Rate Outlook

James Bullard, Former St. Louis Fed President, discusses his view on the Fed's decision to raise rates at the September meeting, and his outlook for the US economy. He speaks exclusively with David Ingles on the sidelines of the BNP Paribas' annual Global Markets APAC Conference on "Bloomberg: The Asia Trade". (Source: Bloomberg)
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Twitch CEO on Business Outlook

Dan Clancy, CEO of streaming platform Twitch, discusses the outlook for his business as the industry gears up for the highly anticipated November launch of Grand Theft Auto Six, as more gamers seek online platforms to interact and engage with each other. He speaks with Shery Ahn on "Bloomberg: The Asia Trade". (Source: Bloomberg)
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Apollo’s Zelter on AI Capex, ‘Higher for a While’ Rates

Apollo Global Management President Jim Zelter discusses the firm’s partnerships with the New York Yankees and Nvidia, the “unprecedented” scale of the AI capex markets, and why he believes “rates are going to be higher for a while.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
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