Carmen Arroyo

Carmen Arroyo, a Bloomberg credit markets reporter, joins the discussion to analyze the tumultuous relationship between Elon Musk and Donald Trump. The conversation dives into the potential for Musk's self-driving car ambitions amid regulatory hurdles. Arroyo highlights xAI's urgent need to raise funds, revealing they are attempting to secure over $9 billion in a challenging financial climate. The team also introduces playful new acronyms, like MAMUWT, as they explore the intricacies of Musk's ventures and their market impact.

Carmen Arroyo, a Bloomberg reporter, shares insights into the financial structure of Elon Musk's AI venture, xAI, which is expanding its fundraising efforts to a staggering $20 billion. She elaborates on the special purpose vehicle (SPV) strategy used to manage investments in GPUs, revealing the intricate interplay of debt and equity. The discussion also touches on Tesla's newly affordable EV models and their potential impact on market dynamics, as well as the UK's commitment to enhancing tech collaboration with the US.

Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.