Bloomberg's YouTube Feed This Week Was Basically a Masterclass in 'What the Hell Is Going On'

If Bloomberg's YouTube channel were a dinner party, this week's guest list would've included an AI-obsessed president, a gold-exporting economy, and Grindr's CEO explaining why his stock is down 50% even though revenue is up 38% year-over-year. (Spoiler: a shareholder squeeze did it. Sure, buddy.) The real standout remains the AI infrastructure buildout — $ORCL is up ~18% YTD with its infrastructure business posting an 84% jump to $4.9 billion last quarter. Bloomberg Intelligence expects that momentum to hold in fiscal Q4, and with a $90 billion revenue guide on the horizon, Oracle is quietly becoming the unsexy AI trade everyone should be watching.

Meanwhile, $ADBE is down ~25% YTD, leaderless, and walking into earnings like someone who forgot to study. On the macro side, Brent crude hit $93/barrel amid Middle East conflict and OPEC output hitting a 37-year low — down 1.22 million barrels per day. And Andrei Jikh dropped a short but spicy take: gold is leaving America for China via Switzerland, which historically signals the exporter is on the losing side of financial power. No pressure, America.

Trump floating a government stake in top AI labs had David Sacks invoking the CCP in under sixty seconds — which, fair or not, is the fastest way to end any policy conversation in Silicon Valley.