Chancellor of the Exchequer Rachel Reeves announced £26 billion of tax increases in a budget that sought to balance the demands of both bond traders and Labour backbenchers. The budget included a more-than-doubled buffer of £22 billion and increased welfare spending by £16 billion, with decisions such as scrapping the cap on child benefits earning praise from left-wing Labour MPs. She speaks on the sidelines with Bloomberg's Lizzy Burden

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Wedbush analyst Dan Ives views Nvidia (NVDA) as "the foundation for the AI Revolution," with "the Godfather of AI Jensen having the best perch and vantage point to discuss overall enterprise AI demand and appetite for Nvidia's AI chips looking forward. He speaks with Bloomberg's Tom Keene and Paul Sweeney

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Omaha Steaks CEO Nate Rempe speaks on the latest in beef demand given inflation pressures and changing consumer habits. He speaks with Bloomberg's Katie Griefeld and Romaine Bostick.

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Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institution, discusses President Trump's calls with leaders of China and Japan and his trade truce with Beijing. She speaks with Bloomberg's Tom Keene and Paul Sweeney

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Morgan Stanley Chief Equity Strategist Mike Wilson discusses his optimism in the markets going forward. Wilson spoke with Bloomberg's Lisa Abramowicz and Dani Burger.

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US Commerce Secretary Howard Lutnick discusses conditions for any steel and aluminum deal with the European Union, urging the EU to reduce tech regulations. Lutnick also talks about US affordability and prices, the possibility of selling Nvidia’s H200 chips to China, and the pending Supreme Court decision on the Trump Administration’s tariffs. Lutnick spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

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AI is rising on the agendas of global CEOs, according to the latest edition of the CEO Radar. But a surprising number of chief executives are still struggling to embed the technology into their businesses. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Vlad Lukić, BCG Global Leader of Tech and Digital Advantage, to explore how CEOs can compare themselves to their peers when it comes to corporate integration of AI.

This episode is sponsored by BCG.

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Amtrak President Roger Harris tells Bloomberg's Matt Miller and Dani Burger that booming demand for passenger rail is forcing the company to balance affordability with availability. With ridership surging nationwide, Harris says lowering fares too much risks filling trains too quickly — leaving no room for last-minute travelers

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