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Trump Deepens Tariff Battle With Threat Over EU’s Google Fine Jul 24, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

President Donald Trump threatened new tariffs on goods from the European Union in retaliation for a $1 billion (€890 million) fine of Alphabet Inc.’s Google, injecting fresh uncertainty into the two sides’ trade relationship just as the worst of the strain appeared to be over for now.

Today's episode features:

Michael McKee, Bloomberg TV and Radio International Economics & Policy Correspondent
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Clara Gillespie, senior fellow for Climate and Energy at Council on Foreign Relations
Jason Leopold, Bloomberg News Senior Investigative Reporter
Claudia Chamberlain, Berry Bros & Rudd Advanced Sommelier on The New Luxury Adviser: Why Fine-Wine Buyers Want a Guide, Not Just a Store.

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Growth in Global Surgical Robotics Market Jul 24, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
The global surgical robotics market is ~$15B, and is still just getting started (it has been mainly a single-player market for the past two decades). SSII's combination of ~30% price differentiation, multispecialty capabilities (including cardiac), telesurgery enablement, and efficient manufacturing positions it to capture incremental TAM in ambulatory centers and smaller U.S./EU hospitals, as well as the 7B+ patients around the world who don't have access to the Intuitive system.
For more, Carol Massar and Tim Stenovec speak with Dr. Sudhir Srivastava, CEO at SS Innovations

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Instant Reaction: Intel's Revenue Shatters Wall Street Estimates Jul 23, 2026

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Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Ed Ludlow, Bloomberg Tech co-host

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Big Tech Stocks Lose Over $750 Billion in AI Driven Selloff Jul 23, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 due to results from Alphabet Inc. and Tesla Inc. The Bloomberg Magnificent 7 Index was down 4.8% midway through Thursday’s session, wiping out roughly $767 billion in market valuation, with declines led by Tesla and Alphabet. Investors are growing cautious about the massive sums that Big Tech firms are spending to build out their AI infrastructure, with the index now down 11% from a record hit in late May, erasing $2 trillion in market value.
On this episode, Carol Massar and Tim Stenovec speak with:

Ed Ludlow, Bloomberg Tech host
Tony Hemmlegarn, President of Digital Industries Software, Siemens AND Andrew Sek Hwan Hong, HD Hyundai USA on Siemens and HD Hyundai to establish digital shipyard to modernize US shipbuilding, strengthen maritime competitiveness
Nina Trentmann and Zach Wasserman, CFO, Huntington Bancshares on earnings this AM, regional banks in current rate environment
David Kocieniewski, Bloomberg News Senior Investigative Reporter on How Tether Benefited as Trump Insiders Shaped First US Crypto Law

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Robinhood Chain Growth Jul 23, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Robinhood recently announced its expansion of crypto services into the UK and Canada, along with nine new products at The World is Flat event. One new feature is the Public Mainnet of Robinhood Chain. Built using the Arbitrum Platform to institutional standards and natively connected to Robinhood's onchain users, this Layer 2 blockchain provides a turnkey environment for builders.
For more, Carol Massar and Tim Stenovec speak with Johann Kerbrat, SVP & GM of Crypto, at Robinhood

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Earnings Roundup: Alphabet Beats on Cloud Sales, Tesla's Profit Disappoints Jul 22, 2026

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Listen for instant reaction and analysis of megacap tech earnings from Alphabet and Tesla.
Alphabet reported second-quarter cloud revenue that far surpassed Wall Street’s expectations and said the division’s backlog of contracted business ballooned to more than $500 billion, offering fresh evidence that the company’s massive AI investments are paying off.
Meanwhile, Tesla missed Wall Street’s profit expectations even after a strong quarter of auto sales, a setback for the electric-vehicle maker as it looks to build out new lines of business in robotics, autonomy and AI.
To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

Ed Ludlow, Bloomberg Tech co-host
Keith Naughton, Bloomberg News Auto Reporter
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research

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OpenAI Models Hacked Another Company’s Systems by Mistake Jul 22, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
OpenAI said its advanced artificial intelligence models inadvertently hacked Hugging Face Inc. in an "unprecedented" incident. The models broke into Hugging Face's system during an evaluation of their cyber capabilities, operating with lower guardrails to be tested. The incident raises questions about the ability of advanced AI models to carry out cyberattacks and has prompted fresh calls for curbs on the technology.
On this episode, Carol Massar and Tim Stenovec speak with:

Ed Ludlow, Bloomberg Tech Host
Keith Naughton, Bloomberg News Auto Reporter on Tesla preview, auto industry evolution and his career path
Rory Heilakka, Partner at Oliver Wyman on how AI is transforming some of the world's largest industrial sectors: autos, aviation, defense
Drive to the Close with Chris Marangi, President and Co-CIO, Value and PM of the GOLS ETF, Gabelli Funds

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How to Stop China From Leapfrogging the US in Biotech Jul 22, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
America is at risk of relinquishing its global leadership in biopharmaceuticals. Haphazard cuts to funding academic research, political attacks on science and misguided threats to the risk-reward calculus that buttresses innovation undermine our strategic preeminence in healthcare and medicines. At the same time, China is advancing its own agenda. If the United States’ biotech strategy is not acutely resuscitated, we risk depriving our nation of the oxygen that fuels biomedical entrepreneurship, economic vitality, and ultimately national security.
For more, Carol Massar and Tim Stenovec speak with Robert Blum, President and CEO of Cytokinetics

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US Allies in Persian Gulf Exasperated as Iran War Escalates Jul 21, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
US President Donald Trump minimized the prospect of immediate talks with Iran as the two sides exchanged strikes and Houthi militants in Yemen threatened shipping in the Red Sea.
Trump vowed on Tuesday to respond if the Iran-backed group disrupted that waterway, but didn’t specify how.His comments came after the 10th day of US and Iranian attacks and as mediators continued efforts to restart negotiations. Oil prices ticked higher amid the threats to key routes for global energy supplies.
“They want to desperately meet and until they’re ready to meet in a meaningful way we have no interest,” Trump said at a White House meeting with Lebanon’s president, vowing to continue the fight.
On this episode, Carol Massar and Tim Stenovec speak with:

Jennifer Welch, Bloomberg Economics Chief Geoeconomics Analyst
Charles Schwab CEO Rick Wurster
Timna Tanners, Wells Fargo Equity Research Managing Director on Aluminum and metals latest
Madison Muller, Bloomberg News Healthcare Reporter on Novo Nordisk Sues Eli Lilly in US Over Obesity Drug Ads

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‘Temu Range Rover’ Highlights China’s Ascent in UK Car Market Jul 20, 2026

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
The Jaecoo 7, a Chinese SUV, is outselling Land Rover's comparable Range Rover Evoque in the UK, with its gasoline version starting around £30,000. The Jaecoo 7 includes premium touches like heated front seats and a sunroof, and has a seven-year warranty, versus three for the Range Rover Evoque. Chinese carmakers, including Chery Automobile Co., are pushing into the European market, with China's carmakers accounting for 10% of the market in May and holding about one-fifth of Europe's second-largest car market in the UK.
For more, Carol Massar and Tim Stenovec speak with Keith Naughton, Bloomberg News Auto Reporter and Jacob Reid, Bloomberg News Global Business Reporter

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