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Rising Costs and Inflation Are Squeezing the US South Jul 01, 2026

Show notes

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Brett Pulley, Bloomberg News Atlanta Bureau Chief discusses his latest reporting featured in the upcoming Bloomberg Businessweek magazine on how people in southern states are feeling the squeeze as the cost of living rises and wages struggle to keep up. He speaks to hosts Carol Massar and Tim Stenovec.

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Chip Stocks Put Up Their Best Quarter Ever Despite Wild Swings Jun 30, 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.

Chip stocks posted their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go.

The Philadelphia Stock Exchange Semiconductor Index jumped 3.9% on Tuesday to bring its second-quarter gain to 88%, its best quarter ever. It soared 101% in the first half, putting it on track for its best year in its history. In contrast, the tech-heavy Nasdaq 100 Index climbed 28% in the second quarter, while the S&P 500 Index rose 15%. It was both of their best quarters since 2020, but the performances were dwarfed by the surge in chip stocks.

On this episode, Carol and Tim speak with:

Ian King, Bloomberg News US Semiconductor Reporter
Dan Suzuki, Global Investment Strategist, iCapital
Georgia Hall, Bloomberg News FX and Rates Reporter AND Francesca Maglione, Bloomberg News California Reporter on Big Take: The 250-Year-Old American Dream Is Fading for Dreamers Overseas
Yogesh Gupta, CEO at Progress Software

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Teddy Wayne, Author of 'The Au Pair' Jun 30, 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.
Steven Hammer was once a literary star. Now, his career is floundering, his marriage to a high-powered woman is crumbling, and the only bright spot in his life is Astrid, the Norwegian au pair who cares for their children—and reveres his neglected novels. But what begins as a secret infatuation soon spirals into a scandal that makes them both infamous. With inexorable momentum and sly, lucid prose, Teddy Wayne’s The Au Pair is a sleek literary thriller about desire, deception, and the unraveling of a man as he grapples with his fading relevance—when the lies others spin pale beside the fictions we tell ourselves
For more, Carol Massar Tim Stenovec speak with Teddy Wayne, Author of 'The Au Pair'

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Comcast to Spin Off NBCUniversal in Surprise Strategy Reversal Jun 29, 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.
Comcast Corp. plans to spin off NBCUniversal and Sky, unwinding a strategy that began more than a decade ago after struggling to demonstrate that a cable and media conglomerate would benefit shareholders.
A new company, NBCUniversal, will hold the theme parks division, Universal film and television studios, the NBC and Telemundo broadcast networks, Peacock streaming service, and Bravo cable channel as well as the European media business, Sky. Comcast will hold the company’s original cable-TV, broadband and wireless businesses.
The deal, which came as a surprise to many investors, nevertheless reflects a trend as the media industry grapples with declining cable viewership.
Separating the two businesses is “the only way to unlock value,” Vikash Harlalka, an analyst at New Street Research, said. The move is a precursor for allowing Comcast to focus on mergers and acquisitions in both the cable and media sectors once the separation is complete, Harlalka said.
On this episode, Carol Massar Tim Stenovec speak with:

Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader
James Seyffart, Bloomberg Intelligence Senior Research Analyst on SpaceX ETF Frenzy Leads to Fund’s Trading Halt After 89% Surge / Leverage That Fueled US Stock Rally Becomes a Growing Concern
Cynthia Chen, CEO, Kikoff on state of American consumer, credit card debt and Kikoff's credit building platform
Former. Gov. Eric Holcomb (R-IN) and Co-Founder of RAISE US

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Bloomberg Businessweek Weekend: June 26th 2026 Jun 27, 2026

Show notes

Featuring some of our favorite conversations of the week from our daily radio show “Bloomberg Businessweek Daily.”

Hosted by Carol Massar and Tim Stenovec

Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio.

You can also watch Bloomberg Businessweek Daily on YouTube - just search for Bloomberg Global News.

Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BW

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Improving the Coffee Supply Chain for Women Jun 26, 2026

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Margaret Nyambumo, Founder and CEO at Kahawa 1893 discusses her coffee company's mission in a special edition of Businessweek Daily from the Uncharted Summit.

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Understanding AI Revolution, Uncharted Special Jun 26, 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.

In a special live from the Uncharted Summit in Southampton, NY Carol and Tim about the world of venture capital, and the impact of AI on investing after a roller-coaster week for tech stocks from Seoul to New York fueled by extreme investor positioning and worries over chip demand.

On this episode, Carol and Tim speak with:

Allison Ellsworth, Co-Founder and Chief Brand Officer at Poppi
Alan Patricof, Chairman Primetime Partners
Kevin Maney Co-Author Front Row Seat for a Revolution, and Lak Ananth, Global Managing Partner Next47 and Co-Author Front Row Seat for a Revolution
Michael Loeb and Noah Friedman, Uncharted Co-Founders

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Qualcomm Jumps on $15 Billion Data Center Sales Projection Jun 25, 2026

Show notes

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

Qualcomm shares jumped after the chipmaker forecast annual sales of more than $15 billion from artificial intelligence components in data centers by fiscal 2029. This year Qualcomm’s gains have lagged a general rally by chip stocks as investors concentrated on names more closely associated with spending on AI components.

Qualcomm’s new priority is to win business from the biggest investors in data center gear, joining the competition to cut into Nvidia lead in what has become the most lucrative opportunity in the history of the semiconductor industry.

On this episode, Carrol Massar and Tim Stenovec speak with:

Ed Ludlow, Bloomberg Tech Host
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Mark Pincus, Founder of Zynga and author of the new book 'Life at the Speed of Play: Launch Products People Love!'

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Bed Bath & Beyond's Push to Make Homeownership More Affordable Jun 25, 2026

Show notes

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

Amy Sullivan, President, Bed Bath & Beyond joins to discuss the state of the consumer, and how her company's acquisition push focuses on discounted retail sectors related to homeownership.

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Fiberglass Versus Concrete in Pools Jun 25, 2026

Show notes

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Latham Group (SWIM), the largest designer, manufacturer, and marketer of in-ground, residential swimming pools in North America, Australia, and New Zealand, and produces custom pool liners and automatic safety covers. Nearer and longer-term driver remains the structural shift toward fiberglass pools, which continues to take share from concrete. Fiberglass represents approximately 76% of Latham’s pool sales, yet remains underpenetrated in key growth markets
For more, Carol Massar Tim Stenovec speak with Sean Gadd, CEO at Latham Group.

See omnystudio.com/listener for privacy information.

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