President Trump’s deal with Moscow on its diesel exports and his praise for Vladimir Putin are just the latest in a string of Russia-related news that have sparked public criticisms from Republicans weeks ahead of a midterm election that increasingly favors Democrats. We get more from Jeff Mason, Bloomberg News White House Correspondent. Mandeep Singh of Bloomberg Intelligence discusses the AI data center build-out reaching the $1.7 trillion mark. Needham's Laura Martin examines the path ahead for new media powerhouse Skydance. Plus - Tim Cahill, Lockheed Martin's President of Missiles & Fire Control, joins to discuss the defense company's new missile interceptor system. All on the latest episode of Bloomberg Businessweek Daily.
Chapters:
00:00:00 Bloomberg Businessweek Daily
00:02:53 Market Check
00:04:31 Trump, Russia and Global Energy Markets
00:05:33 Jeff Mason on Trump, the Midterms and Global Conflicts
00:12:04 AI Data Center Spending Surges
00:12:34 Mandeep Singh on the AI Infrastructure Boom
00:19:03 Market Check: Bumble Jumps on Take-Private Report
00:20:57 Skydance Completes Warner Bros. Discovery Acquisition
00:22:27 Laura Martin on Skydance, Netflix and Media Consolidation
00:30:45 How AI Agents Could Transform the Media Industry
00:32:33 Lockheed Martin Unveils New PAC-3 Edge Missile
00:33:06 Tim Cahill on the Future of Missile Defense
00:41:54 The Growing Market for Low-Cost Interceptors
00:44:42 How AI Is Transforming the Defense Industry
00:47:48 Bloomberg Businessweek Daily
00:49:35 Stocks on the Move
00:49:45 Chipotle Falls as Starbucks Denies Acquisition
00:51:55 Bristol Myers Falls on Confusing Drug Trial Data
00:52:50 Salesforce Rises After Bank of America Upgrade
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Chapters:
00:00:00 Bloomberg Businessweek Daily
00:02:53 Market Check
00:04:31 Trump, Russia and Global Energy Markets
00:05:33 Jeff Mason on Trump, the Midterms and Global Conflicts
00:12:04 AI Data Center Spending Surges
00:12:34 Mandeep Singh on the AI Infrastructure Boom
00:19:03 Market Check: Bumble Jumps on Take-Private Report
00:20:57 Skydance Completes Warner Bros. Discovery Acquisition
00:22:27 Laura Martin on Skydance, Netflix and Media Consolidation
00:30:45 How AI Agents Could Transform the Media Industry
00:32:33 Lockheed Martin Unveils New PAC-3 Edge Missile
00:33:06 Tim Cahill on the Future of Missile Defense
00:41:54 The Growing Market for Low-Cost Interceptors
00:44:42 How AI Is Transforming the Defense Industry
00:47:48 Bloomberg Businessweek Daily
00:49:35 Stocks on the Move
00:49:45 Chipotle Falls as Starbucks Denies Acquisition
00:51:55 Bristol Myers Falls on Confusing Drug Trial Data
00:52:50 Salesforce Rises After Bank of America Upgrade
--------
Watch Bloomberg Radio LIVE on YouTube
Weekdays 7am-6pm ET
Saturday & Sunday 7am-10am ET
WATCH HERE: http://bit.ly/3vTiACF
Follow us on X: https://twitter.com/BloombergRadio
Subscribe to our Podcasts:
Bloomberg Daybreak: http://bit.ly/3DWYoAN
Bloomberg Surveillance: http://bit.ly/3OPtReI
Bloomberg Intelligence: http://bit.ly/3YrBfOi
Balance of Power: http://bit.ly/3OO8eLC
Bloomberg Businessweek: http://bit.ly/3IPl60i
Listen on Apple CarPlay and Android Auto with the Bloomberg Business app:
Apple CarPlay: https://apple.co/486mghI
Android Auto: https://bit.ly/49benZy
Visit our YouTube channels:
Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts
Bloomberg Television: https://www.youtube.com/@markets
Bloomberg Originals: https://www.youtube.com/bloomberg
Quicktake: https://www.youtube.com/@BloombergQuicktake