On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss Oracle shares plunging after increasing its spending on AI. Bloomberg’s Robert Schiffman joins the show to break it down. Also on today’s show, Bloomberg’s Michael McKee and AlphaSimplex Group Portfolio Manager Katy Kaminski discuss this week’s Federal Reserve decision, including how ‘silent dissents’ reveal growing resistance to Fed Chair Powell’s rate cuts, and Bloomberg’s Hannah Miller talks Disney investing $1 billion in OpenAI after striking a licensing deal. Plus, New York Life Investments Economist & Chief Market Strategist Lauren Goodwin discusses the market’s reaction to the Fed decision and how inflation could impact the Fed in 2026.
Chapters:
00:00:00 – Bloomberg Businessweek Daily Starts
00:05:03 – Robert Schiffman Breaks Down Oracle Sliding by Most Since January on AI Spending, Credit Risk Highest Since ’09
00:11:54 – Michael McKee and AlphaSimplex Group’s Katy Kaminski Discuss ‘Silent Dissents’ Revealing Growing Resistance to Powell’s Cuts
00:20:41 – Hannah Miller on Disney Investing $1B in OpenAI, Paramount, Netflix in Mounting M&A Dogfight over Warner Bros.
00:34:48 – New York Life Investments’ Lauren Goodwin on Fed Cuts, Inflation, State of the Markets
00:43:22 – Isabelle Lee with Stocks on the Move
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