Bloomberg Businessweek Weekend - December 12th, 2025
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."Hosted by Carol Massar and Tim StenovecHear 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 on YouTube - just search for Bloomberg Global News.Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BWSee omnystudio.com/listener for privacy information.
--------
1:16:56
--------
1:16:56
Stocks Tumble as Year’s Winning AI Bets Take a Hit
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street traders took profits on the year’s biggest artificial intelligence winners, dragging global gauges back from the brink of record highs. Longer-dated bond yields climbed.A disappointing sales outlook from Broadcom Inc. sent the chipmaker tumbling 11% and weighed on rivals, further fueling investor anxiety over AI wagers initially prompted by Oracle Corp. The AI bellwether’s stock drop started Thursday following a forecast for rising capital outlays and a longer timeline to a revenue payoff. The slump deepened Friday on a report of delays to some of Oracle’s data center projects. Shares of companies tied to the AI power infrastructure also slid.The Nasdaq 100 dropped 1.9% while The S&P 500 fell 1.1% after the index had notched a record close in the previous session. The Dow Jones Industrial Average and Russell 2000 pulled back from all-time highs. The selloff put a damper on the ebullience sparked by the Federal Reserve’s third-straight interest rate cut this week. Investors also had to contend with mixed messages from Fed officials after they left their outlook for a single cut in 2026 intact. Today's show features: Stephanie Guild, Chief Investment Officer at Robinhood Markets, on markets, retail investing trends., interest rates and Federal Reserve policy Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal on the coming CEO change at Lululemon as well as the firm’s latest earnings Bloomberg News Space Reporter Sana Pashankar and Bloomberg Intelligence Senior Defense Analyst Wayne Sanders on Friday’s Big Take detailing President Donald Trump’s proposed missile and air defense system that could cost more than $1 trillion Andrew Krei, Chief Investment Officer at Crescent Grove Advisors, on Federal Reserve policy and the market outlook See omnystudio.com/listener for privacy information.
--------
36:12
--------
36:12
Aptera Eyes Mass Production of Unique Solar Car
Aptera Motors Corp. was formed in 2019. The company's principal business is the development, production, and distribution of energy efficient solar-powered, battery-electric vehicles. Management anticipates that the Aptera vehicle will provide up to an estimated 40 miles per day and 11,000 miles per year of solar powered driving by collecting energy from the sun and storing it in its proprietary battery pack. Each vehicle is designed to have over three-square meters of embedded solar panels. In addition, the Aptera vehicle twill charge from either a standard home electrical outlet or by using the North American Charging Standard “NACS” connector. Chris Anthony, the Co-Chief Executive Officer of Aptera, discusses his company’s performance since its October direct listing, as well as its plans to begin mass-production of its solar-powered cars. Chris speaks with Carol Massar and Matt Miller on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.
--------
12:03
--------
12:03
Trump’s Warner Bros. Meddling Pushes Limits of Executive Power
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Hollywood has a rich history of personal vendettas, political discord and uncertain loyalties shaping the industry. It just usually doesn’t involve the US president.Donald Trump’s declaration that he will involve himself in the proposed sale of Warner Bros. Discovery Inc. has thrust an already tumultuous battle between Netflix Inc. and Paramount Skydance Corp. over some of the crown jewels of Tinseltown into uncharted waters.The decision to inject himself is particularly extraordinary given Trump’s own conflicts and interests, according to legal experts.Trump has already signaled one personal precondition for a sale: new ownership of longtime bogeyman CNN, in a bid to exert more favorable coverage from the cable network. But the connections don’t stop there for a president who considers himself the dealmaker-in-chief. Trump’s son-in-law and former aide, Jared Kushner, has helped arrange financing for Paramount chief David Ellison, whose father, Larry Ellison, is a longtime donor and supporter.The president has received entreaties from both sides. Netflix co-Chief Executive Officer Ted Sarandos has mounted a charm offensive of his own, meeting repeatedly with Trump and even chatting about how the first family were “big fans” of the streamer. The tech giant has spent recent months expanding its lobbying operation in Washington, seeking to boost its influence across a city now controlled by Trump and his allies.Today's show features: Bloomberg News Media Reporter Hannah Miller on Disney’s $1 billion investment in OpenAI and the political battle brewing over a potential Warner Bros. Discovery merger Lauren Goodwin, Economist and Chief Market Strategist at New York Life Investments on the market and economic outlook heading into 2026 Cathy Seifert, Senior Vice President and Equity Analyst at CFRA Research, and Bloomberg News Investing Team Co-Team Leader Katherine “Kat” Chiglinsky, on expectations for Berkshire Hathaway as Warren Buffett prepares to step down Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners, breaks down Broadcom’s earnings report and outlook See omnystudio.com/listener for privacy information.
--------
41:49
--------
41:49
Lifeway Foods Expands Reach With Walmart Pact
Lifeway Foods is America's leading supplier of the probiotic, fermented beverage known as kefir. In addition to its line of drinkable kefir, the company also produces a variety of cheeses as well as a line of products for kids. Lifeway's fermented dairy products are sold across the United States, Mexico, Ireland, South Africa, United Arab Emirates, and France. Julie Smolyansky, the publicly-traded firm's CEO, discusses her company’s most recent earnings report and recent announcement that is its cheese products will expand into 2,000 Walmart stores across the US. Julie speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.
Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.