Bloomberg Businessweek

Jeanne Sheehan Zaino, a Bloomberg Politics contributor, dives into President Trump's discussions with Vladimir Putin, highlighting their declared 'productive' meetings despite a lack of concrete agreements. The conversation touches on various geopolitical tensions, especially concerning Ukraine, military aid, and the uncertainty faced by NATO allies. Zaino analyzes the chaotic press interactions post-summit, questioning Trump's diplomatic style and the potential geopolitical ramifications of these unresolved issues. It's a thought-provoking look at the complexities of international diplomacy.

Gary Evans, CEO of United States Antimony Corporation, sheds light on the critical supply of antimony and its importance for national defense amidst U.S.-China tensions. K.R. Sreedhar, founder of Bloom Energy, dives into the transformative impact of AI on the energy sector and how clean tech is adapting. Meanwhile, real estate expert Louise Phillips Forbes offers keen insights into New York City's luxury market, discussing trends and challenges amidst economic shifts. Together, they explore the intersections of technology, minerals, and real estate.

Elise Giuliano, a political science expert on Russia, Jimmy Lee, CEO providing insights on investing, and Monica Duffy Toft, an international politics professor specializing in the Ukraine conflict, join in a lively discussion. They analyze the recent Trump-Putin summit and the lack of Ukrainian representation, raising questions about international diplomacy. The trio also explores the potential market impacts amid geopolitical tensions, emphasizing optimism surrounding Federal Reserve interest rate cuts and the shifting landscape of global politics.

Katherine Kostereva, founder and CEO of Creatio, shares her insights on the evolving tech landscape and the role of AI in the workforce. She argues that AI won't eliminate coders but rather transform their work. The discussion delves into the challenges tech graduates face in a job market influenced by low-code and no-code solutions. Katherine also sheds light on enterprise compliance, financial growth, and the prospect of IPOs in an ever-changing global economy, emphasizing the importance of efficiency and strategic decision-making.

In this discussion, Tom Giles, Senior Executive Editor for Global Technology at Bloomberg News, provides insights into the Trump administration's potential investment in Intel to bolster domestic manufacturing. Nicola Willis, New Zealand's Minister of Finance, shares her perspective on the global trade war and the importance of maintaining economic ties. They explore the implications of government stakes in tech, the impact on semiconductor competition, and the dynamics of international economic relations, highlighting a complex landscape of industrial policy and trade.

Mark Gurman, Managing Editor for Global Consumer Tech at Bloomberg News, dives into Apple’s ambitious AI plans. He reveals details about a futuristic tabletop robot aimed for 2027, touted as a virtual companion. Also on the table is a new smart speaker with a display launching next year. Mark emphasizes Apple’s shift towards home security, identifying it as a major growth area. The conversation covers the evolution of Siri and upcoming hardware like the foldable iPad, shedding light on how Apple is reimagining its tech ecosystem.

Jennifer Welch, Bloomberg Economics Chief Geoeconomics Analyst, shares insights on U.S.-China trade tensions, especially China’s strategic moves toward self-reliance. Gillian Wolff, a Global Equity Strategist, dives into stock market dynamics, contrasting the performance of tech stocks and other equities. Gary Evans, CEO of United States Antimony Corporation, discusses the critical need for domestic antimony production and the challenges posed by regulations and supply chains. The dialogue also touches on the geopolitical implications of these market trends.

In this lively discussion, KR Sridhar, the visionary Founder and CEO of Bloom Energy, sheds light on his company’s impressive growth in the green tech arena. He discusses how artificial intelligence is breathing new life into U.S. green firms, helping them thrive despite economic hurdles. The conversation also delves into innovative partnerships with big tech, emphasizing the demand for clean energy in powering data centers. Sridhar highlights Bloom Energy's record revenue and the bright future of AI-driven green technology.

The latest inflation data reveals an uptick in the core consumer price index, driven mainly by rising service costs like airfares and medical care. Goods prices have remained stable despite ongoing tariff influences. There's a strong anticipation for interest rate cuts by the Federal Reserve in the face of mixed economic signals. The discussion also touches on the complexities of U.S.-China trade dynamics and the geopolitical challenges posed by China amid evolving global relationships. Insights into economic policies from the Trump era add depth to the conversation.

Tim Herbert, Founder, Chairman, and CEO of Inspire Medical Systems, discusses the company's recent $200 million stock buyback amid challenges like lowered revenue guidance. He highlights the innovative Inspire 5 system, aimed at treating obstructive sleep apnea, and the importance of training healthcare providers to improve patient access. Herbert provides insights into operational hurdles and reflects on the company's dedication to advancing treatment options beyond traditional CPAP therapy, signaling an exciting future for Inspire.