Bloomberg Businessweek

Gillian Wolff, a global equity strategist at Bloomberg Intelligence, shares insights on market volatility and the risks of AI-driven rallies. Kathy Wylde, President and CEO of the Partnership for New York City, dives into the forthcoming NYC mayoral election, emphasizing public-private collaboration and fiscal policies. Mark Dixon, founder of IWG, discusses the booming demand for flexible workspaces and trends in global real estate, revealing how companies are adapting to new workplace preferences.

Dr. Christina Smolke, co-founder and CEO of Antheia, is on a mission to transform pharmaceutical production. She discusses the risks of U.S. reliance on foreign active pharmaceutical ingredients and how Antheia's innovative yeast fermentation technology can ensure domestic drug availability. Christina explains the unique process of programming yeast to produce critical medicines and reveals that Antheia has successfully launched its first product. She emphasizes their focus on resolving essential drug shortages and the rigorous safety standards governing their biosynthetic ingredients.

Max Chafkin, a senior reporter at Bloomberg Businessweek, dives into Palantir's remarkable earnings and its role in the AI landscape. Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, analyzes AI-driven market trends and offers keen portfolio strategies amid rising valuations. Adam Goldstein, CEO of Archer Aviation, shares insights on the commercialization of eVTOL technology, upcoming launches, and operational challenges. Together, they unpack the intersections of technology, finance, and innovation shaping the future.

Dr. Fanny Elahi, a physician-scientist and Associate Professor at Mount Sinai, tackles the pressing issue of Alzheimer’s disease, focusing on its higher rates among women. She explains the influence of hormonal changes during menopause and explores the promise of blood biomarkers for early detection. Delving into genetics, she discusses the APOE4 gene and its interaction with hormonal factors. Dr. Elahi also shares her optimism about upcoming breakthroughs in treatments and prevention, highlighting advances in research and FDA approvals.

Mark Mahaney, a leading tech analyst at Evercore ISI, shares insights on Meta's aggressive AI investments and the skepticism surrounding them. Kate Gulliver, CFO of Wayfair, discusses the company's strong Q3 results and innovative AI tools for merchandising. Jimmy Wales, founder of Wikipedia, emphasizes the importance of transparency and community governance in building trust online. Eugene Kang from Archer explores the booming protein snack market and discusses clever distribution strategies to differentiate his brand.

Ellen Wald, an energy policy expert, discusses how potential U.S. strikes on Venezuela might have limited impact on global oil markets due to sanctions. Laura Martin dives into Netflix's strategic moves regarding Warner Bros. and how its stock split could engage more retail investors. Tom Forte provides insights on Amazon's strong AWS performance and discusses its heavy investments in AI. Finally, Dan Sheridan of Brooks Running talks about the running market's growth and how tariffs are shifting their supply chain strategies.

Rob Simmelkjaer, CEO of New York Road Runners and a two-time New York Marathon finisher, shares insights into the iconic TCS New York City Marathon. He reveals the meticulous year-round planning and coordination needed for the event. Rob highlights the marathon's staggering $700 million economic impact on NYC and discusses how local businesses thrive during race week. He also touches on the program for athletes with disabilities, highlighting inspiring stories of resilience and community.

Ed Ludlow, a Bloomberg Tech co-host and commentator, dives into the recent performance of Apple and Amazon. He highlights Apple’s mixed results, with strong overall revenues but disappointing sales in China. Ludlow discusses the strategic challenges Apple faces in the competitive Chinese market and its reliance on services for growth. On the flip side, he analyzes Amazon's impressive AWS growth, attributing it to renewed investor confidence and discussing its AI ambitions, particularly with the development of custom chips.

Jay Goldberg, a Senior Analyst at Seaport Research Partners, and Mark Gurman, Managing Editor at Bloomberg News, dive into Apple's latest quarterly performance. They explore how Apple's revenue hit $102.5 billion, fueled by strong service growth, despite disappointing sales in China. Goldberg discusses the supply chain implications and the enthusiastic consumer response to the iPhone Air. Gurman highlights critical insights on product timing and the strategic challenges Apple faces in the Chinese market. Together, they provide a nuanced outlook on Apple's future.

Poonam Goyal, a senior analyst at Bloomberg Intelligence specializing in e-commerce and athleisure, dives into Amazon's recent financial performance. She highlights AWS's impressive 20% revenue growth, the strongest in nearly three years. Goyal also discusses challenges in retail margins and pricing strategies, as well as ongoing investments in automation and fulfillment. The conversation touches on the booming advertising revenue, which is growing at 22%, and the impact of AI on Amazon's operational efficiency and long-term profitability.