Bloomberg’s Yvonne Man speaks with Artificial Analysis’s Micah Hill-Smith about the AI race, China’s role in it, and the growing debate over model safety.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – The China Show opens
00:03:13 – AI leaders back slower development over safety concerns
00:06:53 – Artificial Analysis’ Micah Hill-Smith on the need for stronger AI safeguards
00:14:36 – Triada Capital’s Monica Hsiao on why US inflation remains sticky
00:26:30 – Triada Capital’s Monica Hsiao on what to expect from the Fed and BOJ this week
00:29:49 – Chinese chip stocks withstand pressure from broader Asia selloff
00:35:02 – Xi resets ties with Modi on first India visit in seven years
00:39:29 – Z.AI seeks stock and bond sale to fund AI development
00:48:23 – OpenAI delays IPO to focus on AI safety
00:57:13 – Goldman Sachs’ Si Fu on why AI profits are shifting toward hardware
01:05:58 – Former New York Fed President Bill Dudley on why he expects more rate hikes after September
01:11:56 – Chevron’s Balaji Krishnamurthy on why LNG prices will remain elevated near term
01:16:30 – AI infrastructure spending seen cushioning chip selloff
01:19:12 – Why Z.AI’s latest fundraising is unlikely to be its last
——–
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The billionaire founder of Japan’s SoftBank Group Corp. has seen his fortune crash $25 billion in the past year, according to the Bloomberg Billionaires Index. From China’s tech crackdown to Russia’s invasion of Ukraine, a litany of troubles has beset Masayoshi Son and his conglomerate. Min Jeong Lee reports on “Bloomberg Daybreak: Asia.”

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”

Chapters:
00:00:00 – Bloomberg Surveillance | 9/11/2026
00:04:56 – Cameron Dawson – NewEdge Wealth CIO
00:17:27 – Ed Millis – Raymond James Washington Policy Analyst
00:30:41 – Jeff Currie – 1947 Oil & Gas Co-founder & Director
00:41:48 – Claudia Sahm – New Century Advisors Chief Economist
00:52:45 – Wei Li – BlackRock Global Chief Investment Strategist
01:04:27 – Monica Guerra – Morgan Stanley Wealth Management Head of US
01:18:58 – Pierre Poilievre – Canadian Conservative Party Leader
01:30:48 – Meghan Swiber – Bank of America Securities Senior US Rates Strategist
01:40:41 – David Kelly – JPMorgan Asset Management Chief Global Strategist
01:52:33 – Robert Tipp – PGIM Credit Chief Investment Strategist
02:00:46 – US August Core CPI Rises
02:07:25 – Tiffany Wilding – PIMCO Economist
02:20:17 – Morning Movers
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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On the latest episode of the early edition of Balance of power, David Gura and Christina Ruffini speak with Mike Shepard, Bloomberg Senior Editor for Technology and Strategic Industries;  Rick Davis, Partner at Stonecourt Capital and Bloomberg Politics Contributor & Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School’s Ash Center and Bloomberg Politics Contributor. They also speak with Nicholas Burns, former US Ambassador to China and NATO, and Brigadier General Leland Blanchard II, Interim Commanding General of the District of Columbia National Guard.

Chapters
00:00:00 Balance of Power: Early Edition
00:01:46 Markets: Stocks Rise as Oil Falls
00:03:28 AI Safety Fears Grip Washington
00:06:05 Anthropic, OpenAI & Emerging AI Risks
00:08:28 AI Safety vs. the Race With China
00:10:54 Political Panel: AI, Data Centers & the Midterms
00:13:41 Data Centers Become a Growing Voter Issue
00:15:00 Trump’s $5,000 Dividend & the GOP Convention
00:17:18 Democrats Respond to Trump’s Midterm Strategy
00:21:31 Remembering 9/11: America 25 Years Later
00:24:43 National Guard General on U.S. Security Since 9/11
00:28:45 National Guard’s Expanded Mission in Washington
00:34:10 Nicholas Burns Reflects on 9/11 & NATO
00:37:00 NATO, Canada & America’s Global Alliances
00:41:27 Trump-Xi Summit: Trade, AI & Taiwan
00:44:26 Iran, the Strait of Hormuz & Diplomacy
00:46:05 The State of American Diplomacy
——–
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