Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more.

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Strong growth at Microsoft has reassured investors that expensive bets on AI are starting to pay off. But Meta shares slid in premarket trading after the Facebook parent gave a revenue outlook that is seen as disappointing.

Investors dumped 30-year Treasury bonds, sending the yield to a 19-year high after the Fed kept interest rates unchanged for a seventh consecutive month. Investors have wagered that Federal Reserve Chairman Kevin Warsh was only delaying an inevitable rate hike.

The US has launched a fresh wave of strikes on Iran in response to an attack on American forces in Jordan, escalating a conflict that’s now spreading across the Middle East.

Today’s guests: Katharine Neiss, PGIM Credit Deputy Head of Global Economics; Simon Hunt, Campari Group CEO; Dominik von Achten, Heidelberg Materials CEO

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:37 – European CEOs discuss earnings results
00:03:57 – US launches new wave of strikes against Iran
00:06:03 – Katharine Neiss, PGIM Credit Deputy Head of Global Economics
00:15:24 – Simon Hunt, Campari Group CEO
00:23:46 – Thursday headlines
00:24:15 – Poland’s Tusk says missile incident is serious
00:24:49 – Bank of England expected to keep rates on hold
00:26:48 – Dominik von Achten, Heidelberg Materials CEO
00:33:35 – EXCLUSIVE: Nicolas Hieronimus, L’Oréal CEO
00:39:41 – Poland’s Tusk says object that fell was a Russian missile
00:41:33 – Munich Re: Losses from natural disasters hit $112 billion in first half
00:44:04 – FIFA pursues controversial sale plan
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“Bloomberg ETF IQ” focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today’s guests: Vident Asset Management President Amrita Nandakumar, Matthews CIO & Portfolio Manager Sean Taylor, Amplify ETFs Founder & CEO Christian Magoon, and Capital Group Head of Global Product Strategy and Development Holly Framsted.

Chapters:
00:00:00 – ETF IQ opens
00:03:04 – Amrita Nandakumar, President of Vident Asset Management
00:04:36 – Nandakumar on Whether Niche AI and semiconductor ETFs Survive
00:06:29 – Nandakumar: Automation Speeds ETF Filings, But Not Distribution
00:07:50 – SEC review of “novel” ETFs and future regulation
00:11:28 – Matthews’ Sean Taylor on South Korea’s ETF Restrictions
00:12:42 – Taylor on Market Concentration & Retail Investor Risks in Korea
00:17:57 – Leveraged ETFs Presenting Risk To Banks
00:23:36 – Amplify ETFs Founder and CEO Christian Magoon
00:25:38 – Magoon on Dividend Growth, Technology Exposure, and Downside Protection
00:27:26 – Magoon on International Version of DIVO
00:28:31 – Amplify’s Growth Plans and New AI-F ocused ETFs
00:31:43 – Isabelle Lee on Corgi’s plan to launch 500 ETFs
00:35:08 – Capital Group’s Holly Framsted on Active ETFs in Model Portfolios
00:36:26 – Framsted on Why Advisors Are Adopting Active ETFs
00:38:04 – Framsted on ETFs vs. Mutual Funds
00:40:23 – ETF IQ Test
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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York.

Joined by Rep. Jonathan Jackson (D-IL), Tom Nides, Fmr. US Ambassador to Israel, and Nancy Kaffer, Detroit Free Press Editorial Page Editor.

Correct: This video has been edited to remove graphics that misstated several earnings dates for this week. AMD and Paramount report on Tuesday and Disney on Wednesday.

Chapters:
00:00:00 – Bloomberg This Weekend | 8/2/2026
00:01:37 – News Now
00:04:12 – US Will Hold Off On Iran Strikes
00:06:17 – Israel Agrees in Call To Make Iran Deal
00:10:34 – Trump Announces Hamas Disarmament Deal
00:18:06 – News Now
00:19:52 – SpaceX To Report First Earnings Since IPO
00:24:15 – Tesla Weighing Sale of China Business | WSJ
00:28:03 – Old SpaceX Rocket To Crash Into Moon Wednesday
00:31:36 – News Now
00:33:13 – Citadel Buys Situational Awareness’ AI Stock Wagers
00:36:34 – Who is Fmr. OpenAI Researcher Leo Aschenbrenner?
00:41:41 – BTWs
00:48:30 – Top of the Hour 8:00a
00:50:23 – News Now
00:52:58 – Iran Deal Perimeters have “Been Agreed To”
00:58:40 – Tom Nides, fmr. US Ambassador to Israel
01:06:36 – News Now
01:08:23 – Governors on Appealing to Voters Across Parties
01:20:06 – News Now
01:21:34 – AI Adoption Dividing Friends, Family, Co-Workers | The Forecast
01:30:03 – Running in the US Hits a Record
01:36:25 – Top of the Hour 9:00a
01:37:50 – News Now
01:40:57 – Politics This Weekend
01:44:57 – Reflection Pool: Trump/Burgum vs. Pirro
01:51:26 – Rep. Jonathan Jackson (D-IL)
01:54:19 – Congressional Trip to Haiti, Venezuela
01:59:21 – Trump Plans To Invade Cuba: Rep. Jackson
02:01:52 – Key Senate Primary Tuesday in Michigan
02:11:31 – News Now
02:13:37 – Dulles Airport Renovation Plans | CityLab
02:21:26 – Debating Shorts At Work | Bloomberg Pursuits
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Anna Edwards, Lizzy Burden and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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