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Tech Selloff Hits Stocks, Gold & Bitcoin Tumble | Bloomberg Businessweek Daily 2/12/2026

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On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss today’s stock rout deepening as AI fears spread to more sectors. Raphael Thuin, Tikehau Capital Head of Capital Markets Strategies, joins to discuss. Then, Bloomberg News White House Editor Jordan Fabian weighs in on the latest out of DC, including the administration ending its immigration blitz in Minnesota. Plus, Bloomberg Tech Co-Host Ed Ludlow discusses breaking news about Anthropic finalizing a deal to raise $30 billion in funding, and finally, SparkCharge Founder & CEO Josh Aviv weighs in on the current EV demand backdrop.

Chapters:
00:00:00 – Bloomberg Businessweek Daily Begins
00:06:06 – Raphael Thuin, Tikehau Capital Head of Capital Markets Strategies
00:15:08 – Jordan Fabian, Bloomberg News White House Editor
00:21:29 – Ed Ludlow, Bloomberg Tech Co-Host
00:34:09 – Josh Aviv, SparkCharge Founder & CEO
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Surveillance Pricing May Be Coming to a Store Near You

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What if the electronic shelf label you see at the grocery store isn’t just showing you the price of the jar of mayonnaise you’re about to buy — but actually raising the price because you put a can of tuna in your cart.

It’s called surveillance pricing and retailers like Walmart appear to be locking down technology that will help them figure out how much they can charge you. Bloomberg’s Brad Stone joins Stacey Vanek Smith and Max Chafkin on the Everybody’s Business podcast to unpack this pricing strategy (which Walmart has denied using).
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Cockroach Party Leader Detained Before Delhi Protest

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Indian authorities detained Abhijeet Dipke, founder of the youth-led Cockroach Janta Party, on Friday as thousands of demonstrators took to the streets of New Delhi over a contentious voter-roll revision and the arrest of two prominent party leaders.
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Gunman Detained After Press Dinner Shooting

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President Donald Trump and Vice President JD Vance were evacuated from the White House Correspondents’ Association dinner in Washington on Saturday after shots were fired at the hotel hosting the event. A suspect is now in custody and being questioned, Trump said.
bloom.bg/4naNrkR
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What’s Driving the Global Bond Selloff? Your Questions Answered

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Yields are climbing almost daily all around the world as the bond selloff continues. What’s driving this selloff and how much higher can yields go? Bloomberg’s Ruth Carson answers some of your questions.
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Stocks & Bonds Rise After US-Iran Deal Reports | The Close 5/28/2026

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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Wells Fargo Chief Equity Strategist Ohsung Kwon, Hormel Foods President John Ghingo, Tola Capital Founder & Managing Director Sheila Gulati, Former LVMH North America Chair Pauline Brown, StoneX Group Chief Market Strategist & Chief Economist Kathryn Rooney Vera, Founder ETFs Portfolio Manager Michael Monaghan, Evercore Equity Analyst Peter Levine, Alex Mill Chairman Mickey Drexler, & Kearney Consumer Institute Lead Katie Thomas.

Chapters:
00:00:00 – Bloomberg The Close
00:03:29 – Wells Fargo Chief Equity Strategist Ohsung Kwon on AI Economy
00:09:56 – Hormel Foods President John Ghingo on Food Industry Outlook
00:17:55 – Tola Capital’s Gulati Gives a Software Sector Outlook
00:23:58 – Former LVMH North America Chair Pauline Brown on Consumer Spending Under Pressure
00:32:34 – Anthropic Raises at $965 Billion Valuation, Eclipsing OpenAI
00:37:09 – StoneX Group’s Kathryn Rooney Vera on Consumers Feeling Squeeze
00:43:33 – Closing Bell
00:56:41 – Founder ETFs Monaghan on Dell Shares Surge on Raised AI Server Revenue Outlook
01:03:09 – Evercore Equity Analyst Peter Levine on Okta’s Earnings Report
01:09:19 – Alex Mill Chairman Mickey Drexler on How Consumers Shop
01:23:10 – Kearney Consumer Institute’ Thomas ‘Consumers Want to Deepen Community’
01:29:12 – What to Watch
——–
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