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Bloomberg This Weekend 3/1/2026

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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity and context to this weekend’s biggest news, US and Israel’s attack on Iran, LIVE from New York. Joined by The Atlantic National Security Writer Nancy Youseff, National Nuclear Security Administration Former Acting Deputy Administrator Corey Hinderstein, Former US Security of Defense Under First Trump Administration Mark Esper, Former Israeli Defense Minister Gen. Yoav Gallant, State Department Bureau of Near Eastern Affairs Former Deputy Assistant Secretary Jen Gavito, State Department Deputy Assistant Secretary Bureau Near Eastern Affairs Andrew Peek, US Representative Jason Crow, US Representative Michael McCaul, Greenwich Media Strategies Hagar Chemari, Minority Leader Hakeem Jeffies and US Representative Mark Warner.

Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:00 – Iran State TV Confirms Khamenei’s Death
00:05:39 – Bercetche on US, Israel-Iran Conflict Enter Second Day
00:07:23 – Youssef on US, Israel-Iran Conflict Enter Second Day
00:14:22 – Wayne on US, Israel-Iran Conflict Enter Second Day
00:18:00 – Lisa Mateo with Headlines
00:19:29 – Bloomberg Panelists on US, Israel-Iran Conflict Enter Second Day
00:31:30 – Lisa Mateo with Headlines
00:35:52 – Hinderstein on US, Israel-Iran Conflict Enter Second Day
00:41:29 – Iran Strikes Create New Risks for World’s Oil Supply
00:41:51 – McGlone on Iran Strikes Create New Risks for World’s Oil Supply
00:48:31 – Top of the Hour
00:49:32 – Lisa Mateo with Headlines
00:51:52 – This Has Become a Wider War
00:54:25 – Former US Secretary of Defense Mark Esper Joins
01:06:37 – Headline Roundup
01:08:35 – Gen. Yoav Gallant Fmr. Israeli Defense Minister on the US, Israel-Iran Conflict
01:15:41 – Col. Wayne Sanders (Ret.) and the Second Day of Conflict
01:20:00 – Headline Updates with Lisa Mateo
01:22:40 – Andrew Peek State Department Deputy Ast Sec. Speaks on Trump Considering “Off Ramps”
01:24:10 – Jen Gavito Fmr Deputy Asst Sec on What Diplomats Are Doing Now
01:28:54 – Diplomats Lack of Involvement
01:29:54 – Israeli Police: At Least 8 Killed in Missile Strike
01:31:27 – Mike McGlone Joins to Discuss Transit Effected by the Conflict
01:35:06 – For Goldman Sachs CEO Lloyd Blankfein on Bloomberg’s Big Take
01:36:52 – Top of the Hour with Bloomberg This Weekend
01:40:33 – Rep. Jason Crow Joins to Discuss Statement He Released on Iran Attack
01:47:20 – Chairman of Foreign Affairs Rep. Michael McCaul on the Presidents Strategy in Iran
01:54:56 – Headlines with Lisa Mateo
01:56:51 – Hagar Chemali Speaks on What to Expect in Iran Going Forward
02:01:13 – Does Trump Know What He Wants to Happen Next
02:08:28 – Lisa Mateo with Headlines
02:10:08 – Rep. Hakeem Jeffries Ahead of 3 Primaries Tuesday
02:13:16 – Crucial Primary Races in 3 States on Tuesday
02:22:38 – Three US Service Members Killed, Five Wounded
02:22:50 – Sen. Mark Warner Joins as News Breaks Three US Service Members Killed
02:25:41 – Warner: Before War, President Must Come Before Congress
02:32:59 – Thank You for Watching
——–
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Democrats Take Control of Congress in Midterm Landslide

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Democrats won control of both chambers of the US Congress in a midterm election landslide that amounted to a rejection of President Donald Trump following widespread voter discontent with the economy and the war in Iran. Bloomberg’s Tyler Kendall takes a closer look at the night’s big races.
——–
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Bloomberg Surveillance 7/22/2026

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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.

Chapters:
00:00 Big Tech Earnings, Oil Shock & Market Jitters — Bloomberg Surveillance
04:53 Peak Earnings, Time to Cut Risk? — Max Kettner, HSBC
18:10 Degrade, Not Destroy: Iran’s Shipping Threat — Lt. Gen. Karen Gibson (Ret.), Academy Securities
32:36 AI’s Defining Moment, Alphabet & Cloud Growth — Angelo Zino, CFRA
42:45 Forecasting the Fed, Inflation & Treasury Yields — Subadra Rajappa, Société Générale
52:49 AI Isn’t a Bubble, It’s a Volatile Trade — Meera Pandit, JPMorgan Asset Management
01:05:26 Trump Tariffs, Drug Prices & Trade Policy — Libby Cantrill, PIMCO
01:21:31 Hormuz Flows Must Resume or Economies Suffer — Susan Bell, Rystad Energy
01:31:57 Can Rate Hikes Fight Inflation? — Simona Mocuta, State Street
01:39:45 AT&T Beats Mobile Subscriber Forecasts — John T. Stankey, AT&T
01:53:43 Bearish on Tesla, Skeptical on SpaceX Merger — James Picariello, BNP Paribas
02:08:50 Middle-Market Growth, M&A & Business Confidence — Wendy Stewart, Bank of America
02:19:15 If Earnings Deliver, Tech Leads Again — Mona Mahajan, Edward Jones
——–
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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Huang’s Affair Engulfs Nvidia in Chinese Spying Probe

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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 Annabelle Droulers give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg The China Show 11/09/2026
00:01:01 – Nvidia board probes spying case as CEO admits affair
00:12:59 – NF Trinity’s Helen Zhu on the AI trade
00:15:28 – NF Trinity’s Helen Zhu on markets
00:23:56 – Chinese producer inflation accelerates at fastest pace since June 2022
00:27:29 – Morgan Stanley’s Robin Xing on China’s economy
00:35:50 – HSBC lowers China stocks to neutral, boosts India to overweight
00:39:32 – UBS Group’s Ermotti on AI’s long-term prospects
00:51:53 – Nvidia board probes spying case as CEO admits affair
01:02:50 – Author Mehran Gul on China-US AI tech race
01:14:59 – Johns Hopkins University’s Elly Rostoum on Nvidia spying probe
01:29:33 – Big Take: China bad-debt collectors chase 100 million defaulters
——–
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Jensen Huang Scandal | Open Interest 11/9/2026

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Nvidia CEO Jensen Huang is facing new scrutiny after acknowledging an affair involving an alleged Chinese spy. We break down what the controversy could mean for Nvidia, US and China tensions, the AI trade and Washington oversight, with Admiral James Stavridis and former NSC official Chris McGuire. Plus SharkNinja CEO Mark Barrocas joins us on tariffs, holiday pricing and the rise of AI-powered shopping.

Chapters:
00:00:00 – Open Interest
00:02:35 – Jensen Huang, China Spy Allegations & National Security Risks
00:05:12 – Nvidia Leadership Risk, Supply Chains & Google’s AI Chip Challenge
00:07:39 – Iran Diplomacy, Trump’s Strategy & Oil Market Reversal
00:13:46 – KKR Earnings, Fundraising Boom & Private Credit Demand
00:17:27 – Shawn Lytle Nomura Asset Management | AI Correction, Market Diversification & Why the Trade Is Evolving
00:22:54 – Nvidia’s Governance Crisis, AI Market Leadership & Tech Rotation
00:30:52 – Top Calls | Molson Coors Downgrade, DraftKings Cuts & AMD Upgrade
00:31:41 – Christopher McGuire CFR | Nvidia, China, Export Controls & AI National Security Threats
00:42:37 – Anthropic’s IPO, Valuation Reset & Investor Demand
00:46:31 – Nvidia Fallout, White House Ties & China Exposure
00:48:48 – Arjun Raghavan Partners Capital | Building Resilient Portfolios Beyond the AI Trade
00:58:02 – Google AI Chips, Barrick Gold & Constellation Energy
01:00:32 – Mary Ann Bartels Sanctuary Wealth | AI Selloff, Data Center Fears & Secular Bull Market Outlook
01:07:56 – Mark Barrocas SharkNinja | Growth, Consumer Demand & the Rise of Agentic Commerce
01:17:50 – Iran Negotiations, Congressional Pressure & Nvidia Investigations
01:21:14 – Admiral James Stavridis | China, Nvidia, National Security & Avoiding a New Cold War
01:27:45 – Leadership, AI Competition, Military Readiness & Stavridis’ New Book
01:29:12 – AI Rebound, Oil Decline & What’s Next for Nvidia
——–
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USTR Greer on China Trade, Diesel Exports, Canada

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US Trade Representative Jamieson Greer discusses trade talks with China, the possibility of a diesel export ban, and the state of relations with Canada and the renegotiation of the USMCA.
——–
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