Business
Costly US Bond Sales,‘SaaSpocalypse’, Rare Earth Investments |Bloomberg Businessweek Daily 8/13/2026
Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talks 30-year bonds hitting highest interest rates since 2001. Then, UBS Alignment Partners’ Alli McCartney reacts to the latest PPI report and the market response. Plus, Bloomberg News Senior Reporter Paula Seligson talks ‘SaaSpocalypse’ — as new AI tools emerged to threaten the business models of software-as-a-service providers, a massive software selloff ensued in public markets. Finally, REalloys CEO Lipi Sternheim on how the US rare earths industry is looking to build domestically for the long term.
Chapters
00:00:00 Bloomberg Businessweek Daily
00:00:56 S&P 500 Eyes Another Record High
00:01:21 Inflation, the Fed & Interest Rates
00:03:43 Markets & 30-Year Treasury Auction
00:08:43 How High Could 30-Year Yields Go?
00:10:32 UBS on the U.S. Market & Investment Outlook
00:11:54 Earnings Growth & the Bull Market
00:14:10 What Could End the Market Rally?
00:15:31 Is AI Creating Another Bubble?
00:17:45 Gold’s Comeback as a Portfolio Diversifier
00:19:03 Markets, Cisco & Oil Prices
00:21:04 How AI Threatens Software & Private Equity
00:22:34 Which Software Companies Are Most at Risk?
00:24:07 Can AI Replace Traditional Software?
00:25:03 Who Bears the Risk in Leveraged Buyouts?
00:27:06 What Happens When Revenue Growth Slows?
00:28:14 Software Buyouts & the Risks of Heavy Debt
00:30:01 Interest Rates, Refinancing & the SaaS Reckoning
00:32:35 Workday Surges on Silver Lake Takeover Report
00:34:51 America’s Race for Critical Minerals
00:35:43 Re-Alloys CEO on Building a U.S. Rare Earth Supply Chain
00:37:35 Breaking China’s Grip on Critical Minerals
00:39:18 What the Rare Earth Industry Needs From Washington
00:40:30 Scaling U.S. Rare Earth Production
00:43:46 Workday & Silver Lake Deal Talks
00:45:22 Cisco’s AI Sales Outlook
——–
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US equity futures waver as a tech-led rally loses momentum ahead of Friday’s payrolls report. DeepSeek plans to implement a significant price increase across its AI services, while Google shakes up its AI leadership. Kelsey Berro of JPMorgan Asset Management discusses the upcoming jobs report and the implications for the Federal Reserve.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Market Preview
00:00:46 – Global Market Check: Asia Market Update: Chip Stocks Tumble, Europe Market Update & Sell America Trade
00:03:02 – US Markets, Futures & Premarket Movers
00:05:25 – Why Memory Chip Stocks Are Selling Off, DeepSeek Price Hike & Google AI Shakeup
00:08:45 – Trump Denies US Munitions Shortage Reports
00:12:20 – Trump Tariffs on Chinese Polysilicon
00:15:09 – Trending on the Terminal
00:16:36 – Situational Awareness Comeback After Near Collapse
00:20:13 – Front Page News
00:21:37 – Market Open Preview & Jobs Data
00:24:53 – Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, on Payrolls, Fed & Bonds
00:33:47 – Trending on the Terminal
00:34:53 – Google AI Leadership Changes & DeepSeek
00:38:40 – SpaceX Lockup Expiration Explained
00:42:19 – What to Watch: Earnings & Economic Data
——–
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Carol Massar and Tim Stenovec.
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United Airlines said it plans to introduce a row of economy seats with extra elbow room and access to a shared table, the most recent move by a major US carrier to diversify the perks and comfort levels throughout the cabin.
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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 DoubleLine Portfolio Manager Bill Campbell, CME Group Managing Director & Global Head of Metals Jin Hennig, Cava Co-Founder CEO Brett Schulman, Sweetgreen Co-Founder & CEO Jonathan Neman, Bank of America Global Head of Infrastructure & Sustainable Finance Karen Fang, Pivotal Advisors CEO & CIO Tiffany McGhee, The Bahnsen Group Chief Investment Officer David Bahnsen, Freedom Capital Market Technology Research Head Paul Meeks, Former CDC Chief Medical Officer Debra Houry, & Singer Vehicle Design Executive Chairman Rob Dickinson & Singer Vehicle Designer Chief Strategy Officer Mazen Fawaz.
Chapters:
00:00:00 Bloomberg The Close
00:02:39 DoubleLine on CPI, Fed Policy & Treasury Yields
00:11:39 CME on 24/7 Gold, Silver & Retail Trading
00:16:04 Cava CEO on Earnings, Food Safety & Consumer Demand
00:23:28 Sweetgreen CEO on Cyclospora, Food Safety & Recovery
00:33:39 Bank of America’s $250 Billion Infrastructure Push
00:40:58 Pivotal Advisors on AI, Inflation & Market Risks
00:47:02 Closing Bell
00:49:51 Market Movers: CoreWeave, Nebius & AI Infrastructure
00:52:17 Biggest Losers: Home Depot, U.S. Antimony & Trump Media
00:54:25 Cisco Earnings: AI Orders, Revenue & Guidance
00:55:32 Cerebras Earnings: Cloud Growth vs. Hardware Weakness
00:59:44 Cisco’s AI Renaissance & Record Earnings
01:07:02 Cerebras Deep Dive: Chips, Neo-Clouds & OpenAI Risk
01:12:18 Former CDC Official on the Cyclospora Outbreak
01:18:29 CDC Staffing Cuts, Vaccines & Public Health Policy
01:25:13 Singer and Louis Vuitton Reimagine the Porsche 911
01:31:15 Bill Ackman’s Pershing Square Ventures
01:31:53 What to Watch
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US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg’s Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning.
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