Business
Bloomberg This Weekend 3/1/2026
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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Socialism was once widely seen as politically disqualifying in the United States, but democratic socialist candidates and ideas are gaining greater visibility, particularly among younger voters. Former House Speaker Paul Ryan and investor Steven Rattner argue that frustration over affordability, inequality and economic insecurity is making voters more receptive to alternatives to traditional free-market policies.
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George Colony, Forrester Research Founder, Chairman & CEO says the AI boom may be entering a new phase. Custom chips could challenge Nvidia’s dominance, while value shifts toward software. But the transition won’t be smooth: companies must adapt to AI computing, or risk being left behind.
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US equity futures struggle for direction ahead of the Federal Reserve’s rate decision. Investors await earnings from Microsoft and Alphabet after SK Hynix’s seven-fold profit surge. Oil rises following a report that the US may resume military strikes on Iran after the midterm elections. Prime Minister Netanyahu edges over opposition leader Gadi Eisenkot with more votes to be counted in a tight race in Israel. Andrew Hollenhorst of Citi joins “Bloomberg Brief” to look ahead to the Fed’s rate path beyond October’s decision.
Chapters:
00:00:00 – Bloomberg Brief
00:04:05 – Robinhood and Premarket Movers
00:05:19 – SK Hynix and AI Chip Demand
00:09:09 – European Bank Earnings
00:12:32 – US Iran Tensions Lift Oil
00:14:14 – Israel Election and Netanyahu
00:15:39 – Pakistan, Ukraine and Treasury Flows
00:20:41 – Global News Headlines
00:21:28 – Bloomberg Brief and FOMC Preview
00:24:31 – Andrew Hollenhorst, Citi Chief US Economist, on Fed Policy and AI
00:33:18 – Israel, UBS and Aston Martin
00:34:31 – US Iran and Russia Ukraine Outlook
00:38:27 – SK Hynix and Big Tech
00:42:34 – FOMC and Tech Earnings Ahead
——–
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Anna Edwards, Guy Johnson, and Paul Dobson break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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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 Tech Rebound, AI Funding Strains and Election Eve
04:40 S&P 500 Still on Track for 7,900 — Edward Yardeni, Yardeni Research
18:38 Stevens Endorsement May Be Backfiring in Michigan — Ed Mills, Raymond James
30:22 OpenAI Funding Struggles Could Slow Venture Capital — Sarah Kunst, Cleo Capital
40:16 Fed May Need Four or Five Rate Hikes — Neil Dutta, Renaissance Macro
53:07 AI Selloff Is a Buying Opportunity — Jordan Jackson, JPMorgan Asset Management
1:05:41 El-Sayed Has Slight Edge in Michigan — Jessica Taylor, The Cook Political Report
1:19:12 Selloff Is a Test of Nerves, Not End of Bull Market — Ajay Rajadhyaksha, Barclays
1:31:34 10-Year TIPS Are a Perfect Hedge for AI — Earl Davis, BMO Global Asset Management
1:42:02 AI Bubble Is Deflating — Bob Doll, Crossmark Global Investments
1:51:38 Apple Benefits From Sitting Out the AI CapEx Race — Gil Luria, DA Davidson
2:06:21 Oil Remains the Biggest Inflation Risk — Yelena Shulyatyeva, The Conference Board
2:18:55 AI Funding Boom Is Testing Investor Appetite — Julie Biel, Kayne Anderson Rudnick
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