Micron, Qualcomm Jump on Bright AI-Fueled Forecasts | Bloomberg Businessweek Daily 6/25/2026

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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest news from the Trump Administration. On today's show, former US Ambassador to NATO Kay Bailey Hutchison, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, American Principles Project Political Director Katie Frost and Taxpayers for Common Sense President Steve Ellis. Chapters: 00;00;00 Show Open: Markets, AI & Big Tech 00;02;22 Today's Lineup: AI Investing, Retirement & World Cup 00;02;58 Market Update: Oil, Micron, Bayer & Inflation 00;05;05 Oil Swings After Strait of Hormuz Incident 00;06;10 AI Chip Boom: Micron, SK Hynix & Qualcomm 00;07;50 Qualcomm CEO Cristiano Amon on AI Data Centers 00;11;56 Morgan Stanley: How to Invest in the AI Cycle 00;15;08 Beyond Chips: Robotics, Software & Physical AI 00;19;03 Market Update: Apple, Micron & Memory Chip Shortage 00;20;38 BlackRock: Are Americans Ready for Retirement? 00;23;58 Building a Modern Retirement Portfolio 00;27;20;00 Retirement Confidence, Healthcare & Market Risk 00;32;20 Market Update: Oil, Inflation & Interest Rates 00;34;36 World Cup Momentum Comes to the U.S. 00;35;52 U.S. Soccer CEO JT Batson on Growing the Game 00;40;03 The Future of Soccer in America 00;42;43 Stocks on the Move: Apple, Micron & Sandisk 00;47;27 Strategy, Bitcoin & Crypto Stocks
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