TSMC Sales Hike, Defense Spending Spotlighted in Aspen | Bloomberg Businessweek Daily 7/16/2026

Bloomberg Tech Host Ed Ludlow discusses TSMC’s second-quarter earnings, and its plan to invest another $100 Billion in the state of Arizona. Plus, National Security Reporter Nick Wadhams breaks down the latest round of US strikes on Iran. Then, Senator Chris Murphy (D-CT) sits down with Bloomberg’s David Gura at the Aspen Security Forum to talk about the US war with Iran, and what the conflict means for US defense spending and security. Finally, Michael Ha of Baird joins to talk UnitedHealth earnings, which beat Wall Street expectations.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:10 Market Update: Semiconductors Lead the Decline
00:04:15 Why TSMC’s Strong Results Didn’t Lift the Sector
00:08:40 Is the AI Spending Boom Sustainable?
00:11:50 AI Reckoning for Software Engineers
00:16:00 How AI Is Reshaping Coding Jobs
00:19:00 Market Update: Tech Selloff Continues
00:21:15 U.S.-Iran Conflict Escalates Again
00:23:30 Military Stockpiles & Defense Readiness
00:26:30 Could the U.S. Deepen Its Involvement in Iran?
00:29:10 Iran’s Nuclear Program & Diplomatic Strategy
00:34:30 Senator Chris Murphy on the Iran War
00:41:30 AI, Social Media & the Democratic Party’s Future
00:45:00 UnitedHealth Earnings Surprise Wall Street
00:48:00 Why Health Insurers Are Recovering
00:53:20 Commercial Insurance Pressures Explained
00:56:00 Healthcare Outlook & Investment Opportunities
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