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

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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