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 -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts