Anthropic Revenue Boom Boosts AI Stocks | Bloomberg Businessweek Daily 8/17/2026

Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh reacts to Anthropic's revenue report, and news Alphabet is seeking billions in its debut bond offering in Australia. Then, Citi Wealth's Olaolu Aganga joins to discuss AI exposure to investment portfolios, and other AI-related headlines. Plus, Former Biden White House Economics Senior Director Peter Harrell discusses how the War with Iran is making the Trump Administration more hesitant to impose the full power of tariffs as energy costs stay high. Finally, Bloomberg Chief Wall Street Correspondent Sridhar Natarajan talks news that Mark Walter is exploring selling stake in Chelsea FC. Chapters 00:00:00 Bloomberg Businessweek Daily 00:02:28 Market Update: Stocks Slip as Oil Rises 00:06:33 AI Spending, Gigawatts & the Return on Investment 00:09:06 Alphabet Taps Global Bond Markets for AI 00:10:28 Nvidia's $5 Billion Data Center Bet 00:13:34 Citi on Building a Portfolio Around AI 00:15:11 Energy, Commodities & the AI Infrastructure Boom 00:17:14 SpaceX, Private Markets & Wealthy Investors 00:20:30 Iran War Complicates Trump's Tariff Agenda 00:23:33 Trump's More Pragmatic Approach to Tariffs 00:25:04 A New Era of Government Intervention in Markets 00:27:36 Trump, Xi & the U.S.-China Trade Relationship 00:29:22 U.S.-China Competition Over AI 00:30:55 Who Holds More Leverage: Trump or Xi? 00:34:24 Mark Walter's Sports Empire & Financial Troubles 00:36:38 Chelsea, the Lakers & Trophy Asset Sales 00:37:37 Federal Probe Into Mark Walter's Business Empire 00:39:09 How Mark Walter Built the Guggenheim Empire 00:44:40 Stock Movers: Semiconductors & Anthropic 00:45:35 JetBlue Loses Its Last Bullish Analyst 00:46:41 Nike's Turnaround Struggles -------- 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