Stocks Fall Before Nvidia’s High-Stakes AI Results
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.A selloff in the world’s largest technology companies drove stocks to their longest slide since August, underscoring the American market’s narrow reliance on a handful of growth giants.The S&P 500 lost almost 1%, falling for a fourth straight day. In the run-up to Nvidia Corp.’s results, the shares sank 2.8%. The bar is getting higher for the chipmaker to convince investors that the billions of dollars spent on artificial intelligence will pay off. Its outlook could have significant implications due to the firm’s massive influence on major indexes.Wall Street has grown increasingly concerned that AI isn’t yet generating enough revenue or profits to justify the massive spending on infrastructure. Microsoft Corp. and Nvidia are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the AI developer closer to two of the biggest backers for its rival OpenAI.The S&P 500 dropped to around 6,617, the lowest in more than a month. A gauge of tech megacaps slid 1.8%. A closely watched index of stock volatility — the VIX — hovered near 25.Bitcoin climbed after briefly dropping below $90,000. The yield on 10-year Treasuries slid two basis points to 4.12%. The dollar wavered.Today's show features: Vance Howard, CEO & Portfolio Manager, Howard Capital Management, on market valuation and AI bubble concerns Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, on Saudi Crown Prince Mohammed bin Salman’s White House visit with President Donald Trump Dr. Adam Posen, President of the Peterson Institute for International Economics, on the global economic outlook and the US monetary policy impact Stephanie Guild, Chief Investment Officer at Robinhood Markets, on the makeup of next-gen retail investors and key trends among female investors who are increasingly coming into greater wealth See omnystudio.com/listener for privacy information.
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Beauty Product Boom Lifts Sally to Highest Since 2023
Sally Beauty Holdings, Inc. (NYSE:SBH) is a global distributor and retailer of professional beauty products with revenues of $3.7 billion annually. Through the Sally Beauty Supply and Beauty Systems Group businesses, the company sells and distributes through over 4,000 stores, including approximately 132 franchised units, throughout the United States and Puerto Rico, the United Kingdom, Belgium, Chile, France, Canada, Mexico, Ireland, the Netherlands and Germany.Denise Paulonis has served on the firm's board of directors since May 2018 and was appointed President and Chief Executive Officer in October 2021. She joins to break down her company’s latest quarterly earnings report and examine the health of the American consumer with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.
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Stock Slide Deepens in Run-Up to Nvidia and Jobs
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street traders gearing up for Nvidia Corp.’s earnings and the jobs report shunned riskier assets as both events will be key in shaping the global financial outlook throughout the rest of 2025.Just days ahead of tests of the two main pillars of the bull market — prospects for artificial intelligence and Federal Reserve rate cuts — equities fell alongside crypto. The S&P 500 lost over 1% — breaching a technical level seen by many as a gateway to a deeper pullback. The gauge is set to snap 138 sessions during which it held above its 50-day moving average — its second-longest stretch this century.Nvidia’s report Wednesday will come out amid investor uneasiness about stratospheric AI valuations even though the chipmaker is widely expected to deliver another earnings beat. Options traders are pricing in a 6.5% swing in either direction for the stock, which would be the highest implied move in a year.Then there’s the September jobs report, which will be released Thursday after a delay due to the US shutdown. Fed Vice Chair Philip Jefferson said he sees risks to the labor market as skewed to the downside, but warned policymakers need to proceed slowly.Scrutiny of Walmart Inc. and Target Corp. results will also be heightened as investors seek clues on consumer appetite and the broader economy. More than 400 shares in the S&P 500 fell, with the gauge hovering near 6,650. Nvidia slipped as Peter Thiel’s hedge fund Thiel Macro LLC sold off its entire stake in the chipmaker last quarter. Alphabet Inc. climbed as Warren Buffett’s Berkshire Hathaway Inc. built a $4.9 billion stake in the third quarter.Today's show features: R.C. “Chris” Whalen, Chairman, of Whalen Global Advisors, on the US economic and monetary policy outlook Aaron Jagdfeld, Chairman, President and CEO of Generac, on the company's most recent earnings and the health of the American power grid Laura Chambers, Chief Executive Officer of Mozilla Corporation on the growing presence of AI in our day-to-day web browsing experience and Internet and data privacy challenges Sevasti Balafas, Founder and CEO at GoalVest Advisory on investing strategies amid macro uncertainty See omnystudio.com/listener for privacy information.
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Web Surfing in the Artificial Intelligence Era
Webflow is an AI-native Website Experience Platform that empowers teams to visually build, manage, and optimize websites that offer both the consumer experience customers expect and the enterprise-grade performance and scale they need. Webflow aims to give users full control over their websites without reliance on engineering, with big-name customers including NCR, Dropbox, Spotify and DocuSign.Linda Tong, the CEO of Webflow, explains why she sees the web actively splitting into two versions - one for us and one for AI bots, and how companies are adapting and will continue to adapt to maintain traffic to their websites. Linda speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.
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Bloomberg Businessweek Weekend: November 14th, 2025
Featuring some of our favorite conversations of the week from our daily radio show “Bloomberg Businessweek Daily.” Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio. You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News. Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BWSee omnystudio.com/listener for privacy information.
Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
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