Bloomberg Businessweek

AI Bulls Take The Lead, Sending S&P 500 to All-Time High

Bloomberg Businessweek

Show Notes

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

Just a week ahead of the earnings season, the S&P 500 headed toward its first record close since August. Strong corporate earnings, enthusiasm around the artificial intelligence trade and a US economy that has so far avoided a significant slowdown have fueled a roughly 14% advance in the S&P 500 this year. The rally is getting additional support from lower oil prices, which have helped temper concerns about rising consumer costs. On today's episode: Eric Weiner, Bloomberg News Senior Editor for Equities Sastry Durvasula, Chief Operating Officer at TIAA Laura Rippy, Managing Partner at Alumni Ventures Eric So, Author of 'The Collision' & Professor of Economics at MIT Sloan School of Management See omnystudio.com/listener for privacy information.

More from Bloomberg Businessweek

Oct 23, 2026

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF Affirm Holdings Inc. is teaming up with Walmart Inc.’s Sam’s Club as the retailer’s exclusive buy-now, pay-later partner, just weeks before the key holiday shopping season kicks off. Affirm will serve as Sam’s Club’s exclusive BNPL provider in a multi-year agreement, starting in that role on Sam’s Club’s website in the coming weeks and rolling out to stores in 2027. For more on this deal, we catch up with Max Levchin, CEO of Affirm. See omnystudio.com/listener for privacy information.

Oct 22, 2026

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF Elon Musk has publicly endorsed a combination of SpaceX and Tesla, his two most valuable companies, in what would be the biggest corporate transaction ever attempted. There's a push to announce a deal by the first half of 2027, so that it closes during the current administration, according to people familiar with the matter, with the combined market value of the companies being around $3.7 trillion. Musk's endorsement comes at a moment of extraordinary influence for him, having repaired his relationship with President Donald Trump and tapped into fervent investor enthusiasm, but this advantage is not guaranteed to last. On today's episode: Max Chafkin, Bloomberg Businessweek Senior Reporter Jackie Reses, co-founder and CEO of Lead Brett Winton, Chief Futurist, ARK Investment Management Andra Timu, Bloomberg Reporter covering Romania on Russian Drones Attacking EU See omnystudio.com/listener for privacy information.

Oct 22, 2026

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF US small-business optimism fell to a three-month low in September as economic expectations dimmed and a smaller share of firms indicated it was a good time to expand. Diedra Porché, National Head of Community and Business Development at JPMorganChase, discusses the investment it takes to boost a community and help strengthen small businesses. See omnystudio.com/listener for privacy information.

Oct 21, 2026

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

Oct 20, 2026

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

See all episodes →