Stocks & Investing
Equities, indices, and market-moving stories.
Fed’s Internal Rate Debate Faces New Scrutiny
Minutes from the Federal Reserve’s July meeting will offer a closer look at the debate that produced three dissents in favor of a quarter-point rate increase, an unusually visible split as policymakers contend with elevated inflation and mixed economic data. Joining Joe Mathieu and Carol Massar on Bloomberg This Weekend, BMO Capital Markets Senior Economist Jennifer Lee expects the Fed to remain patient, with the firm forecasting no rate move until late 2027, when it expects the central bank to begin cutting. (Source: Bloomberg)
Donalds Looks to Build on DeSantis Legacy
Republican Rep. Byron Donalds is on Bloomberg This Weekend and tells hosts Joe Mathieu and Carol Massar that affordability will be central to his campaign for Florida governor, proposing changes aimed at property taxes, insurance, housing and health-care costs while promising to build on Gov. Ron DeSantis’ record. Donalds, who holds a wide polling lead ahead of Tuesday’s Republican primary, also defended President Donald Trump’s approach to Iran despite higher gasoline prices and said he expects to earn DeSantis’ support if he advances to the general election. (Source: Bloomberg)
Beef Prices Stay High as US Cattle Supply Shrinks
Tyson Foods is cutting beef-processing capacity as the US cattle herd nears a five-decade low driving up livestock costs and contributing to persistent losses in beef business. Bloomberg News Agriculture Reporter Ilena Peng is on Bloomberg This Weekend and explains to hosts Joe Mathieu and Carol Massar that consumers are also pushing back against record prices, but meaningful relief may take years as the herd rebuilds, while a planned resumption of some cattle imports from Mexico could provide limited near-term help. (Source: Bloomberg)
Longevity Boom Reaches America’s Pets
Pet owners are increasingly extending the longevity treatments humans pursue for themselves to their dogs, experimenting with supplements, red light therapy and drugs including rapamycin even as veterinarians urge caution about unproven treatments. Bloomberg News National Heath Care Reporter Anna Edney is on Bloomberg This Weekend and explains to hosts Joe Mathieu and Carol Massar that US pet spending is projected to reach $165 billion in 2026. (Source: Bloomberg)
AI Perfection Fuels a Return to Looking Human
Bloomberg Businessweek Senior Reporter Amanda Mull says consumers are showing signs of fatigue with the polished faces, homes and lifestyles popularized by influencers, filters and increasingly AI-generated imagery. Mull tells Joe Mathieu and Carol Massar on Bloomberg This Weekend that the shift doesn’t necessarily spell the end of Botox or other cosmetic treatments, but it may favor a more natural aesthetic as people seek individuality, physical media and experiences that feel less optimized for social media. (Source: Bloomberg)
Iran Pressure Campaign Lacks Clear Off Ramp
Acting Principal Deputy Assistant Secretary for the Bureau of Near Eastern Affairs Jen Gavito and retired Vice Adm. Robert Harward join Bloomberg This Weekend and offer sharply different assessments of whether escalating US economic pressure can change Iran’s calculus, with Gavito arguing sanctions alone are unlikely to provide an off ramp and Harward saying they can weaken Tehran when combined with political and military pressure. (Source: Bloomberg)
Crowded Florida Race Puts Trump’s Clout to Test
Florida’s 19th Congressional District has drawn a crowded Republican field seeking to replace Byron Donalds, who is running for governor, with former Trump administration official Catalina Lauf gaining a potentially significant boost from the president’s endorsement. Bloomberg News Government Senior Reporter Greg Giroux is on Bloomberg This Weekend to explain that the race comes as affordability, insurance costs and concerns about data centers emerge as campaign issues across Florida ahead of Tuesday’s primary. (Source: Bloomberg)
Iran MOU Expires With Diplomacy Still in Play
Bloomberg News Middle East Reporter Dan Williams is on Bloomberg This Weekend discussing how the expiration of the US-Iran memorandum of understanding is unlikely by itself to trigger a return to all-out fighting, with diplomatic efforts over the Strait of Hormuz continuing despite repeated attacks on commercial vessels. Williams explains to hosts Joe Mathieu and Carol Massar that the Trump administration is increasingly emphasizing economic pressure on Tehran as hopes for a broader settlement remain elusive and Israel assesses whether sanctions could force Iran toward concessions. (Source: Bloomberg)
Why Private Equity’s Playbook Is Losing to Public Markets
Private equity has long promised investors better returns than public markets, while offering entrepreneurs like Dan Namerow life-changing exits. But the market that made those deals work has changed. Higher interest rates have made debt-financed buyouts harder to justify, while deals struck at peak valuations in 2020 and 2021 have become more difficult to exit. University of Chicago Booth professor Steven Kaplan says US buyout funds largely beat public markets for decades, but that pattern has reversed since 2019, while PitchBook reports that the backlog of companies held by private equity firms has risen to more than 33,000. The result is a tougher environment where firms are being judged less on leverage and multiple expansion, and more on whether they can actually improve the businesses they buy. (Source: Bloomberg)
Eli Lilly Is Building a Weight Loss Drug for Every Kind of Patient
The company's peers in the pharmaceutical industry should be worried.
Iren Won't Have to Raise Capital for Much Longer After the Horizon 1 Delivery
Iren is starting to make money from its Microsoft deal, and that will make it less reliant on issuing corporate bonds.
5 Monthly Dividend ETFs Paying 7 to 14 Percent to Ride Into 2027
Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about which one belongs in your portfolio.
Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.
GE Vernova is quietly building embedded value with its long-term SMR investments.
Prediction: Costco Will Beat the S&P 500 Again
Costco's membership model and consistent growth make it a strong investment candidate, but its high valuation leaves little room for disappointment.
Worried About an AI Bubble? These Tech Stocks Are Well-Suited to Survive an AI Bust.
History shows that investors cannot rule out an AI bust, but with the technology likely here to stay, selling everything is probably not the answer.
Jim Cramer Is Selling His Bitcoin, Citing the Quantum Threat. Here's Why He's Wrong.
Bitcoin's developer community is already working to combat the potential threat posed by quantum computers.
Prediction: Even After Soaring 180%, a Stock Split Isn't on the Horizon for AMD. Here's Why.
AMD stock has significantly outperformed Nvidia over the last year.
Prediction: This Is What a $1,000 Investment in Sandisk Will Be Worth by 2030
Sandisk can still deliver a multibagger performance over the next five years.
Alphabet Is Facing Thousands of Lawsuits. History Says This Is What May Happen
Can the company navigate these legal troubles?
Meet the Dividend Stock That Warren Buffett Backed for Decades. Here's Why It Just Hit an All-Time High Under Greg Abel.
The reasons Buffett loves it are the same reasons the market is loving it right now.
AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders
SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing to do with GPU contracts, and everything to do with where SpaceX is actually headed.
Colombia Quake Tests New President Days Into Term
Rescuers in western Colombia are still searching for survivors after a 7.4 magnitude earthquake killed at least 287 people. Bloomberg News Latin America Government Reporter Mie Dahl joins Bloomberg This Weekend from Bogotá and explains to hosts Joe Mathieu and Carol Massar that the disaster has also disrupted coffee exports and created an immediate leadership test for President Abelardo de la Espriella, who was sworn in just days before the quake struck. (Source: Bloomberg)
Drone Swarms Push AI Deeper Into Modern Warfare
Bloomberg News Cyber Security & Tech Reporter Katrina Manson got a firsthand look at autonomous drone-swarm technology that allows multiple aircrafts to coordinate and strike targets even when communications or GPS are disrupted. Joining Bloomberg This Weekend, Mason explains to Carol Massar that the Pentagon is testing the technology as part of its Swarm Forge program, but experiments in which AI identified civilian vehicles as potential targets highlight the risks as militaries push toward greater autonomy in warfare. (Source: Bloomberg)
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