TSMC Sales Hike, Defense Spending Spotlighted In Aspen | Bloomberg Businessweek Daily 7/16/2026 Chicago White Sox [dlNqcC4FgjJ]

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Bloomberg Tech Host Ed Ludlow discusses TSMC's second-quarter earnings, and its plan to invest another $100 Billion in the state of Arizona. Plus, National Security Reporter cricinfo Nick Wadhams breaks down the latest round of US strikes on Iran. Then, Senator Chris Murphy (D-CT) sits down with Bloomberg's David Gura at the Aspen Security Forum to talk about the US war with Iran, and what the conflict means for US defense spending and security. Finally, Michael Ha of Baird joins to talk UnitedHealth earnings, which beat Wall Street expectations.

Chapters

00:00:00 Bloomberg Businessweek Daily

00:02:10 Market Update: Semiconductors Lead the Decline

00:04:15 Why TSMC's Strong Results Didn't Lift the Sector

00:08:40 Is the AI Spending Boom Sustainable?

00:11:50 AI Reckoning for Software Engineers

00:16:00 How AI Is Reshaping Coding Jobs

00:19:00 Market Update: Tech Selloff Continues

00:21:15 U.S.-Iran Conflict Escalates Again

00:23:30 cliftonville vs dungannon swifts Military Stockpiles & Defense Readiness

00:26:30 Could the U.S. Deepen Its Involvement in Iran?

00:29:10 Iran's Nuclear Program & Diplomatic Strategy

00:34:30 Senator Chris Murphy on the Iran War

00:41:30 AI, Social Media & the Democratic Party's Future

00:45:00 UnitedHealth Earnings Surprise Wall Street

00:48:00 Why Health Insurers Are Recovering

00:53:20 Commercial Insurance Pressures Explained

00:56:00 Healthcare Outlook & Investment Opportunities

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