On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss US stocks rebounding on Friday following a rocky start to the week across asset classes. Then, Bloomberg’s Patrick Clark joins the show to discuss the White House looking at opening an antitrust probe into homebuilders, and EY Chief Economist Gregory Daco talks consumer sentiment and the state of the US economy. Plus, Evercore ISI Head of Internet Research Mark Mahaney breaks down recent tech earnings and how those firms are getting ready to spend $650 billion this year as the AI race intensifies. Also, Coursera President & CEO Greg Hart discusses the firm’s merger with online education company Udemy.
Chapters:
00:00:00 – Bloomberg Businessweek Daily Begins
00:04:20 – Patrick Clark on White House Looking at Opening Antitrust Probes into Homebuilders
00:10:22 – EY Chief Economist Gregory Daco Discusses Consumer Sentiment Unexpectedly Rising to a Sixth-Month High
00:22:25 – Evercore ISI’s Mark Mahaney on Big Tech Set to Spend $650B This Year as AI Race Intensifies
00:36:02 – Coursera CEO Greg Hart Talks 2026 Revenue Forecast Beating Estimates, Udemy Merger
00:43:47 – Denitsa Tsekova with Stocks on the Move
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