HPE, Alphabet Signal AI Spend, Demand Remains High | Bloomberg Businessweek Daily 6/2/2026
Bloomberg's Jeff Mason on the latest from Washington the president names Bill Pulte acting Director of National Intelligence. Then, Robert Tipp, PGIM Fixed Income managing director, chief investment strategist, and PGIM Credit's head of global bonds discusses what the volatile macro environment means for the bond market and how the market is reacting to record AI spend. Plus, Mandeep Singh, Bloomberg Intelligence global head of technology research, breaks down the latest tech headlines including the latest on SpaceX and Anthropic IPOs and Alphabet's plan to raise $80 billion in equity to put toward the company's AI spending. Finally, Wendy Stewart, president of Global Commercial Banking at Bank of America, talks how middle market businesses are navigating an uncertain economic landscape. Chapters: 00:00:00 - Bloomberg Businessweek Daily 00:04:28 - Trump to Attend Rescheduled Correspondents Dinner on July 24 00:05:25 - Trump Appoints Loyalist Bill Pulte as Acting Spy Chief 00:09:02 - Trump to Drop Plans for $1.8 Billion Anti-Weaponization Fund 00:11:07 - Trump to Get Audit Immunity Even as $1.8 Billion Fund Doubt 00:11:42 - US Job Openings Jump to Nearly Two-Year High as Layoffs Fall 00:14:19 - Inflation Angst Spreads as Rising Gas Bills Spook Customers 00:20:52 - Alphabet to Raise $80 Billion in Equity for AI Spending 00:21:21 - SpaceX Wants Fee Cut from Bankers Chasing $500M Windfall 00:23:07 - HPE Surges by Record After AI Demands Buoys Sales Forecast 00:27:56 - Alphabet Offers Mythos Model Access to 150 Additional Groups 00:33:43 - Victoria's Secret Climbs to Record High as Chain Outperforms 00:34:38 - Middle Market Companies Navigate Uncertain Economy 00:35:43 - US Job Openings Jumps to Nearly Two-Year High as Layoffs Fall -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: / bloombergtv Facebook: / bloombergtelevision Instagram: / bloombergtv Connect with Bloomberg Business on: X: / business Facebook: / bloombergbusiness Instagram: / bloombergbusiness TikTok: https://www.tiktok.com/@bloombergbusi... Reddit: / bloomberg LinkedIn: / bloomberg-news More from Bloomberg: Bloomberg Radio: / bloombergradio Bloomberg Surveillance: / bsurveillance Bloomberg Politics: / bpolitics Bloomberg Originals: / bbgoriginals Watch more on YouTube: Bloomberg Technology: / @bloombergtechnology Bloomberg Originals: / @business Bloomberg Quicktake: / @bloombergquicktake Bloomberg Espanol: / @bloomberg_espanol Bloomberg Podcasts: / @bloombergpodcasts