 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. 
John Vinh, Equity Research Analyst at KeyBanc Capital Markets, shares his thoughts on the semiconductor space from the firm’s Emerging Technology Summit. Andrew Collins, President & CEO of Sentient Jet, discusses growth for the on-demand market as well as sustainability efforts for the private aviation company.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. John Vinh, Equity Research Analyst at KeyBanc Capital Markets, shares his thoughts on the semiconductor space from the firm’s Emerging Technology Summit. Andrew Collins, President &amp; CEO of Sentient Jet, discusses growth for the on-demand market as well as sustainability efforts for the private aviation company. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.  Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.&nbsp; Watch us LIVE on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Semis in Focus, Private Aviation Business Flying High

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/73b03b8f-1e6c-4803-ae4f-b12b00d4eff1/transcript

Driivz, a company owned by publicly-traded Vontier, is a global software supplier to electric-vehicle charging operators and service providers. It aims to accelerate the plug-in EV industry’s ongoing transformation using a cloud-based platform that spans EV charging operations, energy management, advanced billing capabilities and driver self-service tools.

Shiri Levi-Laor was appointed on January 14 as the new Chief Executive Officer of Driivz. She joined the firm at the start of 2025, previously serving as Chief Operating Officer. She discusses her company's technology offerings and the EV market outlook amid recent sales slumps at Tesla and China's BYD. Shiri speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Driivz, a company owned by publicly-traded Vontier, is a global software supplier to electric-vehicle charging operators and service providers. It aims to accelerate the plug-in EV industry&rsquo;s ongoing transformation using a cloud-based platform that spans EV charging operations, energy management, advanced billing capabilities and driver self-service tools.
Shiri Levi-Laor was appointed on January 14 as the new Chief Executive Officer of Driivz. She joined the firm at the start of 2025, previously serving as Chief Operating Officer. She discusses her company's technology offerings and the EV market outlook amid recent sales slumps at Tesla and China's BYD. Shiri speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

New Driivz CEO Sees EV Market Stabilizing, Continued Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/02120e97-868c-4b0b-a85c-b3e60175d6cc/transcript

The people, companies and trends shaping the global economy.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

A tech selloff dragged down stocks from near-record levels amid a rotation into more economically sensitive industries. A flare-up in geopolitical risks lifted oil while gold bounced after a historic rout. Bitcoin hit the lowest since President Donald Trump’s election victory.

The plunge in software makers weighed on trading as Anthropic’s automation tool heightened concerns their core businesses are at risk. The S&P 500 fell 0.8% and the Nasdaq 100 slid 1.6%. In late hours, Advanced Micro Devices Inc. gave a disappointing forecast. Energy firms joined crude higher as the US Navy shot down an Iranian drone headed toward an aircraft carrier in the Arabian Sea.

Despite losses in major benchmarks, most shares in the S&P 500 actually rose. FedEx Corp. - an economic barometer - extended a record-breaking rally. Walmart Inc. topped $1 trillion.

Bets on AI companies have dominated the US equity market for three years, but a growing number of investors are now wagering that run, led by the “Magnificent Seven” megacaps, is giving way to broader market participation. In fact, a violent rotation has taken place in 2026, with value shares far outpacing growth.

Today's show features:
Bloomberg News Senior Editor, Equities Americas Eric Weiner on the Tuesday trade and Wall Street’s rising jitters centered around AI’s impact on software companies
Neil Dutta, Partner and Head of Economics at Renaissance Macro Research, on the US monetary policy outlook and President Donald Trump choosing Kevin Warsh as his nominee to lead the Federal Reserve
Bloomberg News Real Estate Reporter Patrick Clark on homebuilders’ plan for a massive program to develop "Trump Homes" to address the US affordability crisis
Jaime Magyera, Managing Director, Head of US Wealth Advisory and Head of Retirement at BlackRock, on key investing and retirement planning trends

The people, companies and trends shaping the global economy.
Watch Carol and Tim LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.
A tech selloff dragged down stocks from near-record levels amid a rotation into more economically sensitive industries. A flare-up in geopolitical risks lifted oil while gold bounced after a historic rout. Bitcoin hit the lowest since President Donald Trump&rsquo;s election victory.
The plunge in software makers weighed on trading as Anthropic&rsquo;s automation tool heightened concerns their core businesses are at risk. The S&amp;P 500 fell 0.8% and the Nasdaq 100 slid 1.6%. In late hours, Advanced Micro Devices Inc. gave a disappointing forecast. Energy firms joined crude higher as the US Navy shot down an Iranian drone headed toward an aircraft carrier in the Arabian Sea.
Despite losses in major benchmarks, most shares in the S&amp;P 500 actually rose. FedEx Corp. - an economic barometer - extended a record-breaking rally. Walmart Inc. topped $1 trillion.
Bets on AI companies have dominated the US equity market for three years, but a growing number of investors are now wagering that run, led by the &ldquo;Magnificent Seven&rdquo; megacaps, is giving way to broader market participation. In fact, a violent rotation has taken place in 2026, with value shares far outpacing growth. Today's show features:
<ul>
<li>Bloomberg News Senior Editor, Equities Americas Eric Weiner on the Tuesday trade and Wall Street&rsquo;s rising jitters centered around AI&rsquo;s impact on software companies</li>
<li>Neil Dutta, Partner and Head of Economics at Renaissance Macro Research, on the US monetary policy outlook and President Donald Trump choosing Kevin Warsh as his nominee to lead the Federal Reserve</li>
<li>Bloomberg News Real Estate Reporter Patrick Clark on homebuilders&rsquo; plan for a massive program to develop "Trump Homes" to address the US affordability crisis</li>
<li>Jaime Magyera, Managing Director, Head of US Wealth Advisory and Head of Retirement at BlackRock, on key investing and retirement planning trends</li>
</ul>

Stock Rotation Hits Tech Giants as Small Caps Rise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2f962f6c-e659-4c22-ad24-b3e60170b7c1/transcript

Brazilian fintech company PicPay launched in 2012 as a digital wallet and now operates as a full-service digital bank with nearly 66 million customers. Controlled by the Batista family, owners of JBS, PicPay has posted strong revenue and profit growth, becoming one of the first major Brazilian companies to tap US equity markets since Nu Holdings’ blockbuster IPO in 2021. The offering was led by Citigroup, Bank of America, and Royal Bank of Canada. 

Eduardo Chedid is the CEO of PicPay. He has more than 20 years of experience in the electronic payment sector and has helped build PicPay into Brazil's third-largest digital bank. Eduardo discusses to firm's US market debut, and prospects for continued growth in the fintech sector with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Brazilian fintech company PicPay launched in 2012 as a digital wallet and now operates as a full-service digital bank with nearly 66 million customers. Controlled by the Batista family, owners of JBS, PicPay has posted strong revenue and profit growth, becoming one of the first major Brazilian companies to tap US equity markets since Nu Holdings&rsquo; blockbuster IPO in 2021. The offering was led by Citigroup, Bank of America, and Royal Bank of Canada.&nbsp;
Eduardo Chedid is the CEO of PicPay. He has more than 20 years of experience in the electronic payment sector and has helped build PicPay into Brazil's third-largest digital bank. Eduardo discusses to firm's US market debut, and prospects for continued growth in the fintech sector with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Picpay CEO Eduardo Chedid on the Rise of Brazil's Fintech Players

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0ec93109-eed5-4ea0-be28-b3e5016d235e/transcript

Semis in Focus, Private Aviation Business Flying High

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