Artificial Intelligence and Big Tech dominated market sentiment in 2025. Now, we look to what may come in the new year. In this episode, Nathan Hager speaks with Wedbush Managing Director and Senior Equity Research Analyst Dan Ives and Deepwater Managing Partner and Co-Founder Gene Munster. Ives and Munster offer their short and long-term outlook for the technology industry heading into 2026.

Artificial Intelligence and Big Tech dominated market sentiment in 2025. Now, we look to what may come in the new year. In this episode, Nathan Hager speaks with Wedbush Managing Director and Senior Equity Research Analyst Dan Ives and Deepwater Managing Partner and Co-Founder Gene Munster. Ives and Munster offer their short and long-term outlook for the technology industry heading into 2026.

Listen for today's top stories, with context, in just 15 minutes. 

Each morning, hosts Nathan Hager and Karen Moskow bring you the latest on US politics, foreign relations, business, financial markets and global economics. The show is recorded at 5 AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Listen for today's top stories, with context, in just 15 minutes. Each morning, hosts Nathan Hager and Karen Moskow bring you the latest on US politics, foreign relations, business, financial markets and global economics. The show is recorded at 5 AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Bloomberg Daybreak: US Edition

Listen for today's top stories, with context, in just 15 minutes. 

Each morning, hosts Nathan Hager and Karen Moskow bring you the latest headlines on US politics, foreign relations, financial markets and global economics. The show is recorded at 5AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Listen for today's top stories, with context, in just 15 minutes. Each morning, hosts Nathan Hager and Karen Moskow bring you the latest headlines on US politics, foreign relations, financial markets and global economics. The show is recorded at 5AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Daybreak Holiday: Big Tech Outlook with Dan Ives and Gene Munster

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/df8b3963-52d8-4b74-981e-b3c30103fca0/transcript

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week.
In the US – a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead.
In the UK – a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape.
In Asia – a look ahead to South Korea’s Constitution Day.

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week.
<ul>
<li>In the US &ndash; a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead.</li>
<li>In the UK &ndash; a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape.</li>
<li>In Asia &ndash; a look ahead to South Korea&rsquo;s Constitution Day.</li>
</ul>

Daybreak Weekend: US CPI, ECB Outlook, South Korea Constitution Day

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f25de8f-2e5c-480b-80fe-b4830131343b/transcript

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) Talks between the US and Iran over a permanent peace deal are continuing, according to an American official, despite clashes that threatened to shatter an already fragile ceasefire. The US is still committed to finding a diplomatic solution with Iran, with ongoing discussions described as technical talks, aiming to agree a permanent peace by around mid-August. The US and Iran are trying to resolve issues including the Islamic Republic's nuclear program, with the US seeking a moratorium on Iran enriching uranium and the relinquishment of existing stocks of near-bomb grade uranium.
2) President Trump fired two Democratic members of the US Election Assistance Commission, and the Republican member resigned, according to a White House official. The commission's bipartisan mission is to help election officials improve the administration of elections and help Americans participate in the voting process, as stated on its website. The terminations were called "deeply concerning" by Michael Waldman, president of the Brennan Center for Justice, who said they leave the agency without leadership and unable to carry out its major responsibilities.
3) SK Hynix's US debut is paving the way for a fresh wave of leveraged products tied to the South Korean memory giant's shares. At least half a dozen products will launch next week, delivering two times the daily return of SK Hynix's American depositary receipts, with some preparing inverse wagers. The emergence of leveraged ETFs is not viewed as a healthy sign as it may be indicative of late-cycle retail behavior and could fuel already heightened volatility.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Talks between the US and Iran over a permanent peace deal are continuing, according to an American official, despite clashes that threatened to shatter an already fragile ceasefire. The US is still committed to finding a diplomatic solution with Iran, with ongoing discussions described as technical talks, aiming to agree a permanent peace by around mid-August. The US and Iran are trying to resolve issues including the Islamic Republic's nuclear program, with the US seeking a moratorium on Iran enriching uranium and the relinquishment of existing stocks of near-bomb grade uranium. 2) President Trump fired two Democratic members of the US Election Assistance Commission, and the Republican member resigned, according to a White House official. The commission's bipartisan mission is to help election officials improve the administration of elections and help Americans participate in the voting process, as stated on its website. The terminations were called "deeply concerning" by Michael Waldman, president of the Brennan Center for Justice, who said they leave the agency without leadership and unable to carry out its major responsibilities. 3) SK Hynix's US debut is paving the way for a fresh wave of leveraged products tied to the South Korean memory giant's shares. At least half a dozen products will launch next week, delivering two times the daily return of SK Hynix's American depositary receipts, with some preparing inverse wagers. The emergence of leveraged ETFs is not viewed as a healthy sign as it may be indicative of late-cycle retail behavior and could fuel already heightened volatility.

US-Iran Talks Continue; SK Hynix's US Debut

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fe2cd63e-5fa0-4cf2-8364-b483009ea599/transcript

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) The US military struck Iran for a second day, hitting about 90 targets to further degrade the Islamic Republic’s ability to attack commercial shipping in the Strait of Hormuz. Iran responded by targeting US bases in Bahrain, Kuwait and Qatar, according to the semi-official Iranian Students’ News Agency. The attacks raise fears that the tit-for-tat attacks may derail talks on a permanent peace deal, with the US and Iran having accused each other of violating a memorandum of understanding that established a short-term truce.
2) Graham Platner suspended his US Senate campaign in Maine following a sexual assault allegation that caused his support from fellow Democrats to collapse. The Maine Democratic Party will hold a nominating convention to choose a new nominee if there is a vacancy to fill, with the process to replace Platner needing to play out before a July 27 deadline. The race to replace Senator Susan Collins is considered essential to the Democratic party's chances of taking control of the Senate, with several potential candidates taking steps to prepare for a run.
3) SK Hynix's US listing is more than seven times oversubscribed, according to people familiar with the matter, underscoring strong investor appetite despite recent volatility in the Korean memory chipmaker's shares. The sale of 177.9 million American depositary receipts has attracted demand from institutional investors including global long-only funds and sovereign wealth funds, some of the people said. The offering would raise about $24.5 billion, according to Bloomberg calculations, and would rank among the largest ever debuts in the US by a foreign company, second only to Alibaba Group Holding Ltd.'s $25 billion debut.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The US military struck Iran for a second day, hitting about 90 targets to further degrade the Islamic Republic&rsquo;s ability to attack commercial shipping in the Strait of Hormuz. Iran responded by targeting US bases in Bahrain, Kuwait and Qatar, according to the semi-official Iranian Students&rsquo; News Agency. The attacks raise fears that the tit-for-tat attacks may derail talks on a permanent peace deal, with the US and Iran having accused each other of violating a memorandum of understanding that established a short-term truce. 2) Graham Platner suspended his US Senate campaign in Maine following a sexual assault allegation that caused his support from fellow Democrats to collapse. The Maine Democratic Party will hold a nominating convention to choose a new nominee if there is a vacancy to fill, with the process to replace Platner needing to play out before a July 27 deadline. The race to replace Senator Susan Collins is considered essential to the Democratic party's chances of taking control of the Senate, with several potential candidates taking steps to prepare for a run. 3) SK Hynix's US listing is more than seven times oversubscribed, according to people familiar with the matter, underscoring strong investor appetite despite recent volatility in the Korean memory chipmaker's shares. The sale of 177.9 million American depositary receipts has attracted demand from institutional investors including global long-only funds and sovereign wealth funds, some of the people said. The offering would raise about $24.5 billion, according to Bloomberg calculations, and would rank among the largest ever debuts in the US by a foreign company, second only to Alibaba Group Holding Ltd.'s $25 billion debut.

US Launches Iran Strikes For Second Day; Platner Ends Senate Bid

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ed05d860-0b2c-462d-ac56-b48200a08140/transcript

Daybreak Holiday: Big Tech Outlook with Dan Ives and Gene Munster

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