TSMC Sales Hike, Defense Spending Spotlighted in Aspen | Bloomberg Businessweek Daily 7/16/2026

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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 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 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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