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Bloomberg

Semiconductor Stocks Slide Amid AI Spending Concerns

Bloomberg Technology & Strategic Industries Senior Editor Mike Shepard says semiconductor stocks have come under pressure as investors question whether the rapid pace of AI infrastructure spending can be sustained beyond 2026, despite continued commitments from major technology companies. Shepard also explains to hosts of Bloomberg This Weekend David Gura and Christina Ruffini SK Hynix's planned US ADR debut will give American investors easier access to one of the world's leading AI memory-chip suppliers while helping fund the company's continued expansion.

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Bloomberg

Iran War Looms Over NATO Summit

President Trump heads to Turkey this week, where NATO leaders will hold a crucial meeting. Bloomberg News Middle Easter Reporter Dan Williams joins David Gura and Christina Ruffini on Bloomberg This Weekend and explains that the NATO summit will focus on defense spending and support for Ukraine, but will also be shaped by the aftermath of the US-Iran conflict and questions about Washington's long-term commitment to the alliance.

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Insights

Nike margin rebound puts footwear rivals on notice

  • Nike reported Q4 fiscal 2026 revenue of $11 billion, down 1% on a reported basis and down 4% on a currency-neutral basis.
  • Gross margin rose 890 basis points to 49.2%, mainly due to an approximately 900 basis point benefit tied to expected IEEPA tariff recovery.
  • The main sector issue is whether athletic brands can protect margins while wholesale demand, direct sales, tariffs, and cautious consumers reshape growth.
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Bloomberg

Moore: American Dream Still Worth Fighting For

Maryland Gov. Wes Moore said patriotism should unite rather than divide Americans, arguing that service and sacrifice not politics define love of country and remain essential to fulfilling the nation's founding promise. While speaking with Bloomberg This Weekend hosts David Gura and Christina Ruffini Moore also urged leaders to focus on delivering tangible results on affordability, education and economic opportunity, saying voters are looking for action over ideology.

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Bloomberg

Coney Island Boardwalk Set for $1 Billion Upgrade

The executive director of the Alliance for Coney Island Daniel Murphy joins Lisa Mateo of Bloomberg This Weekend to explain how Coney Island is entering a new phase of growth with a permanent business improvement district and a planned $1 billion investment to rebuild the boardwalk and support local businesses. He says the upgrades are intended to strengthen Coney Island as a year-round community while preserving its identity as "the people's playground."

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Bloomberg

Jim Beam Maintains 230 Years of Tradition and Evolution

7th and 8th generation Master Distillers Fred and Freddie Noe sit with Bloomberg This Weekend host Christina Ruffini and share insights into the rich history and enduring tradition of Jim Beam bourbon. While the original 230 year old recipe for the flagship bourbon is still used, unchanged, the Noes explain how the company continues to grow, including entering the non-alcoholic space.

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Bloomberg

USO Marks 85 Years Supporting US Troops

USO CEO Michael Linnington says the organization has expanded far beyond its World War II roots, operating at 260 locations worldwide to provide deployed service members with connectivity, comfort and entertainment while strengthening ties to home. Linnington also explained to Bloomberg This Weekend hosts David Gura and Christina Ruffini how the USO is still largely funded by public donations and volunteer entertainers.

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Bloomberg

Polls Say American Pride Depends on How You Ask

Between June 8th and 11th, NPR/PBS/Marist conducted a poll of 1,340 adults and found thatAmericans remain broadly proud of their country, but views on patriotism, the nation's future and trust in government are increasingly divided along partisan lines, even as overall levels of national pride have changed little over time. Director at the Eagleton Center for Public Interest at Rutgers Ashley Connan and Puck News writer Abby Livingston join Bloomberg This Weekend and analyze more of the poll data with hosts David Gura and Christina Ruffini.

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Bloomberg

AI Teddy Roosevelt Greets Library Visitors

The Theodore Roosevelt Presidential Library has opened in Medora, North Dakota, featuring AI-powered exhibits and a design meant to immerse visitors in the Badlands landscape that Roosevelt credited with shaping his life and presidency. Museum Director Robbie Lauf is on Bloomberg This Weekend and explains to hosts David Gura and Christina Ruffini that the library aims to use modern technology to connect new generations with Roosevelt's legacy of conservation, leadership and public service while making history engaging for younger visitors.

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