Bloomberg Businessweek Daily — Stocks Slip as Chipmakers Drop; BofA CEO on Earnings

Bullish Gator

Markets slip after hotter CPI; chipmakers lead. Guests: BofA CEO Brian Moynihan on earnings, Meredith Whitney on consumers, Mandeep Singh on Anthropic/Nvidia, and Allspring’s Nate Miles on retirement study.

Editorial companion

What stands out

The episode links a sharp market move, chipmakers leading declines after hotter-than-expected Consumer Price Index (CPI, a measure of inflation) data, with color from executives and analysts, so viewers hear both the macro trigger and the company-level reactions in one place. Brian Moynihan discusses Bank of America’s earnings while Mandeep Singh parses Anthropic’s pre-IPO day and Nvidia commentary, which matters because Nvidia is central to the chip selloff and to investor conversations around AI and semiconductors.