← Isabel Lee
Episodes featuring Isabel Lee
27 episodes, newest first.
- Nov 10, 2026
Anthropic’s IPO tests AI’s trillion-dollar expectationsBloomberg TechNov 10, 2026Guest - Nov 9, 2026
Nvidia faces leadership risk as China scrutiny intensifiesBloomberg TechNov 9, 2026Guest - Nov 6, 2026
Tech stocks rebound as forced selling meets AI uncertaintyBloomberg TechNov 6, 2026Guest - Nov 5, 2026
AI Infrastructure Boom Meets Its Political and Financial LimitsBloomberg TechNov 5, 2026Guest - Nov 4, 2026
AI infrastructure meets its political limitsBloomberg TechNov 4, 2026Guest - Nov 3, 2026
Apple’s strong quarter exposes the cost of AI-era growthBloomberg TechNov 3, 2026 - Oct 28, 2026
Big Tech’s AI spending faces a returns testBloomberg TechOct 28, 2026Guest - Oct 27, 2026
AI’s capital binge meets America’s defense supply-chain testBloomberg TechOct 27, 2026Guest - Oct 23, 2026
AI’s trillion-dollar race collides with debt and concentration riskBloomberg TechOct 23, 2026Guest - Oct 21, 2026
SpaceX bets its future on AI, Starlink and TeslaBloomberg TechOct 21, 2026Guest - Oct 20, 2026
GM cuts outlook as GE Aerospace lifts expectationsStock MoversOct 20, 2026Guest - Sep 8, 2026
Amazon diversifies AI chips as infrastructure hits physical limitsBloomberg TechSep 8, 2026Guest - Aug 28, 2026
Warsh’s inflation warning collides with AI’s investment boomBloomberg TechAug 28, 2026 - Aug 25, 2026
Bond markets challenge Treasury and Fed credibilityBloomberg SurveillanceAug 25, 2026 - Aug 25, 2026
Nvidia Leads Chip Rebound as AI Competition IntensifiesStock MoversAug 25, 2026Guest - Aug 24, 2026
Three stock moves expose the market’s shifting risk signalsStock MoversAug 24, 2026Guest - Aug 21, 2026
Treasury turmoil tests faith in growth, the dollar and AIBloomberg SurveillanceAug 21, 2026Guest - Aug 17, 2026
AI’s growth story meets its financing testBloomberg TechAug 17, 2026Guest - Aug 3, 2026
AstraZeneca weighs historic merger while chip stocks stage a recoveryStock MoversAug 3, 2026Guest - Jul 23, 2026
Big tech earnings reveal the steep price of AI ambitionsStock MoversJul 23, 2026Guest - Jul 21, 2026
Earnings reports and chipmaker rebound drive morning market shiftsStock MoversJul 21, 2026Guest - Jul 15, 2026
SpaceX slips below IPO price while PayPal and BlackRock surgeStock MoversJul 15, 2026Guest - Jul 10, 2026
Meta jumps and Forte Biosciences surges while Paramount Skydance slides on debtStock MoversJul 10, 2026Guest - Jul 10, 2026
AI infrastructure spending drives market gains and corporate credit downgradesStock MoversJul 10, 2026Guest