SpaceX Earnings Fallout, Kalshi Talks NY Lawsuit | Bloomberg Businessweek Daily 8/5/2026
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Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh reacts to Tuesday's SpaceX earnings and breaking news from Microsoft disclosures that its AI sales come mostly from OpenAI. Katie Kaminski from AlphaSimplex Group explains her long-term fixed income outlook after last week's FOMC meeting and Fed Chair Kevin Warsh's remarks. G Squared Founder Larry Aschebrook talks about his company's backing from Anthropic and its recent $2.3 Billion fundraising for its 7th flagship fund. Kalshi Head of Enforcement & Legal Counsel Robert DeNault responds to a recent NY State lawsuit against the online prediction market platform, and discusses how the company tracks and investigates allegations of "manipulative" bets. Chapters 00:00:00 Bloomberg Businessweek Daily 00:01:30 SpaceX After Earnings: AI Spending in Focus 00:02:49 Market Update: Dow Hits Another Record 00:04:42 SpaceX's AI Ambitions vs. Investor Reality 00:05:19 Lockup Expiration & Selling Pressure 00:06:30 Can SpaceX
Tags: AMD, Alphasimplex Group LLC, Bailey Lipschultz, Carol Massar, Denitsa Tsekova, G Squared, Kalshi Inc, Kathryn Kaminski, Larry Aschebrook, Mandeep Singh, Robert DeNault, SanDisk, SpaceX, Tim Stenovec, flagship carrier
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