Oil Prices Spook Investors, Consumers Feel Price Crunch | Bloomberg Businessweek Daily 5/15/2026

Watch on YouTube ↗  |  May 15, 2026 at 21:06  |  48:51  |  Bloomberg Markets
Speakers
Brad Stone — Editor, Bloomberg Businessweek Magazine
Marta Norton — Chief Investment Strategist, Empower
Priya Misra — Portfolio Manager, J.P. Morgan Asset Management

Summary

This episode covers global bond selloff driven by oil price spikes and inflation fears, the impact on stock markets, and the AI trade's resilience. Brad Stone discusses Amazon's AI strategy and positioning. Consumer affordability challenges, including rising wine costs, are also addressed.

  • Global bond yields surge to multiyear highs due to war-driven inflation and oil prices.
  • Equity markets pull back from records, especially high-flying AI and chip stocks.
  • Amazon's CEO Andy Jassy is betting big on AI, with massive data center spending and chip development.
  • Brad Stone highlights Amazon's catching up in AI and its strong positioning for adoption.
  • Consumer stress is evident as inflation outpaces wage growth, affecting spending on non-essentials.
  • Beverage industry faces higher transportation costs, but some retailers absorb costs to keep prices low.
  • Bill Ackman builds a stake in Microsoft, citing resilience and strong Azure demand.
  • Ford shares slump after a blistering rally, with AI energy demand expectations fading.
Trade Ideas
Brad Stone Editor, Bloomberg Businessweek Magazine 23:42
Amazon well-positioned for AI adoption.
Amazon is catching up in the AI race through partnerships with Anthropic and OpenAI, developing its own chips, and building data centers at scale; it is well-positioned for AI adoption and its AWS cloud business should benefit from strong demand.
AMZN HIGH
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This Bloomberg Markets video, published May 15, 2026, features Brad Stone discussing AMZN. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Brad Stone  · Tickers: AMZN