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Edward Fishman | Fears Grow for a Return to War Between US and Iran | Bloomberg Businessweek, Sonic AI
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Fears Grow for a Return to War Between US and Iran | Bloomberg Businessweek
Bloomberg Businessweek
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Jul 9, 2026
•
29:05
Interview
Fears Grow for a Return to War Between US and Iran | Bloomberg Businessweek
From
Bloomberg Businessweek Daily
Carol Massar
(Bloomberg Businessweek anchor and financial…)
•
Tim Stenovec
(Host)
•
Bloomberg Businessweek Announcer
(Presenter)
•
Edward Fishman
(Senior Fellow and Director of the Maurice R.…)
•
Kurt Wagner
(Guest)
•
Aaron Mulvihill
(Guest)
•
Nancy Cook
(Guest)
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Executive Summary
The U.S.-Iran conflict has evolved into a protracted, low-simmering war focused on control of the Strait of Hormuz, which Iran views as a potential $40 billion annual revenue source.
The AI investment theme is broadening beyond the Magnificent Seven, whose massive capital expenditures are creating opportunities in the wider supply chain, including semiconductors and infrastructure.
Meta is aggressively pursuing AI monetization by launching a new model (Muse Spark 1.1) to compete with Google and exploring new business lines like API access and cloud infrastructure rentals.
Global energy markets face complex pressures, with Ukrainian attacks on Russian refineries adding crude supply but tightening the market for refined products like diesel, potentially keeping prices high.
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