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Edward Fishman: Chipmakers Boost Stocks, Meta Explores Cloud Business

Thought Leader: Edward Fishman
July 9, 2026
Source: Bloomberg

Today, Edward Fishman, director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations, discusses renewed conflict between Iran and the US and what it means for the global oil trade as the two countries trade strikes. Then, Aaron Mulvihill, global alternatives strategist at JPMorgan Asset Management, breaks down the economic impact of renewed conflict and the market reaction to the AI trade. Plus, Bloomberg technology reporter Maggie Eastland discusses Micron’s move to increase investment in the US to build out memory capability. Then, Bloomberg senior technology reporter Kurt Wagner talks his interview with Meta CEO Mark Zuckerberg and his company’s move to charge for a tier of its AI model. Finally, Bloomberg senior national political correspondent Nancy Cook discusses the Democratic party’s next move as Maine Senate candidate Graham Platner drops out of the race after allegations of sexual assault.

Edward Fishman is one of the world’s foremost experts on economic statecraft, with deep experience shaping U.S. foreign policy. His New York Times–bestselling book Chokepoints: American Power in the Age of Economic Warfare is widely regarded as definitive and essential to understand how sanctions, tariffs, and export controls are reshaping the world. A Columbia University scholar, he brings sharp, timely insights into how economic warfare is transforming geopolitics and the business landscape. His ability to translate complex global dynamics into compelling narratives makes him a standout keynote speaker for any audience. Contact us today to learn more.

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