Stephen Carroll

Mentioned in 18 analyzed podcast episodes across 8 shows

Appears On

Bloomberg Daybreak: Europe Edition Here's Why Stock Movers Bloomberg Surveillance Bloomberg This Weekend Bloomberg Tech Bloomberg Intelligence Bloomberg Daybreak: Asia Edition

Episode Appearances

Bloomberg Daybreak: Europe Edition · Jul 28, 2026

Global Chip Rout Deepens, Spain & France Count Cost, Vinted's US Ambitions

“Co-host of Bloomberg Daybreak Europe Edition based in Brussels”

AI Chip Market Volatility and Valuation ConcernsCircular Funding in AI InfrastructureChinese Semiconductor Manufacturing Advancement

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Bloomberg Daybreak: Europe Edition · Jul 20, 2026

Inside Burnham’s First Day, US-Iran Bombing Spirals Spain Wins World Cup

“Co-host of Bloomberg Daybreak Europe episode from Brussels”

UK Prime Minister Succession and Political StabilityAndy Burnham's Devolution and Pro-Business Policy AgendaUS-Iran Military Escalation and Middle East Geopolitics

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Bloomberg Daybreak: Europe Edition · Jul 16, 2026

Economic Peril Warning, Hedge Funds Buy Alpha, England Exit World Cup

“Co-host of Bloomberg Daybreak Europe episode from Brussels”

US-Iran Military Escalation and Strait of Hormuz ClosureHedge Fund Talent Strategy and Alpha Capture ProgramsMethane Emissions Reporting and EU Environmental Regulation

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Here's Why · Jul 10, 2026

Here's Why Defense Spending Isn't Delivering

“Host of Here's Why podcast conducting interview on defense spending challenges”

NATO Defense Spending TargetsEuropean Defense Industrial FragmentationLong-Range Missile Capabilities

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Stock Movers · May 6, 2026

Novo Nordisk's Pill, BMW's Struggle, Diageo Up

“Co-host of Stock Movers Report and Bloomberg Daybreak Europe, reporting from Brussels on EU policy”

Obesity Pill Market CompetitionWeight Loss Drug Industry ImpactPharmaceutical Supply Chain Constraints

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Bloomberg Daybreak: Europe Edition · May 6, 2026

Trump Halts Hormuz Effort, Anthropic Targets Wall St, Germany’s Power Struggle

“Co-hosted Bloomberg Daybreak Europe from Brussels, conducted interviews and moderated discussions on daily news.”

Iran Nuclear Negotiations and Strait of Hormuz BlockadeProject Freedom Military Operation ReversalAI Agents for Financial Services

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Bloomberg Surveillance · May 5, 2026

Single Best Idea with Tom Keene: Joumanna Bercetche and Heath Terry

“Co-host of Bloomberg Daybreak Europe podcast covering EU politics and policy”

AI Infrastructure InvestmentHyperscaler EconomicsTechnology Margin Compression

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Bloomberg Surveillance · May 5, 2026

Bloomberg Surveillance TV: May 5th, 2026

“Co-host of Bloomberg Daybreak Europe podcast from Brussels”

US-Iran Ceasefire NegotiationsStrait of Hormuz Blockade EconomicsAI Labor Market Displacement

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Bloomberg Surveillance · May 5, 2026

Market Impact of AI and Iran

“Co-host of Bloomberg Daybreak Europe podcast covering European politics, policy, and market implications”

AI Productivity Monetization and ROI MeasurementCorporate Earnings Growth and Margin ExpansionAI Infrastructure Spending and Capital Requirements

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Bloomberg Daybreak: Europe Edition · Apr 30, 2026

Oil Spikes On War Threat, Powell To Stay At Fed, AI Winners & Losers

“Co-host of Bloomberg Daybreak Europe Edition based in Brussels”

Iran-US Military Escalation and Oil Market ImpactStrait of Hormuz Closure Risk and Energy Supply DisruptionFederal Reserve Rate Decision and Policy Divergence

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Bloomberg This Weekend · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Co-host of Bloomberg Daybreak Europe podcast covering European policy and markets”

Cloud Computing Growth and Market Share CompetitionAI Infrastructure Investment and Capital Expenditure JustificationFree Cash Flow vs. Long-term AI Infrastructure Spending Trade-offs

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Bloomberg Tech · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Co-host of Bloomberg Daybreak Europe podcast; introduced the earnings analysis segment”

Cloud Infrastructure Capital Expenditure StrategyAI Model Training vs. Inferencing EconomicsEnterprise AI Adoption and Active User Metrics

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Bloomberg Intelligence · Apr 28, 2026

GM Warns ‘Across the Board’ Inflation to Put a Damper on Profit

“Co-host of Bloomberg Daybreak Europe podcast; introduced as reporting from Brussels on EU politics and policy”

Tariff Policy Impact on Automotive ProfitabilityAI-Generated Music and DSP CompetitionConsumer Spending Bifurcation (K-Economy)

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Bloomberg Surveillance · Apr 28, 2026

Bloomberg Surveillance TV: April 28th, 2026

“Host of Bloomberg Daybreak Europe podcast covering EU politics and policy from Brussels”

Iran Nuclear Weapons Program and Strait of Hormuz BlockadeU.S. Energy Exports and European Energy IndependenceTariff Impact on Automotive Supply Chains and Profitability

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Bloomberg Surveillance · Apr 24, 2026

Bloomberg Surveillance TV: April 24th, 2026

“Host of Bloomberg Daybreak Europe podcast covering EU politics and policy from Brussels”

U.S.-Iran Geopolitical Tensions and Oil Market ImpactTech Earnings and AI Capital Expenditure SustainabilityAffordability Crisis and Working Poor Demographics

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Bloomberg Daybreak: Europe Edition · Apr 23, 2026

Oil Back Above $100, Tesla’s $25B Robot Bet, Drugs Kept From Europe

“Co-host of Bloomberg Daybreak Europe based in Brussels”

Iran-US Military Tensions and Strait of Hormuz ShippingOil Price Volatility and Energy SecurityTesla AI and Robotics Investment Strategy

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Bloomberg Daybreak: Asia Edition · Apr 23, 2026

Stocks Fluctuate, SK Hynix Record Profit Quarter

“Co-host of Bloomberg Daybreak Europe podcast, mentioned in show introduction covering EU politics and policy”

US-Iran Strait of Hormuz tensions and ceasefire negotiationsSK Hynix record earnings and CapEx expansion strategyAI chip demand and memory market super-cycle sustainability

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Bloomberg Intelligence · Apr 22, 2026

Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

“Co-host of Bloomberg Daybreak Europe podcast providing context and framing for Tesla earnings analysis”

Tesla Q1 2024 Earnings ResultsElectric Vehicle Demand RecoveryFull Self-Driving Regulatory Approvals

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