EconomySpaceX Earnings Fallout, Kalshi Talks NY Lawsuit | Bloomberg Businessweek Daily 8/5/2026

Bloomberg Intelligence technology research chief Mandeep Singh assesses the aftermath of SpaceX’s Tuesday earnings report and breaking disclosures from Microsoft indicating that most of its artificial-intelligence sales come from OpenAI. Katie Kaminski of AlphaSimplex Group discusses her long-term fixed-income outlook following last week’s FOMC meeting and remarks by Fed Chair Kevin Warsh. G Squared founder Larry Aschebrook describes the firm’s backing of Anthropic and its recent $2.3 billion raise for a seventh flagship fund.