Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group as it spends aggressively to compete with the industry’s top frontier models. Nebius will provide Meta $12 billion of dedicated capacity starting in early 2027, and Meta also committed to buying as much as $15 billion in additional capacity.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses how Dollar Tree’s strategy to introduce higher-priced items is helping it increase sales, especially with wealthier shoppers. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.

-Michelle Korsmo, CEO of National Restaurant Association, discusses restaurant industry headwinds. In 2026, the National Restaurant Association is looking to support owners and operators as they manage pressure and identify practical paths forward. Michelle can speak to what’s in store for the industry, discussing the challenges and opportunities operators face in building their workforce, navigating inflation, and increasing margins. Michelle also focuses on policy priorities for the Association this year, including the need for immigration reform, USMCA trade extension and tariff exemptions, and credit card swipe fee reform.

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(3505)

Chewy Shares Slump as Executives Say Consumers Remain Pressured

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst,...

9 Sep 16min

GE to Buy Consolidated Precision Products for $11.75 Billion

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense,...

8 Sep 22min

Introducing: Bloomberg Money

Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Frid...

7 Sep 30s

Bloomberg Money: Premium Travel, Fast Fashion, Luxury at the US Open & The Cost of College

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: The Points Guy Founder Brian Kelly and Telsey Advisory Group CEO & Chief Resear...

5 Sep 44min

Anthropic Finalizing $15 Billion Pre-IPO Credit Facility

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, di...

4 Sep 23min

Broadcom Slides After AI Chip Forecast Underwhelms Investors

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, di...

3 Sep 20min

Chevron to Invest $7 Billion to Double Its Venezuelan Output

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kevin Crowley, Bloomberg Senior Oil Reporter, discusses Chevron ...

2 Sep 23min

Apple’s Ternus Takes Reins as CEO With AI a Priority

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu & Stacey Vanek Smith- Mark Gurman, Bloomberg News Managing Editor for Global Consume...

1 Sep 26min