EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record

EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival raised its full-year earnings forecast for the third straight quarter, citing a record pace for forward bookings and improving net yields.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses why Super Micro Computer is solidly positioned in a $312 billion AI-server market. He also discusses why robust cloud demand for higher-capacity hard-disk drives could fuel 17% sales growth for Western Digital in fiscal 2026.

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Episoder(3366)

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence...

25 Nov 202525min

Gold Reasserts Lead Over Bitcoin as Top Hedge

Gold Reasserts Lead Over Bitcoin as Top Hedge

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist,...

24 Nov 202523min

BI Weekend: Nvidia, Retail Earnings, Anthropic Investment

BI Weekend: Nvidia, Retail Earnings, Anthropic Investment

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia ear...

21 Nov 202537min

Netflix, Comcast and Paramount Make Bids for Warner Bros

Netflix, Comcast and Paramount Make Bids for Warner Bros

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, di...

21 Nov 202522min

Walmart Boosts Outlook While Warning That Higher Costs Loom

Walmart Boosts Outlook While Warning That Higher Costs Loom

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail ...

20 Nov 202520min

Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $6...

19 Nov 202523min

Lowe’s Profit Tops Estimates on Online Growth

Lowe’s Profit Tops Estimates on Online Growth

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, re...

19 Nov 202518min

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence...

18 Nov 202525min

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