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.

See omnystudio.com/listener for privacy information.

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McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry

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Oracle Delays Some Data Center Projects for OpenAI to 2028

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Anurag Rana, Bloomberg Intelligence Technology Analyst, discu...

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Oracle Slides by Most Since January on Mounting AI Spending

Oracle Slides by Most Since January on Mounting AI Spending

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss...

11 Dec 202522min

Zuckerberg Directs Pivot Away From Open Source AI At Meta

Zuckerberg Directs Pivot Away From Open Source AI At Meta

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Z...

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Trump Nvidia Deal Reshapes US’s China Strategy

Trump Nvidia Deal Reshapes US’s China Strategy

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s...

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Paramount Makes $108 Billion Hostile Bid for Warner Bros

Paramount Makes $108 Billion Hostile Bid 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-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team...

8 Dec 202522min

BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings

BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah Mulinda On this podcast:- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Ne...

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