Bloomberg Intelligence3 Okt 2025

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talks and would invest independently as part of a transaction, with Mubadala having already invested in Aligned.

- Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses how Boeing Co.'s 777X is slated to fly commercially for the first time in early 2027, a fresh setback to the US planemaker. The delay could result in potentially billions of dollars in accounting charges, with analysts estimating the non-cash accounting charge could run from $2.5 billion to as much as $4 billion.

-- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her outlook for cruises. Bloomberg Intelligence says that Carnival, Royal Caribbean and Norwegian may need to be more vigilant about consumer demand for cruises in 2026.

-- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why toymakers are facing demand uncertainty ahead of the holidays. Bloomberg Intelligence says Hasbro and Mattel's 3Q results in late October will be pivotal, with holiday demand -- which drives up to two-thirds of annual sales.

See omnystudio.com/listener for privacy information.

Upptäck Premium

Prova 14 dagar kostnadsfritt

Skaffa Premium

Avsnitt(3326)

BI Weekend: New Disney CEO, AMD, PayPal Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney ...

6 Feb 36min

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

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, Scarlet Fu, and John Tucker-Mandeep Sin...

6 Feb 22min

Alphabet Plans Record Spending in Race to Win AI Customers

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-Mandeep Singh, Global Tec...

5 Feb 22min

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

4 Feb 22min

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

3 Feb 25min

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

2 Feb 25min

BI Weekend: GM, Starbucks, UPS Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research.On this podcast:- Steve Man, Bloomberg Intelligence Global Aut...

31 Jan 39min

Apple’s Upbeat Forecast Clouded by Cost Fears

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet FuOn this podcast: -Dan Ives, Global Head of Technology Research...

30 Jan 21min

Allt en och samma app

Lyssna på dina favoritpoddar och ljudböcker på ett och samma ställe.

Noga utvalt innehåll

Njut av handplockade tips som passar din smak – utan ändlöst scrollande.

Fortsätt när du vill

Fortsätt lyssna där du slutade – även offline.

Premium

99 kr/ månad

Tillgång till alla Premium-poddar
Reklamfritt premium-innehåll
Avsluta när du vill

Prova 14 dagar gratis

Premium

129 kr/ månad

Tillgång till alla Premium-poddar
Reklamfritt premium-innehåll
Avsluta när du vill
Ett extra konto

Prova 14 dagar gratis

Populärt inom Business & ekonomi

Berättelserna och rösterna du älskar att lyssna på

Obegränsad lyssning på alla dina favoritpoddar och ljudböcker

Upptäck Premium