Bloomberg Intelligence

• OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

  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 Advanced Micro Devices inking a deal with OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue. - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Fifth Third Bancorp agreeing to buy Comerica Inc. for about $10.9 billion in stock, the largest US bank deal this year.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon Communications naming Dan Schulman as chief executive officer, replacing Hans Vestberg. Vestberg, who has served as CEO since 2018, will stay on through Oct. 4, 2026, to help ensure a smooth transition in leadership.-Adrian Balfour, Founder and Chariman at Envorso, discusses the latest autos news, including how the transition to electric vehicles is going.See omnystudio.com/listener for privacy information.

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• Special Coverage: Hamas Agrees To Release Israeli Hostages

  Hamas agreed to release the last of the hostages from its 2023 attack on Israel but said the rest of a US peace plan would be subject to negotiation, a stance that offered uncertain hopes for an end to the conflict in Gaza. President Donald Trump responded favorably to the Hamas statement even though the group failed to address other key elements of his 20-point proposal that Israel has also demanded, including that it disarm. He called on Israel to stop its bombing campaign and said discussions were underway on “details to be worked out,” suggesting that he was willing to give Hamas some leeway. “I believe they are ready for a lasting PEACE,” Trump said of Hamas in a social media post. “Israel must immediately stop the bombing of Gaza, so that we can get the Hostages out safely and quickly!” In a subsequent video post, Trump thanked the Muslim-majority nations he credited with assisting in the negotiations and pledged that “everybody will be treated fairly” in ongoing talks. “This is a big day,” Trump said. “We’ll see how it all turns out — we have to get the final word down in concrete.” For instant reaction and analysis, Bloomberg Balance of Power host Joe Mathieu speaks with: - Rep. Gregory Meeks of New York- Bloomberg News State Department and Foreign Policy Reporter Eric Martin- Former Deputy Secretary of State Wendy ShermanSee omnystudio.com/listener for privacy information.

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• BI Weekend: Nike, Carnival Earnings, EA Sale

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses EA agreeing to a sale in the largest leveraged buyout on record.- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses news that Exxon is planning to cut about 2,000 Workers.- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research “AI Power Demand Fuels $350 Billion Build Cycle.”- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave inking a $14 Billion with Meta.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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• 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.

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• OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

  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 OpenAI completing a deal to help employees sell shares in the company at a $500 billion valuation, making it the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors, boosting the US company’s price tag well past its previous $300 billion level.- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla and Rivian deliveries. Tesla reported a surprise record quarter of vehicle sales as US consumers accelerated electric-car purchases before federal tax credits expired. Rivian Automotive narrowed its annual delivery guidance toward the lower end of its prior range, the latest pullback as the electric-vehicle maker grapples with the loss of consumer incentives in the US.- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett’s Berkshire Hathaway reaching a deal to buy Occidental Petroleum Corp.’s petrochemical business for about $9.7 billion in cash.- Kristina Peterson, Bloomberg Food Reporter, discusses the Bloomberg Big Take story: “McDonald's Quest for 50,000 Restaurants Starts With Texas Growth.” McDonald's is embarking on a multibillion-dollar global expansion to increase its store count and revenue, after falling behind in population growth areas.See omnystudio.com/listener for privacy information.

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