Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Oura delaying a US initial public offering, citing uncertainty in the market for first-time share sales. The wearable technology startup and its backers were looking to raise as much as $2.2 billion in the IPO, which had drawn about four times as many orders as there were shares available.
-Ed Ludlow, Bloomberg Tech Anchor, discusses OpenAI holding back a version of its Astra model while it establishes stronger safeguards for artificial intelligence development, due to heightened risks after recent rogue AI hacking incidents. The company's head of safety systems, Saachi Jain, said the in-development GPT-6.1 Astra model wasn't as good as the company wanted in terms of "staying within scope and authorization" and communicating with users.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Former Walt Disney CEO Bob Chapek. Chapek talked about his new book detailing his time at Disney. He also discussed former CEO Bob's Iger succession planning and Josh D'Amaro talking the helm. Chapek is currently building a new career in private equity after being fired as CEO of Walt Disney Co. four years ago.

-Theo Baker, Author of "How to Rule the World: An Education in Power at Stanford University" & Janet Lorin, Bloomberg News Higher Education Reporter, discuss Theo’s new book. Seventeen-year-old Theo Baker showed up for freshman year at Stanford University as a tech-obsessed coder. It seemed like paradise. There were Rodin sculptures next to nuclear laboratories and inventors lounging with Olympians. But Baker soon discovered a culture that embraced corner-cutting, that vested infinite excess and access in the hands of kids with few safeguards to catch bad behavior. Stanford, he realized, was less a school than a business. Its annual budget was nearly twice that of Harvard or Yale and higher than those of 116 countries.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories of the day. Nvidia Corp. increased the size of its share buyback plan by $150 billion, taking the total remaining authorized amount to $235 billion. The company expects to complete the program through fiscal 2028, according to a statement on Monday.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the impact of Muse across media and telecom space. According to Bloomberg Intelligence: Meta's Muse could turn AI from assistant into gatekeeper, creating a new layer of disruption across media and telecom as discovery, comparison and transactions shift away from traditional interfaces. Wireless and broadband look most exposed as agents make shopping, negotiation and switching easier, raising churn and pressuring pricing.

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses research on Paramount-Skydance. According to Bloomberg Intelligence: Paramount Skydance expects to sell about $12.4 billion equivalent of junk-rated second lien notes to help fund its pending $110 billion acquisition of Warner Bros. Discovery, with the amount of dollar-denominated notes issued likely to rival SoftBank Group's $10 billion sale of BB+ rated bonds on Sept. 23.

-- Michelle Korsmo, CEO of National Restaurant Association, discuses restaurant industry headwinds. The National Restaurant Association recently launched its “Made in Restaurants,” a new national initiative celebrating the restaurant industry and its role in shaping people, careers and communities. The initiative, built on a combination of first-hand stories and economic research, highlights the role of the industry in driving the economy. Bloomberg Radio has invited Michelle Korsmo to speak on the state of the industry and highlight the new campaign, which shows how restaurants are not only cornerstones of their communities but shape the workforce by providing employees with the skillsets needed to sustain long-term careers both within and outside of the industry.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, Meta Platforms is finally seeing the stock breakout that beleaguered bulls had been banking on. The Facebook parent’s shares had jumped 36% in September through Thursday’s close following the release of its Muse personal AI assistant, which has risen quickly to the top of app charts and muffled concerns that heavy spending on AI won’t pay off. The stock is on pace for its best month since July 2013 and within striking distance of joining an elite group of companies worth at least $2 trillion.
Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, Anthropic PBC has signed an $11.6 billion, seven-year contract with Akamai Technologies Inc. for computing power, adding to the AI developer’s growing list of data center deals.
Michael Mackenzie, Bloomberg Rates Reporter, As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, on Meta Platforms unveiling a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.
Allison McNeely, Bloomberg Private Equity Reporter, on how Private Equity’s Path to Riches Is Getting Harder to Follow
Garima Kapoor, co-founder and co-CEO of MinIO, on Donald Trump and Xi Jinping addressing their intense competition over artificial intelligence as they kicked off a summit aimed at keeping ties between the world’s largest economies on track.
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