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Bloomberg
Financial

Some 'Overexuberance' In AI: Sadek Wahba

Sadek Wahba, founder, chairman and managing partner at I Squared Capital, and author of "Build: Investing in America's Infrastructure", joins Dani Burger on "Bloomberg Deals." I Squared Capital closed its second infrastructure credit fund after raising $3 billion, in another sign of surging investor demand to finance the global buildout of power, data centers and other major projects

Leia mais: Some 'Overexuberance' In AI: Sadek Wahba
Bloomberg
Financial

Midterm Pickups Could Change 2028 Map Says Jim Messina

Jim Messina, CEO of Fortius Global, said that he is 'cautiously excited' about Democrats' midterm chances, but signaled that he's not taking anything for granted before key races are called. Messina, who served as former President Barack Obama's 2012 campaign manager, said that if Democrats wins both chambers of Congress, 'the map is much better' for a Democratic presidential candidate looking ahead to the 2028 election.

Leia mais: Midterm Pickups Could Change 2028 Map Says Jim Messina
Bloomberg
Financial

Disney Plans Thousands of Layoffs Companywide

Walt Disney is planning thousands of job cuts across the company, including TV, film and parks, with some managers being asked to target 20% in annual cost savings, according to people familiar with the matter. Bloomberg's Chris Palmeri discusses Disney's plans and how they fit into the changes the wider entertainment industry is experiencing. He joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Disney Plans Thousands of Layoffs Companywide
Bloomberg
Financial

Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings

Walt Disney is moving toward thousands of job cuts with the entertainment giant asking some managers to target 20% in annual cost savings, according to people familiar with the matter.  The savings could come from job eliminations as well as from expense reductions, said the people, who asked to not be identified because the discussions are private.  Bloomberg's Geetha Ranganathan joins to discuss.

Leia mais: Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
Bloomberg
Financial

Apple's Narrowing Margins Overshadow Upbeat Holiday Forecast

Apple Inc. delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with tightening profit margins overshadowing an upbeat sales forecast. Dan Ives, Partner at Yorkville Ives & Co., discusses the AI buildout and recaps Apple and Palantir earnings.

Leia mais: Apple's Narrowing Margins Overshadow Upbeat Holiday Forecast
Bloomberg
Financial

Whitney Warns of Consumer Strain

Meredith Whitney, the CEO of the Meredith Whitney Advisory Group joins Bloomberg Open Interest to talk about how the affordability squeeze is still weighing heavily on lower-income households, even as inflation cools. She discusses why higher rates may do little to ease that pressure, how a stagnant housing market and coming layoffs could deepen concerns, and why investors are questioning whether earnings growth can last.

Leia mais: Whitney Warns of Consumer Strain
Bloomberg
Financial

Can Apple Defend Its Premium?

Apple's 36x forward earnings valuation leaves little room for bad news. Craig Moffett, the Founding Partner and Senior Analyst at MoffettNathanson says slowing services growth, rising memory costs and iPhone supply limits are testing the story. He joins Bloomberg Open Interest to talk about why the new foldable is drawing interest and why it won't solve Apple's bigger ecosystem and growth questions.

Leia mais: Can Apple Defend Its Premium?