Oasis Drops Board Nominees in Vail Resorts Proxy Battle
Bloomberg's Mengqi Sun joins Dani Burger on "Bloomberg Deals." Activist investor Oasis is dropping two of its four board nominees in its proxy challenge at Vail Resorts.
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Bloomberg's Mengqi Sun joins Dani Burger on "Bloomberg Deals." Activist investor Oasis is dropping two of its four board nominees in its proxy challenge at Vail Resorts.
Bloomberg's Liana Baker joins Dani Burger on "Bloomberg Deals." Marvell agreed to buy Lumentum Holdings at an enterprise value of $115 billion, clinching one of the largest technology deals in history in a push to capitalize on runaway data center spending.
Bloomberg's Bailey Lipschultz joins Dani Burger on "Bloomberg Deals." Anthropic disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion in the years ahead. The AI company is nearing its IPO.
Pankaj Sachdeva, senior partner & lead global data center practice at McKinsey & Company, and Melissa Kalka, M&A, private equity partner at Kirkland & Ellis, join Dani Burger on "Bloomberg Deals." Midterm voters will be considering proposals as opposition to new data centers surges across the US.
Michal Katz, head of investment & corporate banking at Mizuho Americas, joins Dani Burger on "Bloomberg Deals." They discussed the future of M&A amid the US midterms, the importance of scale in dealmaking, and deals connected to AI.
Bloomberg Law's Roy Strom joins Dani Burger on "Bloomberg Deals." US law firm Weil Gotshal & Manges collapsed this week after failed merger talks, marking the stunning downfall of a 95-year-old firm.
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
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.
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."
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.
Former SEC Chair and MIT Sloan Professor Gary Gensler joined Bloomberg Open Interest to discuss what a change in Congress could mean for financial oversight. He also warns that Washington isn't moving fast enough on AI risks and predicts a possible repricing of equity and debt markets.
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.
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