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Current projections estimate a 10% to 20% year-over-year increase in Wall Street bonuses, contingent on deal flow continuing through the second half of the year.
Announced mergers and acquisitions deals have reached $1.8 trillion year-to-date, an increase of nearly 36% compared to the same period last year.
Despite seeing $2 billion in demand, Arm Holdings is maintaining its official revenue outlook of $1 billion for its AI server CPU chip due to concerns about supply availability.
The total addressable market for x86 server CPUs, dominated by Intel and AMD, has doubled in size in less than six months.
The demand for memory chips driven by AI has far exceeded previous forecasts, and the resulting supply shortage is not expected to be resolved in the near term.
Warner Bros. Discovery's streaming unit is projected to approach $2 billion in profitability for the current year, up from $1.3 billion last year.
The acquisition of Warner Bros. Discovery by Paramount is expected to close sometime in the third quarter.
The combined programming budget for the merged Paramount and Warner Bros. Discovery entity will be between $30 billion and $32 billion, making it the largest in the industry.
David Ellison has committed to a target of 30 film releases per year for the combined Paramount and Warner Bros. studios, effectively doubling their current output starting next year.
Arm Holdings has seen demand for its new AI server CPU chip double to $2 billion for fiscal year 2028, just six weeks after its initial forecast of $1 billion.
Wall Street bonuses are projected to increase significantly in the current year due to a comeback in deal-making activity.
The adoption of AI is increasing the efficiency of bankers on Wall Street, but it has not yet led to headcount reductions.