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Bloomberg Intelligence

Summary

Bloomberg Intelligence covering SpaceX, M&A, AI Infrastructure, and Data Centers. Notable guests include Bloomberg Intelligence, Jay Powell (Chairman, U.S. Federal Reserve), Earnings Analysis, and Bill Ackman (Founder & CEO, Pershing Square). Episodes span from Apr 2026 to Jun 2026.

45episodes
1,156total claims
12topics covered
45 episodes
Oracle Falls Most in Six Months on Mounting Data Center Costs
Jun 11, 2026 · WITH Bloomberg Intelligence

Oracle's stock declined over 10% due to higher-than-expected capital expenditures, signaling a massive investment cycle in AI infrastructure that will require significant future capital raises and ...

Oracle (ORCL)SpaceX IPONike (NKE)Capital Expenditures (CapEx)+11 more
Super Micro Falls on $7 Billion Offering to Fund AI
Jun 10, 2026 · WITH Bloomberg Intelligence

Super Micro Computer announced a highly dilutive $7 billion equity offering to fund a $39 billion AI server order book, causing a significant short-term stock drop but positioning it for long-term ...

Super Micro Computer (SMCI)Equity OfferingShareholder DilutionAI Servers+14 more
OpenAI Joins a Massive IPO Pipeline Now Worth $3.6 Trillion
Jun 9, 2026 · WITH Bloomberg Intelligence

A wave of major AI-related IPOs is imminent, with SpaceX, OpenAI, and Anthropic all planning to go public, creating a competitive 'arms race' for investor capital. Elon Musk is strategically intert...

SpaceXIPOArtificial IntelligenceOpenAI+19 more
Vimeo Owner Bending Spoons Files for US IPOs as Sales Rise
Jun 8, 2026
Lululemon Shares Sink to eight Year Low on Disappointing Outlook
Jun 5, 2026
SpaceX Is Said to Target $75 Billion in IPO at $135 Per Share
Jun 3, 2026
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall
Jun 2, 2026
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion
Jun 1, 2026
Dell Soars Most in Two Years on Outlook Fueled by AI Servers
Jun 1, 2026
Lilly to Buy Three Vaccine Developers for Up to $3.8 Billion
May 26, 2026
Estée Lauder and Puig End Merger Talks
May 22, 2026
Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings
May 21, 2026
Target Tempers Expectations After Best Sales Gain in Years
May 20, 2026
Home Depot’s Sales Fall Short on Lackluster Housing Recovery
May 19, 2026
NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant
May 18, 2026
AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO
May 15, 2026
Anthropic in Talks to Raise $30 Billion at $900 Billion Value
May 13, 2026
EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’
May 12, 2026
AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO
May 11, 2026
Lyft Earnings Miss Estimates After Global Expansion Push
May 8, 2026
Wall Street Poised for Bonus Increases in ‘Year of the Bank’
May 7, 2026
AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook
May 6, 2026
Apple Weighs Using Intel, Samsung to Build Device Processors
May 5, 2026
Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff
May 4, 2026
Spirit Makes Plans to Shutter After Government Rescue Fizzles
May 1, 2026
Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza
Apr 30, 2026
Instant Reaction: Jay Powell on the Fed Decision
Apr 29, 2026
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
Apr 29, 2026
BONUS: Pershing Square Founder & CEO Bill Ackman Talks Public IPO
Apr 29, 2026
Instant Reaction: Fed Holds Rates, Three Officials Dissent
Apr 29, 2026
GM Warns ‘Across the Board’ Inflation to Put a Damper on Profit
Apr 28, 2026
OpenAI Breaks From Exclusive AI Pact With Microsoft
Apr 27, 2026
DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed
Apr 24, 2026
Instant Reaction: Intel Gives Strong AI-Fueled Outlook
Apr 23, 2026
Warner Bros. Investors Approve $110 Billion Paramount Deal
Apr 23, 2026
Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound
Apr 23, 2026
Trump Admin Looks to Save Spirit Airlines
Apr 22, 2026
Honeywell to Sell Productivity Business in $1.4 Billion Deal
Apr 20, 2026
White House Works to Give US Agencies Anthropic Mythos AI
Apr 20, 2026
Instant Reaction: Netflix Misses, Reed Hastings Steps Down
Apr 16, 2026
PepsiCo’s Snacks Business Starts to Rebound After Price Cuts
Apr 16, 2026
Anthropic Draws Investor Offers at Over $800 Billion Value
Apr 15, 2026
Amazon to Buy Satellite Operator Globalstar for $90 a Share
Apr 14, 2026
Ackman Starts Marketing Pershing IPO to Raise up to $10 Billion
Apr 13, 2026
DOJ Opens Probe Into NFL’s Sports TV Deals
Apr 9, 2026

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