Nscale, the AI cloud computing firm, is in talks to sell computing power to Anthropic in a deal that could be worth about $45 billion. Brody Ford, Bloomberg News Tech Reporter, has the details on the possible deal. Plus, Bloomberg News Senior Editor for Equities Eric Weiner previews tech earnings expected after the close, including Netflix. As out US Equities Reporter Carmen Reinecke reports, the media company needs blockbuster hits to reverse its $135B wipeout. Plus, Washington Correspondent Tyler Kendall helps examine the possible geopolitical fallout of President Trump’s rift with Ukrainian President Zelenskyy.
Chapters:
00:00:00 Bloomberg Businessweek Daily
00:02:01 Markets: Banks, Health Care & GM
00:04:00 Earnings Lift Stocks Ahead of Big Tech
00:08:07 AI Spending, Revenue & Investor Expectations
00:11:48 Salesforce Deal & AI Dealmaking
00:14:51 Nscale, Anthropic & the $45 Billion AI Deal
00:18:07 Markets Await SpaceX & Netflix Earnings
00:21:06 Netflix Earnings & Turnaround Pressure
00:25:12 AI Spending & the Hyperscalers
00:27:20 GM, GE & a High Bar for Earnings
00:29:27 Tech Earnings, CapEx & ROI
00:34:28 Trump, Zelenskyy & Ukraine
00:36:21 Iran Escalates Attacks in the Strait of Hormuz
00:38:56 Hegseth, Netanyahu & Israel’s Election
00:40:08 Trump’s Final Midterm Push
00:44:29 Stock Movers: GM, GE & Hasbro
——–
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