Bloomberg Intelligence

• AMD Says Oracle Is Pledging Widespread Use of New AI Chips

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses General Motors incurring $1.6 billion in charges tied to its pullback from electric vehicles due to US policy changes. The charges include $1.2 billion in non-cash impairment and other charges to realign EV capacity to consumer demand, and the rest relate to canceling contracts and settling commercial arrangements.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing delivering 160 aircraft during the third quarter, the most since 2018 and an indicator the planemaker is rebounding from the turmoil that damaged its finances and reputation.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kellanova offering a version of Pop-Tarts with higher protein content starting in early November, following PepsiCo Inc.'s plans for a higher-protein version of Doritos.See omnystudio.com/listener for privacy information.

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• Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest news at First Brands. First Brands Group’s little-known Chief Executive Officer Patrick James has resigned from the company. James will be replaced by Charles Moore as interim CEO, according to a company statement. Last month he was appointed chief restructuring officer as the company filed for bankruptcy. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros Discovery rebuffing Paramount Skydance's initial takeover approach for being too low. That’s according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner. See omnystudio.com/listener for privacy information.

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• BI Weekend: OpenAI, AMD Deal, New Verizon CEO

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll replace Hans Vestberg.- Ed Ludlow, BTech Co-Anchor, discusses OpenAI inking an AMD chips deal worth tens of billions of dollars.- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM shares jumping on an AI software pact with Anthropic Enterprise. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell’s investor day.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings.- Katherine Doherty, Bloomberg Finance Reporter, discusses news that ICE will invest $2 billion in the betting platform ‘Polymarket.’Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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• Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks.See omnystudio.com/listener for privacy information.

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• Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to cut costs and overhaul its portfolio to meet consumers' shifting tastes, while engaging in discussions with activist investor Elliott Investment Management.-Craig Trudell, Bloomberg Global Autos Editor, discusses Ferrari issuing cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.-Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Paramount Skydance discussing its interest in acquiring Warner Bros. Discovery with Apollo Global Management, according to people familiar with the matter.See omnystudio.com/listener for privacy information.

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