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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US stocks fell on Wednesday, with chipmakers leading declines after stronger than expected consumer price data raised concerns that the Federal Reserve may need to lift interest rates more aggressively than expected in coming months. Bank of America CEO Brian Moynihan joins to discuss the bank’s latest earnings. MWAG CEO Meredith Whitney examines the state of the US consumer. Mandeep Singh of Bloomberg Intelligence reacts to Anthropic’s pre-IPO investor day and the latest comments from Nvidia CEO Jensen Huang. Plus – Allspring’s Nate Miles shares the findings from the firm’s 2026 retirement study. All on the latest episode of Bloomberg Businessweek Daily.
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On Bloomberg This Weekend, Bloomberg News Federal Reserve reporter Maria Eloisa Capurro previews the Fed’s upcoming rate decision, with policymakers widely expected to pause after September’s first rate increase since 2023 despite inflation remaining above target. Speaking with hosts David Gura and Christina Ruffini, Capurro explains why investors will scrutinize Chair Kevin Warsh’s language for clues about another potential rate increase and his efforts to reshape how the central bank approaches monetary policy.
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Steve Westly, founder and managing partner of The Westly Group and a former Tesla board member, expects SpaceX and Tesla to combine. He speaks on “Bloomberg The Close.”
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Paul Allen and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade Begins
00:02:28 – Anthropic Files IPO but warns of AI risks
00:14:56 – BREAKING: South Korea 3Q GDP expands 3.4% Y/Y; est. +3.1%
00:17:03 – Lula’s win sparks fiscal worries for Brazil markets
00:26:30 – EXCLUSIVE: BNY Global CFO Dermot McDonogh on earnings, growth outlook
00:35:34 – Memory titans test AI demand while bubble fears transfix markets
00:39:26 – Apple’s iPhone Duo draws complaints of screen cracking
00:43:08 – CVC Marathon Managing Partner Bruce Richards on Anthropic IPO
00:47:26 – Markets open in Japan, South Korea
00:50:48 – Kospi jumps as Anthropic IPO boosts chip shares
00:55:25 – Anthropic flags financial and existential risks
01:02:07 – BlackRock’s Rick Rieder on AI debt rush
01:13:41 – EU plans to hit China with more import curbs in early 2027
01:17:04 – Memory giants’ earnings to test AI demand
01:20:02 – EXCLUSIVE: South Korea’s budget minister on Future Response Fund
01:26:05 – AUSTRALIA AHEAD: AI data center anger threatens Australia’s $70B dream
——–
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