A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: General Catalyst Managing Director, Co-Head of Creation Fun Madhu Manburi, Olshan Frome Wolosky Partner in Shareholder Activism Group Rebecca Van Derlaske, Sidley Partner & Co-Chair Shareholder Activism Practice Kai Liekefett, and H.I.G Capital CEO Brian Schwartz.

YouTube Chapters:

00:00 Bloomberg Deals opens
01:53 Max Chafkin on SpaceX-Tesla
04:28 Anthropic IPO and AI Infrastructure
06:07 Data Centers Face Political Pushback
07:18 Mark Chediak on NextEra-Dominion
09:38 NFL Partners With General Atlantic
11:38 AI Investment and Bubble Risks
12:09 Madhu Namburi, General Catalyst
14:12 AI Transformation and Acquisitions
15:55 AI and Janus Henderson
17:01 General Catalyst’s AI Platforms
19:23 Namburi on Investing and Deal Making
20:56 Apollo, Blackstone Seek NFL Team Stakes
22:39 Starboard’s Latest Investments
23:52 Investment Committee: Shareholder Activism
25:55 Settlements vs. Proxy Fights
27:25 How Boards Should Engage Activists
28:15 When Activism Leads to Proxy Fights
29:34 Board Defense and Shareholder Rights
31:21 Activism Behind Closed Doors
33:30 Brian Schwartz, H.I.G. Capital
35:20 Middle-Market Private Equity
36:46 Private Equity Exit Pipeline
38:31 H.I.G.’s Portfolio and Exit Strategy
39:27 Software Investment Opportunities
40:35 Legendary-Lionsgate Deal Talks
41:35 Other Potential Lionsgate Buyers
42:37 Bloomberg Deals Wrap
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Barclays Plc said it’s cutting 5,000 jobs as part of an effort to reduce costs, adding that artificial intelligence is starting to create efficiency. Bloomberg’s Charlie Wells breaks down the situation.
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The Pentagon declared Anthropic a supply-chain risk after President Donald Trump directed US government agencies to stop using its products, capping a feud between the artificial intelligence giant and defense officials over safeguards on its technology. Joe Mathieu and Mike Shepard report https://bloom.bg/40Bw024

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The Atlantic CEO Nicholas Thompson tells Bloomberg This Weekend that AI offers powerful tools for businesses but poses significant risks to media, while its broader economic impact continues to lag behind rapidly advancing capabilities. Speaking with hosts David Gura and Christina Ruffini, Thompson also discusses the discipline of distance running and how the sport shaped his relationship with his father and became an organizing force in his life.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:29 – Morgan Stanley ‘s Jim Caron on concerns over AI spending
00:12:51 – Lula wins Brazil’s presidential election
00:17:14 – Moonshot AI unveils its latest open-weight models to rival leading US models
00:22:42 – Chinese manufacturer Dongshan Precision raises $1.3 billion in Hong Kong listing
00:31:45 – Bloomberg Intelligence on pressure for China’s national team to accelerate stock purchases
00:36:21 – JPMorgan’s Travis Spence on the growth of active ETFs in Asia Pacific
00:42:26 – Breaking: Bolsonaro team asks court to annul runoff over voting issues
00:47:28 – Volatile China markets weigh on the country’s hardware sector
00:52:16 – Asian markets turn cautious ahead of megacap earnings
00:56:30 – European gas futures hit their highest level since 2022 as winter approaches
01:07:01 – Exclusive: Blackstone Chairman Stephen Schwarzman on rising private credit defaults
01:09:03 – Lula’s economic priorities for his new term as Brazil’s president
01:15:01 – Trump weighs whether to “finish off” Iran
01:20:04 – China Decoded: Kongshanchi’s Xinming Wang on the US-China race to lead in brain-computer technology
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