Bloomberg Television
Kraft Heinz Pauses Split, Paramount Sweetens Warner Bros. Bid | Bloomberg Deals 2/11/2026
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 Atlantic Chairman and CEO Bill Ford, Winston & Strawn Managing Partner, External Affairs Eva Davis, US Consumer & Retail Investing Vertical Co-Head Emily Miller, Kroll Investment Banking Global Head Joshua Benn and Thoma Bravo Managing Partner Holden Spaht.
Chapters:
00:00:00 - Bloomberg Deals opens
00:01:04 - Michelle Davis on Latest Warner Bros. Bid
00:04:22 - Debt Deals Swell As AI Race Intensifies
00:08:58 - Bill Ford, Chairman & CEO
00:10:09 - Ford: We’ve Sustained Out Commitment to China
00:12:00 - Ford: Trump Admin. Is Pro-Business, Pro-Market
00:13:33 - Ford: M&A Is Coming Back Significantly This Year
00:15:37 - Ford: Most Software Business Models Are Durable
00:17:19 - Ford: Infinite Demand For AI
00:20:13 - Midday Movers
00:24:21 - Investor Committee: Eva Davis, Emily Miller and Joshua Benn
00:26:46 - Benn: Good Mix of Private Capital Looking to Be Deployed
00:28:40 - Davis on Biggest Risk to the Consumers
00:29:57 - Miller: Adapt Offerings to GLP-1 Users
00:36:04 - Hogan Spaht, Thoma Bravo Managing Partner
00:37:31 - Spaht: AI Models Best at Data, Not Domain Knowledge
00:38:48 - Spaht: Our Companies Index Well in AI Era
00:43:12 - Look At Consumer IPOs
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Published Feb 11, 2026