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Escalating AI Spend Sends Oracle Plummeting | Bloomberg Businessweek Daily 12/11/2025
48:52
Bloomberg Television
Escalating AI Spend Sends Oracle Plummeting | Bloomberg Businessweek Daily 12/11/2025
On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss Oracle shares plunging after increasing its spending on AI. Bloomberg's Robert Schiffman joins the show to break it down. Also on today's show, Bloomberg's Michael McKee and AlphaSimplex Group Portfolio Manager Katy Kaminski discuss this week's Federal Reserve decision, including how 'silent dissents' reveal growing resistance to Fed Chair Powell's rate cuts, and Bloomberg's Hannah Miller talks Disney investing $1 billion in OpenAI after striking a licensing deal. Plus, New York Life Investments Economist & Chief Market Strategist Lauren Goodwin discusses the market's reaction to the Fed decision and how inflation could impact the Fed in 2026. Chapters: 00:00:00 - Bloomberg Businessweek Daily Starts 00:05:03 - Robert Schiffman Breaks Down Oracle Sliding by Most Since January on AI Spending, Credit Risk Highest Since ’09 00:11:54 - Michael McKee and AlphaSimplex Group’s Katy Kaminski Discuss ‘Silent Dissents’ Revealing Growing Resistance to Powell’s Cuts 00:20:41 - Hannah Miller on Disney Investing $1B in OpenAI, Paramount, Netflix in Mounting M&A Dogfight over Warner Bros. 00:34:48 - New York Life Investments’ Lauren Goodwin on Fed Cuts, Inflation, State of the Markets 00:43:22 - Isabelle Lee with Stocks on the Move -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Published Dec 11, 2025
Senate Rejects Obamacare Credit Renewal | Balance of Power 12/11/2025
43:23
Bloomberg Television
Senate Rejects Obamacare Credit Renewal | Balance of Power 12/11/2025
On the early edition of Balance of Power, Bloomberg Washington Correspondent Joe Mathieu discusses the latest from Capitol Hill. On today's show, Democratic Congressman Brendan Boyle, Republican Congressman Nicole Malliotakis, Stonecourt Capital Partner Rick Davis and Harvard Kennedy School's Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino. Chapters: 00:00:00 - Balance of Power: Early Edition Starts 00:05:15 - Tyler Kendall Provides Updates on US Forces Seizing Sanctioned Oil Tanker Off Venezuelan Coast 00:10:08 - Rep. Brendan Boyle (D-PA) Discusses Trump’s Affordability Message in PA Speech, Senate Rejecting GOP Health Plan 00:19:56 - Rep. Nicole Malliotakis (R-NY) Talks Senate Rejecting Obamacare Credit Renewal, Trump Defending Speaker Johnson 00:27:42 - Bloomberg Political Panel on Congressional Healthcare Fight 00:33:08 - Bloomberg Political Panel Rejoin to Break Down Venezuela Calling US Oil Tanker Seizure an ‘Act of Piracy’ -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Published Dec 11, 2025
Disney, OpenAI Seal $1B Licensing Pact | Open Interest 12/11/2025
1:27:12
Bloomberg Television
Disney, OpenAI Seal $1B Licensing Pact | Open Interest 12/11/2025
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A cloudy outlook for Big Tech — Oracle’s results reigniting worries over stretched valuations and AI spending. Disney announces a $1 billion stake in OpenAI, clearing the way for Mickey, Marvel, and more to show up on Sora. Plus — Lilly surges on what could be its most powerful obesity treatment yet, and the fight for Warner Brothers turns political. And Victor Khosla, the Founder and CIO of Strategic Value Partners joins Bloomberg Open Interest with his read on private credit heading into 2026. Chapters: 00:00:00 - Open Interest 00:03:11 - Oracle Drops on Disappointing Cloud Sales 00:08:35 - "Silent Dissents" Reveal a Divided Fed 00:09:48 - New Lilly Shot Cuts Body Weight By 23% in Study 00:14:35 - High Interest | Mexican Tariffs, Amercian Airlines, Jet Blue 00:17:44 - Trump: Warner Bros Deal Must Include CNN Sale 00:22:59 - Stock to Watch | Oracle, Disney, Eli Lily 00:25:58 - Jitania Kandhari Deputy CIO of Solutions | Oracle Shares Tumble 00:32:01 - Top Calls | Union Pacific, Boot Barn, Oracle 00:33:33 - Disney Will Make a $1 Equity Investment in OpenAI 00:39:56 - New Lilly Shot Cut Body Weight By 23% in Study 00:45:14 - Tom Becker BlackRock | Equities Slide as AI Spending Fears Renew 00:54:13 - Victor Khosla SVP | Outlook for Private Credit Heading into 2026 01:05:43 - Caitlin Zulla Lumexa Imaging | Raises $462.5 Million in IPO 01:13:33 - Sucharita Kodali, Forrester Research | Costco to Report After the Bell Today 01:22:06 - Trump Reiterate Criticism of Powell -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Dec 11, 2025