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Netflix Earnings Worry, Google-Anthropic Talk Deal | Bloomberg Businessweek Daily 10/22/2025
51:54
Bloomberg Television
Netflix Earnings Worry, Google-Anthropic Talk Deal | Bloomberg Businessweek Daily 10/22/2025
On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss big tech earnings, including Netflix's disappointment as investors await Tesla, and more reports next week. Bloomberg Tech co-host Ed Ludlow joins the show to break it down. Also on today's show, Amazon Chief Robotics Technologist Tye Brady talks ramping up automation efforts as Amazon unveils its newest Vulcan & Proteus Robots. Also, Montage International Founder, Chairman, & CEO Alan J. Fuerstman discusses the state of US travel and luxury travel demand. Chapters: 00:00:00 - Bloomberg Businessweek Daily Starts 00:04:04 - Ed Ludlow Breaks Down Anthropic, Google in Talks on Multibillion Dollar Cloud Deal, Meta Jobs Cuts, Netflix Shares Fall 00:21:15 - Amazon Chief Technologist, Robotics Tye Brady Talks Automation Effort Ramp Up, Unveiling of Vulcan, Proteus Robots 00:34:36 - Montage International CEO Alan J. Fuerstman Discusses Luxury Travel Demand 00:47:40 - Harvards President Alan Garber Sat Down with David Rubenstein to Talk Admissions After SCOTUS Ruling -------- 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 Oct 22, 2025
Beyond Meat Rallies in Latest Meme-Mania as Netflix Takes a Tax Hit | Open Interest 10/22/2025
1:26:42
Bloomberg Television
Beyond Meat Rallies in Latest Meme-Mania as Netflix Takes a Tax Hit | Open Interest 10/22/2025
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Anthropic and Google are in talks for a multi-billion dollar cloud deal. And memes stocks are back. Beyond Meat surges, boosting its four-day rally to almost 1,300%. The Fed floats a plan with much smaller capital hikes for Wall Street's biggest banks. And Josh Easterly of Sixth Street joins Bloomberg Open Interest to talk about why the private equity boom may disappoint investors. Chapters: 00:00:00 - Open Interest 00:02:02 - Anthropic Google in Talks on Multi-Billion-Dollar Cloud Deal 00:04:28 - Netflix Says Tax Disput Hurt Solid Quarter 00:07:49 - Fed Floats Plan for SMaller Bank Capital Hikes 00:11:46 - High Interest | Shutdown, Barclays, Mattel 00:13:13 - Robert Fishman Moffettnathanson | Netflix says Tax Dispute 00:22:32 - Stocks to Watch | Netflix, Mattel, Alphabet A-Shares 00:23:31 - Dana D'Auria, Envestnet | US Stocks Struggle at the Open 00:32:38 - Top Calls | 3M, Halliburton, Gartner 00:33:45 - Carl Eschenbach, Workday | Workday Bets on AI to Draw New Customers 00:45:16 - Early Earnings Point to Best Results in 4 years 00:49:01 - Marc Lipschultz , Blue Owl Capital Co-CEO 00:54:08 - Michael Bruun, Goldman Sachs | Goldman Sees Dealmaking Comeback 01:00:44 - Capital Hike for Smaller Banks 01:06:03 - Joshua Easterly, Sixth Street | Outlook for Private Credit 01:19:07 - Gustavo Medeiros, Ashmore Investment Management | Peso Wobbles After Swap Line Reveal -------- 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 Oct 22, 2025
Argentine Peso Strengthens After US Swap Deal
5:36
Bloomberg Television
Argentine Peso Strengthens After US Swap Deal
Investors are watching Argentina closely ahead of a pivotal midterm election in the country. The central bank just struck a $20 billion currency swap deal with the US Treasury — a boost for President Javier Milei. The Argentine peso has strengthened and snapped a five-day losing streak. Gustavo Medeiros, Ashmore Investment Management head of research, calls the US intervention "almost unprecedented." He joined Bloomberg Open Interest to talk about what's at stake for investors. -------- 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 Oct 22, 2025
Lawmakers Mulling Longer Stopgap Bill | Balance of Power 10/22/2025
44:23
Bloomberg Television
Lawmakers Mulling Longer Stopgap Bill | Balance of Power 10/22/2025
On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Tyler Kendall discuss government funding negotiations on Capitol Hill. On today's show, House Ways and Means Committee Chairman Jason Smith of Missouri, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School's Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Democratic Congresswoman Debbie Wasserman Schultz of Florida. Chapters: 00:00:00 - Balance of Power: Early Edition Starts 00:05:05 - Jack Fitzpatrick Talks Lawmakers Floating Idea of Full-Year CR as Shutdown Continues with No Deal 00:09:42 - Rep. Jason Smith (R-MO) on Supporting a Long-Term Stopgap Funding Bill, ACA Subsidies, US Farmer Aid 00:20:37 - Bloomberg Political Panel Discusses Possible Stopgap CR Through Dec. 2026, Trump Doesn’t Want ‘Wasted’ Putin Meeting 00:32:06 - Rep. Debbie Wasserman-Schultz (D-FL) on Possible Year Long CR, US Striking Alleged Drug Vessel in Pacific -------- 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 Oct 22, 2025
US, Korea Focusing on Structure of $350 Billion Deal, Not Currency Swap
6:11
Bloomberg Television
US, Korea Focusing on Structure of $350 Billion Deal, Not Currency Swap
South Korea and the US are focusing on the structure of a $350 billion investment pledge by Seoul, rather than a currency swap, according to Finance Minister Koo Yun Cheol. Officials in Washington including Treasury Secretary Scott Bessent now see the potential for a shock to Seoul’s foreign-exchange market from an “upfront” deployment of funds, Koo said. Koo spoke exclusively with Bloomberg's Shery Ahn about the progress of talks on Wednesday in South Korea. -------- 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 Oct 22, 2025
Bloomberg Surveillance 10/22/2025
2:24:16
Bloomberg Television
Bloomberg Surveillance 10/22/2025
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00:00 Bloomberg Surveillance 00:03:51 Max Kettner, HSBC 00:19:17 Ed Mills, Raymond James 00:25:19 Morning Movers 00:26:38 On Our Radar 00:30:41 Steven Cook, CFR 00:40:36 Jason Bazinet, Citi 00:52:14 Phil Camporeale, JPMorgan 01:03:12 Gov. Glenn Youngkin (R) Virginia 01:12:58 Morning Movers 01:14:29 On Our Radar 01:17:00 Jane Foley, Rabobank 01:28:20 Russ Brownback, BlackRock 01:39:16 Darrell Cronk, Wells Fargo 01:52:38 George Gianarikas, Canaccord Genuity LLC 02:01:12 Morning Movers 02:05:30 Yelena Shulyatyeva, The Conference Board 02:15:57 Christian Mueller-Glissmann, Goldman Sachs -------- 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 Oct 22, 2025