Analysis: Interviews

'Dean of Valuation' Damodaran on Nvidia's Multiple

Aswath Damodaran, Professor of Finance at NYU Stern School of Business, discusses the evolving landscape of AI investments following Nvidia's latest earnings report. He describes the current phase...

Nvidia Investor Jack Ablin on Earnings Results, Guidance

Jack Ablin, Founding Partner and Chief Investment Strategist at Cresset, a $260 billion family office, joined the discussion to provide insights on Nvidia's recent stock performance. Ablin also...

Tech Billionaire Steve Case on AI Buildout, Nvidia Role

Steve Case, Revolution Chair & CEO, & AOL Co-Founder, reflects on the evolution of community building from the early days of AOL's digital chat rooms to today's increasing demand for real-world...

Mark Walter's TWG Says 'There Has Been No Fraud'

Bloomberg's Sridhar Natarajan joins Dani Burger on Bloomberg Deals. TWG Global, the holding company at the heart of Mark Walter's empire, defended itself against what it called multipronged attacks...

Unrivaled CEO Discusses New Funding, Expansion

Alex Bazzell, CEO and co-founder Unrivaled, joins Dani Burger on Bloomberg Deals. Unrivaled, the 3-on-3 women's basketball league founded by WNBA stars Breanna Stewart and Napheesa Collier. The...

Power, Infrastructure At Center of Data-Center Deals

Maria Goodpaster, Partner at McKinsey & Company, Kate Dorsey, Managing Director at Stonepeak, and Melissa Kalka, M&A, Private Equity Partner at Kirkland & Ellis, join Dani Burger on Bloomberg Deals...

Private Equity Firms Find a New Way to Ride Out Cash Crunch

Bloomberg's Laura Benitez joins Dani Burger on Bloomberg Deals. Private equity managers are using structured equity deals to placate investors frustrated by a lack of cash returns, as many firms...

Lots of PE 'Zombie' Investments: Jeffries' Greenberg

Jason Greenberg, Global Head of IB Strategy, Executive Chairman of TMT investment banking at Jefferies joins Dani Burger on Bloomberg Deals. They discuss software investments, AI dealmaking, and...

Victory Capital Agrees to Buy First Eagle For $7B

Bloomberg's Loukia Gyftopoulou joins Dani Burger on Bloomberg Deals. Victory Capital Holdings Inc. agreed to buy First Eagle Investments in a deal that would propel the combined firm's assets under...

Nvidia's Results Aren't 'Impressive Enough,' Seaport's Goldberg Says

Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Nvidia's second-quarter earnings and sales forecast on Bloomberg The Close. ...

The Key Takeaways From Nvidia's Results

Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Bloomberg Intelligence's Mandeep Singh discusses the key takeaways...

Data Center 'Backlash Is Very Real': Goodpaster

Maria Goodpaster, partner at McKinsey & Company, Kate Dorsey, managing director at Stonepeak, and Melissa Kalka, M&A, private equity partner Kirkland & Ellis, join Dani Burger on Bloomberg Deals....

Buyers Circle Warner Assets Amid Paramount Legal Fight

Bloomberg's Hannah Miller joins Dani Burger on Bloomberg Deals. Paramount has acknowledged that it's considering a wide range of options to settle lawsuits challenging its $110 billion acquisition...

Oura Is Said to Seek Up to $3B in IPO

Oura, a maker of smart rings that track health, fitness and sleep, and some of its backers are seeking to raise as much as $3 billion in a US IPO, according to people familiar with the matter....

Meta Settlement Sets Blueprint for TikTok, YouTube

Meta has agreed to pay up to $18 billion over ten years and adopt new protections for teenage users as part of a landmark settlement with states over its social media platforms. The company was...

How 'AI-Pilled' Companies Are Rewriting the Startup Playbook

AI isn't just changing what startups build, it's changing how the companies themselves operate. Floodgate co-founder and Partner Ann Miura-Ko explains her thesis around the AI-pilled organization,...

Nvidia Holders to Focus on AI Data, Mizuho's Rakesh Says

Nvidia Corp.'s outlook for artificial intelligence spending and revenue will be the focus for investors and analysts in Wednesday's earnings results, according to Mizuho Securities analyst Vijay...

CityPickle Rides Pickleball Boom

CityPickle hosts the Major League Pickleball Championship finals at Wollman Rink in Central Park. CityPickle has been expanding rapidly this year, opening a flagship location in Times Square and...

Abercrombie Soars on Guidance Lift, Flagship Brand Growth

Abercrombie & Fitch Co. shares rallied after revenue topped estimates and the retailer raised its annual earnings guidance, suggesting the preppy apparel company is regaining some momentum even...