BI Weekend: OpenAI, AMD Deal, New Verizon CEO

Bloomberg Intelligence

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll replace Hans Vestberg.

- Ed Ludlow, BTech Co-Anchor, discusses OpenAI inking an AMD chips deal worth tens of billions of dollars.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM shares jumping on an AI software pact with Anthropic Enterprise.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell’s investor day.

- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings.

- Katherine Doherty, Bloomberg Finance Reporter, discusses news that ICE will invest $2 billion in the betting platform ‘Polymarket.’

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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2025-10-10 37 min Transcript

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