Bloomberg Markets with Carol Massar and Cory Johnson.\u0010\u0010GUEST:\u0010Richard "Trip" Miller\u0010Founder and Managing Partner\u0010Gullane Capital\u0010Discussing strategy of his long-short equity hedge fund and why he is shorting Wingstop  restaurants.

Bloomberg Markets with Carol Massar and Cory Johnson.\u0010\u0010GUEST:\u0010Richard "Trip" Miller\u0010Founder and Managing Partner\u0010Gullane Capital\u0010Discussing strategy of his long-short equity hedge fund and why he is shorting Wingstop restaurants.

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Bloomberg Markets: Gullane’s Miller on Shorting Wingstop

Bloomberg Markets: Gullane's Miller on Shorting Wingstop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/217637c0-89b2-426b-86fd-ae2b00cf34d5/transcript

Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."
Hosted by Carol Massar and Tim Stenovec

Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio.

You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News.
Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BW

Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily." Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio. You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News. Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BW

Bloomberg Businessweek Weekend - September 25th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/989deae2-9ee3-432b-a30e-b4d000ec00a2/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

Oracle Corp. is moving to shield itself from racking up expenses on a massive data center being built in New Mexico, adding a fresh wrinkle to a project beset by opposition and regulatory setbacks.
The technology giant sent the project’s developer, a unit of Blue Owl Capital Inc., a notice citing force majeure, according to people familiar with the situation. Rather than trying to walk away as the site’s main tenant, Oracle is attempting to put off payments should the data center dubbed Project Jupiter get derailed and fail to come online in 2028 as planned, the people said, asking not to be identified discussing private matters. Companies typically invoke force majeure to free themselves from contractual obligations when problems arise beyond their control. In this case, Oracle is seeking to assert its contractual position if the build-out is delayed.

For a closer look, we speak with Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a> Oracle Corp. is moving to shield itself from racking up expenses on a massive data center being built in New Mexico, adding a fresh wrinkle to a project beset by opposition and regulatory setbacks. The technology giant sent the project&rsquo;s developer, a unit of Blue Owl Capital Inc., a notice citing force majeure, according to people familiar with the situation. Rather than trying to walk away as the site&rsquo;s main tenant, Oracle is attempting to put off payments should the data center dubbed Project Jupiter get derailed and fail to come online in 2028 as planned, the people said, asking not to be identified discussing private matters. Companies typically invoke force majeure to free themselves from contractual obligations when problems arise beyond their control. In this case, Oracle is seeking to assert its contractual position if the build-out is delayed. For a closer look, we speak with Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence.

 Oracle's Force Majeure

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/22b0d544-f7a7-4c74-97df-b4cf01507926/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

Presidents Donald Trump and Xi Jinping addressed their intense competition over artificial intelligence on Thursday during a summit aimed at keeping ties between the world’s largest economies on track. How the leaders are handling AI is one of the key questions looming over the state visit, with the US president arguing for unfettered development to keep his nation’s edge. China, meanwhile, has criticized American export controls on semiconductors and other inputs that it argues constrains its companies. By contrast, China’s top leader indicated some openness to setting boundaries.

On today's episode:
Michael Shepard, Bloomberg News Senior Editor for Technology & Strategic Industries
NATO Secretary-General Mark Rutte
Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics
Eric Muhlheim, Mozilla CFO & Nina Trentmann, Bloomberg News CFO Briefing Editor

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a> Presidents Donald Trump and Xi Jinping addressed their intense competition over artificial intelligence on Thursday during a summit aimed at keeping ties between the world&rsquo;s largest economies on track. How the leaders are handling AI is one of the key questions looming over the state visit, with the US president arguing for unfettered development to keep his nation&rsquo;s edge. China, meanwhile, has criticized American export controls on semiconductors and other inputs that it argues constrains its companies. By contrast, China&rsquo;s top leader indicated some openness to setting boundaries. On today's episode:
<ul>
<li>Michael Shepard, Bloomberg News Senior Editor for Technology &amp; Strategic Industries</li>
<li>NATO Secretary-General Mark Rutte</li>
<li>Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics</li>
<li>Eric Muhlheim, Mozilla CFO &amp; Nina Trentmann, Bloomberg News CFO Briefing Editor</li>
</ul>

Trump, Xi Thrust Fierce US-China AI Rivalry Into Spotlight

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d8314b2b-15dd-4cf6-8436-b4cf01666d17/transcript

Bloomberg Markets: Gullane's Miller on Shorting Wingstop

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