(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, on Bayer's sweetened bid for Monsanto, as Monsanto mulls options.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, on Bayer's sweetened bid for Monsanto, as Monsanto mulls options.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Sanford’s Oxgaard on Hurdles to the Bayer-Monsanto Deal(Audio)

Sanford's Oxgaard on Hurdles to the Bayer-Monsanto Deal(Audio)

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses GE Aerospace agreeing to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion. The deal will significantly expand the jet-engine manufacturer’s capacity for critical components and is expected to close in the second half of 2027. GE Aerospace aims to boost capacity to help fulfill surging demand for new jet engines and spare parts needed by airlines and components for the defense industry.

- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC has decided against acquiring artificial intelligence startup Decart AI, people familiar with the matter said. Separately, Qualcomm Inc. said it signed up Amazon.com Inc. as a data center chip customer in a deal that will span "multiple generations" and gives Amazon the right to acquire as much as $4 billion in shares.

-Derek Mogull, Bloomberg Intelligence Technology Analyst, discusses his research: “AI Storage Model Shows 5x Spending Growth by 2030.” According to Bloomberg Intelligence: AI is set to expand storage spending almost 5x by 2030, with data-center revenue rising about 8x and inference driving roughly 85% of incremental data-center NAND flash bit growth. This marks a structural break from storage's mature, cyclical past: AI lifts bit growth into the mid-20s, raises value per bit and reinforces the storage hierarchy, most directly benefiting Seagate, Western Digital, SanDisk, Kioxia and Everpure.

-Hema Parmer, Bloomberg Hedge Fund Reporter, discusses the Bloomberg Big Take story: “Milennium Nears $100 Billion in New Era for Giant Hedge Funds.” Millennium Management's assets have hit $97 billion, more than double what the firm oversaw six years ago, and is speeding toward $100 billion. The firm's founder, Izzy Englander, is ramping up an unusual model of seeding dozens of smaller would-be rivals to give his firm more capacity to take on investor cash, with $22 billion of new commitments set to close on Oct. 1.

 

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses GE Aerospace agreeing to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion. The deal will significantly expand the jet-engine manufacturer&rsquo;s capacity for critical components and is expected to close in the second half of 2027. GE Aerospace aims to boost capacity to help fulfill surging demand for new jet engines and spare parts needed by airlines and components for the defense industry. - Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC has decided against acquiring artificial intelligence startup Decart AI, people familiar with the matter said. Separately, Qualcomm Inc. said it signed up Amazon.com Inc. as a data center chip customer in a deal that will span "multiple generations" and gives Amazon the right to acquire as much as $4 billion in shares. -Derek Mogull, Bloomberg Intelligence Technology Analyst, discusses his research: &ldquo;AI Storage Model Shows 5x Spending Growth by 2030.&rdquo; According to Bloomberg Intelligence: AI is set to expand storage spending almost 5x by 2030, with data-center revenue rising about 8x and inference driving roughly 85% of incremental data-center NAND flash bit growth. This marks a structural break from storage's mature, cyclical past: AI lifts bit growth into the mid-20s, raises value per bit and reinforces the storage hierarchy, most directly benefiting Seagate, Western Digital, SanDisk, Kioxia and Everpure. -Hema Parmer, Bloomberg Hedge Fund Reporter, discusses the Bloomberg Big Take story: &ldquo;Milennium Nears $100 Billion in New Era for Giant Hedge Funds.&rdquo; Millennium Management's assets have hit $97 billion, more than double what the firm oversaw six years ago, and is speeding toward $100 billion. The firm's founder, Izzy Englander, is ramping up an unusual model of seeding dozens of smaller would-be rivals to give his firm more capacity to take on investor cash, with $22 billion of new commitments set to close on Oct. 1.
&nbsp;

GE to Buy Consolidated Precision Products for $11.75 Billion

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Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.   

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Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.&nbsp; &nbsp; Listen on Apple: &nbsp;<a href="https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140">https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140</a>&nbsp; &nbsp; &nbsp; Listen on Spotify: &nbsp;<a href="https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb5g">https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb5g</a>

Introducing: Bloomberg Money

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

Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic being set to finalize an expansion of its revolving credit facility to $15 billion, according to people familiar with the matter, before the artificial intelligence firm’s public filing for its highly anticipated IPO. Morgan Stanley is leading the process, with Goldman Sachs Group Inc. and JPMorgan Chase & Co. also having prominent roles on the facility, along with Citigroup Inc.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses leadership changes at Adobe. Adobe Inc. named Anil Chakravarthy as its next chief executive officer, with Chakravarthy moving into the post on Dec. CEO Shantanu Narayen will become executive chair, and David Wadhwani, who ran Adobe’s creative business, will leave the company. The selection of Chakravarthy comes as Adobe faces increasing questions about whether it will be toppled from its post in the age of AI, with generative AI making it easier to produce visual media without Adobe’s expensive products.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica Inc. lowered its full-year outlook for a second straight quarter, with sales now projected to be in a range of $10.35 billion to $10.5 billion. The company reported its first decline in comparable sales since the pandemic and trimmed its outlook for earnings per share, with shares of Lululemon tumbling 19.5% in New York.

-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses the latest at Volkswagen. Volkswagen AG's supervisory board backed a restructuring that calls for 50,000 additional job cuts and a smaller industrial footprint. The measures approved include slimming the vehicle lineup by as much as half by 2035 and tightening investment, with €135 billion of capital expenditure and research and development spending over 2027 through 2031.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic being set to finalize an expansion of its revolving credit facility to $15 billion, according to people familiar with the matter, before the artificial intelligence firm&rsquo;s public filing for its highly anticipated IPO. Morgan Stanley is leading the process, with Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co. also having prominent roles on the facility, along with Citigroup Inc. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses leadership changes at Adobe. Adobe Inc. named Anil Chakravarthy as its next chief executive officer, with Chakravarthy moving into the post on Dec. CEO Shantanu Narayen will become executive chair, and David Wadhwani, who ran Adobe&rsquo;s creative business, will leave the company. The selection of Chakravarthy comes as Adobe faces increasing questions about whether it will be toppled from its post in the age of AI, with generative AI making it easier to produce visual media without Adobe&rsquo;s expensive products. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica Inc. lowered its full-year outlook for a second straight quarter, with sales now projected to be in a range of $10.35 billion to $10.5 billion. The company reported its first decline in comparable sales since the pandemic and trimmed its outlook for earnings per share, with shares of Lululemon tumbling 19.5% in New York. -Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses the latest at Volkswagen. Volkswagen AG's supervisory board backed a restructuring that calls for 50,000 additional job cuts and a smaller industrial footprint. The measures approved include slimming the vehicle lineup by as much as half by 2035 and tightening investment, with &euro;135 billion of capital expenditure and research and development spending over 2027 through 2031.

Anthropic Finalizing $15 Billion Pre-IPO Credit Facility 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f07a5c9a-aee4-4439-9f26-b4bb011390ae/transcript

Sanford's Oxgaard on Hurdles to the Bayer-Monsanto Deal(Audio)

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