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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion.
-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival raised its full-year earnings forecast for the third straight quarter, citing a record pace for forward bookings and improving net yields.
-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses why Super Micro Computer is solidly positioned in a $312 billion AI-server market. He also discusses why robust cloud demand for higher-capacity hard-disk drives could fuel 17% sales growth for Western Digital in fiscal 2026.
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