Bloomberg Intelligence BI Weekend: Warner Discovery Splits, Walmart Credit Cards
Jun 13, 2025
Geetha Ranganathan, a Senior Media Analyst, explains the split of Warner Brothers Discovery into two companies, addressing its impact on the media landscape. Scott Levine, an Energy Analyst, discusses the White House's ambitious nuclear energy goals and the challenges that lie ahead. Janet Lorin, a Higher Education Finance Reporter, reveals how the University of Texas is leveraging its resources to profit from AI, cryptocurrency, and renewable energy. Together, they explore transformative trends affecting media, energy, and education.
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Warner Discovery Splits for Value
- Warner Brothers Discovery is splitting into two independent companies to unlock value and manage debt better.
- The split reflects a broader industry trend of separating declining TV network businesses from growing streaming and studio operations.
Walmart Returns to Synchrony Financial
- Synchrony Financial lost Walmart's credit card deal in 2018 due to renewal negotiations failing over economics.
- Walmart's return to Synchrony signals a big financial services push and a focus on serving lower credit worthiness consumers.
Promising New Obesity Drug Data
- New obesity drugs targeting amylin pathways aim to reduce side effects like nausea common with GLP-1 drugs.
- Early data shows promising weight loss with low grade, short-lived nausea, potentially improving patient tolerance.