Articles from www.bloomberg.com

Articles from www.bloomberg.com

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY (www.bloomberg.com)
2025-10-8 AMD

JPMorgan Chase reports that $1.2T of debt is now tied to AI-related companies, making it the largest segment in the investment-grade market (www.bloomberg.com)
2025-10-8 AI JPMorgan

Meanwhile, a Bermuda-regulated bitcoin life insurance provider, raised $82M from Apollo, Bain Capital, Haun Ventures, and others, after a $40M Series A in April (www.bloomberg.com)
2025-10-8 Bitcoin Insurance

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks (www.bloomberg.com)
2025-10-7 AMD Shopify

Jaguar Land Rover plans to resume some UK production after a cyberattack in August; an analyst says the hack wiped out £5M in daily profit and delayed 30K+ cars (www.bloomberg.com)
2025-10-7

Sources: the SEC has been probing AppLovin over allegations that it violated platform partners' agreements to push more targeted ads to consumers; APP drops 14% (www.bloomberg.com)
2025-10-7

OpenAI unveils a new ChatGPT feature that lets users connect to third-party apps like Spotify and Zillow directly within the chatbot (www.bloomberg.com)
2025-10-7 chatbot Spotify

Verizon names Dan Schulman as CEO, replacing Hans Vestberg effective immediately; Schulman was PayPal CEO, and Vestberg will help manage the transition (www.bloomberg.com)
2025-10-7

The Paris prosecutor's office refers a probe into Apple's Siri recordings to the Office for Combating Cybercrime, after a human rights organization's complaint (www.bloomberg.com)
2025-10-6 Apple Paris

Asahi restarted production at six Japanese breweries on October 2 after a cyberattack forced it to halt production and shipments for days, and is investigating (www.bloomberg.com)
2025-10-6 Japan

A basket tracking stocks of 10 European data center operators and infrastructure providers surged 23% in 2025, topping the Nasdaq 100, driven by the AI boom (www.bloomberg.com)
2025-10-6 Europe AI

Sources: Veeam, which offers data backup and disaster recovery tools, is in advanced talks to acquire data privacy management software maker Securiti for ~$1.8B (www.bloomberg.com)
2025-10-6

A big portion of EA's cash flow will go toward servicing the $20B debt from the $55B sale, which even the most bullish analysts expect will lead to big layoffs (www.bloomberg.com)
2025-10-6 Layoffs

Another look at Apple's executive succession, as it increases the spotlight on hardware chief John Ternus; sources: Apple weighed hiring a senior Meta AI exec (www.bloomberg.com)
2025-10-6 AI Apple

Indonesia restores TikTok's local operating license after the company provided government-requested user activity data for August 25-30, when protests happened (www.bloomberg.com)
2025-10-5 Indonesia

PitchBook: VCs have invested $192.7B in AI startups so far this year, putting 2025 on track to be the first year when 50%+ of VC funding goes to the AI industry (www.bloomberg.com)
2025-10-5 Startup AI

A look at the tussle between the US and China over subsea cables; US Big Tech now accounts for 70%+ of all used subsea-cable capacity, from <10% a decade ago (www.bloomberg.com)
2025-10-5 China

Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom (www.bloomberg.com)
2025-10-4 AI Tokyo

KKR invests in Infobric, a Stirling Square-backed Swedish company that offers software to the construction industry, sources say at a ~€600M valuation (www.bloomberg.com)
2025-10-4 Sweden

Source: Xbox gave up more than $300M in Call of Duty sales on consoles and PCs last year after its decision to put some of its top titles on Game Pass (www.bloomberg.com)
2025-10-4 Xbox

Coinbase applies for a national trust company charter, says it “has no intention of becoming a bank” and the charter will allow expansion in areas like payments (www.bloomberg.com)
2025-10-4 Coinbase

Sources: BlackRock's GIP is in talks to buy Aligned, which operates 78 data centers across North and South America, in a deal that could value Aligned at ~$40B (www.bloomberg.com)
2025-10-3 U.S. South America

TechInsights: Huawei used components from TSMC, Samsung, and SK Hynix in some of its Ascend 910C chips; TSMC says the parts are from a reported incident in 2024 (www.bloomberg.com)
2025-10-3 Samsung

Indonesia suspends TikTok's local operating license, saying it failed to share complete livestream activity data during protests following a government request (www.bloomberg.com)
2025-10-3 Indonesia

Uber acquihires Belgian data labeling startup Segments.ai to expand its lidar data labeling capabilities; its founders and staff will join Uber AI Solutions (www.bloomberg.com)
2025-10-3 Uber Startup AI Belgium

A Google exec says Alphabet has been working for the past two years to technologically decouple its life sciences unit Verily so that it can be sold or spun off (www.bloomberg.com)
2025-10-3 Google Alphabet

Microsoft has committed $33B+ to neocloud providers; sources: its $19.4B Nebius deal will provide computing power for creating LLMs and a consumer AI assistant (www.bloomberg.com)
2025-10-3 Microsoft AI

Sources: German AI language platform DeepL held initial talks over a US IPO, and may seek an up to $5B valuation; DeepL raised $300M at a $2B valuation in 2024 (www.bloomberg.com)
2025-10-2 Germany IPO AI

Sources: Apple has paused development of a lighter Vision Pro to focus on smart glasses, a no-display model for a 2027 release, and a model with a display later (www.bloomberg.com)
2025-10-2 Apple

Silver Lake, whose $24B deal to take Dell private in 2013 became its calling card, sees a similar setup in EA: a recognizable brand with predictable cash flows (www.bloomberg.com)
2025-10-2 Silver

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