Bloomberg Deals 7/8/2026
Спикеры
Krishna Veeraraghavan
— Глобальный соруководитель по M&A, Paul Weiss
Scarlet Fu
— Ведущий, Bloomberg Television
Ryan Gould
— Руководитель отдела контента, Blockworks
Dani Burger
— Ведущий, Bloomberg Television
Liana Baker
— Репортер / корреспондент
Grace Lee
— Partner & Managing Director, Alix Partners
Annmarie Hordern
— Репортер, Bloomberg
The episode covers AI chip startup SambaNova's $1 billion raise, Broadcom's $30 billion deal with Apple, Bank of America's credit line to OpenAI, and the upcoming SK Hynix U.S. listing. M&A advisor Krishna Veeraraghavan highlights a booming biotech dealmaking environment, while media expert Grace Lee discusses scale-driven consolidation, linear TV's decline, and sports rights valuations. Geopolitical developments around Iran and a Lockheed Martin expansion are also featured.
- SambaNova raises $1B at $11B valuation for AI inference chips
- Broadcom stock rises on $30B Apple chip partnership announcement
- BofA extends credit to OpenAI aiming for IPO underwriting role
- SK Hynix's $28B Nasdaq ADR listing oversubscribed amid AI memory demand
- Biotech M&A surges with XBI up 80% YTD; patent cliff drives deals
- Media consolidation accelerates as linear TV declines and sports rights premium grows
- Trump touts Lockheed Martin European weapon facility, views oil market as glutted
- US-Iran tensions inject volatility while Strait of Hormuz transit risk persists
Идеи
Apple partnership boosts Broadcom shares
Broadcom's $30 billion chip partnership with Apple signals alignment with the administration's Made in America agenda and extends a long-standing supply relationship. Shares rose on the news and investors should be pleased with the development.
AI memory demand and US listing catalyst
SK Hynix is capitalizing on tsunami of demand for high bandwidth memory from the AI boom. Its U.S. listing is multiple times oversubscribed, opens a new fundraising channel for building new chip plants, and Baillie Gifford and other long-only funds have indicated strong interest, supporting a long-term positive outlook.
Biotech M&A and equity rally accelerating
Biotech M&A is booming in 2026, with more deals over $1 billion than all of 2025 combined, driven by large pharma facing $300 billion in patent cliffs by 2030 and being rewarded for acquisitions. A new class of mid-cap buyers has emerged, private transactions are surging, and equity markets have resurged (XBI up 80% YTD). Regulatory fears have flipped, creating a virtuous cycle of capital flowing into biotech.
Lockheed Martin expands European defense output
President Trump announced Lockheed Martin will establish a new weapon-making facility in Europe and aims to quadruple output, signaling a significant expansion in European defense manufacturing.
Далее
This Bloomberg Markets video, published July 08, 2026, features Ryan Gould, Scarlet Fu, Krishna Veeraraghavan, Dani Burger discussing AVGO, 000660.KS, XBI, LMT. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Ryan Gould, Scarlet Fu, Krishna Veeraraghavan, Dani Burger · Tickers: AVGO, 000660.KS, XBI, LMT