NFL Ownership Moves, AI Infrastructure & Scaling Demand | Bloomberg Deals 5/20/2026

Watch on YouTube ↗  |  May 20, 2026 at 19:54  |  44:43  |  Bloomberg Markets
Speakers
Jean Salata — Chair, EQT Group
Wally Cheng — Head of Global Technology M&A, Morgan Stanley
Peter Orszag — CEO, Lazard

Summary

Bloomberg Deals covers major corporate transactions including SpaceX's potential IPO, NextEra's $67B acquisition of Dominion, and NFL ownership changes. The Investment Committee segment discusses AI infrastructure and scaling demand, while Lazard's CEO comments on the dealmaking environment and AI's economic impact. The episode also touches on private credit regulation scrutiny and MSG's plan to spin off its sports teams.

  • SpaceX IPO filing could happen soon, targeting up to $75B raise and over $2T valuation.
  • NextEra Energy agrees to buy Dominion Energy for $67B in stock, betting on AI-driven power demand.
  • NFL approves private equity ownership; Silver Lake co-CEO and Blackstone's Joe Barada buy stakes in Raiders.
  • Investment committee highlights early innings of AI data center buildout with value across chips, networking, memory, power, and real estate.
  • Lazard CEO Peter Orszag sees U.S. economy as a bet on AI, warns of potential labor market disruption.
  • BlackRock's private credit fund under DOJ investigation for valuation processes.
  • MSG files to spin off New York Knicks and Rangers to unlock shareholder value.
  • OpenAI preparing for IPO filing in coming days or weeks, cleared by trial resolution.
Up Next