Awaiting Anthropic IPO, Chime Makes 'Strides,' Bugatti Deal | Bloomberg Deals 9/9/2026

Watch on YouTube ↗  |  September 09, 2026 at 19:07  |  42:25  |  Bloomberg Markets
Speakers
Kyle Porter — Bloomberg Reporter
Mengqi Sun — Bloomberg Reporter
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Ryan Gould — Head of Content, Blockworks
Jim — Short Seller
Ajay Shah — Deutsche Bank Chairman of Global Technology Investment Banking
Matt Kennedy — Senior Strategist, Renaissance Capital
Hisham Elhaddad — Co-Founder & Managing Partner, HOF Capital
Ed Ludlow — Co-Host, Bloomberg Technology
Chris Britt — Chime Co-Founder & CEO
Bailey Lipschultz — Reporter, Bloomberg

Summary

Bloomberg Deals covers corporate transactions and IPO developments, including GE Aerospace's supply-chain acquisition, Xerox's activist pressure, Qualcomm-Amazon AI chip tie-up, ADI's automotive physical intelligence push, and Anthropic's expected mega IPO. It also discusses Chime's Stride Bank acquisition, private credit asset sales, and HOF Capital's Bugatti deal. Market commentary focuses on AI semiconductor demand, IPO market records, SpaceX's price lesson, and Apple's foldable iPhone launch.

  • GE Aerospace is buying Consolidated Precision Products for $11.8B to bring manufacturing in-house.
  • An activist investor is urging Xerox to review its financial services unit to unlock value.
  • Qualcomm wins Amazon as a data-center AI chip customer with a long-term revenue target.
  • Analysts see TSMC, Nvidia, and semiconductor suppliers benefiting from AI data-center spending.
  • Anthropic and SpaceX loom over a record 2026 IPO pipeline.
  • HOF Capital increases its Bugatti stake, citing scarcity value as AI commoditizes intelligence.
  • Apple's expected foldable iPhone could accelerate the foldable market.
Ideas
Kyle Porter Bloomberg Reporter 1:22
GE Aerospace vertical integration strengthens supply chain.
GE Aerospace's $11.8B purchase of Consolidated Precision Products is aimed at bringing manufacturing in-house after pandemic supply-chain struggles, with GE believing it can deliver parts and serve customers more reliably.
GE MED
Mengqi Sun Bloomberg Reporter 3:21
Activist pressure could unlock Xerox value.
An activist fund has built a stake in Xerox and is pushing for a strategic review of the financial services unit, arguing the company is undervalued and can unlock value via options like a joint venture or wholesale sale.
Xerox MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 6:10
Qualcomm secures Amazon data-center design win.
The Amazon deal gives Qualcomm a marquee data-center AI chip customer and a path to significant long-term revenue; Amazon needed capacity and a partner, while Qualcomm needed the design win and offered warrants to secure it.
QCOM MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 6:39
TSMC capacity scarcity gives it leverage.
TSMC is the key capacity bottleneck in AI chip supply; its capacity is heavily prepaid, leaving customers like Amazon little choice but to partner with chip providers, which underscores TSMC's leverage.
TSM MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 7:12
Nvidia retains strong pricing power.
Nvidia has not had to grant warrants or stock sweeteners because it retains pricing power; customers take its chips on Nvidia's terms.
NVDA MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 7:41
AI data-center semiconductor spending is massive.
AI data center spending is a multi-year opportunity; industry players see over $1 trillion per year in spending through 2030 and $5-6 trillion total, with everyone wanting data center exposure.
SMH MED
Ryan Gould Head of Content, Blockworks 8:38
Analog Devices expands automotive physical intelligence.
ADI's $1.3B acquisition adds high-power automotive chips and software capability, fitting its physical intelligence push at a time when the automotive market, especially EVs, is growing and these chips become crucial.
ADI MED
Jim Short Seller 21:53
2026 IPO market set for record issuance.
2026 is set to break records for IPOs and secondaries as supply meets demand for the first time since 2025, with SpaceX kicking it off and OpenAI/Anthropic following.
IPO MED
Ajay Shah Deutsche Bank Chairman of Global Technology Investment Banking 25:52
AI remains broad investor opportunity.
Investors are focused on all things AI; areas including power, cooling and consumer health are drawing interest, and the core bet is that AI becomes dramatically cheaper and more scalable, boosting productivity.
AI-SECTOR MED
Matt Kennedy Senior Strategist, Renaissance Capital 30:49
SpaceX volatility informs IPO discipline.
SpaceX's post-IPO volatility, including a 50% surge and 50% fall, is not normal for a $1T company and has instilled more discipline in IPO buyers, making it an important read-through for mega-IPO pricing.
SPCX MED
Ed Ludlow Co-Host, Bloomberg Technology 39:47
Apple foldable iPhone accelerates its opportunity.
Apple's expected foldable iPhone, likely priced around $2,000-$3,000, should accelerate the foldable market, and Siri AI is the common software layer connecting Apple devices.
AAPL MED
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Bloomberg Markets · Sep 09

This Bloomberg Markets video, published September 09, 2026, features Kyle Porter, Mengqi Sun, Mandeep Singh, Ryan Gould, Jim, Ajay Shah, Matt Kennedy, Ed Ludlow discussing GE, Xerox, QCOM, TSM, NVDA, SMH, ADI, IPO, AI-SECTOR, SPCX, AAPL. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kyle Porter, Mengqi Sun, Mandeep Singh, Ryan Gould, Jim, Ajay Shah, Matt Kennedy, Ed Ludlow  · Tickers: GE, Xerox, QCOM, TSM, NVDA, SMH, ADI, IPO, AI-SECTOR, SPCX, AAPL