Jamie Dimon 'On The Lookout' For Next Big Deal, Real-Estate Deals | Bloomberg Deals 5/27/2026

Watch on YouTube ↗  |  May 27, 2026 at 19:55  |  36:29  |  Bloomberg Markets
Speakers
Jim Chadwick — Managing Partner, Ancora
Anjney Midha — Founder, AMP
Annette Kroeger — PIMCO Real Estate CEO Europe
Bess Freedman — Brown Harris Stevens CEO

Summary

The episode covers Jamie Dimon's deal-seeking comments, Lululemon's proxy fight settlement, Eli Lilly's acquisition spree, Uber's bid for Delivery Hero, an activist campaign at H.B. Fuller, and real estate investment trends. The real estate panel discusses AI-driven demand, rate outlook, and market bifurcation. AMP founder Anjney Midha highlights severe AI compute scarcity, favoring NVIDIA.

  • Jamie Dimon says JPMorgan is on the lookout for deals but finds stock prices high.
  • Lululemon settles with founder Chip Wilson, appointing three new board members.
  • Eli Lilly announces $3.8B in vaccine acquisitions as part of a $20B shopping spree.
  • Uber proposes to buy Germany's Delivery Hero for €10B to compete with DoorDash.
  • Ancora Alternatives pushes H.B. Fuller to abandon its AMS acquisition and consider a sale.
  • PGIM backs $4B in land-bank deals with Domain Real Estate Partners.
  • Real estate panel sees AI driving data center demand and bifurcation in office markets.
  • AMP founder Anjney Midha warns AI compute is grossly undersupplied and will worsen.
Trade Ideas
Jim Chadwick Managing Partner, Ancora 8:57
H.B. Fuller undervalued, push for sale.
H.B. Fuller is undervalued, trading at a significant discount to its intrinsic value and to peers, with strong private equity interest. Management's proposed acquisition of AMS is value-destructive, levering up the balance sheet to buy at a high multiple. The company should pursue a strategic review or outright sale to maximize shareholder value.
FUL HIGH
Anjney Midha Founder, AMP 33:41
NVIDIA H100 shortage to worsen.
AI compute is chronically undersupplied; NVIDIA H100 chips are extremely scarce, with on-demand rates 5x normal. The situation will worsen as demand continues to outpace supply, supporting strong pricing power for NVIDIA.
NVDA HIGH
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This Bloomberg Markets video, published May 27, 2026, features Jim Chadwick, Anjney Midha discussing FUL, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Chadwick, Anjney Midha  · Tickers: FUL, NVDA