Buzzberg Cup Live

Bloomberg Deals 7/1/2026

Watch on YouTube ↗  |  July 01, 2026 at 20:17  |  43:31  |  Bloomberg Markets
Speakers
Michelle Davis — Reporter, Bloomberg
Andre Calder — Executive Committee Member, Kirkland & Ellis
Dani Burger — Anchor, Bloomberg Television
Anthony Hughes — Bloomberg Reporter
Melissa Sawyer — Global Head of M&A, Sullivan & Cromwell
Jeff Collins — Managing Partner, Cloverlay
Ted Goldthorpe — Founder, BC Partners Credit
Randall Williams — Sports Business Reporter, Bloomberg

Summary

The episode covers a record first-half 2026 for global M&A at $2.6 trillion, driven by AI and deregulation. Key deals include Comcast's planned NBCUniversal spin-off, Blackstone's data center stake sale, and Care Bears' sale to Authentic Brands. Experts discuss M&A trends, the AI-powered surge in power and utilities infrastructure investment, and consolidation in private credit.

  • Global M&A hits $2.6 trillion in H1 2026, on pace to exceed 2021 record.
  • Comcast plans to spin off NBCUniversal to unlock shareholder value.
  • Blackstone sells Virginia data center stakes to Digital Realty Trust in a capital recycling move.
  • Melissa Sawyer sees healthy M&A pipeline, notes AI as biggest disruption in dealmaking.
  • Investment committee highlights AI-driven demand boosting power, utilities, and infrastructure.
  • Care Bears brand sold to Authentic Brands, showcasing value of IP assets.
  • Ted Goldthorpe dispels valuation concerns in private credit, expects consolidation wave.
  • Sports deals: Seahawks sale process underway, NBA expansion teams in Las Vegas and Seattle attract interest.
Ideas
Michelle Davis Reporter, Bloomberg 1:28
Comcast spin-off unlocks conglomerate discount.
Comcast trades at a low multiple relative to peers due to a conglomerate discount; spinning off NBCUniversal will allow each business to focus on competition and unlock significant shareholder value.
CMCSA MED
Andre Calder Executive Committee Member, Kirkland & Ellis 25:32
AI demand fuels utilities infrastructure boom.
Artificial intelligence is driving unprecedented demand on the power grid, spurring consolidation, capital needs, and high valuations across power and utility companies; this makes the sector a hot investment area.
XLU HIGH
Up Next
9:41
The second half setup for stocks
CNBC · Jul 01
4:59
U.S. policy needs to be controlling dangerous frontier AI models, says CFR's Sebastian Mallaby
CNBC · Jul 01
5:12
SEC's Brian Daly explains why the regulator is offering public comment on novel ETFs
CNBC · Jul 01
6:58
ADOLFO SACHSIDA CRITICA STF, JUSTIÇA E INSEGURANÇA JURÍDICA NO BRASIL
Market Makers · Jul 01
34:33
Claudia Sahm: "There Are Problems Under the Hood"
Wealthion · Jul 01

This Bloomberg Markets video, published July 01, 2026, features Michelle Davis, Andre Calder discussing CMCSA, XLU. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Michelle Davis, Andre Calder  · Tickers: CMCSA, XLU