Immigration Policy & Security Concerns - The report suggests a concern regarding open borders and potential security risks, alleging the entry of individuals from mental institutions and insane asylums into the United States [1] - The report highlights Venezuela's alleged exploitation of open borders [1]

Market Trends & Competition - Nvidia's access to the Chinese market is crucial to maintain its competitive edge against Huawei and other Chinese competitors [2] - Demand for embedded chips is significantly high, with a supply ratio of 1 to 12 [5] - Big Tech companies are increasingly investing in energy, leading to an "arms race" in vertical integration [15] Nvidia's Position & Growth - Nvidia is considered the leading chip provider in the AI revolution [3][6] - Analysts estimate Nvidia's stock is undervalued and project a price target of $50 to $75, making it a cheap stock in 2026 [7] - The AI revolution is still in its early stages, with significant growth potential [6][7] Energy & Infrastructure Constraints - Energy is identified as the biggest constraint in the AI revolution [14] - Data center construction faces challenges related to power, water usage, and societal benefits [9][11] - Clean energy and nuclear power are seen as potential solutions to address energy constraints [13][15] Tesla & Autonomous Driving - Tesla is expected to have 10 million vehicles on the road by next year [18] - Autonomous driving and robotaxis are considered key areas of focus for Tesla, with 2026 projected as a significant year [19][21] - Robotaxi services are expected to expand to 30 cities by 2026 [21]

Mergers and Acquisitions Analysis - WBD (Warner Bros Discovery) has suitors, giving David Zastaslav leverage to drive up offers, particularly from Paramount [2] - Value depends on the acquirer; Versent (spun off from Comcast) or local station giants like NextStar and Sinclair might value WBD's cable networks (TNT, TBS, True TV, CNN) more than Netflix or Paramount [4][5] - If Paramount Sky Dance acquires WBD's assets, they could still spin off cable and broadcast properties, employing financial engineering [7] - Donald Trump is in a position to see who can curry more favor, implying deal terms could be influenced by political relationships [10][11] - WBD shareholders have until January 21st to consider the Ellison approach versus Netflix, but there's time for Paramount's offer to increase [12][13] - Sellers in media deals tend to benefit more than buyers, as seen with Disney's acquisition of Fox assets [13] Media Industry Trends - The battle for WBD's assets is about traditional media, but the real winner is YouTube, which is gaining prominence [16] - YouTube will host the Oscars starting in 2029, indicating a shift in media consumption [17] - Tech giants are expected to dominate media in the 2030s, making traditional media companies smaller [17] - A content creation explosion is occurring, with creators on platforms like YouTube and TikTok commanding more viewing time than traditional studios [15]

I disagree that Oracle is a good loser, just given my view. When you look at the air revolution, I mean, for the first time in 30 years, the US has had a China when it comes to tech. And I think what you're seeing here play out is I guess there are some white knuckles.But the reality is you have 3 to $4 Trillion that's going to be spent in the next few years. Oracle is going to play a huge role in that. I think right now in the pound you box, I think we sit here a year from now and it was a huge buying oppo ...

the average cost of a car has gone up an incredible amount. And what we're seeing is then the average loan value for auto loans has increased more than any other loan value. And that may sound like okay, but if you think about it, mortgages tend to be the one that grows the most because house prices have appreciated so much over time.So the fact that the average auto loan has grown more than the average mortgage has over that 15-year period is telling. Okay. Secondly, obviously there is this double whammy.S ...

Let's talk about these markets with Adam Linton from Bloomberg Markets live blog. He joins us on set this Tuesday morning. Adam, very nice to have you with us today.So let's start with what we're seeing in bond markets here in Europe. They've been trading for 15 minutes or so. Yields a little bit lower this morning and sort of maybe unwinding some of the higher yield narrative that we've been dealing with over the last couple of weeks.Some of it sparked by Isabel Schnabel. And then she was busy speaking aga ...

footfall into retail is down slightly year on year. Um we have the advantage of just having built this beautiful double helix staircase which sort of sucks people up through the middle of the shop. So actually what we're finding is we're seeing slightly fewer people but spending a little bit more.>> And which people are they are they tourists. Are they domestic shoppers. Kind of just give us a breakdown of kind of what you are seeing.Is it possible to see. >> It is absolutely you can use credit card data to ...

OLIVER: GOOD MORNING. THIS IS BLOOMBERG DAYBREAK EUROPE. I’M OLIVER CROOK IN LONDON.THE YEN RALLIES AS JAPAN’S FINANCE MINISTER LEAVES THE DOOR OPEN FOR INTRERNTION. GOLD HITS ITS 50TH DAILY RECORD THIS YEAR. PRESIDENT TRUMP WARNS VENEZUELA’S PRESIDENT NICHOLAS MADURO BUT STOPS SHORT OF CALLING FOR HIS REMOVAL.AN APPROVAL TO SELL WEIGHT LOSS DRUG WEGOVY IN PILL FORM. HAPPY TUESDAY MORNING HERE. LOOKING AT THE FUTURES ACROSS EUROPE.NOT REALLY DOING A WHOLE LOT. EURO STOXX 50 FUTURES UNCHANGED AFTER A SLIGHTL ...

The US President Donald Trump has warned the Venezuelan president not to challenge the United States at a press conference. The United States president was also asked what he plans to do with the oil tankers and cargo seized during the continuing blockade of Venezuela. The United States seized 1.9% million barrels of oil.On December ten. We're keeping up with where's the real selling point of this strategic. Maybe we'll sell it and we'll keep it. Maybe we'll use it in the strategic reserves.We're keeping it ...

What if I told you the federal government is quietly rerouting hundreds of billions of dollars through the US economy. I don't know what to make of the fact that it was an executive order. It's happening right now under the Trump administration.They're already changing the future of retirement savings, how mortgages are financed, what energy projects get built, how banks operate, and even what backs digital dollars. Let me explain. Starting with crypto, the Genius Act is a new law that forces stable coin is ...