Financial Concerns - NPR traditionally received about 1% of its budget directly from the federal government [1] - Defunding could create a $120 million gap [2] - NPR is considering cutting fees to member stations to stretch resources [1] Public Media Landscape - NPR has a network of around 250 member stations, some receiving as much as 70% of their funding in rural areas [1] - 20% of Americans live without local news, highlighting the gap filled by public media [2] - 3 million people wrote to Congress to support public radio during defunding discussions [2]

Geopolitics & Diplomacy - Hostage release is expected to occur on Monday or Tuesday [1] - The involved parties are planning a trip to observe the release [1] - An official signing ceremony will be held in Egypt [2] - Middle Eastern countries, including Qatar, Saudi Arabia, and UAE, have come together for this agreement [2] - The agreement is considered an incredible achievement that was previously thought impossible [3] Human Cost & Impact - Approximately 28 people are reported dead, primarily young men and boys [3] - The return of the hostages is a priority [3][4] - The loss of the deceased is deeply felt by their families [4] Regional Stability - The agreement is viewed as a step towards peace in the Middle East [4]

Earnings and Expectations - Companies are likely to beat EPS, driven by tech, with expectations around 7%-8% in Q3 [1] - Analysts have been raising estimates coming into Q3 earnings season, unlike typical earnings seasons [3] - Companies can beat earnings again, probably printing in the low double digits [3] Consumer Trends - The high-end consumer has stayed strong, while the lower-end consumer has struggled [6] - There is no significant impact from tariffs in terms of spending and consumer sentiment yet, but potential impact in holiday season or early 2026 [6][7] Technology and AI - Tech stocks are expected to lead earnings growth [3] - AI and MAG Seven stocks can continue to drive the market higher, with Alphabet being a preferred choice [10] - Google's advertising business is not significantly at risk because of OpenAI, and Google Gemini has a lot of upside [10] - The winners in AI are large mega-cap companies like Alphabet, Microsoft, NVIDIA, and Broadcom, with low supply [12] - Infrastructure, particularly data centers, is a top pick, especially those supporting AI [14] Market Outlook - Q4 is normally a strong quarter from a seasonal point of view, especially when the market is up substantially year to date [13] - Odds are in favor for the rally to continue [13]

This is Bloomberg Businessweek Daily, reporting from the magazine that helps global leaders stay ahead with insight on the people, companies and trends shaping today's complex economy. Plus, global business, finance and tech news as it happens, Bloomberg Businessweek Daily with Carol Massar and Tim Stennett back live on Bloomberg Radio, Television, YouTube and Bloomberg Originals. Adam Mosseri in conversation with Kurt Wagner of Bloomberg News.We are live at screen time. It is Bloomberg Businessweek daily. ...

Twitch Audience & Growth - Twitch audience loyalty is demonstrated by users with subscription badges indicating 6-8 years of support [1] - Twitch experienced significant growth during the pandemic, followed by a decrease as people returned to pre-pandemic routines [2] - Current audience behavior involves less time for long streams, favoring short-form content like TikTok videos [3] Content Creator Economy on Twitch - Subscribing to a Twitch streamer involves a $5 per month recurring payment, differentiating it from platforms like YouTube [5] - Streamers and Twitch share the subscription revenue [5] - Streaming can provide a consistent income stream due to the monthly recurring subscriptions [6] - A streamer's income primarily comes from ads and sponsorships, similar to other platforms [6]

today's creators, if they lean into the tools, or the ones who do, will be able to create more or even better content. But I think it also means that they're going to be people who couldn't be creators before who can now actually produce content of a certain quality or at a certain scale. But it also means they're going to be bad actors who try to leverage these technologies for, you know, nefarious purposes as well.So yeah, >> it's going to be >> well, if you take a big step back, the what the internet did ...

One of the things that I think Minecraft and Center shared as they both developed a lot of momentum online, which felt organic. Right. And so I'm curious when it feels like a lot of things become hits almost beyond your control.How do you plan for that when you're thinking about green, when you're thinking about marketing. Because you obviously can't factor in like, well, this one's going to go viral on TikTok and this one's right. Well, you know, the first one of the things David tasked us with was, you kn ...

I said I wasn't going to ask you a lot about M&A, but I do have to ask you, how are you guys feeling about this, the spin of your company and what is kind of what is the mood internally about the changes to come. Yeah, we're I mean, listen, we're focused as you know, we announced earlier that we're splitting the company into into two different entities. And that's where we're focused on.And really nothing has changed the day to day. We are co-CEOs of the movie business. We're planning our slates for 26. We' ...

Leader Jeff, you did tell reporters last month you plan to address the mayor race in New York soon. Do you have a plan to endorse Zoran Mamani. We're in the middle of a government shutdown.People are being hurt all across the country because Trump and Republicans decided to shut down the government rather than provide health care to workingclass Americans. And so what I've indicated, particularly most recently when Mayor Adams decided that he wouldn't seek re-election, is that I will have more to say about ...

I'm sure you're having a ball and you don't want this to end anytime soon, but I'm just wondering what your gut check is here and how long you think this is going to go on. >> This is a very frustrating exercise for us. It's it's it's no fun at all, Joe.And and that's because real Americans are feeling real harm because of this. It's political games being played by Democrats in the Senate. There is one reason and one reason alone that they have all just magically changed their tune.I mean, they've done a 18 ...