David Joyner
Showing 1–3 of 3 interviews.
- Bloomberg Television43 min
Massive Demand for Anthropic IPO, Megadeals After Midterms
Alan Waxman, Anita Antenucci, Jose E. Feliciano, Danny, Jack Selby, Anthony Hughes, Yi-Chen Chen, Scarlett Fu, David Joyner, Ryan Gold, Dani Berger, Tom Hale
Anthropic is advancing toward a potentially trillion-dollar IPO amid intense institutional demand, though critics warn the valuation may be excessively optimistic given the limited allocation available to retail investors. Simultaneously, Marvell's $115 billion acquisition of Lumentum faces mounting skepticism due to a 30% drop in its share price and a high probability of deal failure driven by regulatory and timing concerns. While executives rush to finalize major transactions before anticipated midterms reshape the regulatory landscape, broader market dislocation risks emerge from power constraints, insurance capital saturation, and significant inventory gluts in the AI hardware sector.
- Bloomberg Television1h 32m
The Close 11/9/2026
Olaolu Aganga, Betsy Duke, Jason Bazinet, David Joyner, Jed Finn, Kim Forrest, Ross Gerber, Gautam Mukunda, Christine Barone, Vonnie Quinn, Garland, Ian King, Oluwole Ogonga, Scarlet Fu, Carol Masser, Tim Stanevik, Mandeep Singh, Romain Bostic
Major US indices surged as aggressive dip-buying propelled the S&P 500 and Nasdaq higher despite a 5% decline in NVIDIA shares following reports of CEO Jensen Huang's alleged misconduct and a federal investigation into foreign espionage. While the broader market rebounded on commodity de-escalation and semiconductor sector gains, with AMD and the Philadelphia Semiconductor Index outperforming, diverging corporate earnings and rising inflation expectations continue to shape investor sentiment. Analysts remain divided on the long-term risks to the semiconductor giant, whereas other sectors like media and industrial infrastructure responded to specific earnings beats, strategic pivots, and a shifting macroeconomic outlook regarding potential Federal Reserve rate hikes.
- Bloomberg Television9 min
CVS Has Not Received Offers For the Retail Pharmacy Business, CEO Says
CVS Health executives are proceeding with a strategic spinoff of its retail pharmacy division from the parent corporation to optimize focus on value-based care and specialty services while the standalone retail entity targets growth in standard medication sales. The separation allocates approximately $60 billion in debt between the two newly independent companies, which management expects will both sustain investment-grade credit ratings without aggressive leverage. CEO David Joyner emphasized that despite external regulatory pressures to break up healthcare conglomerates, the restructuring aims to enhance consumer service capabilities and capital flexibility for both future entities.