Bloomberg 直播提到 Meta 与 BlackRock 为德州数据中心项目融资，但未披露可交易供应商增量

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-28 22:00–22:30(Asia/Shanghai),共 200 段
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[22:00] Now we've got the present situation that falls to 114.9 from 116.4 and the expectation.
[22:00] Index rises a little bit74.7 from 74.4, not really going to be a whole lot of difference in.
[22:00] But it does appear at this point that people were a little bit less confident about where things are going in the economy during.
[22:00] monthth of Julyly, even though gasoline prices fell for the most part during the month now the one thing that this.
[22:00] A survey is really based on is employment and right now the number of people who think the jobs are plentiful fell to 24.
[22:00] .5 from 25.5 and hard to get falls a little bit to 215 from 217.
[22:00] Improvement in no change in jobs so the confidence basically probably comes from the oil price situation.
[22:01] Rather than the labor situation all right, mike, thank you very much for breaking that down bloombergs michael mckee in washington gearing up for a fed rate decision tomorrow.
[22:01] Joining us now as Meredith Whitney CEO of Meredith Whitney Advisory Group, sentimententtiment is one thing, how consumers actually act is another thing.
[22:01] Some of the earnings this morning up solid, maybe some issues around the margin coca cola people are still buying drinks, what is your read as we start this?
[22:01] Earning season on the consumer Well, I think the Fed only needs to look at its own data, which is I look at weekly credit card balances and weekly credit card balance.
[22:01] s show the consumer absorbing higher gas prices and actually inflation peaking in mid April.
[22:01] Even though gas prices peaked in mid May, so you've seen prices decelrate from may's time.
[22:01] Even though there's been basically almost a dollar increase in gas prices over the last month.
[22:01] Credit card balances, which are not people revolving balances, these are just balances based on spending and those have come.
[22:02] Those are continuing to decelerate, so they're up, but they're not up as much, so I think the F and this is fed, not New yo fed fed data.
[22:02] Is going to give them a lot of reason to stay on hold, i think this week.
[22:02] To maybe even hike I think they stand hold and they'll probably still have this tough guy language with this hawkish language that gives them.
[22:02] Wiggle room, so I think that putting these people on the special task force Vi chairirman.
[22:02] W time right I think that was one of the issues right he's going to look at every aspect, but it will take these guys six months, you know several months.
[22:02] To actually put a working group together, do their analysis and find a conclusion, so he's got time.
[22:02] There has been this argument though, that what a better way to show that one, the fed is still independent and two to show that you're not giving forward guidance by just going out and hiking.
[22:03] And almost surprising the market do you put much cred into that that does achieve some of his goals. I think that's overthinking it a little. I think his bias is to.
[22:03] W and be really right. So he's a very thoughtful, confident guy. And I think he will wait until.
[22:03] The timess right to raise right is this a fed though that needs to figure out some way to get long term yields done it's a 30 year down rather it's been a 30 year yield that's been above5.
[22:03] For the longest stretch since the early 20s, I think around 2007 or8, he himself has called out the issues with this housing.
[22:03] And mortgages more dependent on that it's something that perhaps at some point or already is starting to weigh on risk assets is this a fed that really.
[22:03] To do something about long term I don't know that they can do something about long term rates, I mean it's a fiscal issue, which is nobody in DCc has.
[22:03] Any appetite to rain in debt, and that's going to be a persistent problem with higher rates.
[22:03] I don't know that any, so many countries are in the same boat that we are, but until we focus on that, which there's been absolutely no discipline.
[22:04] Or willingness to focus on that rates are going to push higher, but again, isn't this a F that we'll need to?
[22:04] Hike rates in order to show that commitment to bring it down because, for example, things like government spending is continuing and then there's some crowding out of the.
[22:04] bondd market of all of the issuance we're getting from these hyperscaleers. I mean, those forces seem, again, those are ones outside the F control, but ones that have really been.
[22:04] On this treasury market,I don't know that what the hyperscalers have issued in terms of debt is crowding out anything as massive as.
[22:04] The Treasury market, it's just complete it's peanuts compared to the size of the treasury and the issueuant.
[22:04] Or over the Treasury market, what do you make of general crowding in financial assets of both IPOs, equity issuance and the bond market?
[22:04] This idea that for the first time we are seeing real supply coming online that it had been at least for the equity market when where companies stayed private for longer.
[22:05] Take privates and you didn't really have robust issuance. And now that's starting to change with all these IPOs. we're getting above $1 billion. Does that change something from.
[22:05] Well, I think you've seen people sell other stocks to buy new issues. So yeah, there's's I don't know that there's crowd.
[22:05] There's so much money swasing around this market that it can absorb.
[22:05] A lot, but yeah, people are selling certain stocks to buy others and that's just theory of displacement.
[22:05] He's coming out of the market, it's just choosing different assets people do love to point to this idea, though, that when you get this many IPpos, it's something of a peak in the market.
[22:05] Could history rhyme this time, I think historically people like to do deals at high valuations.
[22:05] In banking anyway, banks aren't bought or sold, so people love to sell at high valuations, and I'm sure you know.
[22:05] A lot of these companies need to go public because they need liquidity for not only their private.
[22:06] Equity investors but their employees as well, so there are other issues at hand, but I think the market's been able to absorb a lot.
[22:06] It's true the market has and companies to have, I mean, this earning season, expectations are so incredibly high, even though we still have elevated gap.
[22:06] Prices we still have and we have new tariffs coming on earnings expectations for growth year over year are the high 20, something we usually don't see out of a recession.
[22:06] What do you make of just the high bar of expectations we have for corporate America this quarter it's an economy.
[22:06] It's your tale of two economies, right, so you have an economy that is with the semi.
[22:06] And with the high income consumer, the high income consumer doing incredibly well. and look, banks have.
[22:06] The market in general has bought back a lot of shares, so there's a lot less available shares to buy.
[22:07] Then the economy's been robust, so the banks set the tone in terms of had incredible earnings, incredible trading.
[22:07] Incredible capital markets, the power of the World Cup was an exponent of thet Swift effect.
[22:07] And that's tremendous and people have been spending what is amazing in terms of when I look at consumer spending.
[22:07] You know, you look at grocery spend, which has been negative and then it was barely positive, so you see certain people cutting back on.
[22:07] But travel and leisure have accelerated while gas prices have gone up. so I think that's World Cup.
[22:07] Homps in the forward months may be difficult, but for now things are good. I was going to say, isn't that something that can't really.
[22:07] Be recreated we saw so many international people also come in to the U. if they were able to make it through the border, come in, you had Europeans come in, even though the narrative had been.
[22:07] That the US. economy was so much more strong than Europe and people were willing to spend on money not only on those expensive flights, but for the most expensive tickets ever.
[22:08] For a World Cup, I mean, it's hard to see how this economy would really create that versus a one time boost the other thing that happens is.
[22:08] The any any money that had been earmarked has been pushed out the door, so there's been incredible sort of.
[22:08] Fiscal spending, just remnant fiscal spending that's been pushed out the door, so I think we're getting into the.
[22:08] hi will still be strong, the fourth quarter I think will be a little bit of a reckoning late part of the third quarter.
[22:08] fourthth quarter will be a little bit of a reckoning All right Meredith, you're going to stick around with us much more discuss, including some of the banks. that's Meredith Whitney.
[22:08] A check on your markets, though about 40 minutes into your trading day and it's still tough out there down 1.8% for the nasdaq 100.
[22:08] Following that 10% decline for the costpi in Korea session, the second worst since 2001.
[22:09] Poised to enter a correction with a 10% drop from the record apple though that's one of the bright spots that's beyond a $5 trillion market cap yields coming in three days.
[22:09] This points ahead of tomorrow's decision as oil moves in it's now just above $87 a barrel let's look at some of the individual movers with that is normal in.
[22:09] NoraHey dny, three stocks of the move today and we will start with tech apply digital down less than1 tenth0th of a percent lower.
[22:09] After the company posted results that blew past wall street's estimates to the bar still high fourth quarter revenue climbing.
[22:09] en percent from a year ago, but the stock taking a breather so we are seeing shares of that company lower sticking with tech, let's move over to apple apple.
[22:09] Parting with kna this is on a new product leasing program called Apple Upgrade. The program offers pricing options for the iPhone.
[22:09] Apple Watch and iPad online and in retail locations in the United states if you take a look at shares of Apple, they're down by about two tens.
[22:09] klarna, though pushing higher up about1/ tenth0th of a percent and we do know of course we got that headline a bit earlier about Apple surpassing that $5 trillion mark.
[22:10] For the very first time and last stop, some job cuts at Vi giving the stock a pop higher higher by about eight tenths of a percent.
[22:10] The company announcing that it's eliminating 2,600 or 7% of its workforce it's part of the CEO's efforts to make visa.
[22:10] More efficient amid a tough payments industry those are your morning movers d nora, thank you very much coming up on the show black.
[22:10] Croock wraps up a $12.5 billion bond sale tied to a meta data center project we're going to get the details that's coming up next right here.
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[22:13] Meedta and Blackro.
[22:13] A teaming up to build a data center complex in texas met says total development cost for the project including buildings, power cooling and connectivity.
[22:13] Well come to about $14 billion, some of black rockck's investments will be funded by a $12 and a5 billion dollars in debt financing joining us.
[22:13] Now is Robert Schiffman, Bomberg In senior credit analyst, and again, Robert, it just feels like the need for debt to fund data centers is coming from every corner of the.
[22:13] Yeah, there's going to be a lot more spending and a lot more borrowing, and that's adding a little bit to the panic of this market.
[22:14] But I'll tell you, people should be calm, fundamentalaals look fantastic, but technicals are off, from an equity evaluation perspective.
[22:14] About a Nasdaq correction, but think about where the Nasdaq is this year, we're still up 7%, we're up 20% over the past year, so we're off the highs.
[22:14] And when you think about spreads, we are definitely wider, particularly out the curve, we're seeing steeper curves as more and more bonds come.
[22:14] Still a tremendous amount of demand. And for private deals like this, we're actually tighter. We're 20 basis points tighter. If you price it right with the right structure.
[22:14] Bdholders will be there and will be there in sizeIs that just an illliquidity premium that's getting priced in there with the tighter spreads for private deals.
[22:14] So much that it's that illiquid. it actually, even though it's a private deal, it's reasonably liquidquid, it's more of they priced it, right, So this deal is price.
[22:14] well wide to where hyperscalear's unsecured debt is. So if you can buy this bond,100 basis points are wider.
[22:15] Where mes why wouldn't you do it all right, robert, thank you so much for joining us on the latest that' robert siffman of bloomberg intelligence and Meredith whney is.
[22:15] Still with us, Meredith, again, so much spending going into this aI project and maybe this brings us around to banks because they.
[22:15] Have have been so fully involved in it for financial companies, financial services and banks otherwise. should there be an AI boom that.
[22:15] arere riding off. Does this make them all the more attractive, The banks like a lot of these semis are at historic highs, so they have.
[22:15] You look at Goldman, Morgan Stanley, JP Morgan, P&C, they're all trading at all time high.
[22:15] And what they've been doing, instead of doing deals, they've been buying back shares and buying back shares really expensive value.
[22:15] hich is far from accretive. So what I'm waiting for is one of these major banks to actually do a transformational deal.
[22:15] torically, when financials have been trading at high valuations, you've had transformational deals, I mean you think about the 90s you think about.
[22:16] The early 2000s, that's what's been happening, but so many of these banks have bad PTSD from deals done around.
[22:16] The financial crisis, I think that the first one out of the box will do the best deal.
[22:16] I think that will benefit the most who do you think the first out of the box might be and what type of transformational deal would you get?
[22:16] JP Morgan will I also say that because in their earnings, we did hear from Jamie Diamon on this quarter, but the one before saying we're on the hunt where is mor.
[22:16] And Stanley has always sounded more reserve with Ted pick well Morgan Stanley did an incredible deal in E trade and Morgan Stanley did an unbelievable deal.
[22:16] Withsmith Barney during the crisis so Morgan Stanley's done incredibly well Morgan Stannley's trading above four times books, so mor Stanley's in a good.
[22:16] But I think when people thought that Jamie diamond would retire after the new headquarters were built.
[22:17] That time has come and passed, I think he actually is on the hunt to do something big and he has actually.
[22:17] The confidence to do something transformational and as huge as this deal sounds, I think the deal that makes of the most.
[22:17] For them is something not so out of the box, but Revolute, which is a UK fintech that's started.
[22:17] 2015 that has over 70 million customers,organ Jamieie's also talked about an ability to grow.
[22:17] In Europe, for the first time not building branches, but building a digital network, and it can do it so JP Morgan currently.
[22:17] It has about 2 million customers in the UK, it's broadening out in Germany, but it can get somewhere.
[22:17] Much faster if it does this type of acquisition, So the last valuation of revenue was 115 billion, which seems like a lot.
[22:17] But their compounded growth rate is their four year combat growth rate is 76%, so they're growing like a weed.
[22:18] h they have 75 million hens high high earning, not rich yet.
[22:18] Customers, which JP Morgan doesn't have. It's a digital solution that JP Morgan doesn't have. It's the same price tag as a.
[22:18] A lot of these Europeanpean banks without the legacy technology that nobody wants and the assets that jp morgan definitely doesn't want.
[22:18] So i think this could be a really compelling deal, and i think not only jP morgan has the shareholder confidence, the board confidence.
[22:18] And he's got the ultimate man's confidence to be able to lead the banks to start doing MA.
[22:18] Should be doing anyway, does that. And I don't want to get too sidetracked on this. But if he were to do something like that, does that mean Jamie Diamond stays on for longer because he won't see the train.
[22:18] ation through or does he hand the next successor like here's a nice little pretty package for you to work on i think he will be excited to work through the deal.
[22:19] I think he has, he's going to say it's always at the board's discretion, but I would say he has at least two, three more years.
[22:19] And he can tie this acquisition up as a success in a nice package and pass the baton.
[22:19] Much of it, though, would be about European expansion versus digital banking in the US.S is because digital banking in the USS is incredibly I guess globally it is.
[22:19] The US is incredibly competitive right now, It's incredibly competitive and so you're actually so the revolution is in the process of.
[22:19] Like trying to go through the application to get into the U, I think that a combination of Re and what.
[22:19] has today and what jp morgan has turbo charges the combination and one and two makes five instead.
[22:19] And I think Reve has a lot what JP Orn is aspiring and is working towards.
[22:19] JP Morgan has so much of what Revolute would want. It's interesting because a lot of the banking deals that we've seen in the past year.
[22:20] only actually think of like one really big one and it was a cross border one with sanderander coming in and buying Webster, and I wonder if that model looks more attractive.
[22:20] To have cross border deals than a regional bank, for example, buying a smaller regional bank, or if there might be still more M&A dry powdered.
[22:20] H there Well, I think the less exciting deals that you could see would be like a Goldman buying.
[22:20] stateate street or a northern trust that would be huge though it would be huge, but what does it do to the multiple of Goldman Sachs?
[22:20] Would it take that risk, I think that I fear that they still have PTSD from green sky and they're going to take it really slow.
[22:20] So you those are the obvious deals that the US on US deals are the obvious deals, and they're big.
[22:20] But what does it do, are they is it truly transformational or is it just more of the same and broadening the mix I'm not saying that it wouldn't be.
[22:21] Necessarily accretive, but it's a little ho hum, I think a truly transformational something a deal would be cross border.
[22:21] Also compliment in terms of advancing the tech stack further and doing so.
[22:21] Much more with what you have and Jb Warren doesn't have these a lot of the younger customers.
[22:21] That it aspires to have and the younger customers don't have access to a lot of what Jb Morgan has. Yeah, and it's super interesting, Meredith, thank you so much.
[22:21] For joining us when and if this deal happens, you're obviously coming back and taking a victory lap, Meredith whney of Meredith Whitney advisory group.
[22:21] We're going to be speaking with the Reveio lab CEO on how aI is affecting the job market they are out with a fresh report that's coming up.
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[22:24] Welcome back to the opening trade this is trade this is Wall Street welcome to balance of you' watchingberg.
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[22:24] Welcome back to Open interest, let's get a check on your equity.
[22:24] This morning nearly an hour into your trading day and it's a nasdaq that is poised to fall 10% from its high into a correction down.
[22:24] 1.8% the s& down to1s it's the follow through to the Korean session to the concern about chips, to the concern about deals.
[22:24] And the concern of advancements made in the Chinese AI ecosystem will some of the earnings we get this week help relieve any of those concerns and the meantime.
[22:25] 1 helps at least this helps kind of not even the small cap, but still that's down three basis points for your 10 year old Brent crew down nearly.
[22:25] Nvidias still having a big day and now it is fallen below the market cap of apple, which passes $5 trillion for the first time.
[22:25] Those shares are higher alongside coca cola after coch reported positive earnings payal doing well because visa announcing that they are.
[22:25] Eliminating 2,600 jobs I should say, pP also had earnings that beat, but visa trying to refocus on higher growth areas, including.
[22:25] AI which is the perfect setup for a conversation we're going to have after the B Reveio Lab CEO on why companies are adopting A.
[22:25] IAnd adding workers that's coming up next, this is Bloomberg.
[22:26] Do you mind being?
[22:26] ed an ideological lunatic or a bunch of left wing nut jobs you know, i've been called worse things than that.
[22:27] You think she on the place23 in me I think.
[22:27] So incredibly valuable we're coming back have that kind of detective story feel to it you.
[22:27] Out on the trail of something you know that it's very exciting What magazines were you reading as a kid I don't think I was reading magazines until I was in them.
[22:27] You are on the cover of all of these Oh and there's many, many more, but we still have time Why should people trust you?
[22:27] I don't think anybody should trust any company or entity completely with any of this It's very intelligence is this.
[22:27] That is than we are I want to build better businesses around these brands.
[22:27] We'll never wear off So you're brother and sister running one of the most powerful companies in the world when you argue who wins.
[22:27] No one the way I could see AI being banned or blocked is if something really went wrong.
[22:28] And if something really went wrong then maybe it deserved to be So is it paradise ahead or Gatica, maybe somewhere in the middle?
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[22:28] AI is changing the labor market, but not necessarily shrinking it Reveio lab's latest AI labor market tracker shows companies adopting.