Bloomberg Daybreak: Asia Edition Daybreak Weekend: Disney Earnings, Portugal Web Summit, China Singles’ Day
12 snips
Nov 7, 2025 
Geetha Ranganathan, a media analyst at Bloomberg Intelligence, teams up with Paul Sweeney, a veteran media sector reporter, to dissect Disney's earnings and the streaming landscape. They dive into ESPN's challenge of balancing linear and streaming audiences. Meanwhile, Sofia Orta e Costa shares insights on Portugal's Web Summit, highlighting the nation's tech strategy and the impact of massive data center investments. Catherine Lim analyzes China Singles’ Day, discussing consumer trends and the effect of government support on retail dynamics.
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Web Summit Spots Portugal's AI Push
- Web Summit frames Portugal as a European AI and tech hub attracting major players and discussions on AI governance.
- The summit signals Lisbon's push to convert events and investment into long-term industry growth.
Small Town Hosting Massive Tech Projects
- Sines, a town of about 15,000, is attracting billions for massive data centre and battery projects.
- A $10 billion, 1.2 GW data centre and a €2 billion battery plant illustrate the local boom.
Grid Upgrades Key To AI Ambitions
- Portugal plans sizeable grid investment to support AI and data centre growth, with EDP committing €3.6bn to 2028.
- High renewable share (≈70%) helps but grid upgrades and cross-border reliance remain challenges.