Bloomberg Intelligence BI Weekend: GM, Starbucks, UPS Earnings
14 snips
Jan 31, 2026 Janet Lorin, higher education finance reporter who breaks down Yale’s endowment model and its private equity strains. John Butler, senior telecom analyst who examines AT&T’s fiber push, Lumens plans, and broadband competition. They discuss Yale’s liquidity and tax pressures, and the race between fiber, cable, and fixed wireless in broadband.
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Solve Data-Center Bottlenecks First
- Address the full data-center stack: land, power and capital before scaling GPU compute capacity.
- Seek cheaper capital or private credit to fund rapid facility buildouts.
Hyperscalers Pursue Own AI Chips
- Hyperscalers are building chips to reduce NVIDIA reliance, using NVIDIA for training and their chips for inference.
- Chip spending is massive and motivates in-house silicon development to cut costs.
Starbucks Turnaround Gains Traction
- Starbucks' turnaround under Brian Nichols is boosting speed of service and same-store sales.
- Operational fixes plus targeted food and drink innovation are drawing customers back.