Bloomberg Intelligence BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings
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Feb 13, 2026 Scott Levine, Senior Energy Services Analyst at Bloomberg Intelligence, explains Transocean’s $5.8B stock deal for Valaris and why combining floater and jackup fleets matters. He outlines timing for an offshore drilling recovery and why regulators are unlikely to block the merger. Short, clear takes on cycle positioning, deal rationale, and regulatory outlook.
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Robotaxis Scaling But Face Multiple Hurdles
- Robotaxi deployments grew to ~8,000 by end-2025 with expectations to exceed 18,000 in 2026, driven by Waymo and Chinese firms.
- Andrew Grant highlights regulatory, capital, and business-case hurdles as key gating issues despite fleet expansion.
Find Real Use Cases For Robotaxis
- Companies must prove useful, repeatable ride use cases beyond novelty to scale robotaxi economics.
- Andrew Grant notes airport and city-center pickup patterns show the industry still needs clearer profitable routings.
Kraft Heinz Pauses Split To Reinvest In Brands
- Kraft Heinz paused its planned split to invest $600 million in R&D, marketing, and price cuts after the new CEO's brand review.
- Kristina Peterson says the pause aims to revive underinvested brands before reconsidering separation.