Bloomberg Daybreak: Europe Edition Daybreak Weekend: Netflix Earnings, Davos Preview, China Data
10 snips
Jan 16, 2026 
Geetha Ranganathan, a Senior U.S. Media Analyst at Bloomberg Intelligence, discusses Netflix’s anticipated 17% revenue growth and strategic moves in the streaming landscape, while highlighting their pricing power. Francine Lacroix, Bloomberg's editor at large, previews the World Economic Forum in Davos, focusing on key tensions and themes like AI impacts and global policy responses. Alan Wong, Bloomberg EcoGov editor for China, analyzes crucial GDP data, China's trade dynamics, and the ongoing property market challenges, providing a comprehensive look at recent economic trends.
AI Snips
Chapters
Transcript
Episode notes
Foundry And Server Chips Are The Profit Key
- Intel's new PC-focused node improves power efficiency but server-foundry wins will determine long-term profitability.
- Foundry customer wins may arrive on later nodes like 14a rather than the current 18a node.
Watch Guidance And Fab Customer Wins
- Watch Intel's guidance and fab customer announcements to assess foundry progress.
- Look for external customers (NVIDIA, AMD) using Intel fabs as a real sign of turnaround momentum.
Davos Set To Probe Global Order Debates
- Davos 2026 will test whether global business pushes back against US 'America First' policies and reshoring demands.
- Tone from President Trump and corporate leaders will shape discussions on trade, regulation, and investment.