Rohan Goswami

Rohan Goswami, Semafor business reporter covering Capitol Hill antitrust drama. Jared Holtz, Mizuho healthcare strategist on GLP-1 market dynamics. Scott Devitt, Wedbush tech analyst on earnings and capex. They discuss Google doubling capex and AI-driven revenue, the GLP-1 winners and pricing shifts, the Netflix/Warner political hearing, and why software stocks are under pressure.

Rohan Goswami, a business reporter at Semafor, dives into Warner Bros. Discovery's decision to reject Paramount's bid, explaining the appeal of Netflix's offer. He highlights financing risks and the complex dynamics affecting investor confidence. Joining him is Alice Han, a China economist at Greenmantle, who discusses China's record trade surplus and questions surrounding weak fixed investments. She also analyzes geopolitical relationships and anticipates continued reliance on export-led growth for China in 2026.

Saul Martinez, Head of U.S. Financials Research at HSBC, dives into the nuances of bank earnings and highlights a concerning potential 10% cap on credit card interest rates that could cripple profitability. Rohan Goswami, a business reporter at Semafor, reveals the latest drama in the bidding war for Warner Bros. Discovery, including Netflix's aggressive cash offer and the complex dynamics at play with Paramount. Together, they shed light on the pressures in banking and media, offering insights that are both timely and provocative.

Alex Heath, journalist and newsletter founder, gives a concise take on Pentagon tensions with Anthropic and AI industry moves. Rohan Goswami, media and mergers reporter, breaks down Paramount, Warner Bros. Discovery and Netflix bidding drama and ticking-fee tactics. They discuss regulatory risks, potential outcomes, and the growing agent-first AI trend in short, punchy conversations.

This week, Rohan Goswami, a business reporter from Semaphore, and Tara Krishnaswamy, a political consultant and federalism expert, dive into the chaos of Trump's tariffs and their self-inflicted market turmoil. Rohan emphasizes that the panic unleashed by Trump stands apart from past crises. Meanwhile, Tara tackles the Supreme Court's recent comments on the Tamil Nadu Governor, calling for a clear definition of the Governor's role or its abolition. Together, they explore the intricate balance between state and federal powers in contemporary India.