Big Take

Ed Ludlow, Bloomberg Tech co-host and reporter, breaks down SpaceX's potential blockbuster IPO and its $1.75 trillion valuation. He walks through the rationale for orbital data centers and Starlink growth. He explains Starship's central role, why SpaceX might go public now, and how Musk’s voting control and timing risks shape the deal.

Lucas Shaw, Bloomberg managing editor who analyzes global streaming, and Sohee Kim, Bloomberg Asia entertainment reporter with deep K-pop knowledge, discuss BTS’s Seoul comeback and Netflix’s first live concert stream from Asia. They explore how live events can win subscribers, Korea’s outsized content role, regional growth opportunities and the challenges of scaling across diverse Asian markets.

James Stavridis, retired four-star U.S. Navy admiral and NATO commander, offers a compact military view grounded in decades of Gulf experience. He walks through timelines pressuring Washington and Tehran. He sketches how limited seizures, blockades, mine-clearing and alliance roles could reopen the Strait of Hormuz. He warns how tactical moves can push toward wider conflict.

Chris Palmieri, Bloomberg entertainment reporter who breaks down media deals, and Lucas Shaw, Bloomberg media writer and Screen Time author, dig into the $110 billion Warner Bros. bidding drama. They trace how Paramount overtook Netflix, why Netflix backed off, the studio assets that made Warner so coveted, the financing and debt behind the bid, consolidation pitfalls, regulatory risks, and the Ellisons’ growing media power.

David Voreacos, Bloomberg legal reporter who reconstructed the Jeffrey Epstein files, walks through Marie Villafaña’s push to arrest Epstein and the prosecutorial battles that followed. He highlights the 2005 federal probe, a detailed indictment plan, intense office resistance, plea negotiations, and how key evidence and access shaped outcomes.

Jim Wyss, Bloomberg reporter on Cuba and the Caribbean, and Eric Martin, Bloomberg foreign policy reporter, discuss Cuba’s power blackouts, oil squeeze and rising street discontent. They examine U.S. aims to replace foreign patrons, reported talks between leaders, diaspora investment hurdles and whether pressure, diplomacy or more force could shape Cuba’s future.

Akshat Rathi, energy policy reporter who tracks global markets, and Todd Woody, Bloomberg energy and clean-tech reporter, discuss rising gas prices sparking renewed interest in EVs and hybrids. They talk about regional EV adoption patterns, automakers’ limited short-term pivots, growing demand for home electrification like solar and heat pumps, and how crises reshape energy policy and industry strategy.

A tense hunt for collaborators tied to a jailed Chinese intelligence officer. An eerie phone call sparks a major discovery. How arrests, prosecutions and a prisoner swap reshaped spy operations. Debates over the China Initiative and whether the rules of industrial espionage are changing.

Gerry Doyle, Bloomberg’s global defense editor who specializes in naval and military affairs, breaks down the Iran mine threat. He explains how mines, small boats, missiles and insurance fears can paralyze the Strait of Hormuz. He covers mine-detection and clearing tools, the risks of clearing under fire, and how long reopening shipping lanes might take.

Peter Conti-Brown, Wharton professor and Fed historian, and Amara Omeokwe, Bloomberg Fed reporter, discuss how the Iran war muddies Fed decisions. They cover stagflation risk, historical parallels to past oil shocks, whether to 'look through' energy shocks, bond market credibility, and how internal Fed divisions and probes could affect future policy.