Bloomberg Talks

Cristiano Amon, CEO of Qualcomm, leads the company’s push into automotive, IoT, robotics and data centers while overseeing smartphone chip and licensing businesses. He discusses how memory shortages are reshaping handset plans. He talks about resilience in the premium phone tier, timing uncertainty for coming quarters, and Qualcomm’s diversification into automotive and data center strategies.

Lucas Montarce, Eli Lilly CFO, gives a concise financial outlook and timelines for the company’s weight-loss and diabetes products. He discusses regulatory timing for an oral pill, pricing and access plans, projected volume growth, and how Medicare and rollout plans could expand reach. Short, forward-looking business and launch details throughout.

Senator Ted Cruz, Texas senator and chair of the Senate Commerce and Transportation Committee, discusses ICE enforcement controversies and the dangers of doxing. He also covers autonomous vehicles, advocating a national safety framework and noting AV benefits for accessibility, teen safety, and crash reduction.

Mark Boydman, Solomon Partners media M&A lead, shares deal-financing and market perspective. Andrew Nussbaum, Wachtell Lipton partner and Warner advisor, explains the sale process and regulatory strategy. They discuss why Netflix prevailed, the importance of speed and certainty, Paramount’s constraints, regulatory scrutiny, and how a major deal would reshape the media landscape.

Bruce Flatt, longtime CEO and chair of Brookfield known for big real-asset and infrastructure deals. He discusses his planned succession and new role at the parent company. He outlines big bets on AI infrastructure and nuclear power. He explains leasing models with governments and hyperscalers and how Brookfield approaches asset-backed credit and opportunistic investing.

Mike Mayo, Head of U.S. Large Cap Bank Research at Wells Fargo, gives a concise take on a rising wave of bank consolidation. He explains regulatory shifts enabling deal approvals. He outlines which mid-size banks are likely targets and why scale and tech spending are accelerating mergers. He also touches on exceptions among well-run regional banks and a bullish view on Citigroup.

John Cornyn, long-serving U.S. Senator from Texas active on judiciary and homeland security. He discusses the risk of another short-term funding fight and the politics around ICE reform. He defends agents’ safety, urges cooperation from sanctuary cities, reflects on a Texas special election and GOP lessons, and outlines U.S. options and targets regarding Iran.

Bob Diamond, former Barclays CEO and now leading Atlas Merchant Capital, gives a concise tour of crypto infrastructure. He compares Bitcoin and Hyperliquid, explains Hyperliquid as a layer-one exchange platform and Hype token mechanics. He highlights on-chain trading of silver, equities and metals, TradFi’s move into blockchain, and upcoming prediction-market upgrades.

Mike Novogratz, founder and CEO of Galaxy Digital and longtime crypto commentator. He discusses Bitcoin’s recent tumble and where it might find a new range. He outlines catalysts that could revive markets, explains Galaxy’s pivot toward data centers and tokenized real-world assets, and weighs regulatory battles over stablecoin yields and prediction-market oversight.

James Gorman, chairman of the Walt Disney Company and former Morgan Stanley CEO, discusses selecting Josh D’Amaro as Bob Iger’s successor and shaping a smooth leadership transition. He explains why D’Amaro’s parks and creative strengths matter. Talks also cover Iger’s advisory role through 2026, talent retention moves like Dana Walden’s promotion, and the board’s wide succession search.