Chapter 1: What were the implications of the recent U.S. government shutdown?
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News When You Want It with Bloomberg News Now. I'm Doug Krisner. The partial U.S. government shutdown is over after President Trump signed a funding deal he negotiated with Senate Democrats.
This bill is a great victory for the American people. Instead of a bloated and wasteful omnibus monstrosity full of special interest handouts, we've succeeded in passing a fiscally responsible package that actually cuts wasteful federal spending
Chapter 2: How is AI disruption affecting software stock performance?
while supporting critical programs for the safety, security, and prosperity of the American people.
So the government is now funded through September 30th. Even so, the Department of Homeland Security has funding only through February 13th, as the president continues to negotiate with Democrats on new restraints for immigration enforcement agents. Here is Bloomberg's Megan Scully.
Democrats have put forth several demands, including ICE agents and Border Patrol agents that are in American cities, Minneapolis and elsewhere, taking their masks off. And that has been a nonstarter with House Speaker Mike Johnson.
We have seen the Department of Homeland Security actually came out yesterday and said that ICE agents will be wearing body cameras, which has been another point of contention.
That is Bloomberg's Megan Scully. And then media and financial data shares were also hit. The iShares expanded tech software sector ETF was down today by 4.6%.
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Chapter 3: What challenges is AMD facing in the AI processor market?
After the bell, advanced micro devices reported fourth quarter earnings above Wall Street estimates. However, The company gave a disappointing forecast for the current period. AMD is the main challenger to Nvidia in the market for those AI processors. Here's Ray Wong, CEO of Constellation Research.
Well, right now there isn't a credible alternative to Nvidia.
the moment but when they get out their helios chips and when they build the racks that are going to come in place that's going to be the first time nvidia is going to have a credible challenge to the gpu dominance that they've had for quite some time that's what the market's waiting for but they haven't taken orders yet they haven't announced as much as they need to and right now these are just pure performance earnings pre-gpu pre-ai that they've been able to do and it's a pretty good number there but once again the street isn't interested
So this is kind of where we are at the moment.
That is Ray Wong from Constellation Research. Shares in AMD were down by more than 6% in late U.S.
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Chapter 4: How is Supermicro positioned in the AI data center market?
trading. After the Bell Super microcomputer gave a strong forecast for sales in the current quarter, we have more from Bloomberg's Charlie Pellett.
It eases concerns the server maker is failing to benefit from demand for gear to run AI data centers. Supermicro's outlook suggests it's taking advantage of its strong position as a maker of servers that house the powerful chips running AI workloads.
The company appears to have made progress in its effort to control the costs of getting those machines into customers' hands and accurately predicting when contracts will close.
In New York, Charlie Pellett, Bloomberg Radio. Chipotle Mexican Grill reported disappointing sales for the fourth quarter, and the company's target for full-year sales fell short of Wall Street expectations. We got reaction from Abby Roach, Senior Portfolio Analyst at Allspring Global Investments.
Certainly in light of the environment that we're in, my expectation was for them to be a bit conservative with the guidance, but this is lower than the expectation and I think is certainly not what we expect from Chipotle.
Abby Roach from Allspring Global Investment shares in Chipotle were down 6% in late U.S.
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Chapter 5: What are the concerns surrounding the Netflix and Warner Brothers merger?
trading.
executives from netflix and warner brothers discovery faced a senate panel today to defend their merger against allegations it will hurt competition in the market for streaming we have more from bloomberg's amy morris in washington the u.s justice department and europe's antitrust watchdog are reviewing the netflix warner brothers transaction for antitrust concerns republican senator mike lee of utah is chair of the senate subcommittee that oversees competition and antitrust policy if approved
The merger will likely shape in a really significant way how Americans access movies and series for many decades to come.
Netflix and Warner Brothers say their deal will preserve industry jobs as Netflix doesn't have a studio operation the size of Warner Brothers. Rival bidder Paramount Skydance was not represented at the hearing after CEO David Ellison turned down an invitation to testify. In Washington, Amy Morris, Bloomberg Radio.
A federal judge has rejected an attempt by Elon Musk to throw out an SEC lawsuit. It alleged he waited too long to disclose his increasing stake in Twitter. Now, Musk had accused the SEC of selective enforcement, and he challenged the case, calling it an affront to his constitutional free speech rights, among other arguments.
The judge wrote that a straightforward application of the law revealed that none of Musk's arguments warranted dismissal of the lawsuit.
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Chapter 6: What legal issues are the Clintons facing regarding Jeffrey Epstein?
Bill and Hillary Clinton will appear before a House committee investigating their ties to Jeffrey Epstein. The panel confirmed the dates today of February 26th and 27th. Now, the Clintons agreed to testify to fend off a vote by the full House planned for this week to hold the couple in criminal contempt.
The Clintons' attorneys renewed calls for the hearings to be open to the public rather than behind closed doors to address their concerns about fairness. And that is news when you want it with Bloomberg News Now.
I'm Doug Crisner and this is Bloomberg. As one of the world's leading financial centres, the UK puts over Ā£10 trillion to work every day, fuelling innovation across every sector. Home to four of the world's top universities, it provides exceptional talent and breakthrough research.
This sits alongside a clear 10-year industrial strategy, unlocking smarter regulation and making it faster and easier to operate. Stability with dynamism. Global connectivity with local depth. It all adds up to greater growth. Visit business.gov.uk slash growth.