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Bloomberg News Now

US Partial Shutdown Ends, US Tech-Led Selloff, More

03 Feb 2026

Transcription

Chapter 1: What led to the end of the US partial government shutdown?

0.031 - 28.637 Unknown

The UK stands apart as a place to do business, not because of one advantage, but many working together. Over 10 trillion pounds in capital, four of the world's top universities, a 10-year industrial strategy in action, its stability with dynamism, global reach with local depth. It all adds up to greater growth. Find out more at business.gov.uk slash growth.

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30.743 - 41.099 Doug Krisner

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.

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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 while supporting critical programs for the safety, security, and prosperity of the American people.

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64.393 - 81.692 Doug Krisner

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.

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81.875 - 96.818 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.

96.858 - 107.595 Megan Scully

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.

107.575 - 130.325 Doug Krisner

That is Bloomberg's Megan Scully. Shares and software companies tumbled today on fears over how AI will impact their core businesses. The new release of an AI tool from Anthropic added to those worries. The first wave of today's selling was in stocks associated with legal software and publishing. And then media and financial data shares were also hit.

130.345 - 154.727 Doug Krisner

The iShares expanded tech software sector ETF was down today by 4.6%. 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.

154.707 - 181.693 Ray Wong

well right now there isn't a credible alternative to nvidia at 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

Chapter 2: What are the implications of the new funding deal for the American people?

196.675 - 210.478 Tom Busby

Alphabet expected to post solid revenue and profit growth for last quarter, with its cloud computing division expected to get a big boost from the release of its latest Gemini AI models, which it also integrated into its Google search and its Chrome browser.

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210.858 - 227.725 Tom Busby

Like rivals Meta and Microsoft, a big focus for investors, though, is all the spending it's done on AI infrastructure and efforts to power its data centers. Bloomberg Consensus calls for revenue of $111.4 billion on earnings per share of $2.65. Tom Busby, Bloomberg Radio.

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227.905 - 247.253 Doug Krisner

Executives from both Netflix and Warner Brothers Discovery defended their proposed merger today before a Senate panel. They were questioned on whether their deal will hurt competition in the market for streaming services. Republican Senator Mike Lee of Utah is chair of the Senate subcommittee that oversees competition and antitrust policy.

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One might say that Netflix seeks to become the one platform to rule them all, or at least to exercise a significant amount of market dominance. The merger raises numerous antitrust concerns in a nutshell, consolidating both production and distribution power.

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265.554 - 289.457 Doug Krisner

Now, the Department of Justice and Europe's antitrust watchdog are both reviewing the Netflix Warner Brothers deal for antitrust issues. Paramount's guidance is also trying to buy Warner Brothers Discovery. However, its CEO, David Ellison, turned down an invitation to testify at today's hearing. The U.S. Navy shot down an Iranian drone headed toward a U.S. aircraft carrier in the Arabian Sea.

289.958 - 304.206 Doug Krisner

U.S. Central Command said the unmanned aircraft aggressively approached the USS Abraham Lincoln with unclear intent. Even so, White House Press Secretary Caroline Leavitt says talks with Iran are still scheduled for later this week.

304.726 - 321.908 Caroline Leavitt

These talks, as of right now, are still scheduled. President Trump is always wanting to pursue diplomacy first, but obviously it takes two to tango. You need a willing partner to achieve diplomacy, and that's something that Special Envoy Whitcoff is intent on exploring and discussing.

322.989 - 330.058 Caroline Leavitt

As always, though, of course, the president has a range of options on the table with respect to Iran as commander-in-chief.

330.038 - 353.116 Doug Krisner

Now today's incident did spook the oil market. WTI crude oil finished up 1.7 percent to 63.21. We go next to Arizona, where investigators found signs of forced entry at the home of Nancy Guthrie. She is the mother of Today Show host Savannah Guthrie. Authorities believe Nancy was taken against her will. Here is Pima County Sheriff Chris Nanos.

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