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@BBGIntelligence

Bloomberg Intelligence

Bloomberg
@BBGIntelligence
Bloomberg Intelligence (BI) independent research provides interactive data & research across industries, global markets, plus insights into company fundamentals
bloomberg.com/professional/p…
Joined October 2022
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  • @BBGIntelligence
    Bloomberg Intelligence
    Bloomberg
    @BBGIntelligence
    Feb 27
    With the unprecedented mega IPOs of @SpaceX, @OpenAI and @AnthropicAI approaching, major index providers are weighing rewriting rules long thought immutable. Proposed fast-tracked inclusion and relaxed float and voting rules suggest that trillion-dollar IPOs may bend the major
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  • @BBGIntelligence
    Bloomberg Intelligence
    Bloomberg
    @BBGIntelligence
    Feb 27
    Software exposure in large private BDCs mirrors public peers, at about 26% at the high end vs. a median of 21% says Michael Kaye, financials analyst. Software exposure is a focal point among investors amid AI-related volatility in public equities. Yet sector weight alone doesn't
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  • @BBGIntelligence
    Bloomberg Intelligence
    Bloomberg
    @BBGIntelligence
    Feb 27
    Bloomberg Intelligence AI Risk & Opportunities Matrix identifies sectors and companies that can not only manage the disruption but stand to gain from it. Senior software analyst Anurag Rana assessed the field using factors including the critical nature of the software, the
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  • @BBGIntelligence
    Bloomberg Intelligence
    Bloomberg
    @BBGIntelligence
    Dec 12, 2025
    Natural gas-focused E&Ps should see stronger financial performance in 2026 as tightening winter balances lift US gas prices. Higher benchmarks and efficiency gains bolster free-cash-flow yields, enabling more dividends and buybacks while supporting M&A, according to Vincent G.
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  • @BBGIntelligence
    Bloomberg Intelligence
    Bloomberg
    @BBGIntelligence
    Dec 11, 2025
    Global demand for advanced weaponry is soaring as the US and allies strengthen deterrence amid conflicts and rapid technological shifts. Air defense, space/counterspace and hypersonics together may reach a $1 trillion market over the next five years, with space defense alone
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