Bloomberg Intelligence's Anand Srinivasan, Geetha Ranganathan, Woo Jin Ho, Anurag Rana, Amine Bensaid, Julie Chariell and Mandeep Singh discuss some of the latest developments in technology, media and telecommunications, including litigation and policy matters. In the spotlight are NFL deals' double-edged sword for TV affiliates, prospects for Arista's 2021 rebound beyond cloud, the potential for faster IT spending to boost growth at Microsoft and Salesforce, Peloton's M&A boost, MercadoLibre' LatAm e-commerce rise and sweet spot for Fintech dominance, Internet valuations given reopenings and the shifting of ad budgets, and Micron's better positioning to buy Kioxia than Western Digital should the IPO fall through.

TMT Research Bi-Weekly, Apr, 1: BI Cal

Bloomberg Intelligence