Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Elon Musk’s pay package. Musk's $1 trillion compensation package was approved by Tesla investors, with over 75% of votes cast in favor, and he will need to realize some of his ambitions to lead Tesla to the market value and operational milestones laid out in the pay deal.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two Interactive Software delaying the release of Grand Theft Auto VI by six months to November 2026. The delay is to give the Rockstar Games team additional time to finish the game with a high level of polish.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings.  Wendy’s Co. sales beat estimates by declining less than expected in the third quarter, the latest example of fast food outpeforming as cash-strapped consumers cut back on spending. 

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery earnings. Warner Bros. Discovery Inc. reported third-quarter revenue of $9 billion, a 6% decrease from a year ago and below Wall Street's estimate of $9.2 billion. She also discusses Walt Disney Co. signing a new multiyear deal to make DraftKings Inc. the official betting site and odds provider for its ESPN sports networks, replacing a venture it had with Penn Entertainment Inc.

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest with ridesharing. DoorDash Inc. shares took a record plunge after the company said it will spend more on investments next year to build new products and bolster internal tools, weighing on its earnings forecast. Lyft Inc. projected an acceleration in bookings this quarter, easing concerns about the company’s efforts to expand globally and maintain customer loyalty.

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour saying sales might fall as much as 5% this fiscal year, a bigger decline than Wall Street estimated.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier.

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.

- Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate.

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Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings

- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts

-  Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings

- Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AI

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected.
- Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom
-  Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost?

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending.
-  Geetha Ranganathan, Bloomberg Intelligence Senior US Media Analyst, discusses Comcast shares falling after the company reported its 10th straight quarter of losses in broadband customers and said it doesn’t expect the trend to turn around in the near future.
-  Robert Langreth, Bloomberg News Health Care Reporter, discusses making an unsolicited bid for Metsera to buy the company for at least $6.5 billion, seeking to trump an earlier agreed deal with Pfizer. 

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.
-  Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, on Caterpillar shares soaring after the company posted stronger-than-expected earnings and revenue due to surging demand from AI data centers for its power-generation equipment
-  George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on Boeing shares falling as much as 4.2% after the planemaker recorded a $4.9 billion accounting charge as it delayed the debut of its 777X jetliner, a level that was seen as high. Still, the company recorded positive free cash flow for the first time since the final quarter of 2023.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo live from the BAM Mutual offices. 

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Executive Officer Andy Jassy warned that AI will shrink the company’s workforce.

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on United Parcel Service shares soaring after it smashed Wall Street’s profit expectations by cutting costs and eliminating 34,000 jobs this year.

- Sean McCarthy, BAM Mutual CEO, on how2 2024 was a record year for muni bond sales, and it looks like 2025 will surpass that.  Will there be a three-peat in 2026?

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks discusses how Huntington Bancshares agreed to buy Cadence Bank for $7.4 billion, the Ohio bank’s second major acquisition this year to expand in southern and southeastern states and the latest in a string of deals among US regional lenders.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, on Novartis agreeing to buy Avidity Biosciences in a $12 billion deal that’s the Swiss drugmaker’s biggest acquisition in more than a decade and adds several potential blockbuster treatments as generic competition looms for its current top-sellers.
- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, details the impact of Hurricane Melissa on the Caribbean. 

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings.

- Andrea Felsted, Bloomberg Opinion Columnist, discusses how the luxury goods company ‘Kering’ agreed to sell its beauty division to the cosmetics and beauty company’ L’Oreal’ in a $4.7 billion deal.

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, recaps AT&T earnings.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps Mattel earnings.

-  Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hilton earnings.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps GE Aerospace and RTX earnings.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Intel earnings. Intel returned to profitability in the third quarter and posted fourth-quarter sales guidance of roughly $13.3 billion, a higher level than expected.

-Craig Trudell, Bloomberg Global Autos Editor, discusses Ford earnings and GM job cuts. Ford’s  sales of high-margin SUVs, such as the Bronco and Expedition, along with solid sales of F-Series pickups fueled an earnings beat.  General Motors cut hundreds of jobs on Friday, just days after raising its profit guidance for the year.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target corporate job cuts. According to Bloomberg Intelligence: Target's announced corporate head-count reductions can remove some cost from the business, but more importantly signals intent for a leaner, more focused strategy.

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Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker.
 
Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate.
But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast.

The shares gained about 3% in late trading after closing at $38.16. 

For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research Partners

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business. Musk spent much of Tesla’s third-quarter earnings call discussing ambitious but opaque initiatives, including humanoid robot and artificial intelligence programs, and also pleaded with investors to back his trillion-dollar compensation package.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. gained 1 million new mobile phone subscribers in the third quarter and raised its outlook for the year, buoyed by its recent acquisition of US Cellular.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses airline earnings. American Airlines Group Inc. reported a smaller-than-expected loss in the third quarter, with an adjusted loss of 17 cents a share. Southwest Airlines Co. posted a surprise adjusted profit in the third quarter, boosted by fees from its new policy of charging passengers for bags.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Bloomberg Intelligence’s cloud gaming deep dive. According to BI, The rising adoption of generative AI will push the video-game industry toward cloud-streamed gaming, a market it expects will reach $35 billion in a decade.

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Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs.

Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion.

For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with:

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among investors.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T Inc. reported revenue that fell slightly short of analysts’ estimates in the third quarter due to a heavy promotional campaign.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Mattel earnings. Mattel Inc. shares fell after the company reported third-quarter sales and earnings that missed analysts’ estimates due to US retailers delaying orders over uncertainty about President Donald Trump’s tariff policies.

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. shares climbed Wednesday after the company boosted the lower-end of its full-year outlook for expanding its hotel network.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

*Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland*

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery saying it has begun to consider various deal scenarios in light of “unsolicited interest” the media and entertainment conglomerate has received from “multiple parties” for all or part of the company. 

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from GE Aerospace and RTX. General Electric Co. raised its full-year outlook for a second consecutive quarter due to strong air-travel demand. RTX Corp. raised its full-year profit outlook and reported third-quarter earnings that topped Wall Street expectations as sales and profit rose across its commercial aerospace and military hardware businesses.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps GM earnings. General Motors Co. raised its full-year outlook and posted third-quarter results that topped Wall Street estimates on better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola and Philip Morris. Coca-Cola Co. posted third-quarter sales growth that beat Wall Street expectations, a sign that consumers are snapping up the company’s beverages despite higher prices.  Philip Morris International Inc. nudged up the bottom end of its outlook for this fiscal year off the back of strong demand for its smoke-free products, including Zyn nicotine pouches.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

*Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland*

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry, discusses the latest on Apple. Apple shares hit their first record of 2025 after Loop Capital upgraded the stock to buy from hold, citing positive iPhone demand trends. The recent strength comes amid signs of stronger-than-expected demand for its latest iPhone lineup, with the iPhone 17 series outselling the iPhone 16 by 14% over their respective first 10 days on sale in the US and China.

- Andrea Felsted, Bloomberg Opinion Columnist, discusses Kering agreeing to sell its beauty division to L’Oreal SA in a €4 billion deal, with new Chief Executive Officer Luca de Meo changing course to turn around the company's fortunes.

-Patrick Daniel, Vice President, Advisor Digital Solutions, at Commonwealth Financial Network, discusses AI in wealth management. He also discusses the impact of emerging tech on financial services and how money will be managed in the future.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI and Broadcom signing a 10-gigawatt pact for chips and networking.

- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino's earnings.

- Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings.

- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings.
 
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kellanova adding protein to Pop-Tarts to lure back customers.

-  Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle committing to the widespread use of AMD’s new AI chips. 

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. American Express  reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the revamped Platinum card exceeded the firm’s predictions, with US Platinum account acquisitions doubling from pre-refresh levels.

- Keith Naughton, Bloomberg News Auto Reporter, discusses how car loans have gone from the safest consumer credit products to among the riskiest over the last 15 years as delinquencies rose more than 50%, driven by soaring car prices and rising interest rates.

-Rosalind Brewer, Spelman College Interim President, and Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss the family foundation of Arthur Blank giving $50 million over a decade to four historically Black colleges in Atlanta to help students graduate. The donation will be distributed by Morehouse, Spelman and Morris Brown colleges and Clark Atlanta University, with each institution having high populations of recipients of federal Pell grants.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Nestle job cuts. Nestlé SA's new CEO Philipp Navratil announced plans to slash 16,000 jobs to build on a stronger-than-expected increase in quarterly sales. The job reductions will occur over the next two years and are part of Navratil's plan to increase Nestlé's target for cost savings to 3 billion Swiss francs by the end of 2027.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses United Airlines earnings. United Airlines Holdings Inc. expects brand-loyal flyers and demand for its premium seats to drive profit through the end of the year, maintaining momentum after reporting better-than-expected earnings for the third quarter.

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the  top tech stories. Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year,  and now foresees mid-30% growth in annual sales.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses JB Hunt earnings. JB Hunt shares rose as much as 18% on Thursday, the biggest intraday jump since 1998, after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures.  

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Caroline Hyde, BTech Co-Anchor, discusses some of the top tech stories of the day. Investors led by BlackRock Inc.'s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal. The buyers are purchasing the company from Macquarie Asset Management, with MGX, Microsoft Corp., and Nvidia Corp. investing alongside GIP.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. LVMH shares rose the most in almost a quarter century after the company unexpectedly returned to sales growth, suggesting a slump in luxury demand is easing. The company's third-quarter revenue rose just 1% on an organic basis, snapping two quarters of declines, and all divisions topped analysts' estimates.

-Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses Grindr saying its largest shareholders are exploring an acquisition that would take the company private at no less than $15 a share. James Lu and Raymond Zage have engaged financial and legal advisers to explore the possibility of taking the company private, primarily through debt financing.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple preparing to expand its manufacturing operations in Vietnam as part of a push into the smart home market and an effort to lessen its dependence on China. The company is developing new home devices, including indoor security cameras and a display designed to control appliances, to be built in Vietnam with the help of BYD Co.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses General Motors incurring $1.6 billion in charges tied to its pullback from electric vehicles due to US policy changes. The charges include $1.2 billion in non-cash impairment and other charges to realign EV capacity to consumer demand, and the rest relate to canceling contracts and settling commercial arrangements.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing delivering 160 aircraft during the third quarter, the most since 2018 and an indicator the planemaker is rebounding from the turmoil that damaged its finances and reputation.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kellanova offering a version of Pop-Tarts with higher protein content starting in early November, following PepsiCo Inc.'s plans for a higher-protein version of Doritos.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI signing a multiyear agreement with Broadcom  to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest news at First Brands. First Brands Group’s little-known Chief Executive Officer Patrick James has resigned from the company. James will be replaced by Charles Moore as interim CEO, according to a company statement. Last month he was appointed chief restructuring officer as the company filed for bankruptcy. 

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros Discovery rebuffing Paramount Skydance's initial takeover approach for being too low. That’s according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll replace Hans Vestberg.

- Ed Ludlow, BTech Co-Anchor, discusses OpenAI inking an AMD chips deal worth tens of billions of dollars.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM shares jumping on an AI software pact with Anthropic Enterprise.
 
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell’s investor day.

-  Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings.

- Katherine Doherty, Bloomberg Finance Reporter, discusses news that ICE will invest $2 billion in the betting platform ‘Polymarket.’

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to cut costs and overhaul its portfolio to meet consumers' shifting tastes, while engaging in discussions with activist investor Elliott Investment Management.

-Craig Trudell, Bloomberg Global Autos Editor, discusses Ferrari issuing cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.

-Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Paramount Skydance discussing its interest in acquiring Warner Bros. Discovery with Apollo Global Management, according to people familiar with the matter.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion.

- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses his research on why TV broadcasters likely won’t win easing of FCC's caps in October.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell investor day. He also talks about how legacy tech companies are finding their footing with AI.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. He discusses BMW shares sliding the most since November after the company lowered its financial guidance on weak sales in China and tariff costs. He also talks about Tesla introducing new versions of its top-selling models priced at under $40,000 to counteract the loss of US incentives for electric cars.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate. 

-- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices  inking a deal with OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue. 

- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Fifth Third Bancorp agreeing to buy Comerica Inc. for about $10.9 billion in stock, the largest US bank deal this year.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon Communications  naming Dan Schulman as chief executive officer, replacing Hans Vestberg. Vestberg, who has served as CEO since 2018, will stay on through Oct. 4, 2026, to help ensure a smooth transition in leadership.

-Adrian Balfour, Founder and Chariman at Envorso, discusses the latest autos news, including how the transition to electric vehicles is going.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs.

- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses EA agreeing to a sale in the largest leveraged buyout on record.

- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses news that Exxon  is planning to cut about 2,000 Workers.

- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research “AI Power Demand Fuels $350 Billion Build Cycle.”

-  Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave inking a $14 Billion with Meta.

- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talks and would invest independently as part of a transaction, with Mubadala having already invested in Aligned.

- Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses how Boeing Co.'s 777X is slated to fly commercially for the first time in early 2027, a fresh setback to the US planemaker. The delay could result in potentially billions of dollars in accounting charges, with analysts estimating the non-cash accounting charge could run from $2.5 billion to as much as $4 billion.

-- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her outlook for cruises. Bloomberg Intelligence says that Carnival, Royal Caribbean and Norwegian may need to be more vigilant about consumer demand for cruises in 2026.

-- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why toymakers are facing demand uncertainty ahead of the holidays. Bloomberg Intelligence says Hasbro and Mattel's 3Q results in late October will be pivotal, with holiday demand -- which drives up to two-thirds of annual sales.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses OpenAI completing a deal to help employees sell shares in the company at a $500 billion valuation, making it the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors, boosting the US company’s price tag well past its previous $300 billion level.

- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla and Rivian deliveries. Tesla reported a surprise record quarter of vehicle sales as US consumers accelerated electric-car purchases before federal tax credits expired.  Rivian Automotive narrowed its annual delivery guidance toward the lower end of its prior range, the latest pullback as the electric-vehicle maker grapples with the loss of consumer incentives in the US.

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses  Warren Buffett’s Berkshire Hathaway reaching a deal to buy Occidental Petroleum Corp.’s petrochemical business for about $9.7 billion in cash.

- Kristina Peterson, Bloomberg Food Reporter, discusses the Bloomberg Big Take story: “McDonald's Quest for 50,000 Restaurants Starts With Texas Growth.” McDonald's is embarking on a multibillion-dollar global expansion to increase its store count and revenue, after falling behind in population growth areas.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings.  Nike’s turnaround efforts are starting to pay off as the world’s largest sportswear company realigns the business around sports such as running and basketball.

-Trevor Burgess, CEO of Neptune, discusses the company’s IPO beginning trading on 10/21/25. It’s listing on the NYSE. Neptune uses proprietary AI and advanced data science to provide residentially and commercial flood insurance across the U.S. Neptune does not use human underwriters, which streamlines underwriting, pricing, and policy issuance.

-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research: “Deep Dive: AI Power Demand Fuels $350 Billion Build Cycle.”  According to BI: demand for power to support AI computing could spark a resurgence in nuclear energy that leads to a 60% increase in US reactor capacity by 2050, yet we don’t expect new plants to enter service until 2035.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave Inc. signing a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power. The deal runs through December 2031 with an option to extend through 2032 with additional capacity, and helps diversify CoreWeave’s business away from Microsoft Corp.

-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Exxon job cuts. Exxon Mobil Corp. plans to cut about 2,000 jobs globally as the Texas oil company consolidates smaller offices into regional hubs as part of its long-term restructuring plan. 

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify saying founder Daniel Ek will step down as CEO next year, with Alex Norström and Gustav Söderström becoming co-CEOS. Daniel Ek will transition to the role of Executive Chairman effective Jan 1st.  Gustav Söderström is currently co-President and Chief Product and Technology Officer; Alex Norström is currently co-President and Chief Business Officer.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival raised its full-year earnings forecast for the third straight quarter, citing a record pace for forward bookings and improving net yields.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses why Super Micro Computer is solidly positioned in a $312 billion AI-server market. He also discusses why robust cloud demand for higher-capacity hard-disk drives could fuel 17% sales growth for Western Digital in fiscal 2026.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation being hit with an FTC ticket suit.
- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings.  
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses “Pfizer’ planning to buy Metsera for $4.9 billion.
- Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the U.S warning against Tylenol use.
- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses his story “Oura Ring Maker to Become $11 Billion Company With Latest Raise.”
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile’s succession plan.
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel returning to late night television.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks closing stores.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on TikTok. The Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. TikTok’s Chinese parent company will likely get about half of the profit from the platform’s US operation even after it sells majority ownership to American investors as part of a deal orchestrated by President Donald Trump, according to people familiar with the matter.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses how President Donald Trump's plan to impose a 100% tariff on branded drug imports was greeted with a shrug by many investors, who are betting his exemptions for companies with US manufacturing will soften any blow.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses news that Boeing will regain more powers from regulators to conduct final safety checks and issue airworthiness certificates for some 737 Max and 787 jets prior to delivery.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Spencer Soper, Bloomberg Tech Reporter, discusses Amazon.com agreeing to pay $2.5 billion in penalties and refunds and change its process for how to cancel its Prime subscription to settle a lawsuit by the US Federal Trade Commission.

-  Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks saying it will close 1% of its stores in the US and Canada and cut 900 jobs as part of its turnaround plan.

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses CarMax reporting significant earnings per share and sales shortfalls for the second quarter.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

*BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA*

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite fiscal first-quarter revenue and profit expectations being higher than estimated.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel’s show returning. Jimmy Kimmel returned to TV, saying "it was never my intention to make light of the death of a young man" and receiving a warm reception from the audience.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. New-home sales in the US surged in August to the fastest pace since early 2022, likely lifted by builders' price cuts and sales incentives.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk.

- Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss the latest on TikTok. Although the exact framework surrounding ByteDance’s deal with the US government is yet to be announced, recent reports suggest that the company is planning to divest a key portion of ownership in TikTok to a consortium of US investors. With millions of users, engagement hours, in-app purchase revenue and ad dollars, TikTok appears to be a solid acquisition target.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s algorithm under a deal taking shape to sell the popular Chinese-owned app to a consortium of American investors.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer agreeing to buy Metsera  for an enterprise value of about $4.9 billion to catch up in the booming obesity market.

- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Oura Health Oy  raising $875 million in a new Series E financing round valuing it around $10.9 billion.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile US Inc elevating its chief operating officer, Srini Gopalan, to the chief executive officer spot on Nov. 1, replacing Mike Sievert.

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- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months

-  Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants.

 - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings.

Craig Trudell, Bloomberg Global Autos Editor discusses Elon Musk’s buying $1 billion worth of Tesla shares.

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla Probe by US Safety Agency

Derrick Flakoll, BNEF Lead US Policy Analyst, discusses North America's biggest renewable energy conference.

- Damian Sassower, Chief EM Strategist with Bloomberg Intelligence and Co-Host of Bloomberg Business of Sports, discusses  his research "The $2.65 Trillion Global Business of Sports Getting Bigger Fast.

Dimitra Kessenides, Bloomberg News Senior Editor, discusses the Best Business School Ranking by Bloomberg Businessweek

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, with analysts expecting 21,047.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on Nexstar and Sinclair likely keeping their critical push for deregulation on track at the Federal Communications Commission after they promptly followed FCC Chair Brendan Carr's prodding to stop carrying "Jimmy Kimmel Live" on their local broadcast TV stations in response to comments the late-night host made about Charlie Kirk's death.

- James Walker, CEO and Board Member at Nano Nuclear Energy, on adopting nuclear reactors in the UK

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia.
- Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest container gateway in the US held near an all-time record set in July but are set to drop by 10% this month as President Donald Trump’s tariffs bite and trade war uncertainty continues to mount.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses on earnings from Cracker Barrel and Darden Restaurants. Cracker Barrel Old Country Store Inc. slumped after its sales guidance missed expectations, showing the brand is still dealing with the fallout from its controversial and short-lived logo change. Darden Restaurants Inc. rolled out smaller-portioned, lower-priced entrées at select Olive Garden locations during the quarter, part of its strategy to make menus more affordable and boost sales, Chief Executive Officer Rick Cardenas said on an earnings call.

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills recent earnings. General Mills Inc. posted a solid quarter, but kept its outlook in place as the maker of Cheerios cereal called out consumers being cautious from economic uncertainty.
- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on latest news from TikTok. After more than a year of negotiations, the US and China have struck a framework agreement to hive off the US operations of social media platform TikTok to a consortium that includes software giant Oracle Corp.

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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest tech companies' moves to power their AI infrastructure

-Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate for 2205 and 2026

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee

- Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research discusses China ruling that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump's comments signaling a deal was reached with China on TikTok, giving at least some reason to believe the popular video-sharing app's extended US legal limbo will end.

-Craig Trudell, Bloomberg Global Autos Editor,  discusses Elon Musk buying about $1 billion worth of shares, sending the carmaker’s stock soaring into positive territory for the year.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Scarlet Fu and Norah Mulinda

On this podcast:

- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.
-  John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion.
- Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff.
- Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.”
- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion.
- Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.”

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. 

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle earnings. Oracle shares gained after the company gave an aggressive outlook for its cloud business, cementing its place in the race to support demand for artificial intelligence computing.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk slashing 9,000 jobs globally. The company also cut its profit forecast for the third time this year as it fights to recover ground lost to its rival Eli Lilly & Co. in the obesity drug market.

-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Synopsys earnings. Synopsys shares drop after the chip-design software company reported third-quarter results that featured a weak read on design IP revenue.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy shares sink after the retailer of pet products reported its second-quarter results and gave a disappointing outlook.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill.
According to Bloomberg Intelligence, this appears unlikely to affect the company's go-to-market strategy, despite her leaving a month before Oct. 7's analyst day.

-Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story on President Donald Trump unwinding climate science at a dangerous pace.

-John Buran, CEO at Flushing Financial, discusses the latest on the Fed and regional bank activity.

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US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.
The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year.
Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that.

For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with:

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt.

-Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expanding across Colorado with the planned takeover of FirstBank Holding Co.

-Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.

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Hosts: Paul Sweeney and Scarlet Fu
Watch Paul  and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. 
On this podcast:

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case.
- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving.
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings.
- Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy.
- Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure."

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, joins to discuss the latest on Elon Musk. Tesla proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion, a massive package without precedent in corporate America.
Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon quarterly earnings. Lululemon’s rough year continued as the once fast-growing apparel chain slashed its outlook on weakening demand and the Trump administration’s tougher trade policies.
Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss Broadcomm's recent earnings. Broadcom announced that plan to help OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia Corp. Its shares jumped by the most since April.
Janet Lorin, Bloomberg Higher Education Finance Reporter, joins to discuss the latest turmoil for US colleges and universities. Northwestern University President Michael Schill resigned after a three-year tenure marked by controversy following protests on campus, conflict with the Trump administration over research funding and a hazing scandal in its football program.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

*Broadcasting Live from "Power Players New York" at Bloomberg HQ, 6th floor*

-Angela Ruggiero, Cofounder at Sports Innovation Lab, Executive Board at World Rugby and at International Olympic Committee, discusses the business of Women's sports, current Rugby World Cup.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a US judge ruling against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades.

-Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest at Apple. Apple Inc.'s lead artificial intelligence researcher for robotics, Jian Zhang, has departed the company to join Meta Platforms Inc.'s competing effort.

-Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's Inc. raising its annual outlook and reporting its best comparable sales growth in three years, citing strength across the company.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar Tree Inc. saying that profit for the current quarter would be little changed as the lift from price hikes to offset tariffs wanes.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz planning to split into two separate companies, one selling Heinz ketchup and other iconic condiments, and the other including slower-growing grocery products.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Activist investor Elliott Investment Management building a stake of about $4 billion in PepsiCo Inc., with plans to call for changes at the struggling beverage maker.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in biotech sector. The US Centers for Disease Control and Prevention is currently awash in controversy as its leader fights her firing. The FDA has approved Covid-19 boosters for individuals with qualifying conditions and seniors age 65 and older, which may lead to higher out-of-pocket costs for others.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 
Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie earnings.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.

Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.
Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.

Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.

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Bloomberg Intelligence hosted by Paul Sweeney

Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.

Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals.

 
Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain.

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts.

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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

-- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year.  Abercrombie & Fitch Co. raised its full-year sales guidance following a stronger-than-expected quarter at the teen-focused Hollister brand.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. Williams-Sonoma Inc. raised its full-year sales growth target after a strong second-quarter showing across all brands.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Cracker Barrel Old Country Store getting rid of a new logo that sparked controversy and prompted a slump in its share price.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. JM Smucker Co. shares fell after it reported that first-quarter net sales were weighed down by decreased sales of certain products.

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Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly & Co.'s experimental obesity pill helping patients lose 9.6% of their body weight in a trial.

-Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, discusses EssilorLuxottica exploring a potential deal to increase its stake in Nikon Corp., people with knowledge of the matter said.

-Patricio Alvarez, Bloomberg Intelligence Equity Research Analyst, Power & Gas Utilities, discusses how Orsted is being impacted after President Donald Trump's administration ordered construction to halt on an almost-finished offshore wind farm.

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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations.

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Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings.
- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings.
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings.
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.
- Matt Henricksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings.
- Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk news.
- Ana Davies, BNEF's Head of Renewable Fuels, discusses renewable fuels.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.
They speak with:

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. shares fell after profit missed expectations for the first time in three years, due to a rise in insurance claims, legal charges and restructuring costs.

-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo agreeing to buy Dayforce Inc. for $70 a share in cash, according to a statement. The deal values Dayforce at $12.3 billion including debt and includes a significant minority investment from a wholly-owned subsidiary of the Abu Dhabi Investment Authority.

-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing heading closer to finalizing a deal with China to sell aircraft, according to people familiar with the matter, which would end a sales drought that stretches back to US President Donald Trump’s last visit in 2017.

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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

- Todd Gillespie, Bloomberg Finance Reporter, discusses Citigroup hiring law firm Paul Weiss to investigate complaints about the behavior of Andy Sieg, the bank's wealth-management chief, according to people with direct knowledge of the matter.

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target Corp. naming Michael Fiddelke as its next chief executive officer, who will start in February and also join Target's board. She also discusses second quarter earnings.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe’s Cos. agreeing to buy Foundation Building Materials for about $8.8 billion in cash to accelerate its push to serve more professional customers.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Cos. raising its full-year earnings per share outlook after better-than-expected results, a sign that shoppers wary of economic uncertainty are turning to discounters.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump administration being in discussions to take a stake of about 10% in Intel Corp. by converting grants made under the US Chips and Science Act into equity.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot Inc. sales returned to growth in the second quarter as shoppers invested in smaller projects, such as lighting and gardening.

-Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings. Medtronic reported profit that beat estimates and lifted full-year earnings guidance. Medtronic Plc will expand its board after Elliott Investment Management became one of its biggest investors, and will appoint medical technology veterans John Groetelaars and Bill Jellison as independent directors.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk A/S slashing the cost of Ozempic for cash-paying patients to $499 a month. - Novo Nordisk A/S shares also advanced after the drugmaker’s blockbuster weight-loss drug Wegovy received US approval to treat a serious form of liver disease.

-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo being in talks to acquire Dayforce Inc., a human resources management software provider, according to people familiar with the matter.

-- Francis Duflot, Bloomberg Intelligence Airlines/Aerospace Equity Analyst, discusses Air Canada pulling its financial guidance through year-end, citing the impact of a strike by flight attendants that has caused the airline to cancel hundreds of flights.

-- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses current and former OpenAI employees planning to sell approximately $6 billion worth of shares to an investor group that includes Thrive Capital, SoftBank Group Corp. and Dragoneer Investment Group.

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Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings.
- Sagit Manor, Nayfax Chief Financial Officer, discusses Nayax earnings.
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount buying UFC rights for $7.7 billion.
- Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear’ agreeing to buy the U.S underwear maker ‘Hanesbrands.’
- Andrew Grant, BNEF Head of Intelligent Mobility, discusses Robocars.
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco earnings.
- Erik Schatzker, Editorial Director of Bloomberg New Economy, discusses the Bloomberg Big Take story titled: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.”

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

- Ryan Gould, Bloomberg Deals Reporter, discusses The Trump administration considering using funds from the US Chips Act to take a stake in Intel Corp., according to people familiar with the discussions, as part of efforts to rescue the embattled chipmaker and shore up domestic semiconductor manufacturing.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Pandora weighing potential price increases in the US and elsewhere due to higher tariffs imposed by President Donald Trump, according to its chief executive officer.

- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Libby Cantrill, Pimco's head of public policy, warning that selling shares in Fannie Mae and Freddie Mac could drive up mortgage rates unless the sale preserves the government's commitment to financially support the institutions.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere shares tumbling the most in over three years as the world’s biggest farm machinery maker pared its annual earnings outlook with lower grain prices curbing growers’ spending.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco Systems giving a cautious forecast for the current fiscal year, with revenue expected to range from $59 billion to $60 billion.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses why BI thinks any Nvidia, AMD export sales sharing lawsuit would need a prayer.

-Tom Metcalf, Bloomberg Finance Editor, discusses how US and Canadian banks are summoning staffers back to their offices at a faster rate than European rivals, widening the divide in one of finance’s defining workplace debates.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave shares falling after the company reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion pressuring profit margins.

-Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear agreeing to buy Hanesbrands Inc. for about $2.2 billion in cash and stock, aiming to double its annual sales

-Sagit Manor, Nayfax Chief Financial Officer, discusses Nayfax earnings.

-Brian Hefty, Co-host of Ag PhD TV and Radio, and CEO of Hefty Seed Company, discusses macro AG trends.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

- Ed Ludlow, Bloomberg Technology Co-Host, discusses Beijing urging local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes. Chinese authorities have sent notices to firms discouraging use of the H20 processors for government or national security-related work, but the notices did not constitute an outright ban.

- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses the cannabis industry. According to BI: Cannabis producers like Curaleaf and Tilray might to turn to asset sales, spinoffs or M&A, amid weak valuations and our analysis finding scant economic value added.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Elon Musk accusing Apple Inc. of favoring OpenAI, saying Apple makes it impossible for anyone other than OpenAI to reach the top of the App Store charts.

-Erik Schatzker, Editorial Director, Bloomberg New Economy, discusses the Bloomberg Big Take story: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.”

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Ed Ludlow, Bloomberg Technology Co-Host, discusses Nvidia and Advanced Micro Devices agreeing to pay 15% of their revenues from Chinese AI chip sales to the US government to secure export licenses.

Brendan Murray, Bloomberg Global Trade Editor, discusses tariffs. Small US companies are struggling to comply with President Donald Trump's new tariffs and cope with growing financial strains from higher import costs, according to Erin Williamson, vice president of US customs brokerage at Geodis.

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount acquiring the exclusive rights to show all events from the Ultimate Fighting Championship in the US over the next seven years, in a $7.7 billion deal.

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Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Molson Coors Earnings
- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving a $30 billion stock award for CEO Elon Musk.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Under Armour forecasted worse-than-expected sales and profit for the current quarter, stalling a turnaround plan that was taking hold.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings. Wendy’s Co. cut its full-year sales guidance after posting a bigger-than-expected quarterly decline, highlighting the economic pressures weighing on the chain’s US business.

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Meta Platforms Inc. has selected Pacific Investment Management Co. and Blue Owl Capital Inc. to lead a $29 billion financing for its data center expansion in rural Louisiana. Meantime, SoftBank Group Corp. is the buyer of Foxconn Technology Group's electric vehicle plant in Ohio, a move aimed at kick-starting the Japanese company's $500 billion Stargate data center project with OpenAI and Oracle Corp.

-Tom Orlik, Bloomberg Economics Chief Economist, discusses the new book 'The Price of Money: A Guide to the Past, Present and Future of the Natural Rate of Interest.'

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

- Damian Garde, Bloomberg News Health Reporter, discusses the latest on Eli Lilly. Eli Lilly shares tumbled as disappointing data on its new weight-loss pill overshadowed strong growth from the company’s current obesity medicine, which helped drive it to raise its yearly profit and sales outlook.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Brothers Discovery and Peloton.  Warner Bros. Discovery Inc., the parent of HBO and CNN, swung to a profit in the second quarter, buoyed by a string of successes at the box office. Peloton Interactive Inc. projected a sales decline for the current quarter and said it would cut jobs, but expressed confidence in a turnaround plan under new management.

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses President Donald Trump calling on Intel Corp.'s CEO to resign due to what he called conflicts of interest. This adds to the challenges for a company that is supposed to anchor restoration of the US semiconductor industry.

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this year.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonald’s earnings. McDonald’s Corp. sales picked up in the latest quarter, suggesting that pop culture-focused collaborations and budget meals are helping to offset diners’ economic anxiety.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses SuperMicro earnings. Super Micro Computer Inc. lowered its fiscal-year revenue forecast to at least $33 billion, raising questions about sales and pricing pressures around powerful AI servers.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business.

- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Molson Coors. Molson Coors Beverage Co. lowered its full-year guidance due to continued pressure from a weak consumer, falling US market share and rising costs tied to aluminum tariffs.

-- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses earnings from Caterpillar. Caterpillar Inc. expects to face net incremental tariffs of $1.3 billion to $1.5 billion this year. Chief Executive Officer Joe Creed said the company will be able to offset the impact of tariffs, but is looking for more clarity before deciding which actions to take.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker.

Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, recaps Berkshire Hathaway earnings. BI also says that Warren Buffett is unlikely to ignite a bidding war with Union Pacific over Norfolk Southern, but a successful deal between the two would create operational disadvantages for Berkshire Hathaway's BNSF rail unit.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses workers at Boeing 's St. Louis-area defense factories striking after union members rejected the company's modified contract offer.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Norah Mulinda

On this podcast:

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern.
- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and JetBlue earnings.
- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla making AI chips in a multi-year deal.
- Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings.
- Martin Tengler, Head of Hydrogen Research at Bloomberg NEF, discusses his outlook for hydrogen.


Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Apple earnings. Apple Inc. reported its fastest quarterly revenue growth in more than three years, with revenue rising 9.6% to $94 billion in the fiscal third quarter.

-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, recaps Chevron and Exxon earnings. Exxon Mobil Corp. and Chevron Corp. posted better-than-expected results after record oil production cushioned the impact of lower crude prices.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platforms Inc. is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence.

-Damian Garde, Bloomberg News Health Reporter, discusses how a trial of Eli Lilly & Co.'s diabetes drug Mounjaro fell short of expectations that it would do a better job of preventing heart attacks and strokes than its older medicine Trulicity.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Shares of Qualcomm Inc., the biggest maker of chips that run smartphones, fell after the company reported lackluster growth in that market, fueling concerns that tariffs will take a toll on the industry. 

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast Corp. lost 226,000 domestic broadband subscribers in the quarter ended June 30, but this was better than analysts' forecasts for losses of 257,000.

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

-Joel Levington, Bloomberg Intelligence Global Director of Credit Research, discusses Harley Davidson earnings. Harley-Davidson shares rose after the sale of a minority stake in its captive-finance unit to KKR and Pimco.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz earnings. Kraft Heinz Co. used price increases to help offset volume declines as the company continues a strategic review of its brands. The company beat Wall Street sales estimates, with organic revenue in the second quarter declining 2%, aided by pricing rising 0.7 percentage points.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Starbucks. Starbucks Corp. sales and profit fell more than anticipated, with comparable sales dropping 2% in the fiscal third quarter. Chief Executive Officer Brian Niccol said the turnaround efforts are “ahead of schedule,” and he vowed to unleash “a wave of innovation in 2026.”

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Tesla agreeing to buy $4.3 billion worth of US-built batteries from LG Energy Solution Ltd., according to a person familiar with the matter.

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk shares falling by a record. The company named Maziar Mike Doustdar as chief executive officer after a profit warning due to slumping weight-loss drug sales.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific agreeing to acquire Norfolk Southern in a $72 billion cash-and-stock transaction, forming the only US transcontinental railroad.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing almost halted its cash burn in the second quarter, generating cash from operations for the first time since 2023 and consuming just $200 million in free cash flow. JetBlue Airways shares climbed after the carrier posted a smaller-than-expected loss in the second quarter as demand rebounded and efforts to turn around the struggling carrier gained traction.

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

-Craig Trudell, Bloomberg Global Autos Editor, discusses Samsung making Tesla AI chips in a multiyear Texas deal. Samsung Electronics will produce AI semiconductors for Tesla in a new $16.5 billion pact that marks a win for its underperforming foundry division.

-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. Heineken saw a decline in beer volumes due to retailer disputes across Europe that dragged on sales and limited its ability to take advantage of the summer heat wave.

-Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “Trump Tariffs Are Already Stunting World Growth as Markets Shrug.”  As President Donald Trump barrels toward his latest tariff deadline, the damage to the global economy from American protectionism is becoming increasingly evident, even if financial markets seem to have decided they can live with it.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton Worldwide earnings.
- David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings.
- Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses the Bloomberg Big Take story: “Elon Musk’s Empire Is Creaking Under the Strain of His Antics.”

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices.

Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s shares tumbled after CEO Lip-Bu Tan sparked concerns that he is more focused on cost cutting than restoring the chipmaker's technological edge.

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Puma shares plunging after the company slashed its profit forecast due to weak demand for its sports and exercise gear and growing concerns about US tariffs. Poonam also discusses the latest news at Amazon.

- Brett Gibbs, Bloomberg Intelligence Refining & Renewable Fuels Analyst, discusses Phillips 66 earnings. Phillips 66 is maximizing diesel production to take advantage of strong demand and says it would consider investing in projects that give its refineries the flexibility to make more of the fuel.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific being in advanced discussions with Norfolk Southern Corp. about a potential tie-up that would be the industry's largest deal ever.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, recaps Tesla earnings. Elon Musk warned of difficult times ahead for Tesla Inc. following one of the carmaker’s worst stretches since it first started producing electric sedans over a dozen years ago.

-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. American Airlines Group Inc. scaled back its earnings outlook due to deep fare discounts and a slump in consumer demand, causing its shares to drop. Southwest Airlines Co. expects economic turmoil to erase as much as $1 billion of its annual pre-tax profit this year, prompting the US airline to offer shareholders a much-reduced outlook for 2025.

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending.

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported second-quarter results that mostly exceeded Wall Street estimates, including faster-than-expected growth in wireless phone subscribers.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro is raising its full-year outlook after a record quarter for its Magic: The Gathering card game. Second-quarter revenue was $980.8 million, beating analysts’ estimates of $880.5 million, and adjusted earnings per share were $1.30, beating projections for 77 cents.

- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. lowered expectations for net income for 2025 as demand for US hotel bookings declined in the second quarter. US travel demand has faced headwinds in recent months, including lower consumer confidence and a decline in international visitors.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on the Microsoft hack. The number of companies and organizations compromised by a security vulnerability in Microsoft Corp.'s SharePoint servers is increasing rapidly, with the tally of victims soaring more than six-fold in a few days, according to Eye Security.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s shares surging as much as 105%, a record move for the department store operator. The stock was halted for volatility after paring its gain to 62%.

-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors said it suffered a $1.1 billion profit hit from Donald Trump’s tariffs and revealed no plan for a near-term fix to return to pre-tariff profit levels.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. Coca-Cola said it is launching a new Coke product for American consumers made with US cane sugar this fall. Philip Morris International Inc.'s shares fell after shipments of its Zyn nicotine pouches accelerated by less than analysts had expected, with Zyn shipments reaching 191.3 million cans in the Americas in the second quarter.

-Will Lee, Bloomberg Intelligence Aerospace & Defense Analyst, discusses Lockheed Martin earnings. Lockheed Martin Corp. shares plunged as much as 9% after the company reported earnings that missed analyst estimates and lowered its outlook for the year.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft warning that hackers are actively targeting customers of its document management software SharePoint, with security researchers flagging the risk of potentially widespread breaches around the world.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. Verizon Communications posted second-quarter revenue of $34.5 billion, up 5.2% from a year earlier, surpassing analysts' estimates.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis earnings. Stellantis NV announced a €2.3 billion first-half net loss, which Bloomberg Intelligence analyst Michael Dean said the new CEO Antonio Filosa is using to "kitchen sink" the results and provide a low earnings base.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino’s earnings and the latest in the foodservice industry. Domino’s Pizza shares rose after the restaurant operator reported second-quarter comparable sales growth that topped Wall Street expectations.

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Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China.
- Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.”
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses a recent pact between Hewlett Packard Enterprise and Elliott Investment Management.
- Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses research about dating apps and how Gen Z is using them.
-Craig Trudell, Bloomberg Global Autos Editor, discusses how Tesla shareholders will vote on whether to invest in CEO Elon Musk’s AI startup.
- Meredith Annex, BNEF Head of Clean Power, discusses the latest on US Clean Power.
- Isabelle Boemeke, Nuclear Electricity Influencer and Author, discusses the use of nuclear energy.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Lisa Mateo and Emily Graffeo

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix reported revenue grew to $11.1 billion and earnings jumped to $7.19 a share, and raised its forecast for full-year sales and profit margins.

Paige Smith, Bloomberg Consumer Finance Reporter, recaps American Express earnings. American Express Co.'s expenses grew in the second quarter due to risk-management investments and higher customer-engagement costs.

Katherine Doherty, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Street's Secrets Spill Into Open and Face Rivals' Scrutiny.”

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