Bloomberg Intelligence
By: Bloomberg
Language: en-US
Categories: News, Business, Investing
Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
Episodes
BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth
Jan 09, 2026Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu.
On this podcast:
- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is taking shape i...
Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers
Jan 09, 2026Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI’s US restaurant same-store sales fell 1.1% in December as c...
Trump Demands More Defense Spending But Threatens Biggest Firms
Jan 08, 2026Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost.
-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. According to BI, Constellation Brands is navigating the dual challenge of supporting beer-segment profit amid unusually soft market conditions while incurring significant costs from divesting...
Duration: 00:23:37Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix
Jan 07, 2026Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery rejecting an amended takeover offer from Paramount Skydance and encouraging shareholders to stick with a deal it has in place with Netflix.
-Caroline Hyde, BTech Co-Anchor, discusses the Consumer Electronics Show. Nvidia CEO Jensen Huang said the company’s revenue forecast has gotten brighter due to strong demand and large customer deals, with increasing uptake of new AI models br...
Venezuela Regime Change Sets Stage for OFS Return
Jan 06, 2026Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversight following Nicolas Maduro's arrest can help mitigate geopolitical risks that drove these companies to largely exit the country years ago.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s...
Chevron, US Oil Stocks Rally as Trump Vows Venezuela Revival
Jan 05, 2026Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
On this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.
They speak with:
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.
US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.
Chevron Corp., the o...
Tesla Surrenders EV Crown to BYD After 8.6 % Sales Decline
Jan 02, 2026Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Hosts Matt Miller and Vonnie Quinn.
- Tesla vehicle sales fell 8.6% last year, dropping the Elon Musk-led company well behind China’s BYD Co. in the global ranks of electric-car makers.
Fourth-quarter deliveries declined 16% to 418,227 vehicles, Tesla said in a statement Friday, trailing analyst estimates compiled by Bloomberg and the company.
On this edition:
Paul, Matt, and Vonnie speak with:
-Craig Trudell...
BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook
Jan 02, 2026Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu.
On this podcast:
- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.
- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.
- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook...
Warner Bros Plans to Reject Paramount Offer Next Week
Dec 31, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.
- Warner Bros. Discovery plans to once again reject a takeover bid from Paramount Skydance Corp. after the rival media company amended the terms of its offer, according to people familiar with the company’s thinking.
The Warner Bros. board hasn’t made a final determination, but will meet next week, said the people, who asked to not be identified discussing internal deliberations. Among the boa...
Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move
Dec 30, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.
-Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.
By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.
On this edit...
Oil Pushes Higher With Ukraine Talks and China’s Pledge in Focus
Dec 29, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.
-Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.
Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made...
BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie Chung
Dec 26, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu.
On this podcast:
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps
- Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid.
- Beth Kowitt, Bloomberg Opinion Columnist, on I...
Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk Progress
Dec 26, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.
Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply.
West Texas Intermediate edged down on Friday to trade near $58 a barrel, though still on track for the biggest weekly gain since late October, while Brent was below $62. Ukrainian President...
Duration: 00:21:56Intel Shares Fall on Report Nvidia Halts Production Test
Dec 24, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu)
Novo Nordisk Gets US Approval for Wegovy Obesity Pill
Dec 23, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term.
- Reshmi Basu, Bloomberg News Credit Reporter, discusses Saks Global Enterprises, facing limited options ahead of a more than $100 million debt payment due at the end of this month, considering Chapter 11 bankruptcy.<...
Duration: 00:28:56Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level
Dec 22, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc.
-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data an...
BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts
Dec 19, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu.
On this podcast:
- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.
- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”
- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business.
- Kristina Peterson, Bloomberg News Food Industry Reporter...
Nike Sinks After China Sales Plunge, Delaying Turnaround
Dec 19, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth.
-Lee Klas...
Trump Media Targets Nuclear Fusion Through Merger With TAE
Dec 18, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy company TAE Technologies in an all-stock transaction valued at more than $6 billion.
-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products.
-P...
Warner Bros. Urges Investors to Reject Paramount Bid
Dec 17, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc.
--George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses bankrupt Spirit Aviation Holdings being in revived discussions to merge with Frontier Group Holdings. That’s according to people familiar with the ma...
Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul
Dec 16, 2025Watch 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 Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.
-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz naming a new chief executive officer, with former Kellanova CEO Steve Cahillane set to take over from Carlos Abrams-Rivera on Jan. 1.
-Tim Craigh...
McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry
Dec 15, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros Discovery. Netflix is trying to close its $82.7 billion deal after Paramount made a hostile offer for Warner Bros., with the CEOs expressing confidence in their agreement...
Duration: 00:28:47BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe
Dec 12, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney
On this podcast:
- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.
- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the succession plan at Berkshi...
Oracle Delays Some Data Center Projects for OpenAI to 2028
Dec 12, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work.
-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the ma...
Oracle Slides by Most Since January on Mounting AI Spending
Dec 11, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, w...
Instant Reaction: Jay Powell on the Fed Decision
Dec 10, 2025Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.
Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026.
The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its statement suggesting greater uncertainty about when it might cut rates again.
Speaking to reporters after the m...
Duration: 00:23:39Instant Reaction: The Fed Decides
Dec 10, 2025Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.
See omnystudio.com/listener for privacy information.
Duration: 00:30:34Zuckerberg Directs Pivot Away From Open Source AI At Meta
Dec 10, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino
--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO.
- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg Intelligence’s survey on AI’s cross industry disruption. AI is no longer a side project, with C-suites across nine i...
Trump Nvidia Deal Reshapes US’s China Strategy
Dec 09, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.
-Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers Discovery. While Netflix and Paramount Skydance vie for President Donald Trump’s blessings i...
Paramount Makes $108 Billion Hostile Bid for Warner Bros
Dec 08, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets...
BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings
Dec 05, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Norah Mulinda
On this podcast:
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.
- Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings.
- George Ferg...
Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal
Dec 05, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery.
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from...
Zuckerberg Plans to Cut Metaverse Group's Budget Up to 30%
Dec 04, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce’s outlook for current remaining performance obligation growth still suggests a sequential de...
Duration: 00:26:54Microsoft Slips on Report of Lower Demand for Some AI Tools
Dec 03, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents.
-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead...
Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google
Dec 02, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions stea...
Steve Cohen, Bally’s Picked to Run Casinos in NYC
Dec 01, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova
-Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City.
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is cutting the price for introductory doses of...
Black Friday Special
Nov 28, 2025Join hosts Paul Sweeney and Vonnie Quinn as they discuss markets, the retail space and more on a special edition of the show following the Thanksgiving holiday. They speak with:
Jeff Chang, President of Vest Financial Julie Bornstein, Daydream founder and CEO Anddria Clack-Rogers Varnado, Consumer Brands and Retail Expert, GM and Head of Kohler's Consumer Business Ryan Peterson, chairman and CEO of Flexport IncBloomberg 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...
Duration: 00:34:25BI Weekend: Novo Pill, Retail Earnings, Restaurant Sales
Nov 28, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s Ozempic pill failing in a long shot Alzheimer’s effort.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses November restaurant sales.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Fitch.
- Woo Jin Ho, Bloomberg Intelligence Senio...
Deere’s Disappointing Outlook Shows Farm Recovery Is Elusive
Nov 26, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino
-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere Earnings. Deere & Co.’s weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals.
-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps Dell and HP earnings. Dell Technologies raised its annual projections for the AI server market due to sust...
Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks
Nov 25, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being in talks to spend billions on Google’s AI chips, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods and Best Buy. Dick’s Sporting Goods Inc. raised...
Gold Reasserts Lead Over Bitcoin as Top Hedge
Nov 24, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses while Bitcoin has tumbled more than 30% since October amid a brutal unwinding of speculative excess, gold has quietly held its ground, consolidating above $4,000 after a record-setting rally earlier this year. The crypto crowd has long claimed their investment shares gold’s appeal - a hedge against fiat debasement and inflation - only newer, shinier, and flashier. That thesis has come under serious pressure in mac...
BI Weekend: Nvidia, Retail Earnings, Anthropic Investment
Nov 21, 2025Watch 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.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic.
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings.
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe’s earnings.
- Anthony Hughes, Bloomberg US ECM Reporter, reca...
Netflix, Comcast and Paramount Make Bids for Warner Bros
Nov 21, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix Inc., Comcast Corp. and Paramount Skydance Corp. all submitting bids for Warner Bros. Discovery Inc., according to people with knowledge of the matter, setting the stage for one of Hollywood’s biggest companies to be sold. The submissions meet a Nov. 20 deadline for a first round of bids set by the board of Warner Bros. Discovery, the parent of HBO, CNN and the War...
Walmart Boosts Outlook While Warning That Higher Costs Loom
Nov 20, 2025Watch Scarlet and 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 Walmart earnings. Walmart Inc. raised its full-year sales and profit outlook, a sign the world’s biggest retailer is winning over price-sensitive shoppers while absorbing rising costs. The company now sees net sales rising 4.8% to 5.1%, higher than its previous projection in August. It marks a second increase in forecast during the fiscal year.
-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recap...
Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
Nov 20, 2025Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.
See omnystudio.com/listener for privacy information.
Duration: 00:15:18Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble
Nov 19, 2025Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion.
The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such e...
Lowe’s Profit Tops Estimates on Online Growth
Nov 19, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Lowe’s Cos. reported profit that topped expectations on a pickup in online sales and growth in demand from professional contractors. Adjusted earnings per share were $3.06 in the third quarter, the company said in a statement Wednesday, compared with the $3.00 estimate of analysts surveyed by Bloomberg.
-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail,discusses TJX earnings. TJX Cos. p...
Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic
Nov 18, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses top tech stories. Microsoft Corp. and Nvidia Corp. are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the AI developer closer to two of the biggest backers for its rival OpenAI.
-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Home Depot earnings. Home Depot cut its full-year earnings guidance, warning that some unste...
Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US
Nov 17, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly & Co. on obesity drugs for cash-pay patients, with introductory doses of Wegovy and Ozempic available for $199 a month. After the first two months, Novo will offer the drugs for $349 a month, 30% less than the current self-pay price, matching Lilly’s price for a low dose of Zepbound.
-- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Clay...
BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal
Nov 14, 2025Watch 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 Walt Disney earnings.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses her research on “Gen-Z, Millennials to Cut Holiday Spending; Clothing May Hold Up.”
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk pulling out of a bidding war with Pfizer for Metsera.
- Jenni...
Walmart CEO Retires, US Head to Lead Retailer Into AI Age
Nov 14, 2025Watch Scarlet and 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 Walmart’s CEO retiring in February. Chief Executive Officer Doug McMillon, who over a decade ushered the big-box behemoth into the Internet age, will be replaced by US head John Furner. Furner, 51, takes over as Walmart faces a fast-moving shift toward artificial intelligence, an uneven US economy, and a rapidly changing global workforce.
-Madison Muller, Bloomberg News Health Reporter, discusses Merc...
Disney Says Film Studio’s Expenses Weigh on Current Quarter
Nov 13, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. Walt Disney Co. reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: Fire and Ash, which will reduce earnings by $400 million.
-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst...
Anthropic Commits $50 Billion to Build AI Data Centers in US
Nov 12, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Caroline Hyde, BTech Co-Anchor, discusses Anthropic planning to spend $50 billion to build custom data centers for artificial intelligence work in several US locations, including Texas and New York. The new sites will start coming online throughout 2026 and will create 800 permanent jobs and 2,400 construction jobs at the planned sites.
- Emily Mason, Bloomberg Fintech and Crypto Reporter, discusses shares of Circle Internet falling with concern that declining interest rates will weigh...
Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets
Nov 11, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Ed Ludlow, BTech Co-Anchor, discusses SoftBank Group selling its entire stake in Nvidia for $5.83 billion to help bankroll AI investments. He also discusses CoreWeave lowering its annual revenue forecast due to a delay in fulfilling a customer contract, caused by a third-party data center developer who is behind schedule.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount-Skydance earnings. Paramount Skydance. shares rose after the company raised its target for j...
Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer
Nov 10, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Metsera declining to further raise its offer for the US maker of an experimental weight-loss drug, bringing a bidding war with Pfizer Inc. to an end. Novo Nordisk A/S decided to drop out of the running for Metsera after Pfizer matched its latest offer and Metsera said it got a call from the US Federal Trade Commission flagging...
Duration: 00:19:49BI Weekend: US Earnings, Kenvue Deal, Ridesharing Latest
Nov 07, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut.
- Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Norwegian Cruise Line earnings.
- Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, on Kimberly Clark plans to buy Kenvue.
- Geetha Ranganathan, Bloomberg Intelligence An...
Musk Offers Loft Promises After $1 Trillion Tesla Payday
Nov 07, 2025Watch 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 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 re...
Warner Bros. Revenue Misses Estimates Amid Plans for Sale
Nov 06, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.
...
Duration: 00:17:26Bank of America's Investor Day, McDonald's Earnings Report, ISM Services Data
Nov 05, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, on ISM Services data
See omnystudio.com/listener for privacy information.
Duration: 00:13:07Palantir's Premium Valuation, Yum Considers Offloading Pizza Hut, Spotify Rules Audio Streaming
Nov 05, 2025Watch 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.
Duration: 00:17:43Kimberly-Clark to Buy Tylenol Maker Kenvue for $40 Billion
Nov 03, 2025Watch 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...
Caterpillar, European, and Big Tech Earnings
Oct 31, 2025Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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...
Amazon Soars on Fastest Cloud Growth in Years
Oct 31, 2025Watch 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 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...
Chipotle Falls Most Since 2012, Signals Trouble for Fast-Casual
Oct 30, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 expe...
Nvidia is First to $5 Trillion
Oct 29, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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
- G...
UPS Cutting Costs and Amazon Cutting Jobs
Oct 28, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 cu...
Merger Monday for Banks and Biotech
Oct 27, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 $...
BI Weekend: Netflix, Tesla, AT&T Earnings
Oct 24, 2025Watch 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...
Intel Returns to Profitability in Third Quarter
Oct 24, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 jo...
Instant Reaction: Intel Gives Encouraging Forecast After PC Market Rebounds
Oct 23, 2025Intel 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 M...
Tesla’s Profit Tumbles as Costs Undermine Record EV Sales
Oct 23, 2025Watch 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 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 Analys...
Instant Reaction: Tesla Earnings Miss Despite A Sales Surge
Oct 22, 2025Tesla 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:
Bloomberg Tech Co-Host Ed Ludlow Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment ManagementSee omnystudio.co...
Duration: 00:15:01Netflix Shares Fall most Since 2022 as Tax Hit Spooks Investors
Oct 22, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 Ha...
Warner Bros. Weighs Sale Amid Interest From Several Parties
Oct 21, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 Aero...
Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound
Oct 20, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 the...
BI Weekend: US Banks, Domino’s, LVMH Earnings
Oct 17, 2025Watch 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, Bl...
Amex Earnings Top Estimates as Platinum Card Demand Surges
Oct 17, 2025
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 amo...
Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround
Oct 16, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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, De...
BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet
Oct 15, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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...
AMD Says Oracle Is Pledging Widespread Use of New AI Chips
Oct 14, 2025Watch 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 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...
Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking
Oct 13, 2025Watch 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 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 Bran...
BI Weekend: OpenAI, AMD Deal, New Verizon CEO
Oct 10, 2025Watch 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, dis...
Microsoft Forecasts Show Data Center Crunch Persisting Into 2026
Oct 10, 2025Watch 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...
Delta Sees Robust Demand Going Into 2026 Amid Premium Focus
Oct 09, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.
xAI to Raise $20 Billion After Nvidia and Others Boost Round
Oct 08, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 highl...
Dell Hikes Estimates for Next Four Years on Strong AI Demand
Oct 07, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 C...
OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars
Oct 06, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.
-J...
BI Weekend: Nike, Carnival Earnings, EA Sale
Oct 03, 2025Watch 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...
BlackRock Nears $40 Billion Data Center Deal in Bet on AI
Oct 03, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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...
OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X
Oct 02, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 quar...
Nike’s Comeback Is Taking Shape as Sports Focus Pays Off
Oct 01, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 commer...
CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand
Sep 30, 2025Watch 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 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 job...
Duration: 00:18:30EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record
Sep 29, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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...
BI Weekend: Live Nation Suit, Micron Earnings, Kimmel Return
Sep 26, 2025Watch 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 G...
ByteDance to Get About 50% of TikTok US Profit Under Trump Deal
Sep 26, 2025Watch 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 t...
Amazon, FTC Reach $2.5 Billion Deal in Prime Subscription Case
Sep 25, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.
Micron Forecast Fails to Satisfy Investors After AI-Fueled Rally
Sep 24, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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 lig...
US Warns Against Tylenol Use, Citing Unproven Link to Autism
Sep 23, 2025Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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...
TikTok’s Algorithm to Be Secured by Oracle in Trump-Backed Deal
Sep 22, 2025Watch 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 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 b...
BI Weekend: Six Month Reports, Tesla Safety Issues, Business School Rankings
Sep 20, 2025- 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 Anal...