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Bloomberg Intelligence
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
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Bloomberg
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Ιστοσελίδα του podcast
Τελευταίο επεισόδιο
20 Οκτ 2026
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Επεισόδια
SpaceX Looks to Wall Street to Validate Extreme Market Valuation 02.07.2026 24:31
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu George Ferguson, Senior Aerospace Analyst for Bloomberg Intelligence, discusses the revenue growth outlook for SpaceX. Investors have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to he...
Nike Sees Weakness Persisting; US Decides Against Renewing USMCA 01.07.2026 22:34
Watch Paul and Scarlet 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, joins to recap earnings from Nike. Executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s pai...
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings 30.06.2026 22:34
Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, weighs in on a record run for semiconductors. Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. The Phi...
Supreme Court Thwarts Trump Bid to Oust Fed’s Cook 29.06.2026 20:44
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Former Watergate prosecutor Nick Akerman joins to discuss the day’s Supreme Court decisions. A divided US Supreme Court expanded the president’s power to fire top government officials in a blockbuster decision that puts the White House firmly...
AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price 26.06.2026 20:23
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Anchor discusses the top tech stories. Technology stocks slumped after Apple and Microsoft raised prices for their products, stoking concern that rising component costs will curb demand for devices. Investors are reassessing whether soaring...
Micron Soars After AI-Fueled Forecast Shatters Projections 25.06.2026 19:39
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares surged after the company issued a quarterly sales forecast that exceeded Wall Street estimates, signaling that an AI-fueled growth run remains...
FedEx Slips After First Earnings Since Spinoff 24.06.2026 21:41
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx shares fell after the parcel delivery company posted its first earnings report since completing the spinoff of its freight unit e...
Carnival Leads Cruise Stocks Lower on Weak 3Q Outlook 23.06.2026 25:01
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. According to Bloomberg Intelligence: Carnival's outlook for 1.75% constant-currency full-year revenue-yield growth (2.25% excluding deployment and loyalty-prog...
Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center 22.06.2026 23:16
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing pow...
Accenture Forecast Sends Stock Tumbling a Record 20% 18.06.2026 25:57
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it’s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services ind...
HPE Boosts Networking Gear for AI Clients, Adds Siemens Energy 17.06.2026 24:21
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Antonio Neri, HPE CEO, discusses the latest company news. Hewlett Packard Enterprise Co. introduced new networking gear for artificial intelligence data centers, building on the products it acquired from Juniper Networks. HPE unveiled networking switches...
SpaceX Pounces on $60 Billion Cursor Takeover Days After IPO 16.06.2026 24:06
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Seth Fiegerman, Bloomberg AI Team Leader, discusses SpaceX agreeing to take over Cursor in a deal that values the startup at $60 billion, part of Elon Musk's efforts to catch up with rivals on coding tools. The deal is expected to close in the third quarter, with...
Fox to Buy Roku at $22 Billion Value in Streaming Video Push 15.06.2026 22:40
Watch Paul and Scarlet 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 Fox agreeing to acquire Roku Inc. in a deal valued at about $22 billion including debt, creating a new television juggernaut and marking a big push into ad-supported streaming. -Anurag...
The Money Show: SpaceX Market Impact and Solving Social Security 12.06.2026 45:10
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Jim Chanos, Chanos & Company Founder & President Former US Treasury Secretary Jack Lew See omnystudio.com/listener for privacy information.
SpaceX Jumps in First Trades Following Record $75 Billion IPO 12.06.2026 24:02
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX’s IPO. Shares of SpaceX climbed in their first day of trading after the company made history with a $75 billion IPO. The stock sold for $150 in its opening trade on Nasdaq, 11% ab...
Oracle Falls Most in Six Months on Mounting Data Center Costs 11.06.2026 14:38
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastr...
Super Micro Falls on $7 Billion Offering to Fund AI 10.06.2026 21:56
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases to satisfy around $39 billion in AI server or...
OpenAI Joins a Massive IPO Pipeline Now Worth $3.6 Trillion 09.06.2026 24:17
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses OpenAI becoming the third major artificial intelligence developer to confidentially file for a public listing, joining rivals in an IPO pipeline. The company is working wit...
Vimeo Owner Bending Spoons Files for US IPOs as Sales Rise 08.06.2026 22:49
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bending Spoons has filing for an initial public offering in New York, joining a string of European tech companies seeking US listings. Bailey also discusses SpaceX’s upcoming IPO. -Greg P...
Lululemon Shares Sink to eight Year Low on Disappointing Outlook 05.06.2026 23:52
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Kristine Aquino - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica shares fell to their lowest level in eight years after the company cut its annual forecast due to deteriorating...
Broadcom Slides by Most in More Than a Year on AI Outlook Miss 04.06.2026 19:03
Watch Paul and Scarlet 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 Broadcom’s outlook. Broadcom Inc. shares plunged after the company’s forecast for sales of its artificial intelligence chips disappointed investors. AI semiconductor revenue...
SpaceX Is Said to Target $75 Billion in IPO at $135 Per Share 03.06.2026 23:38
Watch Paul and Scarlet 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 SpaceX’s IPO. The company aims to sell 555.6 million shares in the offering and is targeting a valuation of at least $1.8 trillion. The IPO is expected to s...
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall 02.06.2026 22:17
Watch Paul and Scarlet 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 Elon Musk’s SpaceX negotiating to pay less than 0.75% for the $75 billion it aims to drum up in an initial public offering this month. -Matthew Bloxham, Bloomberg Intelligence Senior an...
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion 01.06.2026 20:55
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Barry Diller making an offer for the remaining portion of MGM Resorts International he doesn’t already own through his business empire, People Inc. -Matthew Palazola, Bloomberg Intelligence,...
Dell Soars Most in Two Years on Outlook Fueled by AI Servers 29.05.2026 20:47
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by d...
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