Bloomberg

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.

Auteur

Bloomberg

Catégorie

News

Site du podcast

www.bloomberg.com

Dernier épisode

10 juil. 2026

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Épisodes

BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth 09.01.2026

Watch 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 wi...

Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers 09.01.2026

Watch 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...

Trump Demands More Defense Spending But Threatens Biggest Firms 08.01.2026

Watch 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...

Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix 07.01.2026

Watch 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-An...

Venezuela Regime Change Sets Stage for OFS Return 06.01.2026

Watch 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 oversig...

Chevron, US Oil Stocks Rally as Trump Vows Venezuela Revival 05.01.2026

Watch 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...

Tesla Surrenders EV Crown to BYD After 8.6 % Sales Decline 02.01.2026

Watch 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 decl...

BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook 02.01.2026

Watch 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 sp...

Warner Bros Plans to Reject Paramount Offer Next Week 31.12.2025

Watch 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 compan...

Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move 30.12.2025

Watch 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...

Oil Pushes Higher With Ukraine Talks and China’s Pledge in Focus 29.12.2025

Watch 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 Inte...

BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie Chung 26.12.2025

Watch 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 Res...

Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk Progress 26.12.2025

Watch 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....

Intel Shares Fall on Report Nvidia Halts Production Test 24.12.2025

Watch 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) Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia...

Novo Nordisk Gets US Approval for Wegovy Obesity Pill  23.12.2025

Watch 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 R...

Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level 22.12.2025

Watch 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...

BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts 19.12.2025

Watch 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.” - St...

Nike Sinks After China Sales Plunge, Delaying Turnaround 19.12.2025

Watch 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...

Trump Media Targets Nuclear Fusion Through Merger With TAE 18.12.2025

Watch 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 S...

Warner Bros. Urges Investors to Reject Paramount Bid 17.12.2025

Watch 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. -...

Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul 16.12.2025

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 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 Pet...

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry 15.12.2025

Watch 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, Bloomb...

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe 12.12.2025

Watch 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 sh...

Oracle Delays Some Data Center Projects for OpenAI to 2028 12.12.2025

Watch 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 peop...

Oracle Slides by Most Since January on Mounting AI Spending 11.12.2025

Watch 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 outl...

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