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

Zuckerberg Directs Pivot Away From Open Source AI At Meta 10.12.2025

Watch 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...

Trump Nvidia Deal Reshapes US’s China Strategy 09.12.2025

Watch 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&n...

Paramount Makes $108 Billion Hostile Bid for Warner Bros 08.12.2025

Watch 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. -J...

BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings 05.12.2025

Watch 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, d...

Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal 05.12.2025

Watch 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...

Zuckerberg Plans to Cut Metaverse Group's Budget Up to 30% 04.12.2025

Watch 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 m...

Microsoft Slips on Report of Lower Demand for Some AI Tools 03.12.2025

Watch 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...

Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google 02.12.2025

Watch 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&nbsp...

Steve Cohen, Bally’s Picked to Run Casinos in NYC 01.12.2025

Watch 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, Blo...

Black Friday Special 28.11.2025

Join 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 o...

BI Weekend: Novo Pill, Retail Earnings, Restaurant Sales 28.11.2025

Watch 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 Foodservi...

Deere’s Disappointing Outlook Shows Farm Recovery Is Elusive 26.11.2025

Watch 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 co...

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks 25.11.2025

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 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...

Gold Reasserts Lead Over Bitcoin as Top Hedge 24.11.2025

Watch 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-sett...

BI Weekend: Nvidia, Retail Earnings, Anthropic Investment 21.11.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic. - Jennifer Bartashus, Bloomberg Intelligenc...

Netflix, Comcast and Paramount Make Bids for Warner Bros 21.11.2025

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 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 on...

Walmart Boosts Outlook While Warning That Higher Costs Loom 20.11.2025

Watch 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 sh...

Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble 19.11.2025

Nvidia, 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 pred...

Lowe’s Profit Tops Estimates on Online Growth 19.11.2025

Watch 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...

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic 18.11.2025

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 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...

Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US 17.11.2025

Watch 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...

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal 14.11.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps 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.&rd...

Walmart CEO Retires, US Head to Lead Retailer Into AI Age 14.11.2025

Watch 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, wi...

Disney Says Film Studio’s Expenses Weigh on Current Quarter 13.11.2025

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, 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 i...

Anthropic Commits $50 Billion to Build AI Data Centers in US 12.11.2025

Watch 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...

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