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.
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Épisodes
Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock 24.02.2026 19:36
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth “double-digit billions” of dollars per gigawatt...
Novo Next-Generation Obesity Shot Falls Short of Lilly Rival 23.02.2026 24:26
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s next-generation obesity shot delivering less weight loss than Eli Lill...
BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings 20.02.2026 38:06
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings. - Jeffrey...
Retail Stocks Jump After Supreme Court Strikes Down US Tariffs 20.02.2026 27:35
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike to Target Corp. spiked follow...
Walmart’s Cautious Outlook Reflects Uneven State of US Economy 19.02.2026 22:23
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street’s expectations, citing the need for flexibility in unpredictable times for...
Berkshire Hathaway Slashes Amazon Stake 18.02.2026 21:54
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett's last quarter as Berkshire Hathaway's CEO reflecting a bearish sentiment. The conglomerate cut its Amazon stake by 75...
Warner Bros Reopens Talks as Paramount Signals Higher Bid 17.02.2026 19:15
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Warner Bros Discovery agreeing to reopen negotiations with Paramount Skydance Corp. after Paramount proposed raising its bid and sweetened other term...
Evolving Money: Blue Chip Meets Blockchain (Sponsored Content) 15.02.2026 16:49
Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome. This episode is sponsored by Coin...
BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings 13.02.2026 37:51
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion. - Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services. - Kristina Peterson, Bloomberg News Fo...
Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026 13.02.2026 23:43
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings. Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong...
Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains 12.02.2026 24:27
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast fo...
New Kraft Heinz CEO Pauses Split to Focus on Boosting Profit 11.02.2026 24:52
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz halting plans to split in two. The company will invest $600 million in marketing, research and development, improving its pr...
Paramount Sweetens Warner Bros. Bid Terms to Woo Investors 10.02.2026 21:02
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance making enhancements to its hostile offer for Warner Bros. Discovery, addressing some of the company’s concerns. She also d...
Alphabet Looks to Raise About $15 Billion From US Bond Sale 09.02.2026 23:07
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Alphabet looking to raise about $15 billion from a US high-grade dollar bond sale, adding to a borrowing spree by companies at the f...
BI Weekend: New Disney CEO, AMD, PayPal Earnings 06.02.2026 36:55
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, discusses Walt Disney saying Parks Chief Josh D’Amaro will succeed Bob Iger as CEO. - Christian Bruch, Siemens Energy CEO, discusses Siemens Energy investing $1 Billion in the US. - Sam Fazeli, Bloomberg Intel...
Big Tech to Spend $650 Billion This Year as AI Race Intensifies 06.02.2026 22:34
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses big tech. Four of the biggest US technology companies have forecast capital expenditures that will reach about $650 billion in 20...
Alphabet Plans Record Spending in Race to Win AI Customers 05.02.2026 22:09
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Alphabet earnings. Alphabet Inc. is poised to spend more in 2026 than it has invested in the past three years combined to finance an expansion of...
AMD Suffers Worst Rout Since 2018 on Disappointing Forecast 04.02.2026 22:26
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments. Advanced Micro Devices Inc. suffered its worst stock decline in more than seven years af...
Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO 03.02.2026 25:47
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Walt Disney saying Josh D’Amaro will succeed Bob Iger as chief executive officer of the entertainment giant. D’Amaro, a 2...
Oracle to Raise Up to $50 Billion in Debt and Equity This Year 02.02.2026 25:23
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Oracle planning to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure...
BI Weekend: GM, Starbucks, UPS Earnings 31.01.2026 39:08
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research. On this podcast: - Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings - Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. - Anurag Rana, Bloomberg Intelligence Tech...
Apple’s Upbeat Forecast Clouded by Cost Fears 30.01.2026 21:55
Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Hosts: Paul Sweeney and Scarlet Fu On this podcast: -Dan Ives, Global Head of Technology Research at Wedbush Securities -Danielle DiMartino Booth, CEO and Chief Strategist at QI Research -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst See omnystudio.com/listener for...
Instant Reaction: Apple Delivers Upbeat Forecast 29.01.2026 18:28
Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing...
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth 29.01.2026 20:24
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the re...
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results 28.01.2026 33:13
Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube. Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell...
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