Bloomberg Intelligence

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...

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...

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...

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...

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...

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...

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...

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...

Watch 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, caus...

Watch 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 en...

Watch 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 Ana...

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 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 som...

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 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...

Watch 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/li...

Watch 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, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT...

Watch 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 th...

Watch 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 earn...

Watch 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 growi...

Watch 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 cons...

Watch 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 inte...

Watch 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 s...

Watch 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...

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 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&rsq...

Watch 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, Bloomb...

Intel 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 w...