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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Bloomberg
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A podcast weboldala
Legutóbbi epizód
2026. okt. 30.
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Epizódok
Tesla’s Profit Tumbles as Costs Undermine Record EV Sales 23.10.2025 22:21
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, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business. Musk spent much of Tesla&rsq...
Instant Reaction: Tesla Earnings Miss Despite A Sales Surge 22.10.2025 15:01
Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Rev...
Netflix Shares Fall most Since 2022 as Tax Hit Spooks Investors 22.10.2025 26:27
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 Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among investors. -John Butler, Bloomberg Intelligence Senio...
Warner Bros. Weighs Sale Amid Interest From Several Parties 21.10.2025 21:26
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery saying it has begun to consider variou...
Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound 20.10.2025 16:39
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry, discusses the latest on Apple. Apple shares hit their first record of 2025...
BI Weekend: US Banks, Domino’s, LVMH Earnings 17.10.2025 38:31
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI and Broadcom signing a 10-gigawatt pact for chips and networking. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino's earnings. - Alison William...
Amex Earnings Top Estimates as Platinum Card Demand Surges 17.10.2025 18:30
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. American Express reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the...
Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround 16.10.2025 23:57
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Nestle job cuts. Nestlé SA's new CEO Philipp Navratil announced plans to slash 16,000 jobs to build on a stronger-than-expected increase in quarterly sales. The job reductions wil...
BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet 15.10.2025 23:40
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 some of the top tech stories of the day. Investors led by BlackRock Inc.'s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal. The buyers are purchasing the company from Macquarie Asset...
AMD Says Oracle Is Pledging Widespread Use of New AI Chips 14.10.2025 24:40
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 Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third q...
Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking 13.10.2025 18:18
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, discusses OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center cap...
BI Weekend: OpenAI, AMD Deal, New Verizon CEO 10.10.2025 37:46
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll repla...
Microsoft Forecasts Show Data Center Crunch Persisting Into 2026 10.10.2025 16:49
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 why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers. -Steve Man...
Delta Sees Robust Demand Going Into 2026 Amid Premium Focus 09.10.2025 24:38
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel. -Kenneth Shea,...
xAI to Raise $20 Billion After Nvidia and Others Boost Round 08.10.2025 22:09
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 news that Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion. - Matthew Schette...
Dell Hikes Estimates for Next Four Years on Strong AI Demand 07.10.2025 21:19
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 Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products. -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst,...
OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars 06.10.2025 23:43
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 Advanced Micro Devices inking a deal with OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue. ...
BI Weekend: Nike, Carnival Earnings, EA Sale 03.10.2025 37:10
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs. - Nathan Naidu, Bloombe...
BlackRock Nears $40 Billion Data Center Deal in Bet on AI 03.10.2025 22:54
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 how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talk...
OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X 02.10.2025 21:56
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 OpenAI completing a deal to help employees sell shares in the company at a $500 billion valuation, making it the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors...
Nike’s Comeback Is Taking Shape as Sports Focus Pays Off 01.10.2025 17:29
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, discusses Nike earnings. Nike’s turnaround efforts are starting to pay off as the world’s largest sportswear company realigns the business around sports such...
CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand 30.09.2025 18:30
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 CoreWeave Inc. signing a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power. The deal runs through December 2031 with an option to extend through 2032 with add...
EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record 29.09.2025 17:53
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion. -Brian Egger, Bloomberg Int...
BI Weekend: Live Nation Suit, Micron Earnings, Kimmel Return 26.09.2025 37:10
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation being hit with an FTC ticket suit. - Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. - Sam Fazeli, Bloomberg Intelligence, Director of Research for...
ByteDance to Get About 50% of TikTok US Profit Under Trump Deal 26.09.2025 17:10
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, discusses the latest on TikTok. The Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. TikTok’s Chi...
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