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Bloomberg Intelligence

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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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2026. okt. 31.

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Epizódok

Nvidia Forecasts Decelerating Growth After Two-Year AI Boom 28.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomber...

Kohl’s Jumps on Outlook Boost in Sign of Consumer Resilience 27.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecti...

AT&T to Buy EchoStar Spectrum Licenses for About $23 Billion 26.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwav...

Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp 25.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks uni...

BI Weekend: Target, Home Depot, Retail Earnings 22.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. - Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples...

Instant Reaction: Jay Powell's Jackson Hole Speech 22.08.2025

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance. They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice Chair Federal Reserve Chair Jerome Powell carefully opened the door to an interest-...

Walmart Slumps After Rare Profit Miss Overshadows Higher Sales 21.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. shares fell after profit missed expectations for the first time in three years, due to a rise in insurance claims, legal charges and r...

Citi Investigated HR Complaints Against Wealth Head Sieg 20.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Todd Gillespie, Bloomberg Finance Reporter, discusses Citigroup hiring law firm Paul Weiss to investigate complaints about the behavior of Andy Sieg, the bank's wealth-management chief, according to people with direct knowledge of the matter. - Jennifer Barta...

Trump Weighs 10% Government Stake in Intel as Softbank Buys In 19.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump administration being in discussions to take a stake of about 10% in Intel Corp. by converting grants made under the US Chips and Science Act into equity. -Drew Reading, Bloomberg Int...

Novo Halves Ozempic Price to $499 a Month For Those Paying Cash 18.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk A/S slashing the cost of Ozempic for cash-paying patients to $499 a month. - Novo Nordisk A/S shares also advanced after the drugmaker’s blockbuster weight-loss drug Wegovy received US app...

BI Weekend: Deere Earnings, Paramount, UFC Deal 15.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Sagit Manor, Nayfax Chief Financial Officer, discusses Nayax earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount buying UFC rights for...

White House Eyeing Chips Act Funds for Intel Stake 15.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Ryan Gould, Bloomberg Deals Reporter, discusses The Trump administration considering using funds from the US Chips Act to take a stake in Intel Corp., according to people familiar with the discussions, as part of efforts to rescue the embattled chipmaker and shore up domesti...

Deere Plunges as Struggling Farmers Delay Machinery Rebound 14.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere shares tumbling the most in over three years as the world’s biggest farm machinery maker pared its annual earnings outlook with lower grain prices curbing growers’ spending....

CoreWeave Shares Tumble After Loss Widens on AI Buildout Costs 13.08.2025

Watch 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 CoreWeave shares falling after the company reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion pressuring profit margins...

China Urges Companies Not to Use Nvidia’s H20 Chips 12.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Ed Ludlow, Bloomberg Technology Co-Host, discusses Beijing urging local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes. Chinese authorities have sent notices to firms discouraging use of the H20 processors for go...

Nvidia, AMD to Pay US 15% of China Chip Sales in Trump Deal 11.08.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Ed Ludlow, Bloomberg Technology Co-Host, discusses Nvidia and Advanced Micro Devices agreeing to pay 15% of their revenues from Chinese AI chip sales to the US government to secure export licenses. Brendan Murray, Bloomberg Global Trade Editor, discusses tariffs. Small U...

BI Weekend: Disney, Palantir Earnings, Musk Stock Award 08.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Molson Coors Earnings - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Pa...

Under Armour Sinks as Tariffs, Sputtering Sales Hit Outlook 08.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Under Armour forecasted worse-than-expected sales and profit for the current quarter, stalling a turnaround plan that was taking hold. -Michael Halen, Bloomberg...

Lilly Falls as Weight-Loss Pill Data Overshadows Sales Beat 07.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Damian Garde, Bloomberg News Health Reporter, discusses the latest on Eli Lilly. Eli Lilly shares tumbled as disappointing data on its new weight-loss pill overshadowed strong growth from the company’s current obesity medicine, which helped drive it to raise its yearly...

Disney Shares Slide as Profit Outlook Overshadows Streaming Wins 06.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this ye...

Palantir Jumps After Reporting Record Quarterly Sales Growth 05.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business. - Kenneth Shea...

Tesla Awards Musk $30 Billion in Stock, Saying ‘a Deal Is a deal’ 04.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker. Matthew Palazola, Bloomberg Intelligence,...

BI Weekend: Union Pacific Deal, Novo Nordisk Earnings 01.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Norah Mulinda On this podcast: - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern. - Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings. - George Ferguson, Bloom...

Amazon Falls as Profit Outlook, Cloud Growth Spook Investors 01.08.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals. -Angelo Zino, Senior Vice President and Equity...

Meta Seizes Its Moment to Spend Aggressively in the AI Race 31.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platforms Inc. is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence. -Damian Garde, Bloomberg News Health Reporter,...

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