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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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Legutóbbi epizód
2026. nov. 4.
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Epizódok
Instant Reaction: Nvidia Forecast Shatters Estimates 22.05.2024 13:47
Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust. See omnystudio.com/liste...
Anglo Opens BHP Talks, Target Earnings, UK Election 22.05.2024 44:29
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Grant Sporre, Bloomberg Intelligence Global Head of Metals and Mining, discusses the latest with the BHP bid to buy Anglo American. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the m...
Macy’s Beats on Profits, Lowe's Earnings 21.05.2024 44:12
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Rachel Ten Brink, General Partner at Red Bike Capital, discusses Macy’s earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Dr. Jeff Chamberlain, CEO of Volta Energy Technologies, talks about Volta battery technology. Diederik Baazil, Bloomberg Dutch Government Reporter, on his...
JPMorgan Investor Day, Iran Latest 20.05.2024 43:19
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses JPMorgan Chase’s investor day. Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Bobby Ghosh, Bloomberg News Senior Editor, discusses the latest news out of Iran, along with his key fin...
Walmart and Home Depot Earnings, China Tariffs 17.05.2024 40:45
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, bre...
Gamestop Extends Rout, Reddit & OpenAI Pact 17.05.2024 40:45
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bailey Lipschultz, Bloomberg News Equities Reporter, talks GameStop and recent meme stock mania. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Reddit forging a pact with OpenAI. Ryan Fox,...
Walmart Shares Surge, Deere Earnings 16.05.2024 42:56
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, Head of Real Estate Strategy & Research at Cohen & Steers, discusses the latest on commercial real estate. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Ma...
AMC Seizes on Meme Stock Mania, US Core CPI Cools 15.05.2024 46:18
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst & Young, discusses U.S CPI data. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Demmert, Chief Investment Officer at Main Str...
Powell Urges Patience for Fed, Biden's China Tariffs 14.05.2024 35:57
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, helps to recap comments from Fed Chair Jay Powell. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Patrick Kennedy, Founding Partner at All Source Investment Management, discusses the current state of private...
Anglo Rejects BHP Again , Hwang Trial 13.05.2024 42:14
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Alon Olsha, Bloomberg Intelligence Senior Metals and Mining Analyst, discusses BHP saying Anglo American has rebuffed an improved takeover offer. Sonali Basak, Bloomberg Television Anchor, discusses Archegos Capital Management founder Bill Hwang's trial. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook...
Disney and Tyson Earnings, TikTok Latest 10.05.2024 37:12
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intel’s revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Matthew Schettenhelm, Blo...
Biden Set to Hit China EVs With Tariffs 10.05.2024 39:12
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses potential U.S tariffs on China EVs. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about the latest consumer sentiment data from UMich. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook...
Apple’s Succession Plans, Warner Brothers Discovery Earnings 09.05.2024 44:02
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses his Big Take story “The Apple Insiders in the Running to Succeed Cook.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Niraj Patel, Bloomberg Intelligence Senior Software Analyst, join to discuss Alphabet, Hubspot talks. Barry Ri...
Uber Bookings Miss Estimates, TikTok Lawsuit, Intel Revenue 08.05.2024 44:19
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses earnings from Uber, Lyft, and Reddit. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPhone shipments. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest on a potential TikTok ban i...
Apple Revamps iPads, Disney Earnings, Tesla Probe 07.05.2024 44:59
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Cou...
Berkshire Hathaway Meeting, Google Trial, Tyson Foods 06.05.2024 48:46
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses Berkshire Hathaway’s annual meeting. Brian Krawez, President at Scharf Investments, discusses the latest on the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses what’s at stake in the Google trial on antitrust...
Amazon Earnings, Musk in China, Intel in Ohio 03.05.2024 39:10
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonald’s earnings. Herman Chan, Bloomberg Inte...
US Services Index Shrinks, Jobs Report, Apple Earnings 03.05.2024 30:28
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbe...
Instant Reaction: Apple Beats on Sales and Earnings 02.05.2024 20:02
Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing. The results came as a relief to investors, who have been waiting for the iPhone maker to pull out of a long slump. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg I...
Peloton Tumbles After Layoffs , Tech Earnings 02.05.2024 38:43
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businesswe...
Instant Reaction: Jay Powell on Fed Policy 01.05.2024 26:38
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.
US Factory Activity Shrinks, Fed Meeting, Amazon Earnings 01.05.2024 39:57
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today’s Fed meeting a...
Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand 30.04.2024 16:45
Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior...
US Consumer Confidence Slumps , Paramount Earnings, Tech Preview 30.04.2024 38:55
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Man...
Instant Reaction: Paramount CEO Bob Bakish Is Out 29.04.2024 9:16
Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior executives — film and kids programming chief Brian Robbins, Showtime/MTV head Chris McCarthy and George Cheeks, who leads CBS — will run the company, according to a statement released Monday. Bloomberg...
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