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.
Be sure to visit the podcast's website and support the creator: www.bloomberg.com
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Episodes
Starbucks Sales Accelerate as Turnaround Gains Steam 28.01.2026 22:54
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 Starbucks Chief Executive Officer Brian Niccol delivering the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpec...
GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks 27.01.2026 28:34
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 Analyst, discusses GM earnings. General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. - Sid Ph...
Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip 26.01.2026 15:44
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 Nvidia, the dominant maker of artificial intelligence chips, investing an additional $2 billion in the cloud computing firm and key customer CoreWeave. He also discusses Microsoft rolling out its sec...
TikTok Seals Deal to Operate in the US After Years of Drama 23.01.2026 23:24
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing th...
BI Weekend: US Antitrust, AI in Retail, Restaurant Sales 23.01.2026 37:19
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 the U.S antitrust space in 2026. - Sunny Bonnell, Co-founder & CEO of Motto, discusses how AI is changing the way companies build relevance, trust, and long-term value. - Lindsay Dutch, Bloomberg Intel...
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours 22.01.2026 10:27
Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products. First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects t...
Paramount Extends Tender Offer for Warner Bros. Shares 22.01.2026 19:44
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses the latest at Warner Bros Discovery. Paramount Skydance Corp. again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors...
Schwab’s Trading Volume Swells at End of Strong Year for Markets 21.01.2026 16:54
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from Charles Schwab. Charles Schwab reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the sto...
Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast 20.01.2026 21:16
Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc. The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming busin...
Netflix Amends Warner Bros. Deal to All Cash in Bidding War 20.01.2026 18:08
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 Netflix reaching an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood&rsq...
BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon Outlook 16.01.2026 39:14
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Alexandra Semenova On this podcast: - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. - Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”...
Trump Moves to Have Tech Giants Pay for Surging Power Costs 16.01.2026 22:28
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses President Donald Trump and US Northeastern state governors agreeing to push for an emergency wholesale electricity auction to compel technology companies to fund...
NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown 15.01.2026 28:26
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova - Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor Zohran Mamdani’s get-tough approach to regulating app-based work.&n...
Netflix Weighs Amending Warner Bros. Bid to Make It All Cash 14.01.2026 20:24
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and strea...
JPMorgan Investment-Banking Fees Drop on Underwriting Miss 13.01.2026 24:58
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwritin...
Capital One, Amex Shares Sink on Trump’s Credit-Card Threat 12.01.2026 24:13
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker -Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It’s a move that could wipe out billions in profits for the banking industry....
BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth 09.01.2026 37:22
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu. On this podcast: - Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key wi...
Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers 09.01.2026 14:29
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 Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support...
Trump Demands More Defense Spending But Threatens Biggest Firms 08.01.2026 23:37
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost. -Ken...
Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix 07.01.2026 23:19
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 rejecting an amended takeover offer from Paramount Skydance and encouraging shareholders to stick with a deal it has in place with Netflix. -Caroline Hyde, BTech Co-An...
Venezuela Regime Change Sets Stage for OFS Return 06.01.2026 19:57
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversig...
Chevron, US Oil Stocks Rally as Trump Vows Venezuela Revival 05.01.2026 22:45
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu On this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela. They speak with: - Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies. US oil stocks jumped Monday...
Tesla Surrenders EV Crown to BYD After 8.6 % Sales Decline 02.01.2026 25:23
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Hosts Matt Miller and Vonnie Quinn. - Tesla vehicle sales fell 8.6% last year, dropping the Elon Musk-led company well behind China’s BYD Co. in the global ranks of electric-car makers. Fourth-quarter deliveries decl...
BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook 02.01.2026 38:29
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu. On this podcast: - Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026. - Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sp...
Warner Bros Plans to Reject Paramount Offer Next Week 31.12.2025 22:37
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller. - Warner Bros. Discovery plans to once again reject a takeover bid from Paramount Skydance Corp. after the rival media company amended the terms of its offer, according to people familiar with the compan...
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