Bloomberg Intelligence

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...

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...

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...

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...

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...

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,...

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...

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,...

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. ...

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...

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...

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...

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...

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...

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...

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...

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...

Watch Scarlet and Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Spencer Soper, Bloomberg Tech Reporter, discusses Amazon.com agreeing to pay $2.5 billion in penalties and refunds and change its process for how to cancel its Prime subscription to settle a lawsuit by the US Federal Trade Commission. -  Michael Halen,...

Watch Scarlet and Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA* -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite...

Watch Scarlet and Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence s...

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 and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s al...

- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months -  Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants.  - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. C...

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 co...

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. - Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest cont...

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for...