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
Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move 30.12.2025 26:22
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. -Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts...
Oil Pushes Higher With Ukraine Talks and China’s Pledge in Focus 29.12.2025 23:33
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 Tech co-host Caroline Hyde. -Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year. Brent traded near $62 a barrel, while West Texas Inte...
BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie Chung 26.12.2025 38:06
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu. On this podcast: - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026 - Vincent Piazza, Bloomberg Intelligence Senior Equity Res...
Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk Progress 26.12.2025 21:56
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 Tech co-host Caroline Hyde. Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply....
Intel Shares Fall on Report Nvidia Halts Production Test 24.12.2025 29:20
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu) Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia...
Novo Nordisk Gets US Approval for Wegovy Obesity Pill 23.12.2025 28:56
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term. - Reshmi Basu, Bloomberg News Credit R...
Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level 22.12.2025 25:41
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc. -Ira...
BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts 19.12.2025 37:44
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu. On this podcast: - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026. - Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.” - St...
Nike Sinks After China Sales Plunge, Delaying Turnaround 19.12.2025 24:14
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, recaps Nike earnings. Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The...
Trump Media Targets Nuclear Fusion Through Merger With TAE 18.12.2025 21:58
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy company TAE Technologies in an all-stock transaction valued at more than $6 billion. -Jake S...
Warner Bros. Urges Investors to Reject Paramount Bid 17.12.2025 22:53
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 the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc. -...
Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul 16.12.2025 25:56
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 Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable. -Kristina Pet...
McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry 15.12.2025 28:47
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months. -Jennifer Rie, Bloomb...
BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe 12.12.2025 36:44
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney On this podcast: - Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.” - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid sh...
Oracle Delays Some Data Center Projects for OpenAI to 2028 12.12.2025 18:33
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to peop...
Oracle Slides by Most Since January on Mounting AI Spending 11.12.2025 22:52
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outl...
Zuckerberg Directs Pivot Away From Open Source AI At Meta 10.12.2025 20:31
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino --Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead...
Trump Nvidia Deal Reshapes US’s China Strategy 09.12.2025 24:11
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with&n...
Paramount Makes $108 Billion Hostile Bid for Warner Bros 08.12.2025 22:50
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix. -J...
BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings 05.12.2025 35:46
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah Mulinda On this podcast: - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, d...
Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal 05.12.2025 22:58
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s...
Zuckerberg Plans to Cut Metaverse Group's Budget Up to 30% 04.12.2025 26:54
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the m...
Microsoft Slips on Report of Lower Demand for Some AI Tools 03.12.2025 24:41
Watch Scarlet and 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 Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace...
Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google 02.12.2025 22:59
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from ...
Steve Cohen, Bally’s Picked to Run Casinos in NYC 01.12.2025 20:35
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City. -Sam Fazeli, Blo...
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