Bloomberg

Bloomberg Intelligence

News EN ↓ 3449 episodes

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.

Author

Bloomberg

Category

News

Podcast website

www.bloomberg.com

Latest episode

Jul 10, 2026

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Episodes

BI Weekend: Nvidia Chips, Dating Apps, Tesla Vote 18.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China. - Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.&...

Netflix Tops Earnings Estimates, as Market Takes a Pause 18.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Emily Graffeo Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix reported revenue grew to $11.1 billion and earnings jumped to $7.19 a share, and raised its forecast for full-year sales and profit margins. Paige Smith, Bloomberg Consumer...

Uber Partnering With Lucid, Nuro to Launch Robotaxis in 2026 17.07.2025

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 Uber teaming up with Lucid Group and Nuro to launch a robotaxi fleet, with plans to deploy at least 20,000 of the robotaxis over six years. George Ferguson, Bloomberg Intelligence Senior Aerosp...

Goldman Sachs Posts Best Stock-Trading Quarter in History 16.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Goldman Sachs Group Inc.'s stock traders posted the largest revenue haul in Wall Street history, with equity-trading revenue of $4.3 billion for the seco...

Instant Reaction: Trump Reportedly Considers Firing Fed Chair Powell 16.07.2025

President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday night.    While the lawmakers voiced support for the move, which would likely roil financial markets and lead to a consequential legal showdown, Trump has not made a final decision and could...

JPMorgan’s Surprise Dealmaking Gain Shows Tariff Fear Easing 15.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. JPMorgan Chase & Co.’s investment bankers eked out a surprise gain in the second quarter. Citigroup's traders had their best second quarter in...

Musk Turns to Tesla and SpaceX to Fuel AI Ambitions 14.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Tesla shareholders will vote on whether to invest in Elon Musk’s xAI, the billionaire said, after the Wall Street Journal reported that SpaceX agreed to pump $2 billion into the artificia...

BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q 11.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and John Tucker On this podcast: - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI’s “Deep Dive: Trump Antitrust Machine a Work in Progress.&rdq...

Performance Food Said to Get Takeover Interest From US Foods 11.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by John Tucker and Isabelle Lee -Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group  attracting takeover interest from US Foods Holding. It’s a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar wi...

Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment 10.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. Delta Air Lines reinstated a profit outlook for the year, expecting an adjusted profit of $5.25 to $6.25 a share, and said travelers are coming...

Yaccarino Stepping Down as CEO of Musk’s X After Two Years 09.07.2025

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 Linda Yaccarino stepping down as CEO of X, according to her post on X. He also previews the Sun Valley Conference. Sally Bakewell, Bloomberg US Finance Team Leader, discusses Goldman Sachs’ plans to ask junior b...

Boeing Delivers Most Jets in 18 Months 08.07.2025

Watch Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the latest on Boeing. Boeing said it delivered 60 aircraft in June, its best showing in 18 months that reflects improvements in its factories and the resumption&nbsp...

Tesla Slides on Concern Musk’s New Party Will Worsen Slump 07.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla shares falling after Elon Musk announced he's forming a new political party, the "America Party", which will focus on House and Senate seats for the next 12 months. Sam Fazeli, Bloomberg Intelligence, Director of Re...

BI Weekend: Oracle's Money Making Moves, America's Hot Garbage Problem 04.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Host: Paul Sweeney On this podcast: -  Jody Lurie, Bloomberg Intelligence Credit Analyst, on midyear outlook/how summer travel will affect the travel & leisure industry - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Apple's ‘F1’ Movie May Jolt Lackluster Formula 1 US Rights Bids - Pierre F...

Oracle, OpenAI Expand Stargate Deal for More US Data Centers 03.07.2025

Watch 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 OpenAI agreeing d to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative. The rental will total about 4.5 gigawatts of data center power in the US, whic...

Tesla's Vehicles Sales Have Investors Feeling Optimistic 02.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda.  -Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research reacts to Tesla's vehicles sales after the company posted a 13% decline in vehicle sales, which was less drastic than analysts had feared. The company delivered 384,122 vehicles during t...

Apple Weighs Using Anthropic and OpenAI to Power Siri 01.07.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst discusses Apple considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, potentially sidelining its own in-house models. - Geetha Ranganath...

Oracle Signed Cloud Services Worth $30 Billion a Year 30.06.2025

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 Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal...

Nike Jumps as Outlook Creates Optimism in Turnaround 27.06.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar **Broadcasting live from Michael Loeb’s Annual Uncharted Summit** -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the...

Shell Says It Has No Intention of Making an Offer for BP 26.06.2025

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Will Hares, Bloomberg Intelligence Senior Global Energy Analyst, discusses Shell saying it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement. -...

FedEx Warns of Pain Ahead With Tariffs Weighing on Demand 25.06.2025

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global deman...

Iran Pledges ‘Decisive’ Reply to US Strikes as Israel War Rages 23.06.2025

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Ariel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islami...

BI Weekend: Nuclear Outlook, Satellite Data, Equality 21.06.2025

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Alix Steel On this podcast: - Michael Polsky, Founder and CEO of Invenergy, discusses the fate of solar and wind in the U.S. - Chris Gadomski, BNEF Lead Nuclear Analyst, discusses BNEF’s outlook for nuclear development. - Theresa Condor, Spire Global CEO, discusses how AI and satellite data ar...

Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time 20.06.2025

Watch Alix and Paul LIVE every day on YouTube:  http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks. Liz Hart, Presiden...

Supreme Court Upholds Curbs on Care for Transgender Minors 18.06.2025

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Bloomberg Law Host June Grasso discusses the recent Supreme Court decision to curb care for transgender minors. A divided US Supreme Court upheld a Tennessee law that outlaws certain medical treatments for transgender children, preserving similar measures in two dozen...

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