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.
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Episodes
Lululemon Shares Sink to eight Year Low on Disappointing Outlook 05.06.2026 23:52
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Kristine Aquino - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica shares fell to their lowest level in eight years after the company cut its annual forecast due to deteriorating...
Broadcom Slides by Most in More Than a Year on AI Outlook Miss 04.06.2026 19:03
Watch Paul and Scarlet 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 Broadcom’s outlook. Broadcom Inc. shares plunged after the company’s forecast for sales of its artificial intelligence chips disappointed investors. AI semiconductor revenue...
SpaceX Is Said to Target $75 Billion in IPO at $135 Per Share 03.06.2026 23:38
Watch Paul and Scarlet 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 SpaceX’s IPO. The company aims to sell 555.6 million shares in the offering and is targeting a valuation of at least $1.8 trillion. The IPO is expected to s...
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall 02.06.2026 22:17
Watch Paul and Scarlet 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 Elon Musk’s SpaceX negotiating to pay less than 0.75% for the $75 billion it aims to drum up in an initial public offering this month. -Matthew Bloxham, Bloomberg Intelligence Senior an...
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion 01.06.2026 20:55
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Barry Diller making an offer for the remaining portion of MGM Resorts International he doesn’t already own through his business empire, People Inc. -Matthew Palazola, Bloomberg Intelligence,...
Dell Soars Most in Two Years on Outlook Fueled by AI Servers 29.05.2026 20:47
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by d...
Caesars Agrees to Be Taken Over by Fertitta in $5.7 Billion Deal 28.05.2026 22:52
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Tilman Fertitta's firm striking a $5.7 billion, all-cash deal for Caesars Entertainment that will add some 52 casinos in the US to his entertainment empire. -Caroline Hyde, BTech Co-Anchor, discuss...
Memory Chip Frenzy Sends SK Hynix, Micron Intro $1 Trillion Club 27.05.2026 24:55
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses a surge in memory-chip stocks intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time. Investors are bet...
Lilly to Buy Three Vaccine Developers for Up to $3.8 Billion 26.05.2026 23:12
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney, Alexis Christoforous, and Stacey Vanek Smith -Madison Muller, Bloomberg News Health Reporter, discusses news that Eli Lilly & Co. is buying three clinical-stage vaccine developers for as much as $3.8 billion to establish itself as a leader in other areas and become a m...
Estée Lauder and Puig End Merger Talks 22.05.2026 19:36
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estée Lauder and Puig ending merger talks. Estée Lauder said it remains focused on its Beauty Reimagined strategy. -George Ferguson, Bloomberg Intelligence Senior Aerospace,...
Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings 21.05.2026 21:19
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Walmart earnings. Walmart warned that fuel costs are squeezing the company’s bottom line and could lead to higher prices for shoppers. The company sai...
Target Tempers Expectations After Best Sales Gain in Years 20.05.2026 21:13
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Target earnings. Target Corp.'s comparable sales jumped 5.6% last quarter, the biggest increase since the end of 2021 and triple the gain analysts were exp...
Home Depot’s Sales Fall Short on Lackluster Housing Recovery 19.05.2026 25:37
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit b...
Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China 18.05.2026 20:44
Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time. See omnystudio.com/listener for privacy informat...
NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant 18.05.2026 19:14
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy agreeing to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clu...
AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO 15.05.2026 23:57
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Cerebras Systems shares jumping 68% in its trading debut after raising $5.5 billion in the year’s largest IPO. This illustrates investors’ surging appetite for artificial intel...
Cisco Jumps Most Since 2011 on Sales Outlook 14.05.2026 18:51
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith - Ryan Vlastelica, Bloomberg Equities Reporter, discusses earnings from Cisco Systems. Cisco Systems jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut t...
Anthropic in Talks to Raise $30 Billion at $900 Billion Value 13.05.2026 18:49
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *Broadcasting From Eisner Amper West Coast Real Estate Summit in San Francisco, CA* - Ed Ludlow, BTech Co-Anchor, discusses Anthropic being is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $90...
EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’ 12.05.2026 21:38
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Cecilia D'Anastasio, Bloomberg Video Game Reporter, discusses EBay rejecting a $56 billion takeover offer from GameStop Corp. Chief Executive Officer Ryan Cohen, describing the unsolicited bid as “neither credible nor attractive.”...
AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO 11.05.2026 18:02
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Carmen Reinicke, Bloomberg Equities Reporter, discusses Cerebras Systems seeking to raise as much as $4.8 billion in its initial public offering, offering 30 million shares for $150 to $160 each. The company's IPO has drawn orders for more than 20 times...
Lyft Earnings Miss Estimates After Global Expansion Push 08.05.2026 25:57
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Isabelle Lee - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Lyft and Airbnb earnings. Lyft Inc. reported profit that fell short of Wall Street’s estimates due to spending on international expansion and higher-end offer...
Wall Street Poised for Bonus Increases in ‘Year of the Bank’ 07.05.2026 26:24
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Katherine Doherty, Bloomberg News Finance Reporter, discusses Wall Street bonuses being projected to jump for the third year in a row as market volatility fuels trading demand and dealmaking makes its long-awaited comeback. Incentive pay for investment banke...
AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook 06.05.2026 20:34
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses AMD earnings and Nvidia. Advanced Micro Devices soared to new heights in early trading after a flood of data center spending bolstered its sales forecast. Nvidia bought $500 million wo...
Apple Weighs Using Intel, Samsung to Build Device Processors 05.05.2026 21:18
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Caroline Hyde, BTech Co-Anchor, discusses Apple holding exploratory discussions with Intel and Samsung Electronics about producing main processors for its devices in the US, as a secondary option beyond Taiwan Semiconductor Manufacturing Co. -Geetha Ranganathan,...
Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff 04.05.2026 20:50
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses US transportation stocks plunging Monday after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parc...
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