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
Alphabet Plans Record Spending in Race to Win AI Customers 05.02.2026 22:09
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Alphabet earnings. Alphabet Inc. is poised to spend more in 2026 than it has invested in the past three years combined to finance an expansion of...
AMD Suffers Worst Rout Since 2018 on Disappointing Forecast 04.02.2026 22:26
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments. Advanced Micro Devices Inc. suffered its worst stock decline in more than seven years af...
Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO 03.02.2026 25:47
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Walt Disney saying Josh D’Amaro will succeed Bob Iger as chief executive officer of the entertainment giant. D’Amaro, a 2...
Oracle to Raise Up to $50 Billion in Debt and Equity This Year 02.02.2026 25:23
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Oracle planning to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure...
BI Weekend: GM, Starbucks, UPS Earnings 31.01.2026 39:08
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research. On this podcast: - Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings - Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. - Anurag Rana, Bloomberg Intelligence Tech...
Apple’s Upbeat Forecast Clouded by Cost Fears 30.01.2026 21:55
Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Hosts: Paul Sweeney and Scarlet Fu On this podcast: -Dan Ives, Global Head of Technology Research at Wedbush Securities -Danielle DiMartino Booth, CEO and Chief Strategist at QI Research -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst See omnystudio.com/listener for...
Instant Reaction: Apple Delivers Upbeat Forecast 29.01.2026 18:28
Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing...
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth 29.01.2026 20:24
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the re...
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results 28.01.2026 33:13
Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube. Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell...
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....
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