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
Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets 11.11.2025 24:42
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 SoftBank Group selling its entire stake in Nvidia for $5.83 billion to help bankroll AI investments. He also discusses CoreWeave lowering its annual revenue forecast due to a delay in fulfilling a customer contract, caus...
Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer 10.11.2025 19:49
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Metsera declining to further raise its offer for the US maker of an experimental weight-loss drug, bringing a bidding war with Pfizer Inc. to an en...
BI Weekend: US Earnings, Kenvue Deal, Ridesharing Latest 07.11.2025 38:03
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut. - Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Ana...
Musk Offers Loft Promises After $1 Trillion Tesla Payday 07.11.2025 23:23
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 Research Analyst, discusses Elon Musk’s pay package. Musk's $1 trillion compensation package was approved by Tesla investors, with over 75% of votes cast in favor, and he will need to realize som...
Warner Bros. Revenue Misses Estimates Amid Plans for Sale 06.11.2025 17:26
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 Warner Bros. Discovery earnings. Warner Bros. Discovery Inc. reported third-quarter revenue of $9 billion, a 6% decrease from a year ago and below Wall Street's estimate of $9.2 billion. She...
Bank of America's Investor Day, McDonald's Earnings Report, ISM Services Data 05.11.2025 13:07
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, on ISM Services data See omnystudio.com/li...
Palantir's Premium Valuation, Yum Considers Offloading Pizza Hut, Spotify Rules Audio Streaming 05.11.2025 17:43
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, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT...
Kimberly-Clark to Buy Tylenol Maker Kenvue for $40 Billion 03.11.2025 21:00
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble th...
Caterpillar, European, and Big Tech Earnings 31.10.2025 38:32
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earn...
Amazon Soars on Fastest Cloud Growth in Years 31.10.2025 20:20
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 Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. - Ryan Mallory, CEO of Flexential, on the growi...
Chipotle Falls Most Since 2012, Signals Trouble for Fast-Casual 30.10.2025 18:36
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 Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for cons...
Nvidia is First to $5 Trillion 29.10.2025 17:55
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial inte...
UPS Cutting Costs and Amazon Cutting Jobs 28.10.2025 16:04
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo live from the BAM Mutual offices. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Executive Officer Andy Jassy warned that AI will s...
Merger Monday for Banks and Biotech 27.10.2025 16:27
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks discusses how Huntington Bancshares agreed to buy Cadence Bank for $7.4 billion, the Ohio bank’s second major acquisition this year to expand in southern and southeastern states...
BI Weekend: Netflix, Tesla, AT&T Earnings 24.10.2025 36:19
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. - Andrea Felsted, Bloomberg Opinion Columnist, discusses how the luxury goods company ‘Kering’ agreed to sell its beauty division to the cosmetics and beauty company’ L&rsq...
Intel Returns to Profitability in Third Quarter 24.10.2025 17:32
Watch Scarlet and Paul 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, recaps Intel earnings. Intel returned to profitability in the third quarter and posted fourth-quarter sales guidance of roughly $13.3 billion, a higher level than expected. -Craig Trudell, Bloomb...
Instant Reaction: Intel Gives Encouraging Forecast After PC Market Rebounds 23.10.2025 8:23
Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate. But some analysts w...
Tesla’s Profit Tumbles as Costs Undermine Record EV Sales 23.10.2025 22:21
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 Research Analyst, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business. Musk spent much of Tesla&rsq...
Instant Reaction: Tesla Earnings Miss Despite A Sales Surge 22.10.2025 15:01
Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Rev...
Netflix Shares Fall most Since 2022 as Tax Hit Spooks Investors 22.10.2025 26:27
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, recaps Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among investors. -John Butler, Bloomberg Intelligence Senio...
Warner Bros. Weighs Sale Amid Interest From Several Parties 21.10.2025 21:26
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery saying it has begun to consider variou...
Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound 20.10.2025 16:39
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry, discusses the latest on Apple. Apple shares hit their first record of 2025...
BI Weekend: US Banks, Domino’s, LVMH Earnings 17.10.2025 38:31
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI and Broadcom signing a 10-gigawatt pact for chips and networking. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino's earnings. - Alison William...
Amex Earnings Top Estimates as Platinum Card Demand Surges 17.10.2025 18:30
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. American Express reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the...
Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround 16.10.2025 23:57
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Nestle job cuts. Nestlé SA's new CEO Philipp Navratil announced plans to slash 16,000 jobs to build on a stronger-than-expected increase in quarterly sales. The job reductions wil...
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