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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.

  1. 4 hr ago

    Nvidia’s Huang Ousted by Board in Move That Roils AI Economy

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, Bloomberg Tech Anchor, discusses news that Nvidia Chief Executive Officer Jensen Huang was ousted from his post after reports of two affairs, including one with a woman suspected of spying for China. Longtime Chief Financial Officer Colette Kress is taking the job of interim CEO, and the board appointed director Harvey Jones as chair.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives reaction to Nvidia news. According to Bloomberg Intelligence: Nvidia's ouster of President and CEO Jensen Huang is unlikely to alter fiscal 2027-28 estimates, but raises longer-term risks around succession, future deal velocity and China scrutiny as investors reassess the broader "Jensen premium." Huang's role spanned product strategy, sovereign and AI-lab relationships, financing and neocloud capacity, putting greater focus on succession planning, board oversight and strategic continuity.-Leland Miller, CEO of China Beige Book, gives reaction to Nvidia news and discusses China impact. Leland says the DoC is now scrambling to draft a baby reg to expand licensing policies on remote access to Nvidia chips to 7 countries (Singapore, Malaysia, Thailand, Indonesia, Brazil, S.Africa and bafflingly, Norway). But under this: China could still get access to Nvidia chips from everywhere else. -Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, gives reaction to the Nvidia news from a credit perspective. According to Bloomberg Intelligence: A potential change in Nvidia leadership poses little threat to its AA credit profile, though the board's search for possible successors to Jensen Huang could prolong volatility across AI-linked debt and equity markets. A CEO change should do little to disrupt aggregate hyperscaler capex or AI funding through unsecured debt, LLM IPOs, private capital and project finance, though volatility could delay issuance or lift financing costs. See omnystudio.com/listener for privacy information.

  2. 1 day ago

    CoreWeave Shares Soar After AI Computing Firm Eases Debt Fears

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Avalon Pernell -  Vasu Kasibhotla, Bloomberg Intelligence Senior Industry Analyst, recaps CoreWeave earnings. CoreWeave Inc. shares jumped after the company eased fears about its debt-laden business and signaled strong sales growth despite headwinds facing the data center boom. The company projected revenue of $13 billion to $13.3 billion this year and expects to take out another loan soon that will carry an investment-grade rating.-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion Contributor, discusses Nvidia's investigation of Chief Executive Officer Jensen Huang's affair with an alleged Chinese spy.-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic's upcoming IPO. Anthropic PBC’s initial public offering has drawn multiple times the orders for the shares available, according to people familiar with the matter. The company and its co-founders are seeking to raise as much as $90.4 billion in the IPO and a private placement, its filings show.  The company is targeting a fully diluted valuation of about $1.4 trillion, and reported a revenue run rate of $81 billion as of Oct. 31.-Michael Dean, Bloomberg Intelligence Head of Global Autos, discusses Volkswagen scrapping a major advanced-manufacturing project at its headquarters due to strained finances.  The company will continue work on its next-generation electric platform and models, including the ID. Roc, a planned electric SUV. Volkswagen's works council chief accused the company of a 'flagrant breach' of a December 2024 agreement and labor will resist moving production of the combustion-engine Golf from Wolfsburg to Mexico. See omnystudio.com/listener for privacy information.

  3. 2 days ago

    Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu**Broadcasted LIVE from BAM Mutual in NYC**-  Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic seeking a valuation of about $1.4 trillion in its initial public offering, in a bid to make history as the first frontier artificial intelligence lab to go public.  The company and its co-founders are seeking to raise as much as $90.4 billion in the IPO and a private placement, with the base offering set to raise up to $64.4 billion.-  Michael Shepard, Bloomberg News Senior Technology Editor, discusses President Donald Trump saying the FBI is looking into Nvidia Corp CEO Jensen Huang's extramarital relationship with a suspected Chinese spy. Trump spoke to Huang and praised him as a "very honorable man," saying he believes Huang didn't know the woman was a spy. The revelations have sent Nvidia's shares plunging and threaten to reverberate across the artificial intelligence industry, with the company's board conducting an investigation into whether Huang was the target of a foreign intelligence effort.-  Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Skydance earnings. Skydance Corp. will release a streaming bundle that includes both the Paramount+ and HBO Max services early next year, offering "even greater value" for consumers. The company reported a 5% increase in revenue overall, with gains in the streaming and studio divisions offsetting a decline at the TV networks, and posted adjusted earnings before interest, taxes, depreciation and amortization of $1 billion.-  Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses earnings from Take-Two Interactive. According to Bloomberg Intelligence: Post-2Q Earnings Outlook: Take-Two's unchanged fiscal 2027 bookings guidance looks increasingly conservative, thanks to GTA VI demand, presaging added upside if launch momentum holds. Management's decision to retain guidance, days before release, reflects timing, rather than weaker demand. Cannibalization is the key risk: NBA 2K27's softer-than-expected sales show consumers are already deferring spending ahead of GTA VI. Still, the 3Q target calls for 12% recurrent consumer-spending gains, reversing declines in the prior two quarters, as GTA VI Ultimate Edition's add-on content lifts recurring-spending mix. See omnystudio.com/listener for privacy information.

  4. 3 days ago

    Nvidia Probe Into CEO Affair Raises Thorny Questions for AI

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses Nvidia Corp.'s investigation into Chief Executive Officer Jensen Huang's affair with an alleged Chinese spy. The company's board is assembling a committee of independent directors to investigate the matter, with outside counsel, after Huang disclosed the romantic relationship in a memo to employees. The incident threatens to further roil the AI market, with Nvidia being a key source of financing for AI infrastructure and Huang being a leading voice in the industry, and has led to a slide in Nvidia's shares.-Michael Monaghan, Portfolio Manager and Principal of the Founders 100, gives reaction to Nvidia news. Following news that NVIDIA is launching an investigation into CEO Jensen Huang over his relationship with a woman who intelligence agencies said is a Chinese Spy, Michael Monahgan says he fully supports Jensen staying as CEO. Founder-led companies outperform because one person carries the vision. The same concentration is the risk, and the market is pricing it this week. With Q3 earnings slated to be released on November 17th and a closed-door congressional briefing scheduled for November 18th, Michael expects the business to remain on track.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses earnings from Berkshire Hathaway. According to Bloomberg Intelligence: Berkshire Hathaway's stock can still behave like an anti-AI trade even while the conglomerate is investing in AI capabilities and owns a major Alphabet position. The company continues to deploy capital, though stock buybacks are likely to decline this quarter after a record $9.6 billion in 3Q.-Jean-Yves Coupin, Bloomberg Intelligence Senior Credit Analyst, discusses the latest at CVS. According to Bloomberg Intelligence: CVS Health's planned split may prove manageable for creditors, as a path to low-3x leverage remains, providing some cushion against uncertainty about the future capital structure. The decision to separate into two entities follows a 2024 review, though regulatory and political headwinds remain a threat to the credit profile. See omnystudio.com/listener for privacy information.

  5. 5 days ago

    Election 'Blue Wave' & Your Wallet; Navigating AI-Driven Market Volatility

    Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Citi Wealth Chief Investment Officer Kate Moore and TIAA Financial Literacy Co-Author & Stanford Institute For Economic Policy & Research Annamaria Lusardi. See omnystudio.com/listener for privacy information.

  6. 6 days ago

    Anthropic IPO Buyers See Valuation as Low as $1.1 Trillion

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic’s upcoming IPO. Anthropic PBC's initial public offering plans have run into a punishing post-election selloff, prompting a rethink among prospective investors of the company's expected valuation.  Potential buyers are discussing a valuation range for the company of $1.2 trillion to $1.3 trillion, with some weighing a value as low as $1.1 trillion. Deliberations are ongoing and no final decisions have been made, with investors considering bids and the company potentially starting formal marketing with a conservative size and valuation target. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses data centers. Around half of planned expansion nationwide is vulnerable to increased scrutiny and pushback from Democrats who clinched historic victories in states like Texas, Georgia and Ohio. Restrictions on development could ultimately reduce the odds of a downturn by keeping the AI investment boom in check, according to economists like Brett Ryan at Deutsche Bank Securities. -Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses the recent tech selloff. US stocks advanced Friday as dip buyers stepped in to support the battered artificial intelligence trade, though the severity of this week’s rout has left investors questioning whether the worst is over.  --Abigail Gilmartin, Bloomberg Intelligence US Retail Analyst Covering Footwear & Athleisure, discusses earnings from Under Armour. Under Armour Inc.’s shares declined after a reduction in its profitability guidance cast more doubt on the sports brand’s turnaround prospects.  The company said gross margin would increase about 220 basis points this fiscal year, which runs through March. That’s a reduction of 50 basis points from August, with the company citing higher costs for freight and fuel and the impact of inventory management. See omnystudio.com/listener for privacy information.

  7. 5 Nov

    Tech Stocks Plunge as Traders Dump Everything With AI Exposure

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses technology stocks plummeting as traders assess the implication of a Democratic sweep in the US midterm elections on cloud data centers. Matthew also discusses Qualcomm earnings. Qualcomm Inc. shares tumbled after the company gave a lackluster profit forecast, citing a “broad-based increase” in costs for components and manufacturing.-Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses data centers. According to Bloomberg Intelligence: Hyperscalers like Microsoft, Meta, CoreWeave, Oracle and OpenAI who use data centers in Texas, or have plans to utilize them there, face increased policy risks tied to the facilities with Gina Hinojosa winning the Lone Star State's gubernatorial race.-Nathan Dean, Senior Policy Analyst for Bloomberg Intelligence, discusses President Donald Trump’s corporate influence after the midterm elections. According to Bloomberg Intelligence: With Democrats winning control of Congress, policy risk for US companies may increase as incentives grow for President Donald Trump to rely on public pressure, executive power and federal leverage to advance White House goals. From taking a 10% government stake in Intel to pressing Bank of America and Citigroup on credit-card interest rates and urging Walmart to absorb tariff costs, Trump has consistently been willing to influence companies' conduct even when legislation is unlikely.- Ryan Gallagher, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “Ads in Popular Apps Give Police a Powerful Tool to Spy on Users.” Penlink’s Webloc is sold to police in the US, UK and worldwide. It uses technology found in weather, gaming, email and religious apps to locate people using their cellphones. Webloc can track hundreds of millions of mobile phones across the world. For law enforcement, that’s a powerful capability — made more so by the fact that in the US it can be used without the need for any kind of search warrant or judicial authorization. See omnystudio.com/listener for privacy information.

  8. 4 Nov

    CVS Plans to Break Up $117 Billion Healthcare Conglomerate

    Watch Paul and Scarlet 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 CVS Health planning to spin off its retail pharmacy business into a new company called CVS Pharmacy in the first half of 2028. The move will separate the drugstore business from the Aetna insurance unit and Caremark prescription benefits division, with both companies to be publicly traded. CVS shares plunged as much as 14% in New York on Wednesday after the announcement, which marks a shift away from the long-term trend of consolidation among major healthcare companies.- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Mandeep discusses the impact of mid-term elections on the tech sector. Separately, he talks about earnings from Uber and AMD. Uber Technologies Inc. shares rose after the company posted quarterly earnings and gross bookings that met expectations. Total gross bookings for the third quarter were $59.8 billion, and adjusted earnings per share were 88 cents, which was about what Wall Street was expecting. Advanced Micro Devices Inc. gave a revenue forecast that exceeded analysts’ estimates, showing that demand for data center processors remains strong. The company’s fourth-quarter revenue will be $17 billion, plus or minus 3%, which easily topped the average analyst estimate of $16.3 billion. See omnystudio.com/listener for privacy information.

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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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  • Channel
    Bloomberg
  • Creator
    Bloomberg
  • Years Active
    2009 - 2026
  • Episodes
    2k
  • Rating
    Clean
  • Copyright
    2026 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
  • Show Website
    Bloomberg Intelligence
  • Provider
    Bloomberg L.P.

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