Bloomberg Intelligence

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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 H FA

Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains

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- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll. - Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hyatt earnings. Hyatt shares climbed to an intraday record after the hotel chain’s fourth-quarter adjusted earnings per share blew past analysts’ estimates, despite a weaker-than-expected adjusted Ebitda outlook for the full year. Its earnings follow strong prints from peers Hilton and Marriott, which are also trading near records.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonalds and Restaurant Brands earnings. McDonald’s Corp.’s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Restaurant Brands International Inc. increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, recaps AppLovin earnings. AppLovin shares fell after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption. See omnystudio.com/listener for privacy information.

24 min
1 G FA

New Kraft Heinz CEO Pauses Split to Focus on Boosting Profit

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- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz halting plans to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses earnings from Hilton Worldwide. Hilton reported fourth quarter earnings that beat expectations, as the company’s ability to add new hotels to its global network drove growth.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. added 962,000 new wireless subscribers in the fourth quarter, compared with estimates for 992,000. The company aims to distinguish itself from competitors in value and network quality, with promotions like free Netflix Inc. subscriptions and Wingstop chicken.-Mark Douglas, MNTN President and CEO, discusses MNTN earnings and the latest in the streaming arms race. MNTN just reported Q4 and FY 2025 earnings, closing out a record year with strong Q4 revenue growth, gross margin expansion, and Adjusted EBITDA improvement.The company is unlocking TV advertising for millions of small to midsized businesses for the first time and turning Connected TV into a core pillar of SMB performance marketing strategy. See omnystudio.com/listener for privacy information.

25 min
2 GG FA

Paramount Sweetens Warner Bros. Bid Terms to Woo Investors

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 on US Media, discusses Paramount Skydance making enhancements to its hostile offer for Warner Bros. Discovery, addressing some of the company’s concerns. She also discusses Spotify Technology adding 38 million new listeners to reach 751 million monthly active users, with paid premium subscriptions increasing 10% to 290 million.-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Alphabet Inc. raised almost $32 billion in debt in less than 24 hours, showing the enormous funding needs of tech giants competing to build out their artificial intelligence capabilities. Separately, Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro Inc. more than doubled year-over-year revenue from its popular card game Magic: The Gathering in the fourth quarter. Tie-ins from beloved franchises like Avatar: The Last Airbender and Final Fantasy contributed to Magic’s $502.4 million in revenue in the fourth quarter, the company said.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. Coca-Cola Co. offered a 2026 full-year sales outlook with organic sales growth of 4% to 5%, which is lower than the average analyst expectation of 5.01%. The company faces challenges in winning over shoppers with its portfolio of beverages as consumers shift away from traditional full-calorie soft drinks and toward healthier options. See omnystudio.com/listener for privacy information.

21 min
3 GG FA

Alphabet Looks to Raise About $15 Billion From US Bond Sale

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-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Alphabet looking to raise about $15 billion from a US high-grade dollar bond sale, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is paying $350 million upfront to collaborate with Innovent Biologics Inc. in developing new treatments for cancer and immune disorders. Novo Nordisk A/S is suing Hims & Hers Health Inc. for breaching its US patent on semaglutide, the active ingredient in medicines like Ozempic and Wegovy.-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean agreeing to acquire the offshore drilling firm in an all-stock transaction valued at approximately $5.8 billion. Valaris shareholders will receive a fixed exchange ratio of 15.235 shares of Transocean stock for each common share of Valaris.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses why a potential antitrust probe into US homebuilders by the Trump Administration -- as reported by Bloomberg News -- may prove to be more political than driven by illicit behavior. See omnystudio.com/listener for privacy information.

23 min
5 GG FA

BI Weekend: New Disney CEO, AMD, PayPal Earnings

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, discusses Walt Disney saying Parks Chief Josh D’Amaro will succeed Bob Iger as CEO.- Christian Bruch, Siemens Energy CEO, discusses Siemens Energy investing $1 Billion in the US.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings and obesity data.- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments.- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses PayPal earnings.- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings.- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses his 2026 outlook for global communications and networking equipment.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

37 min
6 GG FA

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

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-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses big tech. Four of the biggest US technology companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour and Amazon earnings. Under Armour boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate. Amazon.com Inc. shares dropped after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, on Phillip Morris earnings. Philip Morris International reported higher profit in the fourth quarter, helped by strong sales of smoke-free products such as Zyn nicotine pouches. -Katherine Doherty, Bloomberg News Finance Reporter, discusses JPMorgan Chase., Goldman Sachs Group, and Bank of America boosting their bonus pools for bankers and traders by at least 10%. See omnystudio.com/listener for privacy information.

23 min
5 FEB

Alphabet Plans Record Spending in Race to Win AI Customers

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 data centers critical to its artificial intelligence ambitions.- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Qualcomm’s revenue forecast was weaker than expected. The company said its “near-term handsets outlook is impacted by industry-wide memory supply constraints.”-Geetha Ranganathan, Bloomberg Intelligence Analyst, recaps Peloton earnings. Peloton Interactive Inc. provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors.-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, recaps Estee Lauder earnings. Estée Lauder Cos. shares dropped after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate’s turnaround. See omnystudio.com/listener for privacy information.

22 min
4 FEB

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

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 after the chipmaker’s sales forecast underwhelmed investors. Separately, Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Eli Lilly earnings. Eli Lilly & Co. provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Super Micro earnings and discusses HP’s CEO departure. Super Micro Computer Inc. shares gained after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Separately, HP named Bruce Broussard as interim chief executive officer, effective immediately, replacing Enrique Lores who stepped down to join PayPal. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Yum Brands earnings and BI’s latest cruise outlook. Yum reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate. Separately, Walt Disney’s new CEO Josh D'Amaro is bracing for cruise ‘Headwinds.’ See omnystudio.com/listener for privacy information.

22 min

Elenco completo (2000)

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

4,8 (20)

INVESTIMENTI
Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

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Listen for today's top stories, with context, in just 15 minutes. Each morning, hosts Nathan Hager and Karen Moskow bring you the latest headlines on US politics, foreign relations, financial markets and global economics. The show is recorded at 5AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

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Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

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INVESTIMENTI
Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Subscribe today at Bloomberg.com/audio or on Apple Podcasts and Spotify. For annotated transcripts of Mishal's conversations head to Bloomberg.com/latest/weekend-interview

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CULTURA E SOCIETÀ
Barry Ritholtz speaks with the people that shape markets, investing and business.

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Consulta le domande frequenti sugli abbonamenti

Lisa Abramowicz

Presentato da
Matt Miller

Presentato da
Paul Sweeney

Presentato da
Vonnie Quinn

Presentato da
Geetha Ranganathan

Ospite
Christian Bruch

Ospite
Sam Fazeli

Ospite
Kunjan Sobhani

Ospite
Diksha Gera

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Ken Shea

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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.

Canale

Bloomberg
Creatore

Bloomberg
Anni di attività

2009 - 2026
Puntate

2000
Classificazione

Contenuti adatti a tutti
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
Sito web del podcast

Bloomberg Intelligence
Fornitore

Bloomberg L.P.