Bloomberg Intelligence

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Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

15 TIMER SIDEN

Nike’s Comeback Is Taking Shape as Sports Focus Pays Off

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Nike’s turnaround efforts are starting to pay off as the world’s largest sportswear company realigns the business around sports such as running and basketball.-Trevor Burgess, CEO of Neptune, discusses the company’s IPO beginning trading on 10/21/25. It’s listing on the NYSE. Neptune uses proprietary AI and advanced data science to provide residentially and commercial flood insurance across the U.S. Neptune does not use human underwriters, which streamlines underwriting, pricing, and policy issuance. -Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research: “Deep Dive: AI Power Demand Fuels $350 Billion Build Cycle.” According to BI: demand for power to support AI computing could spark a resurgence in nuclear energy that leads to a 60% increase in US reactor capacity by 2050, yet we don’t expect new plants to enter service until 2035. See omnystudio.com/listener for privacy information.

17 min.
1 DAG SIDEN

CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand

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 CoreWeave Inc. signing a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power. The deal runs through December 2031 with an option to extend through 2032 with additional capacity, and helps diversify CoreWeave’s business away from Microsoft Corp. -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Exxon job cuts. Exxon Mobil Corp. plans to cut about 2,000 jobs globally as the Texas oil company consolidates smaller offices into regional hubs as part of its long-term restructuring plan. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify saying founder Daniel Ek will step down as CEO next year, with Alex Norström and Gustav Söderström becoming co-CEOS. Daniel Ek will transition to the role of Executive Chairman effective Jan 1st. Gustav Söderström is currently co-President and Chief Product and Technology Officer; Alex Norström is currently co-President and Chief Business Officer. See omnystudio.com/listener for privacy information.

19 min.
2 DAGE SIDEN

EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival raised its full-year earnings forecast for the third straight quarter, citing a record pace for forward bookings and improving net yields.-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses why Super Micro Computer is solidly positioned in a $312 billion AI-server market. He also discusses why robust cloud demand for higher-capacity hard-disk drives could fuel 17% sales growth for Western Digital in fiscal 2026. See omnystudio.com/listener for privacy information.

18 min.
5 DAGE SIDEN

BI Weekend: Live Nation Suit, Micron Earnings, Kimmel Return

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 Live Nation being hit with an FTC ticket suit.- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses “Pfizer’ planning to buy Metsera for $4.9 billion.- Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the U.S warning against Tylenol use.- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses his story “Oura Ring Maker to Become $11 Billion Company With Latest Raise.”- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile’s succession plan.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel returning to late night television.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks closing stores.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.
5 DAGE SIDEN

ByteDance to Get About 50% of TikTok US Profit Under Trump Deal

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, discusses the latest on TikTok. The Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. TikTok’s Chinese parent company will likely get about half of the profit from the platform’s US operation even after it sells majority ownership to American investors as part of a deal orchestrated by President Donald Trump, according to people familiar with the matter.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses how President Donald Trump's plan to impose a 100% tariff on branded drug imports was greeted with a shrug by many investors, who are betting his exemptions for companies with US manufacturing will soften any blow.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses news that Boeing will regain more powers from regulators to conduct final safety checks and issue airworthiness certificates for some 737 Max and 787 jets prior to delivery. See omnystudio.com/listener for privacy information.

17 min.
6 DAGE SIDEN

Amazon, FTC Reach $2.5 Billion Deal in Prime Subscription Case

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Spencer Soper, Bloomberg Tech Reporter, discusses Amazon.com agreeing to pay $2.5 billion in penalties and refunds and change its process for how to cancel its Prime subscription to settle a lawsuit by the US Federal Trade Commission. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks saying it will close 1% of its stores in the US and Canada and cut 900 jobs as part of its turnaround plan.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses CarMax reporting significant earnings per share and sales shortfalls for the second quarter. See omnystudio.com/listener for privacy information.

18 min.
24. SEP.

Micron Forecast Fails to Satisfy Investors After AI-Fueled Rally

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA*-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite fiscal first-quarter revenue and profit expectations being higher than estimated.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel’s show returning. Jimmy Kimmel returned to TV, saying "it was never my intention to make light of the death of a young man" and receiving a warm reception from the audience.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. New-home sales in the US surged in August to the fastest pace since early 2022, likely lifted by builders' price cuts and sales incentives. See omnystudio.com/listener for privacy information.

15 min.
23. SEP.

US Warns Against Tylenol Use, Citing Unproven Link to Autism

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk.- Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss the latest on TikTok. Although the exact framework surrounding ByteDance’s deal with the US government is yet to be announced, recent reports suggest that the company is planning to divest a key portion of ownership in TikTok to a consortium of US investors. With millions of users, engagement hours, in-app purchase revenue and ad dollars, TikTok appears to be a solid acquisition target. See omnystudio.com/listener for privacy information.

12 min.

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Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Kanal

Bloomberg
Skaber

Bloomberg
Aktive år

2009 - 2025
Episoder

2 t
Vurdering

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