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.

  1. 3 hr ago

    Nvidia to Invest $3.5 Billion in Chipmaker MediaTek

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Nvidia investing $3.5 billion in MediaTek to deepen collaboration with the Taiwanese chipmaker. The investment will see MediaTek using Nvidia's NVLink Fusion and NVHBM technology to help components communicate more seamlessly in data centers. The agreement is part of Nvidia's effort to ensure the future of artificial intelligence is built around its hardware platform and standards.-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic’s future IPO. Anthropic PBC’s IPO is expected to raise as much as SpaceX’s record $86.2 billion debut and is casting a long shadow over companies’ US listing plans. Some firms are finding it hard to get the attention of investors with the prospect of an Anthropic IPO imminent, and companies may decide to list before or after Anthropic to avoid competition.-Michelle Cortez, Bloomberg Senior Editor for Global Business, discusses Eli Lilly plans to buy Merida Biosciences for as much as $2.88 billion in cash to expand in autoimmune and allergic diseases. Merida is developing products that target auto-antibodies tied to diseases, including MER511, which is in early testing for Graves’ disease and thyroid eye disease. The deal is part of Lilly’s strategy to invest in technologies that can transform the treatment of diseases beyond obesity, with the company having announced more than $20 billion in deals so far in 2026.- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses KKR being set to reap a $3.3 billion windfall from its deal to sell USI Insurance Services to Aon Plc for $17 billion. The transaction will generate about $2 billion of adjusted net income for the private equity giant, according to a statement. The sale is expected to generate a 3.4 times return on KKR’s balance-sheet capital invested, and will help expand Aon’s middle-market business. See omnystudio.com/listener for privacy information.

  2. 3 days ago

    Warsh Says Inflation Isn’t Slowing, Vows to Reach 2% Target

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Judy Lagrou*Guest reaction to Fed Chair Kevin Warsh’s speech from Jackson Hole*Guests: Tom Orlik, Chief Economist for Bloomberg Economics & Tom Keene, Bloomberg Surveillance Co-Anchor-Federal Reserve Chairman Kevin Warsh warned inflation isn’t meaningfully slowing and said policymakers must be confident that it is, otherwise the central bank has “work to do.”Warsh reiterated that policymakers will return inflation to their 2% goal, which he said is a firm and fixed target, and that financial conditions are not currently restrictive.Warsh said interest rates are the Fed’s “predominant tool” for achieving its mandate, but stopped short of signaling he would support an interest-rate hike when Fed officials gather in September.Also on this podcast:Nic Querolo, Bloomberg Municipal Finance Reporter, discusses the latest on the munis bond market.Investors in the high-yield municipal bond market are being picky and have shied away from some recent offerings, such as one from QCF/I, Inc.Higher absolute yields and tighter spreads between investment grade and riskier debt have given bond buyers fewer reasons to consider deals further down the credit spectrum.High-yield defaults have been in line with historical levels this year, with 33 first-time defaults totaling $2.81 billion, according to Municipal Market Analytics.   See omnystudio.com/listener for privacy information.

  3. 4 days ago

    Salesforce Jumps Most Since 2020 on Outlook, Anthropic Deal

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, recaps Salesforce earnings. Salesforce Inc. jumped after the software company gave an outlook for strong revenue expansion and deepened its partnership with Anthropic PBC. Sales will be about $11.5 billion in the fiscal third quarter, and current remaining performance obligations will increase about 14%.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Nvidia Corp. said revenue will grow about 70% next fiscal year, outstripping analysts’ estimates for a 45% jump. The company's Chief Financial Officer Colette Kress said Nvidia would grow faster if it had access to more supplies, and that customers' forecasts point to the company's growth doubling next year.-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on Meta. Meta Platforms Inc.'s changes to Instagram and Facebook will apply only to US users for now, and include limits to how long younger users can spend on the apps and restrictions on switching off safety settings.  The changes are part of a series of landmark settlements to resolve claims that the social media networks are a safety risk to children, and will cost the company as much as $18 billion.-Redd Brown, Bloomberg Consumer Reporter, discusses earnings from Dollar Tree and Dollar General. Dollar Tree Inc. mostly met Wall Street expectations last quarter and left its sales growth outlook for the year unchanged. Dollar General Corp. lifted its view for annual revenue after a quarterly sales beat, with comparable sales growth of 3.5% in the second quarter. See omnystudio.com/listener for privacy information.

  4. 5 days ago

    Meta Says It Will Pay Up to $18 Billion Over Social Media Claims

    Watch Paul and Scarlet 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 breaking news on Meta. Meta Platforms Inc. agreed to pay up to $18 billion in landmark settlements to resolve allegations that the company deliberately designed Facebook and Instagram to encourage compulsive use among young users. The agreement requires Meta to put new guardrails on its platforms, including restricting how much time youths can scroll and preventing them from switching off certain safety settings without parental consent. The settlement includes payments to resolve a variety of claims across multiple lawsuits, with some payments contingent upon other social media companies adopting similar platform changes and making their own payouts.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Fitch. Kohl’s turnaround attempt showed some progress after the retailer raised its annual earnings outlook, but it still doesn’t see sales growth this year. Abercrombie & Fitch namesake brand is expected to post net sales growth of 4.7% in the second quarter, a reversal from a 5.3% decline in the same period a year earlier.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Bath & Body Works and Williams-Sonoma. Bath & Body Works shares fell after the company forecast year-over-year net sales declines for the third quarter. Williams-Sonoma shares drop as much as 5.7%, the most intraday since February 23, even after the home furnishing retailer reported a beat-and-raise quarter. -- Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from J M Smucker. JM Smucker Co. raised its full-year outlook for sales and profit, bolstered by growth in its Uncrustables sandwiches and coffee brands. Smucker is riding the growth of its hit products to offset broader weakness in the packaged-food segment as consumers become increasingly selective in their spending. See omnystudio.com/listener for privacy information.

  5. 6 days ago

    Dick’s Falls Most Ever With Chairman Saying More Pain to Come

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and John Tucker-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick’s Sporting Goods. Dick’s Sporting Goods Inc. sank the most on record after the Foot Locker chain it acquired last year continued to struggle, raising doubts about the broader sneaker market. The company now expects net sales to be in a range of $21.9 billion to $22.2 billion in the current fiscal year, down from its previous forecast, driven by a drop in sales at Foot Locker.-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses United Airlines expanding its long-haul network. United Airlines Holdings Inc. will add destinations in Europe and Asia to its network next year, using Airbus SE's new long-range narrow-body planes. The carrier will fly the A321XLR planes from its Newark hub to locations including Luxembourg and Marseille, and from San Francisco to Okinawa, Japan.-Erin Hudson, Bloomberg Municipal Bond Reporter, discusses how private schools in the US are increasing financial aid and advertising discounts to attract students, as soaring tuition and a declining population of school-age children intensify competition. Some schools, such as Brearley and Deerfield Academy, are offering free tuition to families earning under certain income thresholds, and using sliding scales to determine tuition for higher-earning families.-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses IPOs. Fresh signs of European stock exchanges losing out to the US in attracting key IPOs have emerged this week, despite bourses and governments intensifying their efforts to win and retain listings. More money has been raised in the US so far this year in IPOs by sizeable European companies than on their home exchanges, according to data compiled by Bloomberg. See omnystudio.com/listener for privacy information.

  6. 24 Aug

    Alibaba Raises $10 Billion in Record Hong Kong Share Sale

    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 top tech stories. Alibaba Group Holding Ltd. raised HK$80 billion in Hong Kong’s biggest follow-on offering to take the lead in global artificial intelligence. SoftBank Group Corp. plans a record ¥1 trillion retail bond sale to raise funds for its investment commitments to OpenAI. Tesla Inc. and at least eight other automakers are recalling millions of cars in China over safety concerns with their door handles, which have led to vehicle entrapment and multiple fatalities.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses the PC market. According to Bloomberg Intelligence: Dell, Lenovo and Apple's supply-chain scale and product breadth position them to defend or gain share in a sustained PC downturn.-Beth Kowitt, Bloomberg Opinion Columnist, discusses her column: “LinkedIn Users are Rewriting the Past to Land Jobs.” Researchers at Stanford University and Revelio Labs found that nearly 20% of established US LinkedIn users edited the descriptions or titles of jobs they had left years earlier, with tech workers doing so at a rate of nearly one in three. These changes, dubbed "time travel," aren't made while memories are still fresh, but instead reflect a change in personal branding, with the median time-travel edit occurring more than four years after the user left the role.-Paige Smith, Bloomberg Consumer Finance Reporter, discusses the Bloomberg Big Take story: “Trump’s Family Joins the Sprint to Get a National Bank Charter.” Donald Trump's family has won preliminary approval to start a national bank, riding a wave of deregulation under the Trump administration. The Office of the Comptroller of the Currency has approved 22 bank charter applications in the first 19 months of the president's second term, with many going to fintech and digital-asset firms. 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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