Bloomberg Intelligence

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.

  1. 2 HR AGO

    BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook

    Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for US Telecom and Satellite.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BI's cloud gaming deep dive for 2026.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses BI’s outlook for U.S machinery in 2026.- Bill Keenan, Writer/Producer of Bull Run film, Author of Discussion Materials, discusses the film and where it fits in with other movies about Wall Street. 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.

    38 min
  2. 24/12/2025

    Intel Shares Fall on Report Nvidia Halts Production Test

    Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu) Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward, Reuters reported, citing two unidentified people familiar with the matter. Spokespeople for Nvidia and Intel didn’t immediately respond to requests for comment. An Intel spokesperson told Reuters that the company’s 18A manufacturing technologies are “progressing well.” Erik Larson, Bloomberg News US Legal Reporter, on a federal judge’s decision to allow the Trump administration to put a $100,000 fee on new H-1B visa applications. The ruling is seen a setback for US technology companies that rely on hiring skilled foreign workers. US District Judge Beryl Howell said in a ruling Tuesday that President Donald Trump’s effort to radically increase the cost of the popular visa is lawful. The decision gives a boost to the administration’s campaign to restrict immigration and push demand for US workers. The US Chamber of Commerce, which sued to block the proposal, can appeal. Seema Shah, Vice President of Research and Insights at Sensor Tower, delves into the latest in the battle to acquire Warner Bros Discovery. Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, said in a Bloomberg TV interview that the fight is more about power than financial sense. Paramount Skydance sees the deal as its chance to become a Hollywood powerhouse as fast as possible. A victory for Netflix, on the other hand, would be a crowning achievement, making it possibly the most dominant player ever in entertainment history. Liz Hart, President of Leasing for North America at Newmark, discusses the health of the US commercial real estate heading into 2026. As an example, Bloomberg Intelligence notes that real estate services provider Mid-America's moderate leverage and expanded liquidity support its ability to fund development and manage debt maturities. Though refinancing is expected to increase interest expense, the company's leverage and maturity profile remain manageable. Expanded borrowing capacity provides flexibility to support investment while maintaining balance-sheet stability. See omnystudio.com/listener for privacy information.

    29 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.

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