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. 5 hr ago

    Amex Expenses Surge 12% as Marketing Costs for Cards Rise

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving.-Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses Intel earnings and the latest in the tech space.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow. See omnystudio.com/listener for privacy information.

  2. 1 day ago

    Tesla Plunges Most in a Year on Investor Angst Over AI Spending

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Tynan, Director of Research at The Presidio Group, recaps Tesla earnings. Tesla  shares tumbled after disappointing quarterly results raised questions about Elon Musk’s plan to refocus the electric vehicle maker on artificial intelligence and robots. Profit fell short of Wall Street’s estimates for the period as spending on ambitious initiatives surged to $5.8 billion, resulting in Tesla’s first cash burn in two years.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, recaps Alphabet earnings. Alphabet raised its capital spending forecast to a range of $195 billion to $205 billion this year, up from a previous forecast of $190 billion.  The company's quarterly cash flow was negative for the first time since going public, with negative free cash flow of $5.9 billion in the period, and its cloud revenue totaled $24.77 billion, up 82% from a year earlier.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast reported ongoing losses of cable-TV and broadband customers as it prepares to spin out its film and TV business. The company's media division was the clear bright spot in the second quarter, providing a plethora of must-see events that helped boost revenue by 25%.-Madison Muller, Bloomberg News Health Reporter, discusses Eli Lilly’s obesity shot clearing another hurdle. Eli Lilly & Co.'s next-generation weight-loss shot retatrutide didn't increase overall heart risk in a new study, helping dispel concerns over its potential. The company plans to file for US Food and Drug Administration approval early next year, later than investors hoped, due to the complexity of the approval pathway. See omnystudio.com/listener for privacy information.

  3. 2 days ago

    AT&T Reports Greater-than-Expected Mobile Subscriber Gains

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.  Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&T earnings. AT&T added 432,000 monthly wireless phone subscribers in the second quarter, better than the 325,264 that Wall Street had projected. The company reported revenue of $31.6 billion, up 2.3% from a year ago, and adjusted earnings per share of 65 cents, surpassing expectations of 59 cents.- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer. Super Micro Computer shares rose as much as 25% after the server maker issued preliminary results saying its backlog hit a record on new orders in the quarter of more than $60 billion.- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Philip Morris. Philip Morris International shares hit a record after reporting a boost in demand for its smoke-free products. Shipments of smoke-free products rose in the second quarter, mainly driven by its IQOS heated tobacco devices, and net revenue rose on an organic basis.- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Opinion column: “Regulate AI like We Do the Airline Industry.” The heads of America's leading artificial intelligence companies agree that the AI frontier needs regulation due to the potential risks from biological weapons. The release of Kimi K3, an open-weight model by a Chinese company, highlights the need for regulation, as advanced AI capability is becoming widely available.     See omnystudio.com/listener for privacy information.

  4. 3 days ago

    GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.  Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors raised its full-year profit forecast by another $500 million after beating second-quarter earnings estimates, powered by stronger margins on its largest vehicles and lower tariff costs. The company now expects its earnings before interest and taxes of as much as $16 billion this year, and Chief Executive Officer Mary Barra said she sees that positive momentum continuing into next year.-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses a federal judge temporarily pausing Paramount Skydance Corp.’s takeover of Warner Bros. Discovery Inc., saying it “likely” violates antitrust law. The judge ordered the companies to hold off on consummating the deal for 14 days and scheduled an Aug. 3 hearing on whether to extend the hold for longer. A group of states sued Paramount Skydance Corp. seeking to block its bid to buy Warner Bros. Discovery Inc., alleging the deal would leave viewers with higher prices and fewer choices for movies and television.-Scott Rechler, CEO and Chairman at RXR, discusses the state of commercial real estate. He discusses the NYC office market, the rise of AI, NYC’s competitiveness, and how RXR is capitalizing in the NYC market and across the country. See omnystudio.com/listener for privacy information.

  5. 4 days ago

    Moonshot Plans IPO in Six Months After China AI Breakthrough

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.  Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Moonshot AI telling investors it's preparing to list in as early as six months, seeking to tap capital markets after its latest model upended industry perceptions of China's artificial intelligence capabilities.-Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses DeepSeek preparing for a IPO. DeepSeek has begun preparations for an initial public offering and may file as soon as this year, setting the stage for what could be a landmark debut for the country’s technology industry.-Surabhi Gupta, Chief Technology Officer of Klaviyo (NYSE: KVYO,) discusses AI. Generative AI is reshaping how companies build software and engage customers, and Klaviyo is putting that technology at the heart of its B2C CRM platform. Surabhi joins to discuss what that transformation looks like in practice.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s latest beauty survey. According to BI: Gen Z stands out in the June beauty survey, with signs of strengthening demand and possibly expanding baskets for the cohort in 2H, in contrast to broader survey results. These young shoppers skew to using a lot of product and favor specialty retailers Ulta Beauty and Sephora rather than the dominant mass channels, likely reflecting unique, on-trend assortments and preference to shop in-store. See omnystudio.com/listener for privacy information.

  6. 16 Jul

    Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.  Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Auto, discusses the latest in the biotech sector. Eli Lilly & Co. agreed to buy AtaiBeckley Inc. for as much as $3.8 billion, underscoring growing interest from large drugmakers in psychedelic medicine.Separately, Merck & Co. won US regulatory approval of a pill called Lipfendra to reduce LDL cholesterol.-Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses earnings from Abbott Laboratories. Abbott Laboratories raised its 2026 profit guidance after a stronger-than-expected second quarter driven by improved performance across most of its business lines. The company now expects adjusted earnings to fall between $5.45 to $5.60 a share this year, and shares rose 14% after the announcement.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Taiwan Semiconductor Manufacturing Co. raising its spending and revenue projections for the year, reflecting confidence that growth in demand for chips and data centers will extend into 2027 and beyond. Separately, Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion and expands the US firm’s global operations. 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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