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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.

18 HR AGO

BI Weekend: Oracle Earnings, Novo Cuts, Anglo Deal

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Norah MulindaOn this podcast:- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion.- Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff.- Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.”- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion.- Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.”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.

39 min
18 HR AGO

Amazon, Google Probed by FTC Over Search Advertising Practices

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter. See omnystudio.com/listener for privacy information.

19 min
1 DAY AGO

Kroger Rises After Lifting Outlook on Healthy Grocery Demand

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging.-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate. See omnystudio.com/listener for privacy information.

23 min
2 DAYS AGO

Oracle Shares Surge Most Since 1992 on Cloud Contract Wins

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle earnings. Oracle shares gained after the company gave an aggressive outlook for its cloud business, cementing its place in the race to support demand for artificial intelligence computing.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk slashing 9,000 jobs globally. The company also cut its profit forecast for the third time this year as it fights to recover ground lost to its rival Eli Lilly & Co. in the obesity drug market.-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Synopsys earnings. Synopsys shares drop after the chip-design software company reported third-quarter results that featured a weak read on design IP revenue. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy shares sink after the retailer of pet products reported its second-quarter results and gave a disappointing outlook. See omnystudio.com/listener for privacy information.

24 min
3 DAYS AGO

Anglo American Agrees to Buy Teck in Deal Reshaping Mining

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade.-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill.According to Bloomberg Intelligence, this appears unlikely to affect the company's go-to-market strategy, despite her leaving a month before Oct. 7's analyst day.-Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story on President Donald Trump unwinding climate science at a dangerous pace.-John Buran, CEO at Flushing Financial, discusses the latest on the Fed and regional bank activity. See omnystudio.com/listener for privacy information.

22 min
3 DAYS AGO

Instant Reaction: US Payrolls Marked Down a Record 911,000 in Preliminary Estimate

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year.Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that. For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist Michael McKee, Bloomberg International Economics and Policy Correspondent Stephanie Roth, Wolfe Research chief Economist See omnystudio.com/listener for privacy information.

13 min
4 DAYS AGO

Musk’s SpaceX to Buy EchoStar Spectrum for $17 Billion

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt.-Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expanding across Colorado with the planned takeover of FirstBank Holding Co.-Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector. See omnystudio.com/listener for privacy information.

21 min
5 SEPT

BI Weekend: Kraft Heinz Split, Macy’s Earnings

Hosts: Paul Sweeney and Scarlet FuWatch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast:- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case.- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving.- Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings.- Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy.- Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure."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

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Lisa Abramowicz

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Matt Miller

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Paul Sweeney

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Vonnie Quinn

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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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Bloomberg
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Bloomberg
Years Active

2009 - 2025
Episodes

2K
Rating

Clean
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2025 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
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Bloomberg Intelligence
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