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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.

  1. -3 h

    Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings

    Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, weighs in on a record run for semiconductors. Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. The Philadelphia Stock Exchange Semiconductor Index has soared 82% in the second quarter, putting it on track for its best quarter ever with one day to go. The gauge is up 94% in 2026, which if it holds would mark its best year since the dot-com boom in 1999. In contrast, the tech-heavy Nasdaq 100 Index has gained 26% in the second quarter, while the S&P 500 Index has risen 14%.  Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst for Bloomberg Intelligence, previews earnings from sportswear giant Nike. Investors will look for further signs of progress in the company’s comeback effort as Chief Executive Officer Elliott Hill cements a leadership reset. Traders will also seek details about one-time tariff refunds and demand tied to the FIFA World Cup, as well as clarity on a report saying Nike planned to halt online sales by partners in China. Kenneth Shea, Senior Consumer Products Analyst for Bloomberg Intelligence, looks ahead to earnings from Constellation Brands. The company’s revenue is expected to retreat a fifth quarter in a row, weighed down by weaker wine and spirits sales. Operating margin is seen expanding though the benefits of an improved sales mix were likely offset by higher aluminum can costs.  Erin McLaughlin, Senior Economist at the Conference Board, discusses the latest economic data. US consumer confidence edged up in June, as falling gas prices offset concerns about the labor market. The Conference Board’s gauge of confidence increased 0.6 point to 91.2 after a downward revision to the prior month, data released Tuesday showed. The median estimate in a Bloomberg survey of economists was 94.4. An indicator of present conditions fell, while a measure of expectations for the next six months advanced. A metric of perceptions about the job market closely monitored by economists fell to the lowest in more than five years. The report shows that cheaper gas resulting from a truce in the Middle East helped assuage some of the anxiety Americans have expressed about the economy in recent months. However, views of job opportunities deteriorated and consumers expect little improvement in the coming months. See omnystudio.com/listener for privacy information.

    23 min

  2. -1 j

    Supreme Court Thwarts Trump Bid to Oust Fed’s Cook

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.  Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu  Former Watergate prosecutor Nick Akerman joins to discuss the day’s Supreme Court decisions. A divided US Supreme Court expanded the president’s power to fire top government officials in a blockbuster decision that puts the White House firmly in control of potentially dozens of agencies that have long operated independently. The 6-3 decision overturns a 1935 precedent that laid the legal groundwork for the modern administrative state. The ruling lets President Donald Trump fire Democratic Federal Trade Commission member Rebecca Kelly Slaughter despite a law that says commissioners can be removed only for specified reasons.  Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, breaks down the latest in energy markets. Oil rose as traders assessed upcoming peace talks between the US and Iran following a weekend of flare-ups over the Strait of Hormuz, including an attack on a supertanker laden with crude. West Texas Intermediate pared earlier losses, trading above $70 a barrel. Brent was nearly $73 a barrel. Both Tehran and Washington will stand down on their tit-for-tat attacks for now and vessels can move freely through Hormuz, according to a US official who spoke on condition of anonymity. US President Donald Trump said the two sides are set to resume peace talks in Doha on Tuesday.  John Butler, Senior Industry Anaylst for Bloomberg Intelligence, discusses the latest headlines in the telecom space. SpaceX could advance its plan to compete directly with incumbent operators after Bloomberg News reported it held talks with Charter to use the latter’s terrestrial network to offer broader coverage. A Charter deal would help SpaceX address a key constraint of current satellite technology: insufficient capacity to support dense urban and suburban traffic.  Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, joins for a look at the fate of the revised 21st Century ROAD to Housing Act, which passed Congress with overwhelming bipartisan support. BI expects the bill will likely still become law despite President Trump canceling a signing ceremony on June 24 until the SAVE America Act is passed. Presidents have 10 days to veto legislation -- with some exceptions -- or a bill automatically becomes law. See omnystudio.com/listener for privacy information.

    21 min

  3. -4 j

    AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Anchor discusses the top tech stories. Technology stocks slumped after Apple and Microsoft raised prices for their products, stoking concern that rising component costs will curb demand for devices. Investors are reassessing whether soaring memory prices may begin to choke off spending by raising costs for electronics makers and consumers alike. Separately, OpenAI is leaning toward holding off on an initial public offering until 2027, according to the New York Times, citing three people involved in the company’s deliberations.-David Welch, Bloomberg Detroit Bureau Chief, discusses Volkswagen looking to cut tens of thousands of additional jobs. The plans include doubling staff reductions and cutting general overhead costs by €11 billion by the end of this decade. Labor leaders have pushed back against the new plans, stating they "unsettle our workforce and the regions where we operate" and vowing to oppose them with all their might.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing securing an order from China Southern Airlines  valued at $3.62 billion, marking an important win for the US manufacturer after seeing orders dry up from Asia’s largest aviation market in the past decade.-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses the latest at JPMorgan Chase. Troy Rohrbaugh was promoted to co-president at JPMorgan and will oversee the bank's consumer business. Rohrbaugh's promotion came after the departure of Marianne Lake, and he will receive a one-time award of $30 million as part of a retention bonus. The move has lifted Rohrbaugh's odds of potentially replacing Jamie Dimon as CEO, with insiders speculating on the rapid rise of Rohrbaugh and Doug Petno, who will have sole charge of the Wall Street operations. See omnystudio.com/listener for privacy information.

    20 min

  4. -5 j

    Micron Soars After AI-Fueled Forecast Shatters Projections

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares surged after the company issued a quarterly sales forecast that exceeded Wall Street estimates, signaling that an AI-fueled growth run remains strong. Micron has secured 16 strategic customer agreements, which suggests the company can mitigate the boom-and-bust cycles that have plagued the memory chip industry.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Darden Restaurants. Darden Restaurants Inc. posted a cautious overall profit outlook as same-store sales at Olive Garden trailed expectations. The company sees fiscal 2027 earnings per share from continuing operations between $11.10 and $11.35, below analysts’ forecast.-Matt Miller, Open Interest Co-Host on Bloomberg Television and Co-Host of the Hot Pursuits Podcast, discusses his interview with Ford CEO Jim Farley. Ford hired veteran engineers to help train younger staff and reprogram artificial intelligence tools to address quality problems. The result of this effort is that Ford is the top mainstream brand in the latest JD Power Initial Quality Survey, with three of its models ranking highest in their respective categories. See omnystudio.com/listener for privacy information.

    20 min

  5. -6 j

    FedEx Slips After First Earnings Since Spinoff

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx shares fell after the parcel delivery company posted its first earnings report since completing the spinoff of its freight unit earlier this month. Results seem to have fallen short of investor expectations after a strong run-up in the first half of the year. -Ryan Ward, BloombergNEF Weather Associate, discusses how AI is modeling mega storms with surprising accuracy. AI hurricane forecasts faced a first stress test in 2025: Hurricane Melissa, the strongest Category 5 hurricane in the modern era. AI models are trained on historical data, meaning a storm of this magnitude was not in the training set and potentially not predictable.-Linda Cohn, ESPN Sportscenter Anchor, discusses retiring after 34 years at ESPN. Hall of Fame sportscaster Linda Cohn has served as a SportsCenter anchor since joining ESPN in 1992. She is ESPN’s longest-tenured SportsCenter anchor and in early 2016 was recognized for anchoring her 5,000th SportsCenter, the most of any anchor in ESPN history. In 2017, she was inducted into the National Sports Media Association (NSMA) Hall of Fame. See omnystudio.com/listener for privacy information.

    22 min

  6. 23 juin

    Carnival Leads Cruise Stocks Lower on Weak 3Q Outlook

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. According to Bloomberg Intelligence: Carnival's outlook for 1.75% constant-currency full-year revenue-yield growth (2.25% excluding deployment and loyalty-program changes) reflects a 100-bp guidance reduction since March, due to higher airfare and gas prices amid disruption from conflict in the Middle East.-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses SpaceX’s historic bond debut. According to Bloomberg Intelligence: SpaceX's inaugural high grade bond offering could draw heavy demand, aided by first-time issuer scarcity and demand for diversified AI-linked credit exposure. Key-person risk, large funding needs and execution challenges tied to space and AI expansion may raise questions about balance-sheet strength and cash-flow generation over time.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses SpaceX. After pulling off a record $86 billion IPO in mid-June and riding an initial surge, enthusiasm waned for the stock that’s been at the forefront of a retail frenzy in speculative space and AI trades. -Madison Muller, Bloomberg News Health Reporter, discusses the Bloomberg Big Take: “How Eli Lilly's CEO Plans to Keep the GLP-1 Boom Going.” When Dave Ricks became chief executive officer of Eli Lilly & Co. in 2017, he was facing an industry under siege. Americans held drug companies in lower esteem than airlines, law firms and even the federal government. President Donald Trump, then starting his first term, was excoriating them for their high prices. A mounting number of reports showed that soaring costs were even forcing some diabetics to ration insulin. See omnystudio.com/listener for privacy information.

    25 min

  7. 22 juin

    Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AbbVie agreeing to buy Apogee Therapeutics for $10.9 billion to bolster its anti-inflammatory drug portfolio. The acquisition is expected to close in the third quarter and reflects a roughly 49% premium to Apogee’s closing price of $90.38 on Thursday.-Spencer Liberman, Bloomberg Intelligence Analyst, Industrials and Materials, discusses CRH agreeing to acquire US construction services company Arcosa for $8.5 billion in what is a record deal for the Irish building materials provider. -Dennis Lockhart, Former Atlanta Fed President, discusses the life of Alan Greenspan. Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson’s disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down. See omnystudio.com/listener for privacy information.

    23 min

  8. 18 juin

    Accenture Forecast Sends Stock Tumbling a Record 20%

    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 Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it’s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services industry and clients paused business due to the conflict in the Middle East. The company reported a 2% drop in new bookings for the quarter ended May 31, according to a statement Thursday. Accenture shares tumbled 20% in early trading in New York, marking their worst one-day drop on record.  - Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the next steps in US-Iran relations as an interim peace deal is starting to take effect, with focus shifting to the resumption of shipping through the Strait of Hormuz and a complex 60-day negotiating period over Tehran’s nuclear program.  - Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, discusses what Wednesday’s FOMC meeting and remarks from Chair Kevin Warsh signal about the Fed’s policy path ahead. Traders piled into betting on interest-rate hikes as soon as next month after Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won’t tolerate high inflation.  - Ann Miletti, Head of Equity Investments & Chief Diversity Officer at Allspring Global Investments, assess the importance of portfolio diversification and earnings fundamentals as the next phase of AI implementation spurs record capex spending. See omnystudio.com/listener for privacy information.

    26 min
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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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  • Chaîne
    Bloomberg
  • Création
    Bloomberg
  • Années d’activité
    2009 - 2026
  • Épisodes
    2 k
  • Classification
    Tous publics
  • Copyright
    2026 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
  • Site web de l’émission
    Bloomberg Intelligence
  • Fournisseur
    Bloomberg L.P.

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