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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. 30 min ago

    CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Hema Parmar, and Charlie Pellett- Vasu Kasibhotla, Bloomberg Intelligence Senior Industry Analyst, discusses CoreWeave. CoreWeave Inc.'s co-founder said the company's goal is to get an investment-grade credit rating and gain the privilege of borrowing "unlimited" pools of money. The comments sent global markets into a tailspin, with CoreWeave shares dropping 6% in premarket trading on Thursday and its debt due in 2032 being quoted at about 78 cents on the dollar.- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic. Anthropic PBC told prospective investors its third-quarter revenue hit $16.8 billion, and the company achieved profitability in the quarter on an adjusted basis. The company is set to begin formally marketing its initial public offering as soon as the week of Nov. 9, and it’s expected to make its debut no later than the end of the year. Investors’ reactions to Anthropic’s update will be critical to the IPO process, with some indicating a fair valuation for the company is in the $1.8 trillion to $2 trillion range.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BIoomberg Intelligence’s deep dive report of cloud gaming. Nathan discusses why cloud gaming is finally becoming credible. BI forecasts the market growing from about $9 billion in 2025 to almost $38 billion by 2035. Cloud gaming adoption stumbled on latency, lagged gameplay experience which ultimately turn gamers off. That will change with better and potentially cheaper compute. Also, gaming is becoming less tied to a physical console: titles can increasingly be streamed across phones, TVs, PCs and handhelds. - Gabrielle Coppola, Bloomberg Auto Reporter, discusses the Bloomberg Big Take story: “VW Wants to Take On Wrangler and Bronco on Their Home Turf.” Volkswagen AG is investing heavily in the US market, which Chief Executive Officer Oliver Blume says is "one big growth opportunity" for the company. The company plans to enter the US market for light trucks and offroad sport utility vehicles, with projects including a software venture with Rivian Automotive Inc. and the revival of heritage brand Scout. Volkswagen aims to field a midsize pickup and an offroad SUV to compete with established US franchises such as General Motors Co.'s Chevrolet Colorado and Ford Motor Co.'s Bronco. See omnystudio.com/listener for privacy information.

  2. 1 day ago

    BofA Shares Tumble After Fines, Weak Trading Drag Down Results

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings. Bank of America Corp.'s stock and fixed-income traders missed estimates, with bond-trading revenue falling 17% to $2.55 billion and equity trading up 10% to $2.51 billion. The company announced a $1.2 billion non-tax-deductible charge for fines related to money laundering and sanctions violations, which cut into net income by 17 cents a share.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses shares of Bending Spoons surging as much as 55% after Berkshire Hathaway Inc. agreed to invest an additional $330 million in the Italian technology conglomerate. The investment brings Berkshire’s stake in Bending Spoons to 4% and gives Bending Spoons more capital to pursue acquisitions. Bending Spoons will issue 10 million ordinary shares to Berkshire at $33 apiece through a private placement, according to a statement Wednesday.-Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Netflix job cuts. Netflix Inc. is cutting 6% of its global staff, or about 1,000 positions, due to slowing growth. The cuts will be in the product, tech, legal and human-resources teams, according to an email from co Chief Executive Officers Greg Peters and Ted Sarandos. Netflix's business is "strong and growing, and we remain on track to deliver our full-year forecast," the executives wrote, despite concerns about growth and weakening subscriber engagement. -Tamlin Bason, Bloomberg Tech Litigation Analyst, discusses Apple and OpenAI heading to court for a hearing in Apple's lawsuit accusing OpenAI of scheming to steal proprietary information about upcoming products. Two critical issues are on the agenda: Apple's request for a court order to stop OpenAI from using allegedly stolen trade secrets and OpenAI's demand to dismiss Apple's lawsuit entirely. OpenAI has denied the allegations, arguing that Apple's lawsuit is an effort to restrain employees from leaving for a competitor and that the company seeks to cast "ordinary job interviews as acts of trade secret misappropriation."     See omnystudio.com/listener for privacy information.

  3. 2 days ago

    US Banks Post Mixed Earnings Results

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu  and Alexis Christoforous-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings.Goldman Sachs Group Inc.'s equities traders reported revenue of $6.44 billion for the three months through September, beating the expectations of analysts.JPMorgan Chase & Co. reported a surprise drop in fixed-income trading revenue in the third quarter, the first such decline in more than two years.Citigroup Inc.'s fixed-income traders had their best third quarter in at least a decade, with revenue of $4.4 billion.Wells Fargo & Co. reported third-quarter results that topped Wall Street estimates as consumers and businesses held steady, keeping loan losses in check.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino’s Pizza and his outlook for Jersey Mike’s. Domino’s Pizza Inc.’s US same-store sales grew 0.3% in the third quarter, below the 0.7% Wall Street had expected. The company faces an uphill battle as budget-conscious consumers eat out less and favor chicken amid the “proteinmaxxing” trend.Also, according to Bloomberg Intelligence: Jersey Mike's combination of strong sales growth, 10.4% in 1H, and a 99% franchised system is unique to the restaurant sector, positioning the company to outperform most quick-service peers on the top line and most fast-casual competitors on the bottom line amid inflation.-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. Sales at LVMH's biggest division slumped as worsening economic conditions and a consumer backlash in China hit its key Louis Vuitton brand. Revenue at the fashion and leather goods unit slid 5% in the third quarter on an organic basis, a bigger decline than analysts had forecast. LVMH Chief Financial Officer Cecile Cabanis said the backlash from consumers over the Molly Tea case "had a negative impact, at least at the beginning of the quarter" on Louis Vuitton sales.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Netflix. Netflix Inc. secured exclusive broadcasting rights in Spain and Andorra for the men’s FIFA World Cup in 2030. Terms of the deal that includes all 104 matches weren’t’ disclosed in the company’s press release. Also, according to Bloomberg Intelligence: Netflix's 3Q results may do little to quiet the engagement debate even if revenue lands near guidance. See omnystudio.com/listener for privacy information.

  4. 3 days ago

    Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and Norah Mulinda-Redd Brown, Bloomberg Consumer Reporter, discusses Starbucks saying it’s not buying Chipotle Mexican Grill, tamping down speculation about what could have been one of the restaurant sector’s largest-ever deals.Separately, Redd talks about how California vintners are experimenting with making an American version of tequila due to a drop in wine consumption and state-imposed water restrictions.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. According to Bloomberg Intelligence: AI data-center spending is scaling faster than we expected, with higher hardware content and a broader mix of operators pushing more capital toward compute, memory, storage and networking.Separately, Mandeep also discusses how Microsoft is installing the latest version of its Maia chips in data centers to power its AI software using mostly homegrown hardware.-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses research on how AI is influencing software sectors. According to Bloomberg Intelligence: AI agents are evolving from prompt-based assistants into persistent systems that reason, use tools and execute workflows, putting application software's user interface and distribution at risk while expanding opportunities in agent infrastructure and coordination. See omnystudio.com/listener for privacy information.

  5. 5 days ago

    Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs

    Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more.  See omnystudio.com/listener for privacy information.

  6. 6 days ago

    OpenAI Expects $70 Billion in Annualized Revenue by End of 2026

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker- Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories. OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, driven largely by growth in its enterprise business.SpaceX is acquiring a crucial swath of spectrum from Grain Management LLC to turn the company into a "major mobile carrier" and provide cell service to devices indoors from its Starlink network.- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reduced its full-year earnings outlook due to elevated jet fuel prices, expecting adjusted earnings of $5.10 to $5.60 per share in 2026. The airline expects to absorb approximately $6 billion in additional fuel costs this year compared with 2025, citing the war in the Middle East as a factor. Delta's Chief Executive Officer Ed Bastian said he expects flying demand to hold up despite higher ticket prices, noting that "the market has accepted these price points" and that travel is a priority for wealthier consumers.- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses ten companies to watch for in 4Q. From elevated crude-tanker rates and slowing pizza sales to movie screens, prediction-market rulings, soft drinks and coal, BI’s 10 Focus Ideas to Watch for 4Q highlight the catalysts that can most reshape market expectations. The research showcases BI analysts' highest-conviction, differentiated fundamental views vs. consensus, including Coca-Cola, Cosco Energy and Kalshi.   See omnystudio.com/listener for privacy information.

  7. 8 Oct

    Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Hema Parmar, and Charlie Pellett-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses how Goldman Sachs’ most senior leaders are set to unlock a special bonus that will rank among the biggest such payouts the firm has ever awarded. About 20 executives are in line for equity awards that will be finalized later this month and exceed $500 million at the current share price, with Chief Executive Officer David Solomon in line for more than $100 million.-Ken Shea, Bloomberg Intelligence Senior Consumer Goods Analyst, recaps PepsiCo earnings. PepsiCo Inc. has concerns over its North American soda business and is working to turn around its snack sales. The company now sees a measure of earnings growing between 1% and 2% for the current fiscal year, down from the previous range of 4% to 6%.-Lily Meier, Bloomberg Retail Reporter, recaps earnings from Levis Strauss. Levi Strauss & Co. posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. Revenue generated from Levi’s own stores and website grew 2% in the third quarter, with the company raising its full-year earnings outlook. She also discussed Lululemon Athletica hiring Maggie Gauger as president and chief product officer, a newly created role, starting Oct. 26. Gauger previously worked as the CEO of Gap's Athleta brand and with Lululemon's new CEO Heidi O'Neill at Nike Inc.     See omnystudio.com/listener for privacy information.

  8. 7 Oct

    SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu & Alexis Christoforous -Ed Ludlow, Bloomberg Tech Host, discusses Elon Musk's SpaceX being in talks with banks and investors to raise $40 billion to buy chips from Nvidia. Management Inc. SpaceX's fundraising discussions are in an early stage and could end without a deal being completed, with Pacific Investment Management Co. and Apollo Global Management Inc. involved. Separately, Apple's upcoming smart home devices will include a doorbell, thermostat, and other accessories developed through a partnership with LG Electronics Inc. The products developed with LG will also include a smart deadbolt lock, indoor security camera, outdoor security camera, and floodlight camera, and will carry the LG brand.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses the latest on restaurants. McDonald’s plan to overhaul its restaurants and menu is sparking angst among US franchisees facing upgrades that will cost at least $800,000 per location. The company needs the backing of its franchisees to help restore investor confidence that has faltered this year, with the company’s shares plunging 32% from a peak in late February through the end of September. Separately, a viral social media hoax claiming discrimination at Texas Roadhouse led to a six-week selloff of the company's shares, which surpassed 20% by the end of September. Analysts on Wall Street see an opportunity to buy into the restaurant chain at an attractive discount, with Evercore ISI and StoneX upgrading the stock this week.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney confirming it will stream Super Bowl LXI on Disney+ in the U.S. and dozens of countries worldwide. Disney+ subscribers in the U.S. will be able to stream the traditional game presentation, as well as the Spanish-language telecast on ESPN Deportes. 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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  • Channel
    Bloomberg
  • Creator
    Bloomberg
  • Years Active
    2009 - 2026
  • Episodes
    2k
  • Rating
    Clean
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    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
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