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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. 3시간 전

    CoreWeave Shares Soar After Booming AI Demand Boosts Outlook

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses CoreWeave earnings and AI. CoreWeave surged after the AI spending frenzy spurred faster sales growth than anticipated, with sales expected to be $3.45 billion to $3.6 billion in the third quarter. The firm's backlog was $104 billion at the end of the quarter, and it inked more than $25 billion in new customer commitments after the period ended, suggesting that “AI demand remains strong”.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer earnings. Super Micro Computer Inc. shares jumped after the company gave a revenue forecast for the current quarter that topped analysts’ estimates, a sign the booming artificial intelligence market continues to bolster sales of the company’s servers.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses restaurant earnings. Cava Group's sales rose faster than expected due to increased traffic and customers buying higher-priced proteins and extras such as pita chips.Brinker International Inc. said it grew comparable sales of its Chili’s Grill & Bar chain, as the company continues to attract customers to the casual dining restaurants amid a broader industry slowdown.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the latest at Paramount Skydance. According to Bloomberg Intelligence: UK antitrust clearance on Aug. 6 of Paramount's Warner Bros. Discovery purchase leaves US litigation as the final obstacle to closing the $110 billion deal. With trial of a state challenge to the deal set for March 2, risks on both sides could spur settlement, though the states have reportedly resisted talks. See omnystudio.com/listener for privacy information.

  2. 1일 전

    Apollo Inks $2.6 Billion Financing Deal With NY Yankees

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-- Randall Williams, Bloomberg Business of Sports Reporter, discusses Apollo Global Management providing $2.6 billion of financing to the owners of the New York Yankees, consisting of debt and equity. The proceeds will be used to support the growth of the franchise and refinance existing debt, according to a statement.-Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.-Daniela Sirtori, Bloomberg Restaurant Reporter, discusses Chipotle Mexican Grill figuring out that jalapeños were the source of a salmonella outbreak and began an automated recall system to notify restaurants and destroy the tainted peppers. The company was able to identify the problematic ingredient before health agencies announced nationwide recalls, and it quickly replaced the jalapeños with batches from different growers.-Denitsa Tsekova, Bloomberg News Cross Asset Reporter, discusses the Bloomberg Big Take story: “Big Take: AI Dominated Leveraged ETFs Are Rattling Markets.” Description: Leveraged ETFs account for 2% of assets but roughly a fifth of trading volume in the $17 trillion ETF industry. That trading is increasingly concentrated among mega-cap tech and semiconductor names, especially in leveraged ETFs that tracks a single stock. More than 650 such products now exist globally, nearly triple the number at the start of 2025. They have become significant enough that institutional investors now try to time flows around their rebalances and, in some cases, front-run the trades. See omnystudio.com/listener for privacy information.

  3. 2일 전

    Intel to Sell $15 Billion in Stock After AI Boosts Demand

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-- Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses top tech stories. Intel Corp. plans to offer $15 billion worth of new stock in its first public share sale since 1971 to extend its comeback and capitalize on the AI boom. Separately, Meta Platforms Inc. introduced a new downloadable AI model called Muse Glimmer that can run on a personal computer.-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses top tech stories. Microsoft is planning to “significantly” increase production of its internally designed next-generation AI chips next year, The Information reports, citing people familiar with the matter. Microsoft plans to unveil its new Maia 300 chip this fall, potentially as soon as next month. Separately, Apple was downgraded to an underperform rating at Jefferies due to concerns about the outlook for the company's iPhone.-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest at GameStop and the IPO market. GameStop Corp. is considering withdrawing its $56 billion bid for eBay Inc. and may propose a partnership or joint venture instead.Switch Inc. filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Formlabs, a maker of 3D printers, is in early talks with potential advisers for an initial public offering, according to people familiar with the matter.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Berkshire Hathaway Inc. spent about $4.5 billion to buy back its own shares in the second quarter and purchased nearly $20 billion of equities in the period. Operating earnings climbed 16% in the three months through June to nearly $13 billion, driven in part by gains in the conglomerate’s manufacturing, service and retailing division, as well as at its utilities business. See omnystudio.com/listener for privacy information.

  4. 4일 전

    Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase

    Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Meredith Whitney, CEO of  Meredith Whitney Advisory Group David Kelly, Chief Global Strategist of JPMorgan Asset Management Brian Rolapp, PGA Tour CEO  See omnystudio.com/listener for privacy information.

    Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase

  5. 5일 전

    Under Armour Cuts Sales View on Softer Demand Around the World

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and John Tucker -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour forecasting a sharper revenue decline than previously expected as demand softens in several key regions. The athletic retailer now expects sales to fall by a mid-single digit percentage rate for the year.- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses The Federal Communications Commission voting to repeal a nationwide audience cap that limited the number of TV-viewing households a single broadcaster could reach. FCC Chairman Brendan Carr argued that the rule relaxation is necessary to help broadcasters stay competitive and promote local news coverage.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two earnings. According to Bloomberg Intelligence: Take-Two's fiscal 2Q bookings guidance is 7-10% below consensus as Zynga softness persists, while Grand Theft Auto VI's Nov. 19 launch means revenue is back-loaded in 2H.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Wendy’s and Sweetgreens. The Wendy’s Co. withdrew its 2026 outlook and cut its dividend as its new chief executive devises a recovery plan for the beleaguered brand. Sweetgreen Inc. cut its annual outlook due to reduced consumer demand for fresh prepared foods during the cyclospora outbreak. See omnystudio.com/listener for privacy information.

  6. 6일 전

    Warner Bros. Sales Fall on Loss of NBA, Weak Film Slate

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Bros Discovery and Fox. Warner Bros. Discovery Inc. reported a drop in sales due to the loss of National Basketball Association rights and a movie lineup that compared poorly with last year.  Fox Corp reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. In separate news: Britain's antitrust watchdog and culture minister decided against escalating scrutiny of Paramount Skydance Corp.'s takeover of Warner Bros. Discovery Inc.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Alphabet’s recent departures. Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI. Koray Kavukcuoglu has been appointed to run Google's AI research and operations, while Demis Hassabis has stepped back from day-to-day operations to become chairman of Google DeepMind and Alphabet's Chief Scientist.-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses earnings from Hertz and Six Flags. Hertz Global Holdings Inc. beat Wall Street’s earnings estimates, a boost for the struggling rental car company following an unusual debt-raise maneuver and a warning of weakness in the used-vehicle market.  Six Flags reported net revenue for the second quarter that missed the average analyst estimate.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Burger King. Burger King’s US sales surged last quarter, with comparable sales jumping 8.5% in the three months through June 30. The chain has invested in advertising, restaurant remodels, menu upgrades, and extra training since 2022 to reverse an earlier sales slump, and has launched marketing stunts and limited-time offers. See omnystudio.com/listener for privacy information.

  7. 8월 5일

    SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares

    Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices  fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida.-Lily Meier, Bloomberg Retail Reporter, discusses her story: “Lululemon’s New CEO Has to Contend With Founder Raring to Fight.” Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning. See omnystudio.com/listener for privacy information.

  8. 8월 5일

    Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO

    SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts.  Shares of Elon Musk’s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter.  For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research 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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