Bloomberg Intelligence
Bloomberg Intelligence is a podcast that provides investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu analyze Wall Street investments using insights from Bloomberg Intelligence. The show airs live on YouTube on weekdays from 10AM to 12PM ET.
Episodes
SpaceX Jumps in First Trades Following Record $75 Billion IPO
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX’s IPO. Shares of SpaceX climbed in their first day of trading after the company made history with a $75 billion IPO. The stock sold for $150 in its opening trade on Nasdaq, 11% above
Oracle Falls Most in Six Months on Mounting Data Center Costs
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastruct
Super Micro Falls on $7 Billion Offering to Fund AI
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases to satisfy around $39 billion in AI server order
OpenAI Joins a Massive IPO Pipeline Now Worth $3.6 Trillion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses OpenAI becoming the third major artificial intelligence developer to confidentially file for a public listing, joining rivals in an IPO pipeline. The company is working with G
Vimeo Owner Bending Spoons Files for US IPOs as Sales Rise
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 Bending Spoons has filing for an initial public offering in New York, joining a string of European tech companies seeking US listings. Bailey also discusses SpaceX’s upcoming IPO.-Greg Pendy
Lululemon Shares Sink to eight Year Low on Disappointing Outlook
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Kristine Aquino- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica shares fell to their lowest level in eight years after the company cut its annual forecast due to deteriorating per
Broadcom Slides by Most in More Than a Year on AI Outlook Miss
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Broadcom’s outlook. Broadcom Inc. shares plunged after the company’s forecast for sales of its artificial intelligence chips disappointed investors. AI semiconductor revenue wil
SpaceX Is Said to Target $75 Billion in IPO at $135 Per Share
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, discusses SpaceX’s IPO. The company aims to sell 555.6 million shares in the offering and is targeting a valuation of at least $1.8 trillion. The IPO is expected to star
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses Elon Musk’s SpaceX negotiating to pay less than 0.75% for the $75 billion it aims to drum up in an initial public offering this month.-Matthew Bloxham, Bloomberg Intelligence Senior and Te
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Barry Diller making an offer for the remaining portion of MGM Resorts International he doesn’t already own through his business empire, People Inc.-Matthew Palazola, Bloomberg Intelligence, Senio
Dell Soars Most in Two Years on Outlook Fueled by AI Servers
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by deman
Caesars Agrees to Be Taken Over by Fertitta in $5.7 Billion Deal
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Tilman Fertitta's firm striking a $5.7 billion, all-cash deal for Caesars Entertainment that will add some 52 casinos in the US to his entertainment empire.-Caroline Hyde, BTech Co-Anchor, discusses Sn
Memory Chip Frenzy Sends SK Hynix, Micron Intro $1 Trillion Club
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses a surge in memory-chip stocks intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time. Investors are betting
Lilly to Buy Three Vaccine Developers for Up to $3.8 Billion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Alexis Christoforous, and Stacey Vanek Smith-Madison Muller, Bloomberg News Health Reporter, discusses news that Eli Lilly & Co. is buying three clinical-stage vaccine developers for as much as $3.8 billion to establish itself as a leader in other areas and become a major
Estée Lauder and Puig End Merger Talks
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estée Lauder and Puig ending merger talks. Estée Lauder said it remains focused on its Beauty Reimagined strategy.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defe
Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Walmart earnings. Walmart warned that fuel costs are squeezing the company’s bottom line and could lead to higher prices for shoppers. The company said co
Target Tempers Expectations After Best Sales Gain in Years
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Target earnings. Target Corp.'s comparable sales jumped 5.6% last quarter, the biggest increase since the end of 2021 and triple the gain analysts were expecti
Home Depot’s Sales Fall Short on Lackluster Housing Recovery
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit by e
Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China
Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy informati
NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy agreeing to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers cluste
AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO
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 Cerebras Systems shares jumping 68% in its trading debut after raising $5.5 billion in the year’s largest IPO. This illustrates investors’ surging appetite for artificial intellig
Cisco Jumps Most Since 2011 on Sales Outlook
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith- Ryan Vlastelica, Bloomberg Equities Reporter, discusses earnings from Cisco Systems. Cisco Systems jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thous
Anthropic in Talks to Raise $30 Billion at $900 Billion Value
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*Broadcasting From Eisner Amper West Coast Real Estate Summit in San Francisco, CA*- Ed Ludlow, BTech Co-Anchor, discusses Anthropic being is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 bil
EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Cecilia D'Anastasio, Bloomberg Video Game Reporter, discusses EBay rejecting a $56 billion takeover offer from GameStop Corp. Chief Executive Officer Ryan Cohen, describing the unsolicited bid as “neither credible nor attractive.” EBay
AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Carmen Reinicke, Bloomberg Equities Reporter, discusses Cerebras Systems seeking to raise as much as $4.8 billion in its initial public offering, offering 30 million shares for $150 to $160 each.The company's IPO has drawn orders for more than 20 times the
Lyft Earnings Miss Estimates After Global Expansion Push
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Isabelle Lee- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Lyft and Airbnb earnings. Lyft Inc. reported profit that fell short of Wall Street’s estimates due to spending on international expansion and higher-end offerings
Wall Street Poised for Bonus Increases in ‘Year of the Bank’
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Katherine Doherty, Bloomberg News Finance Reporter, discusses Wall Street bonuses being projected to jump for the third year in a row as market volatility fuels trading demand and dealmaking makes its long-awaited comeback. Incentive pay for investment bankers w
AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses AMD earnings and Nvidia. Advanced Micro Devices soared to new heights in early trading after a flood of data center spending bolstered its sales forecast. Nvidia bought $500 million worth
Apple Weighs Using Intel, Samsung to Build Device Processors
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Caroline Hyde, BTech Co-Anchor, discusses Apple holding exploratory discussions with Intel and Samsung Electronics about producing main processors for its devices in the US, as a secondary option beyond Taiwan Semiconductor Manufacturing Co.-Geetha Ranganathan, Bloo
Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff
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, discusses US transportation stocks plunging Monday after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel
Spirit Makes Plans to Shutter After Government Rescue Fizzles
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Spirit Aviation Holdings laying the groundwork to shutter its operations as it runs low on cash. Spirit, buffeted by the recent surge in fuel costs, had been in talks with the US government on
Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter
Apple delivered second-quarter revenue that edged past analysts’ estimates, helped by demand for the iPhone and Mac, while failing to produce the blowout results that some investors were anticipating. Revenue gained 17% to $111.2 billion during the period, which ended March 28, the company said in a statement Thursday. Analysts had anticipated $109.7 billion on average. Apple
Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps earnings from Meta and Alphabet. Meta Platforms shares plunged after the company raised its spending outlook for the year, driven by its AI strategy and higher component pricing and data cente
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off.- Microsoft's cloud business reported growth that narrowly be
Instant Reaction: Jay Powell on the Fed Decision
Bloomberg's Tom Keene and Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve Chair Jerome Powell said he’ll remain at the central bank as a governor after his term as chair ends. “After my term as chair ends on May 15, I will continue to serve
Instant Reaction: Fed Holds Rates, Three Officials Dissent
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East.Four officials voted against the decision, includ
Fed Chair Pick Kevin Warsh Wins Key Senate Committee Vote
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Enda Curran, Bloomberg Fed and Economy Reporter, discusses Kevin Warsh winning the backing of the Senate Banking Committee on a 13-11 party-line vote to be the next chair of the Federal Reserve. Warsh's nomination had been held up by Senator Thom Tillis until t
BONUS: Pershing Square Founder & CEO Bill Ackman Talks Public IPO
Pershing Square Founder & CEO Bill Ackman joins Bloomberg's Dani Burger on "Bloomberg Deals" to discuss his five billion dollar Pershing Square IPO, an outlook on the markets, as well as his growth and investment strategy for Pershing Square.See omnystudio.com/listener for privacy information.
Instant Reaction: Supreme Court Curbs Use of Race in Drawing Voting Districts
The US Supreme Court limited the use of the Voting Rights Act to create predominantly Black or Hispanic election districts in a major constitutional ruling that buttresses Republican efforts to keep control of the House in this year’s midterms and beyond.Voting 6-3 along ideological lines, the justices rejected a Louisiana congressional map that was drawn with a second majority-Black distric
GM Warns ‘Across the Board’ Inflation to Put a Damper on Profit
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings. General Motors Co. raised its full-year profit forecast, but said the war in Iran is fueling higher-than-expected costs. The company now expects commodity inflation to
OpenAI Breaks From Exclusive AI Pact With Microsoft
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 Co-Anchor, discusses news that Microsoft and OpenAI have agreed to drop the software giant’s exclusive right to sell the startup’s AI models. The new pact simplifies a complicated relationship and allows OpenAI to pursue deals with c
DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Michael McKee, Bloomberg International Economics and Policy Correspondent joins to discuss on the DOJ dropping the probe into Powell.The Justice Department is ending a controversial investigation into building-renovation cost overruns by the Federal Reserve, potenti
Instant Reaction: Intel Gives Strong AI-Fueled Outlook
Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data comp
Warner Bros. Investors Approve $110 Billion Paramount Deal
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leade discusses the Warner Bros. Discovery Inc. shareholders voted overwhelmingly to approve a takeover by Paramount Skydance Corp., despite widespread opposition to the deal in Hollywood.-Lee Klasko
Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound
Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compile
Trump Admin Looks to Save Spirit Airlines
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 discusses the Trump administration looking at a rescue package for Spirit Airlines that could give the US government the option to own as much as 90% of the carrier once it eme
Instant Reaction: Apple Names John Ternus Next CEO, Tim Cook Becomes Chairman
Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman.Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previou
Honeywell to Sell Productivity Business in $1.4 Billion Deal
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Honeywell agreeing to divest its productivity solutions and services business to Brady. Brady will pay $1.4 billion in cash for the business, which is expected to be completed in the second half
White House Works to Give US Agencies Anthropic Mythos AI
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jake Bleiberg, Bloomberg News Cybersecurity reporter, on how the US government is preparing to make a version of Anthropic PBC’s powerful new artificial intelligence model available to major federal agencies -Mark Douglas, Mark Douglas, MNTN President and
Instant Reaction: Netflix Misses, Reed Hastings Steps Down
Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests.Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estima
PepsiCo’s Snacks Business Starts to Rebound After Price Cuts
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, to recap PepsiCo earnings. PepsiCo Inc. said it’s starting to see salty snack sales grow after the company cut prices earlier this year. The maker of Doritos and Lay’s said its strategy o
Anthropic Draws Investor Offers at Over $800 Billion Value
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Anthropic. Anthropic PBC has received offers from investors for a new round of funding that could value the company at about $800 billion or higher. The offers would more than double the $3
Amazon to Buy Satellite Operator Globalstar for $90 a Share
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Amazon.com agreeing to acquire satellite operator Globalstar in a roughly $11.6 billion deal to expand the services of its satellite system.-- Sid Philip, Bloomberg Chief Correspondent for Global Aviati
Ackman Starts Marketing Pershing IPO to Raise up to $10 Billion
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu***Broadcasting Live from the New Jersey Institute of Technology***-- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman kicking off formal marketing for the US initial public offering of his closed-end fund and his hedge fund. The IPO f
Anthropic Model Scare Sparks Bessent, Powell Warning to Bank CEOs
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses Treasury Secretary Scott Bessent and Fed Chair Jay Powell summoning Wall Street leaders to an urgent meeting on concerns that the latest AI model from Anthropic PBC will usher in an era of grea
DOJ Opens Probe Into NFL’s Sports TV Deals
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Randall Williams, Bloomberg Business of Sports Reporter, discusses news that the US Justice Department has opened an investigation into whether the National Football League is engaging in anticompetitive tactics that drive up the cost for consumers of watching
Delta Predicts $2 Billion Fuel Hit With CEO Cautious on Outlook
Watch Scarlet and Paul 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, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel pr
Ackman Pitches $65 Billion UMG Deal to Move Listing to US
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Bill Ackman's investment firm Pershing Square Capital Management pitching a deal to combine Universal Music Group with an acquisition vehicle publicly traded in the U
Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch right now in 2Q. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and reg
Tesla’s EV Sales Miss Expectations Again in Deepening Slump
Watch Scarlet and Paul 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 Tesla sales. Tesla Inc. posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core business and navigate an increasingly challeng
SpaceX Said to File Confidentially for IPO Before AI Rivals
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX filing confidentially for an initial public offering, bringing the company closer to delivering the biggest-ever listing. The company submitted its draft IPO registration to the US
Unilever Food Arm to Join McCormick in $44.8 Billion Deal
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever agreeing to combine its food business with McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick wi
Air Canada CEO Quits After Furor Over Crash Condolence Video
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mathieu Dion, Bloomberg Montreal Bureau Chief, discusses Air Canada Chief Executive Officer Michael Rousseau stepping down after causing a public-relations disaster with a video about the deadly runway collision at LaGuardia Airport in New York. Rousseau will retire
Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost
Watch Scarlet and Paul 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. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs.The Miami-based cruise operator now sees full-year earnings of about $2.21
Trump Threatens Escalation With Sides at Odds on Peace Talks
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ethan Bronner, Bloomberg Israel Bureau Chief, discusses the latest out of the Mid East. US President Donald Trump threatened Iran with intensified military action after Tehran rejected Washington's push for a peace deal. Iran responded to a US ceasefire proposal and
Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Merck agreeing to buy Terns Pharmacueticals for $6.7 billion, giving the company access to a promising new leukemia treatment. The acquisition is expected to close in the second quarter, with Merck payin
Estée Lauder in Talks to Buy Puig to Create Beauty Giant
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Estée Lauder being in talks to buy Puig Brands, which would create a cosmetics giant with about $20 billion in annual sales. A takeover of Puig would give Estée Lauder well-known perfume a
Oil Dives as Trump Backs Off Iran Threats
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses oil falling sharply after President Donald Trump said his team held discussions about ending the conflict with Iran, though Tehran denied any such dialog.- Mark Gurman, Bloomberg News Managin
Instant Reaction: Stocks Surge After Trump Statement
Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. For details on this development, Tom Keene a
FedEx Raises Profit Outlook on Network Overhaul
Watch Scarlet and Paul 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, joins to recap FedEx earnings. FedEx Corp. raised its full-year profit forecast, sending the courier’s shares up the most in 10 months and signaling the plan to restructure i
Micron’s Capital Spending Growth Overshadows Booming Sales
Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants Lee Klaskow, Bloo
Lululemon’s Disappointing Outlook Adds Urgency to CEO Search
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the avera
Delta Airlines More Upbeat for First Quarter Amid March Bookings
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses US airline executives seeing strong booking trends. Delta Air Lines Inc. and American Airlines Group Inc. reported strong sales, with American Airlines
Meta to Spend Up to $27 Billion on Nebius AI Infrastructure
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group as it sp
Adobe CEO to Step Down in Face of Investor Concerns Over AI
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings. Adobe Chief Executive Officer Shantanu Narayen will resign from his position atop the creative software giant amid deep sk
Dick’s Projects Sales Growth at Namesake Stores, Foot Locker
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Alexandra Semenova-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods. Dick’s Sporting Goods Inc. forecast full-year sales growth across its namesake
Nvidia Invests $2 Billion in Nebius for New Data Center Deal
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence
Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial publ
Live Nation Reaches DOJ Settlement in Antitrust Case
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation Entertainment and its Ticketmaster subsidiary reaching a settlement with federal antitrust authorities, according to the Justice De
BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Brian Chappatta, Bloomberg, Managing Editor of Leveraged Finance and Distressed Debt, discusses BlackRock curbing withdrawals from its $26 billion HPS Corporate Lending Fund after client requests for redemptions spiked,
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