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
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial bu
Bloomberg Money: Inflation Angst Returns & Micron Millionaires
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset ManagementSee omnystudio.com/listener for privacy information.
Amex Expenses Surge 12% as Marketing Costs for Cards Rise
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Office
Tesla Plunges Most in a Year on Investor Angst Over AI Spending
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Tynan, Director of Research at The Presidio Group, recaps Tesla earnings. Tesla shares tumbled after disappointing quarterly results raised questions about Elon Musk’s plan to refocus the electric vehicle maker on artificial intelligence and
AT&T Reports Greater-than-Expected Mobile Subscriber Gains
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&T earnings. AT&T added 432,000 monthly wireless phone subscribers in the second quarter, better than the 325,264 that Wall Street had projected. The company reported revenue of $31.6 billion, up
GM Boosts 2026 Outlook on Premium Pricing for Big Trucks
Watch Paul and Scarlet 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 GM earnings. General Motors raised its full-year profit forecast by another $500 million after beating second-quarter earnings estimates, powered by stronger margins on its largest vehicles and lower tarif
Moonshot Plans IPO in Six Months After China AI Breakthrough
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 Moonshot AI telling investors it's preparing to list in as early as six months, seeking to tap capital markets after its latest model upended industry perceptions of China's artificial intel
Bloomberg Money: The Opportunity Cost of Cautious Investing
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests are: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman Sachs Chief Credit Strategist Amanda Lynam.See omnystudio.com/listener for privacy information.
Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses tech. Moonshot's new Kimi K3 model rivals the strongest offerings from OpenAI and Anthropic PBC, sparking concerns about the industry's spending spree. The laun
Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Auto, discusses the latest in the biotech sector. Eli Lilly & Co. agreed to buy AtaiBeckley Inc. for as much as $3.8 billion, underscoring growing interest fro
Morgan Stanley Joins Wall Street Rivals’ Stock-Trading Boon
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence U.S Financials Analyst, discusses earnings from Morgan Stanley and BlackRock.Morgan Stanley's stock traders set another quarterly record, with $6.3 billion from equity trading, a 69% jump from its previous all-time high. The
US Bank Earnings Surpass Wall Street Expectations
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings. JPMorgan Chase & Co. reported its highest quarterly profit ever, with a long-held Visa Inc. stake paying off to the tune of $4.6 billion.Goldman Sachs Group Inc. po
SK Hynix Shares Plunge Most on Record in Deepening Korea Selloff
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 Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. An AI-fueled stock rout in South Korea spilled over into the US market Monday, as SK Hynix Inc. American depositary shares fell as much as 9.3%. Taiwan Semicond
Bloomberg Money: SK hynix, Federal Reserve Trust, Prenups
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. On this episode: Bloomberg's Katie Greifeld, David Gura, and Mandeep Singh join Scarlet Fu and Tom Keene on "Bloomberg Money." The discuss the US trading debut of SK Hynix, the rollout of Trump accounts, and the escalation seen this week in the US-Iran conflict. Randy Kroszner, Universit
SK Hynix ADRs Surge After Record $26.5 Billion US Offering
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 SK Hynix’s U.S listing. SK Hynix Inc.'s American depositary receipts surged above their offering price after the company raised $26.5 billion in the largest-ever US listing by a fore
Zuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AI
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Jess Menton-Kurt Wagner, Bloomberg Senior Reporter covering social media, discusses Meta Platforms unveiling a version of its AI model, Muse Spark 1.1, that includes a new paid tier for developers, marking the first time Meta has charged businesses for access to its mode
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels
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 Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Nvidia Corp.'s stock is the cheapest it's been since before the AI boom, after losing roughly $1 trillion in market value in less than two months. The AI rotati
Samsung’s Record Profit Fails to Impress After AI Chip Rally
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-Ed Ludlow, BTech Anchor, discusses top tech stories. Samsung Electronics Co.’s quarterly profit surged, prompting investors to cash out of a near-150% rally this year that had baked in the AI-fueled growth.Separately, Amazon.com Inc. is looking t
Microsoft’s Xbox to Cut 3200 Jobs, Divest Studios in Overhaul
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Brody Ford, Bloomberg Technology Reporter, discusses Microsoft Corp.'s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will div
SpaceX Looks to Wall Street to Validate Extreme Market Valuation
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu George Ferguson, Senior Aerospace Analyst for Bloomberg Intelligence, discusses the revenue growth outlook for SpaceX. Investors have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to h
Nike Sees Weakness Persisting; US Decides Against Renewing USMCA
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, joins to recap earnings from Nike. Executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s pai
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 Ph
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 firml
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 m
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 s
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 ea
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-progr
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 powe
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 ind
HPE Boosts Networking Gear for AI Clients, Adds Siemens Energy
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Antonio Neri, HPE CEO, discusses the latest company news. Hewlett Packard Enterprise Co. introduced new networking gear for artificial intelligence data centers, building on the products it acquired from Juniper Networks. HPE unveiled networking switche
SpaceX Pounces on $60 Billion Cursor Takeover Days After IPO
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Seth Fiegerman, Bloomberg AI Team Leader, discusses SpaceX agreeing to take over Cursor in a deal that values the startup at $60 billion, part of Elon Musk's efforts to catch up with rivals on coding tools. The deal is expected to close in the third quarter, with Cur
Fox to Buy Roku at $22 Billion Value in Streaming Video Push
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 Fox agreeing to acquire Roku Inc. in a deal valued at about $22 billion including debt, creating a new television juggernaut and marking a big push into ad-supported streaming.-Anurag Rana
The Money Show: SpaceX Market Impact and Solving Social Security
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Jim Chanos, Chanos & Company Founder & President Former US Treasury Secretary Jack Lew See omnystudio.com/listener for privacy information.
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
Recommended
رختکن بازندهها
Deadline: White House
Thrilling Threads - Conspiracy Theories, Strange Phenomena, True Crime, Unsolved Mysteries, etc!
The Daily Conspiracy Podcast
Bible Tea
2819 Church
Markus Schulz presents Global DJ Broadcast
The Daily
The Joe Rogan Experience
The Church of What's Happening Now: The New Testament
This Past Weekend w/ Theo Von
The Bread and Banter Podcast
