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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...
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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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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.
Episodios & Posts
Episodios
Posts
Transcrito
10 SEP. 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Emily Cohn, Bloomberg Consumer Team Leader, recaps Macy’s earnings. Macy’s Inc. tumbled after the company’s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company’s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy’s adjusted diluted earnings per share guidance is also below estimates.
-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, recaps Apple’s iPhone launch. Apple Inc. unveiled the iPhone Duo, the company's first foldable smartphone, which will improve on rivals' foldable models. The iPhone Duo has a 7.6-inch screen, an outer 5.4-inch screen, and will be able to work with the iPad's Apple Pencil stylus, with a cost starting at $1,999. The device will be available for preorder on Oct. 16 in more than 70 countries and regions, ahead of its release on Oct. 23, and will sit at the top of Apple's iPhone lineup.
-Payam Zamani, Founder & CEO of https://www.oneplanetgroup.com, and Author of https://www.amazon.com/Crossing-Desert-Embracing-Difficult-Journeys/dp/1637744609, discusses how purpose is changing capitalism. Payam Coined the term "spiritual capitalism" - the thesis that companies perform better long-term when built around purpose and dignity rather than treating people as economic assets.
-Tyler Reddick, 23XI Racing Driver, discusses the future of racing. Reddick is the first driver since Dale Earnhardt in 1987 – and fourth all-time – to win five of the first nine races of a season in NASCAR’s top division. He won the Goodyear 400 at Darlington Raceway after a day filled with obstacles, becoming the third in NASCAR Cup Series history to win four of the first six races of the season.See https://omnystudio.com/listener for privacy information.
Transcrito
9 SEP. 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings and Bloomberg Intelligence’s outlook for pets. Chewy Inc. executives expect consumer spending to remain pressured through the end of the year, with no "meaningful consumer recovery" expected. Chewy narrowed its full-year sales and profitability outlook, expecting net sales between $13.46 billion and $13.57 billion and an adjusted Ebitda margin of 6.7% to 6.8%.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Jersey Mike’s. According to Bloomberg Intelligence: Jersey Mike's can exceed its 2H same-store sales guidance of 3-4% growth as greater marketing spending, increased digital advertising, more loyalty members and the return of Mike's Hot Italian Sub boost transactions. Management said that comparable sales are up more than 3% quarter to date. We expect greater ad spending in late 3Q and 4Q, and more placements inside NFL games to boost results.
-Randall Williams, Bloomberg Senior Reporter, discusses top business stories. The NFL season kicks off on Wednesday night, with a new international game scheduled for Thursday, and the league has ambitions to add more games and international matchups. LIV Golf filed for bankruptcy protection and Saudi Arabia’s Public Investment Fund has agreed to provide $49.6 million in debtor-in-possession financing.See https://omnystudio.com/listener for privacy information.
Transcrito
8 SEP. 2026 · 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 GE Aerospace agreeing to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion. The deal will significantly expand the jet-engine manufacturer’s capacity for critical components and is expected to close in the second half of 2027. GE Aerospace aims to boost capacity to help fulfill surging demand for new jet engines and spare parts needed by airlines and components for the defense industry.
- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC has decided against acquiring artificial intelligence startup Decart AI, people familiar with the matter said. Separately, Qualcomm Inc. said it signed up Amazon.com Inc. as a data center chip customer in a deal that will span "multiple generations" and gives Amazon the right to acquire as much as $4 billion in shares.
-Derek Mogull, Bloomberg Intelligence Technology Analyst, discusses his research: “AI Storage Model Shows 5x Spending Growth by 2030.” According to Bloomberg Intelligence: AI is set to expand storage spending almost 5x by 2030, with data-center revenue rising about 8x and inference driving roughly 85% of incremental data-center NAND flash bit growth. This marks a structural break from storage's mature, cyclical past: AI lifts bit growth into the mid-20s, raises value per bit and reinforces the storage hierarchy, most directly benefiting Seagate, Western Digital, SanDisk, Kioxia and Everpure.
-Hema Parmer, Bloomberg Hedge Fund Reporter, discusses the Bloomberg Big Take story: “Milennium Nears $100 Billion in New Era for Giant Hedge Funds.” Millennium Management's assets have hit $97 billion, more than double what the firm oversaw six years ago, and is speeding toward $100 billion. The firm's founder, Izzy Englander, is ramping up an unusual model of seeding dozens of smaller would-be rivals to give his firm more capacity to take on investor cash, with $22 billion of new commitments set to close on Oct. 1. See https://omnystudio.com/listener for privacy information.
Transcrito
7 SEP. 2026 · Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.
Listen on Apple: https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140
Listen on Spotify: https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb5gSee https://omnystudio.com/listener for privacy information.
Transcrito
5 SEP. 2026 · Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: The Points Guy Founder Brian Kelly and Telsey Advisory Group CEO & Chief Research Officer Dana Telsey.See https://omnystudio.com/listener for privacy information.
Transcrito
4 SEP. 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker
-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic being set to finalize an expansion of its revolving credit facility to $15 billion, according to people familiar with the matter, before the artificial intelligence firm’s public filing for its highly anticipated IPO. Morgan Stanley is leading the process, with Goldman Sachs Group Inc. and JPMorgan Chase & Co. also having prominent roles on the facility, along with Citigroup Inc.
-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses leadership changes at Adobe. Adobe Inc. named Anil Chakravarthy as its next chief executive officer, with Chakravarthy moving into the post on Dec. CEO Shantanu Narayen will become executive chair, and David Wadhwani, who ran Adobe’s creative business, will leave the company. The selection of Chakravarthy comes as Adobe faces increasing questions about whether it will be toppled from its post in the age of AI, with generative AI making it easier to produce visual media without Adobe’s expensive products.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica Inc. lowered its full-year outlook for a second straight quarter, with sales now projected to be in a range of $10.35 billion to $10.5 billion. The company reported its first decline in comparable sales since the pandemic and trimmed its outlook for earnings per share, with shares of Lululemon tumbling 19.5% in New York.
-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses the latest at Volkswagen. Volkswagen AG's supervisory board backed a restructuring that calls for 50,000 additional job cuts and a smaller industrial footprint. The measures approved include slimming the vehicle lineup by as much as half by 2035 and tightening investment, with €135 billion of capital expenditure and research and development spending over 2027 through 2031.See https://omnystudio.com/listener for privacy information.
Transcrito
3 SEP. 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses top tech stories. Broadcom Inc. shares declined after a two-year forecast for AI chip sales failed to impress investors, a sign it’s still in the early stages of challenging Nvidia Corp.’
Snowflake Inc. shares jumped after the company raised its outlook for annual sales and touted rapid adoption of its AI-assisted coding tool.
Nvidia has agreed to acquire Hugging Face for $12.93 billion, according to a statement on its website.
-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses earnings from Hewlett Packard Enterprise. Hewlett Packard Enterprise Co. suffered its worst stock decline in 17 months after sales growth failed to meet investors' expectations. Chief Executive Officer Antonio Neri said supply constraints continue to affect the company's ability to fulfill increased customer demand. HPE boosted its revenue outlook for the current fiscal year and next, with revenue expected to jump 34% to 37% in the year ending in October.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell’s company. Campbell’s Co. shares fell after the company posted its fourth straight quarterly sales decline and cut its dividend. The company unveiled a cost-savings plan that calls for $500 million in savings by fiscal 2030 to preserve margins dented by rising supply chain and tariff costs. Campbell’s expects sales to fall between 2% and 4% in fiscal 2027 and earnings per share to slide between 17% and 24% this fiscal year.See https://omnystudio.com/listener for privacy information.
Transcrito
2 SEP. 2026 · 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 Senior Oil Reporter, discusses Chevron planning to invest $7 billion over the next five years to more than double crude production in Venezuela through its joint venture partnerships. The company won the right to develop two giant oil fields in the Carabobo area of the Orinoco Belt, which are located next to Chevron’s Petroindependencia joint venture.
-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the impact of oil prices and geopolitics on the transportation industry.
-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Uber job cuts and Nvidia. Uber Technologies Inc. is cutting about 3,300 roles, or 10% of its staff globally, in a restructuring aimed at reducing management layers and reallocating spending into its ride-sharing, delivery and robotaxi businesses. Separately, Nvidia Corp. is in advanced talks to acquire artificial intelligence startup Hugging Face in a transaction that may total about $14 billion, according to people familiar with the matter.
-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies Inc. shares jumped after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, which is up from an outlook in May of about $167 billion. The AI server forecast represents a threefold increase over the prior year, and the company has booked more than $130 billion in AI server orders over the past 12 months. See https://omnystudio.com/listener for privacy information.
Transcrito
1 SEP. 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Scarlet Fu & Stacey Vanek Smith
- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses John Ternus taking the reins as Apple CEO on September 1st. John Ternus won’t have much time before the company begins its annual fall product rollouts. This year the lineup will include an unusually ambitious slate of devices he’s been teasing for months internally, including the first foldable iPhone and a smart display that can recognize who’s speaking and tailor content to them. Former CEO Tim Cook told employees he will miss the role of chief executive officer but has "enormous comfort" in the leadership of his replacement, John Ternus.
-Ed Ludlow, Bloomberg Tech Anchor, discusses Anthropic agreeing to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia Corp. The deal is part of an effort to quickly expand Anthropic's AI capacity, and involves a Texas data center being developed by Hut 8. He also talks about John Ternus taking the reins as Apple CEO on September 1st.
-Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings. According to Bloomberg Intelligence: Medtronic beating estimates and raising guidance point to expanding market share in its cardiovascular franchise, which should aid the company's pivot to its robotic strategy. Medtronic raised its outlook for organic sales growth to 7.25-7.75% from 6.75-7.25%, thanks to a 88% gain in fiscal 1Q for Cardiac Ablation Solutions, which houses pulsed field ablation tech, and an increase in the low-20% range for the Micra leadless pacemaker.
-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: “Big Tech Is Incapable of Solving Its Own Problem.” Bill Gates published an essay saying he would slow the development of artificial intelligence if he could, and elaborated that people who understand AI are "very worried" but few are raising issues in public. A bipartisan coalition of attorneys general announced a proposed settlement with Meta Platforms Inc. that obligates the company to put restrictions on how children use its platforms, including a two-hour default daily limit and a block from midnight to 6 a.m. The tech industry's lack of self-regulation and prioritization of profit over safety has led to public opposition, with many Americans saying they don't trust AI leaders and opposing data center construction. See https://omnystudio.com/listener for privacy information.
Transcrito
31 AGO. 2026 · 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 Nvidia investing $3.5 billion in MediaTek to deepen collaboration with the Taiwanese chipmaker. The investment will see MediaTek using Nvidia's NVLink Fusion and NVHBM technology to help components communicate more seamlessly in data centers. The agreement is part of Nvidia's effort to ensure the future of artificial intelligence is built around its hardware platform and standards.
-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic’s future IPO. Anthropic PBC’s IPO is expected to raise as much as SpaceX’s record $86.2 billion debut and is casting a long shadow over companies’ US listing plans. Some firms are finding it hard to get the attention of investors with the prospect of an Anthropic IPO imminent, and companies may decide to list before or after Anthropic to avoid competition.
-Michelle Cortez, Bloomberg Senior Editor for Global Business, discusses Eli Lilly plans to buy Merida Biosciences for as much as $2.88 billion in cash to expand in autoimmune and allergic diseases. Merida is developing products that target auto-antibodies tied to diseases, including MER511, which is in early testing for Graves’ disease and thyroid eye disease. The deal is part of Lilly’s strategy to invest in technologies that can transform the treatment of diseases beyond obesity, with the company having announced more than $20 billion in deals so far in 2026.
- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses KKR being set to reap a $3.3 billion windfall from its deal to sell USI Insurance Services to Aon Plc for $17 billion. The transaction will generate about $2 billion of adjusted net income for the private equity giant, according to a statement. The sale is expected to generate a 3.4 times return on KKR’s balance-sheet capital invested, and will help expand Aon’s middle-market business.See https://omnystudio.com/listener for privacy information.
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...
mostra más
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.
mostra menos
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.
Información
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