Bloomberg Intelligence

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 saying revenue in the quarter will rise more than 10% and Delta expecting sales to grow in the high single digits.-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz rolling out a series of healthier products to bolster some of its lagging brands, including a new high-protein Kraft Mac & Cheese and a low-sugar hydration beverage from Capri Sun. The company aims to provide "proof points" to customers and investors that Kraft Heinz can turn its business around by investing in product development and leaning into protein-heavy, better-for-you foods.-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses  Mastercard saying it will acquire the stablecoin infrastructure startup BVNK for as much as $1.8 billion, four months after negotiations between BVNK and Coinbase Global Inc. for a roughly $2 billion deal fell apart.-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the state of real estate. According to Bloomberg Intelligence: office demand's obituary is premature. Leasing is firm as companies expand in select gateway markets and concentrate in top-quality, transit-linked buildings, while return-to-office mandates rise and AI-related hiring offsets early efficiency gains.See omnystudio.com/listener for privacy information.

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 spends aggressively to compete with the industry’s top frontier models. Nebius will provide Meta $12 billion of dedicated capacity starting in early 2027, and Meta also committed to buying as much as $15 billion in additional capacity.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses how Dollar Tree’s strategy to introduce higher-priced items is helping it increase sales, especially with wealthier shoppers. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.-Michelle Korsmo, CEO of National Restaurant Association, discusses restaurant industry headwinds. In 2026, the National Restaurant Association is looking to support owners and operators as they manage pressure and identify practical paths forward. Michelle can speak to what’s in store for the industry, discussing the challenges and opportunities operators face in building their workforce, navigating inflation, and increasing margins. Michelle also focuses on policy priorities for the Association this year, including the need for immigration reform, USMCA trade extension and tariff exemptions, and credit card swipe fee reform.See omnystudio.com/listener for privacy information.

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 skepticism about the company’s ability to thrive in the AI era.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lennar earnings. Lennar forecasted home orders for the fiscal second quarter that fell short of analyst estimates, signaling that pain from declining home builder sentiment, high prices and economic uncertainty is far from over.-Geoff Freeman, CEO of the U.S. Travel Association, discusses the economic impact of TSA disruptions on the broader travel industry and U.S. economy. Several major airports are seeing long security lines and delays. These disruptions show how quickly operational challenges at checkpoints can ripple across the aviation system, affecting flights, connections, and airport operations nationwide.See omnystudio.com/listener for privacy information.

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 stores and the Foot Locker chain, a sign that the company’s efforts to turn around its new acquisition are making progress.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar General earnings. Dollar General forecast sales in-line with analyst estimates, slowing momentum for a company that had routinely been exceeding Wall Street expectations.  -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, on Bloomberg Big Take story: "SpaceX IPO Lures Investors Into Murky Private Deals.” Financial elites are seeking access to special purpose vehicles to invest in private shares of companies like SpaceX and OpenAI, which could lead to significant returns if the companies go public.  See omnystudio.com/listener for privacy information.

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 data centers.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses  JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell’s. Campbell’s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

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 public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 shares of the closed-end fund IPO purchased receiving 20 shares in the management company.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. Kohl’s rebounded after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.-Matthew Griffin, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: “Iran War, AI and Private Credit Shocks Press on Market Weakness.” The war in the Middle East has injected a new shock into the global economy, with oil prices skyrocketing and stock futures plunging before partially recovering. Multiple forces are creating new fragilities in global markets, including the emergence of AI, soured loans in the private-credit industry, a softening US job market, and stubbornly high inflation.    See omnystudio.com/listener for privacy information.

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 Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls.-Madison Muller, Bloomberg News Health Reporter, discusses Novo Nordisk and Hims & Hers Health working together to sell obesity drugs, including Ozempic and Wegovy, on the Hims platform. Hims will no longer advertise its copies of the Novo medicines and will only sell compounded versions of Wegovy and Ozempic if a doctor deems them necessary for a patient.-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses the impact of the war in the Middle East on the luxury sector. According to Bloomberg Intelligence: Luxury-goods sector global 2026 organic growth could fall 150 bps for every 10% slowdown in Middle East sales and 1% elsewhere, if the US-Israeli war on Iran is prolonged.-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the latest in the residential housing market. According to Bess, geopolitical instability always introduces caution into financial markets, and real estate is no exception. That said, New York has historically been viewed as a safe haven during global uncertainty. We often see capital move toward stability and prime U.S. real estate is considered a stable asset class.See omnystudio.com/listener for privacy information.

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, capping repurchases at 5%.-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the latest in the tech sector. He discusses how investors are now navigating an uncertain Iran military conflict in the Middle East, adding to the nervousness already in the tech trade with the AI Ghost Trade and Anthropic worries abound.-Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, discusses her outlook for the U.S real estate market. Lauren discusses how she thinks we’re past bottom in most global markets, with tangible evidence of price movement. See omnystudio.com/listener for privacy information.

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 Isabelle Lee-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses Morgan Stanley eliminating about 3% of its global workforce, targeting employees in its investment-banking and trading businesses as well as the wealth and asset-management operations.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom Chief Executive Officer Hock Tan said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by Nvidia.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Anthropic resuming talks with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that’s transfixed Silicon Valley.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Krogers and BJ's Wholesale. Kroger's new CEO Greg Foran laid out a value-focused vision to boost top-line growth by taking out costs and using that capital on price investments and customer experience. BJ’s Wholesale reported adjusted earnings per share guidance for fiscal 2027 that missed the average analyst estimate.See omnystudio.com/listener for privacy information.

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 Alexandra Semenova-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps CrowdStrike earnings. CrowdStrike  projected quarterly sales that were roughly in line with analysts’ estimates, signaling steady demand in an era when artificial intelligence has heightened concerns over cybersecurity threats.-Vlad Rikhter, CEO of Fencer, discusses AI and why OpenAI Chief Executive Officer Sam Altman said the company's rush to forge a deal with the Defense Department looked "opportunistic and sloppy". The remarks follow an announcement late Friday that Altman had reached an agreement to let the Pentagon deploy OpenAI’s artificial intelligence models in its classified network.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses why Paramount Skydance’s acquisition of Warner Bros Discovery will trigger a media reranking and strategic sector reset. Bloomberg Intelligence expects the industry to consolidate around three dominant players: Disney, Paramount and Netflix, leaving Comcast subscale and making further M&A likely.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bath and Body Works earnings. Bath & Body Works, said sales will decline less than analysts expect, a sign that the home products retailer’s transformation plan, which includes selling its products on Amazon.com Inc.’s web store, is starting to take shape.See omnystudio.com/listener for privacy information.

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 Isabelle Lee- Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Target forecasted better-than-expected profit for the full year, indicating the big-box retailer’s turnaround plans are starting to generate results.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses why the US-led attack on Iran heightens near-term risk for e-commerce, threatening both shipping reliability and consumer demand.- Kirsten Fontenrose, Senior Fellow at the Atlantic Council, discusses the latest out of the Middle East. The US-Israeli war on Iran reverberated across the region for a fourth day, with oil and gas prices surging and the world adjusting to a conflict that President Donald Trump has said could last for weeks. - Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses why congressional war powers votes aimed at blocking President Donald Trump from further military action in Iran will likely fail. Yet bipartisan dissent could hasten an endgame and lower disruption risks for airlines, energy and shipping.See omnystudio.com/listener for privacy information.

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 Norah Mulinda- Ellen Wald, President of Transversal Consulting discusses the impact of the Iran strikes on oil markets. Oil surged as the first impacts of the war in the Middle East began to be felt, with a near halt to traffic through the Strait of Hormuz and disruption at a big refinery in Saudi Arabia.- Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the latest on Iran. US President Donald Trump said the bombing campaign against Iran could last for weeks and called on the nation’s leaders to capitulate, while the Islamic Republic’s security chief ruled out negotiations.- Wayne Sanders, Bloomberg Intelligence Senior Defense Weapons Analyst, discusses how the U.S, Israel strikes on Iran will impact defense platforms. According to Bloomberg Intelligence: US defense primes Lockheed, RTX and Northrop sit at the center of the air, missile-defense and strike capabilities underscored by the US-Israel campaign in Iran. The operation reinforces the primacy of air and sea assets, with crewed platforms retaining clear relevance.- Edward Price, Non-Resident Senior Fellow at NYU, discusses the latest in the Middle East. Senior Senate Democrat Mark Warner said Donald Trump’s rationale for the US-Israeli attack on Iran isn’t convincing and the US president owes an explanation to the families of American service members killed in action.See omnystudio.com/listener for privacy information.

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.  Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time.   Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time.   Listen to the Podcast for the best conversations from the show.   Subscribe on Apple: https://podcasts.apple.com/us/podcast/bloomberg-this-weekend/id1878739308Subscribe on Spotify: https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47lSee omnystudio.com/listener for privacy information.

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, Isabelle Lee, and John Tucker-Caroline Hyde, BTech Co-Anchor, discusses the top  tech stories. OpenAI will raise $110 billion in new investment at a $730 billion pre-money valuation. Anthropic also rejected the Pentagon's latest offer in a dispute over safeguards around the use of its artificial intelligence technology by the US military.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies Inc. shares jumped after the company gave an outlook for sales of its artificial intelligence servers that exceeded estimates.-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps CoreWeave earnings. CoreWeave Inc. fell by the most in more than six months after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix pulling out of the Warner Bros Discovery bidding war. Paramount Skydance Corp. has agreed to pay $111 billion for Warner Bros. Discovery Inc., outmaneuvering rival Netflix Inc. after a months-long battle.See omnystudio.com/listener for privacy information.

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 Isabelle Lee-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Nvidia Corp., the dominant maker of artificial intelligence chips, suffered its worst stock decline in three months after the company’s latest forecast failed to dispel fears of an AI bubble.-Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Nvidia earnings. Investors are seeking stronger assurances that booming AI spending can be maintained, with lingering questions over whether the current AI spending wave can sustain growth beyond the next few years.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media,  discusses the latest art Warner Bros Discovery and Paramount. Warner Bros. Discovery Inc. reported lower fourth-quarter sales and earnings, with fourth-quarter revenue declining 6% to $9.46 billion and adjusted earnings before interest, taxes depreciation and amortization shrinking to $2.22 billion. Paramount Skydance Corp. reported fourth-quarter sales and earnings that beat Wall Street projections, with revenue of $8.15 billion and adjusted operating income of $612 million.-- Swamy Kotagiri, Magna International CEO, discusses Q4 results and the outlook for 2026 in the face of flat global vehicle production and ongoing cost pressures. According to Bloomberg Intelligence: Magna's 2026 earnings growth will likely track midteens, supported by higher vehicle content and margin expansion driven by cost-saving initiatives, despite a flat production outlook. See omnystudio.com/listener for privacy information.

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute. Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items. For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including: Bloomberg Tech Co-Host Ed Ludlow Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Intelligence senior tech industry analyst Mandeep Singh Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

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-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Paramount and Warner Bros. Discovery. Warner Bros. Discovery Inc. said a new buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix Inc.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe's earnings. Lowe’s forecast sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. TJX reported sales during the holiday-shopping season above Wall Street expectations, but its forecast for this year shows growth slowing down, a sign the discount retailer’s boost from shoppers looking for deals may be fading. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses his research on AI disruption. Bloomberg Intelligence's AI disruption framework favors dominant platform-software providers selling into large corporations over point-solution companies whose main clients are smaller businesses.See omnystudio.com/listener for privacy information.

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 deploy data center gear based on processors from Advanced Micro Devices in a deal worth “double-digit billions” of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery considering a new takeover bid from Paramount Skydance Corp., with its board set to review the proposal and respond.-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses  Novo Nordisk plans to slash the US list prices for its blockbusters Wegovy and Ozempic next year as the drugmaker struggles to claw back a larger share of the obesity market. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.See omnystudio.com/listener for privacy information.

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-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s next-generation obesity shot delivering less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in the weight-loss market.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino’s Pizza. Domino’s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses how tariffs are being impacted by the Supreme Court’s recent ruling on tariffs. According to Bloomberg Intelligence: Gap, Aritzia and Urban Outfitters are among apparel retailers that should see margins expand, with the US' global tariff set at 15% -- vs. an average 20% for the sector after the Supreme Court struck down President Donald Trump's sweeping levies.-Holly Froum, Bloomberg Intelligence Litigation Analyst, discusses the legality of President Trump’s tariffs. According to Bloomberg Intelligence: the US Supreme Court's Feb. 20 ruling that the Trump administration's fentanyl trafficking and reciprocal tariffs are unlawful prompted President Trump to invoke Trade Act Section 122 to impose a 10% tariff effective Feb. 24.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings.- Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings.- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings.- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts.- Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express.-  Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter.- Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting  its’ Knicks and Rangers businesses.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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 the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike  to Target Corp. spiked following the Supreme Court’s ruling to strike down President Donald Trump’s tariffs. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst,  discusses the impact of tariffs on autos. Trade-related stocks, including retailers, industrials and autos, spiked Friday after the US Supreme Court struck down Donald Trump’s sweeping global tariffs. -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the impact of tariffs on tech.Despite the Trump administration leveraging the International Emergency Economic Powers Act (IEEPA) to legally impose tariff across its trading partners, the decision does not impact all of Trump’s tariff but invalidates those implemented under the IEEPA. -Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses tariffs. The court's decision invalidates Trump’s tariffs, including those imposed on goods from Canada, Mexico, and China, and could cut the US average effective tariff rate by more than half.See omnystudio.com/listener for privacy information.

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-Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street’s expectations, citing the need for flexibility in unpredictable times for consumers.-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Deere shares climbed as the company boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy.-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags earnings. Six Flags Entertainment Corp. reported 2025 earnings and revenue that were slightly ahead of analyst estimates as the company works to rebound from lackluster attendance.-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the latest at Nestle. Nestlé's new CEO Philipp Navratil forecast sales and profit growth and revealed plans to reorganize the company despite the biggest infant formula recall in its history.See omnystudio.com/listener for privacy information.

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- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett's last quarter as Berkshire Hathaway's CEO reflecting a bearish sentiment. The conglomerate cut its Amazon stake by 75%.- Ryan Vlastelica, Bloomberg News Equities Reporter, discusses how Apple's correlation to the Nasdaq 100 Index has tumbled to 0.21, its lowest since 2006, as the company's decision to mostly sit out the AI arms race has turned it into an outlier.-Randall Williams, Bloomberg Business of Sports Reporter, discusses  Madison Square Garden Sports board of directors approving a plan to explore spinning off the NBA’s New York Knicks and NHL’s New York Rangers’ business, to create two publicly traded companies. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses top tech stories. Meta Platforms has agreed to deploy "millions" of Nvidia  processors over the next few years, tightening its relationship with Nvidia in the artificial intelligence industry. Separately, Uber Technologies Inc. is planning to spend more than $100 million to build fast-charging, autonomous-vehicle charging stations in the US.See omnystudio.com/listener for privacy information.

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- Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Warner Bros Discovery agreeing to reopen negotiations with Paramount Skydance Corp. after Paramount proposed raising its bid and sweetened other terms of its offer. Netflix Inc. has granted Warner Bros. seven days to discuss Paramount's proposal, with Warner Bros. still recommending shareholders vote in favor of its binding agreement to sell to Netflix.- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Anthropic. Anthropic PBC's talks to extend a contract with the Pentagon are being held up over additional protections the company wants to put on its Claude tool.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. According to Bloomberg Intelligence: Moderna and Merck's positive Phase 2 data from intismeran autogene (2030 consensus sales of $1.3 billion) in adjuvant melanoma has led to three Phase 3 trials, but the first, Moderna's key 2026 clinical catalyst in melanoma (data due 2H), faces headwinds.-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate. According to Bloomberg Intelligence: Contrary to widespread concerns about artificial intelligence eliminating jobs, the technology is emerging as a catalyst for office demand, reinforcing leasing momentum in New York City and San Francisco.See omnystudio.com/listener for privacy information.

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion.- Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services.- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses the new Kraft Heinz CEO pausing the company’s split.- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings.- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS earnings.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Hilton Worldwide earnings.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings.Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options.Also, Pinterest shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why software companies are facing pressure amid concerns that AI will erode demand.According to Bloomberg Intelligence: The top 2-3 companies in each industry could retain their ranking given high domain-expertise, brand and their ability to spend aggressively in embedding AI (intelligence) across their products, assuming they have access to all the frontier models.-Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses travel earnings.  Expedia shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates.  TripAdvisor shares fell to a 10-month low intraday after the online travel company reported adjusted earnings per share for the fourth quarter that fell well short of the average analyst estimate.-Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses research on American Express. According to Bloomberg Intelligence: American Express' focus on attracting new premium cardholders should help it meet consensus EPS growth of 14-15% in 2026-27, with stronger fee economics likely overlooked by investors noting its 4Q decline in US new-card acquisitions and 16% rise in customer-engagement expenses tied to high-fee cards.See omnystudio.com/listener for privacy information.

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- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll. - Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hyatt earnings. Hyatt shares climbed to an intraday record after the hotel chain’s fourth-quarter adjusted earnings per share blew past analysts’ estimates, despite a weaker-than-expected adjusted Ebitda outlook for the full year. Its earnings follow strong prints from peers Hilton and Marriott, which are also trading near records.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonalds and Restaurant Brands earnings. McDonald’s Corp.’s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Restaurant Brands International Inc. increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, recaps AppLovin earnings. AppLovin shares fell after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.See omnystudio.com/listener for privacy information.

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- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses  Kraft Heinz halting plans to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses earnings from Hilton Worldwide. Hilton reported fourth quarter earnings that beat expectations, as the company’s ability to add new hotels to its global network drove growth.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. added 962,000 new wireless subscribers in the fourth quarter, compared with estimates for 992,000. The company aims to distinguish itself from competitors in value and network quality, with promotions like free Netflix Inc. subscriptions and Wingstop chicken.-Mark Douglas, MNTN President and CEO, discusses MNTN earnings and the latest in the streaming arms race. MNTN just reported Q4 and FY 2025 earnings, closing out a record year with strong Q4 revenue growth, gross margin expansion, and Adjusted EBITDA improvement.The company is unlocking TV advertising for millions of small to midsized businesses for the first time and turning Connected TV into a core pillar of SMB performance marketing strategy.  See omnystudio.com/listener for privacy information.

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-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance making enhancements to its hostile offer for Warner Bros. Discovery, addressing some of the company’s concerns. She also discusses Spotify Technology adding 38 million new listeners to reach 751 million monthly active users, with paid premium subscriptions increasing 10% to 290 million.-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Alphabet Inc. raised almost $32 billion in debt in less than 24 hours, showing the enormous funding needs of tech giants competing to build out their artificial intelligence capabilities. Separately,  Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro Inc. more than doubled year-over-year revenue from its popular card game Magic: The Gathering in the fourth quarter.  Tie-ins from beloved franchises like Avatar: The Last Airbender and Final Fantasy contributed to Magic’s $502.4 million in revenue in the fourth quarter, the company said.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. Coca-Cola Co. offered a 2026 full-year sales outlook with organic sales growth of 4% to 5%, which is lower than the average analyst expectation of 5.01%. The company faces challenges in winning over shoppers with its portfolio of beverages as consumers shift away from traditional full-calorie soft drinks and toward healthier options.  See omnystudio.com/listener for privacy information.

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-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses  Alphabet looking to raise about $15 billion from a US high-grade dollar bond sale, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is paying $350 million upfront to collaborate with Innovent Biologics Inc. in developing new treatments for cancer and immune disorders. Novo Nordisk A/S is suing Hims & Hers Health Inc. for breaching its US patent on semaglutide, the active ingredient in medicines like Ozempic and Wegovy.-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean agreeing to acquire the offshore drilling firm in an all-stock transaction valued at approximately $5.8 billion. Valaris shareholders will receive a fixed exchange ratio of 15.235 shares of Transocean stock for each common share of Valaris.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses why a potential antitrust probe into US homebuilders by the Trump Administration -- as reported by Bloomberg News -- may prove to be more political than driven by illicit behavior.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney saying Parks Chief Josh D’Amaro will succeed Bob Iger as CEO.- Christian Bruch, Siemens Energy CEO, discusses Siemens Energy investing $1 Billion in the US.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings and obesity data.- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments.- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses PayPal earnings.- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings.- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses his 2026 outlook for global communications and networking equipment.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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, Scarlet Fu, and John Tucker-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses big tech. Four of the biggest US technology companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour and Amazon earnings. Under Armour boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate. Amazon.com Inc. shares dropped after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, on Phillip Morris earnings. Philip Morris International  reported higher profit in the fourth quarter, helped by strong sales of smoke-free products such as Zyn nicotine pouches. -Katherine Doherty, Bloomberg News Finance Reporter, discusses JPMorgan Chase., Goldman Sachs Group, and Bank of America  boosting their bonus pools for bankers and traders by at least 10%.See omnystudio.com/listener for privacy information.

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-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Alphabet earnings. Alphabet Inc. is poised to spend more in 2026 than it has invested in the past three years combined to finance an expansion of data centers critical to its artificial intelligence ambitions.- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Qualcomm’s revenue forecast was weaker than expected. The company said its “near-term handsets outlook is impacted by industry-wide memory supply constraints.”-Geetha Ranganathan, Bloomberg Intelligence Analyst, recaps Peloton earnings. Peloton Interactive Inc. provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors.-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, recaps Estee Lauder earnings. Estée Lauder Cos. shares dropped after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate’s turnaround.See omnystudio.com/listener for privacy information.

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, Scarlet Fu, and John Tucker- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments. Advanced Micro Devices Inc. suffered its worst stock decline in more than seven years after the chipmaker’s sales forecast underwhelmed investors. Separately, Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Eli Lilly earnings. Eli Lilly & Co. provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Super Micro earnings and discusses HP’s CEO departure. Super Micro Computer Inc. shares gained after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Separately, HP named Bruce Broussard as interim chief executive officer, effective immediately, replacing Enrique Lores who stepped down to join PayPal. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Yum Brands earnings and BI’s latest cruise outlook. Yum reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate. Separately, Walt Disney’s new CEO Josh D'Amaro is bracing for cruise ‘Headwinds.’See omnystudio.com/listener for privacy information.

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- Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Walt Disney saying Josh D’Amaro will succeed Bob Iger as chief executive officer of the entertainment giant. D’Amaro, a 28-year-veteran of Disney, will succeed Iger effective March 18, the Burbank, California-based company said Tuesday in a statement. Iger will stay on the board and serve as a senior adviser until his retirement on Dec. 31.- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Paypal earnings. PayPal Holdings said HP Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets.- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is cutting prices by as much as 15% for key brands, including Lay’s and Doritos, to lift sales by offering more affordable products.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings. Pfizer revealed data from one of its new obesity treatments early Tuesday with little detail, leaving investors wondering if the up to $10 billion it spent purchasing the company that created the medicine will pay off.See omnystudio.com/listener for privacy information.

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- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Oracle planning to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. He also discusses Elon Musk being in advanced talks to combine Space Exploration Technologies with xAI, according to people familiar with the matter.-Geetha Ranganathan, Bloomberg Intelligence Analyst discusses Walt Disney earnings. Walt Disney shares slid after the world’s biggest entertainment company gave a tepid forecast for growth in the current period.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Sanofi recently forecasted another year of revenue and earnings growth after sales of Dupixent drove higher-than-expected profit in its latest quarter. Roche recently reported disappointing revenue for a blockbuster eye medicine and lackluster growth predictions for the year.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses BI’s 2026 outlook for global communications and networking equipment. The global networking sector heads into 2026 with multiple spending tailwinds, led by cloud AI-infrastructure build-outs. Outlays in networking gear are expected to grow 20% to $82 billion, according to 650 Group, with AI network-switching sales poised to climb 91% to $21 billion.    See omnystudio.com/listener for privacy information.

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research.On this podcast:- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings.- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia investing $2 Billion More in CoreWeave.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings.- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings.- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.” Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.  See omnystudio.com/listener for privacy information.

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet FuOn this podcast: -Dan Ives, Global Head of Technology Research at Wedbush Securities -Danielle DiMartino Booth, CEO and Chief Strategist at QI Research -Vincent Piazza, Bloomberg Intelligence Senior Equity Research AnalystSee omnystudio.com/listener for privacy information.

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins.Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol and Tim speak with: Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman Bloomberg Tech Co-Host Ed Ludlow See omnystudio.com/listener for privacy information.

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-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. International Business Machines Corp. is looking to raise a maximum of €3.5 billion from a four-part euro debt offering to be used for general corporate purposes.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Meta earnings. Meta Platforms Inc. topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, recaps Tesla earnings. Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines to ramp up production of cars, batteries and robots across half a dozen plants.-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar Inc. got an earnings boost from selling power generation equipment to AI data centers in its fourth quarter, helping drive quarterly results that topped Wall Street’s expectations.See omnystudio.com/listener for privacy information.

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.Carol and Tim speak with: Bloomberg Intelligence Senior Technology Analyst Anurag Rana James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital Bloomberg News Senior Technology Reporter Kurt Wagner Bloomberg Tech Co-Host Ed Ludlow Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses  Starbucks Chief Executive Officer Brian Niccol delivering the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T  reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service. The company added more than half a million fixed and mobile internet subscribers in the quarter.-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. ASML posted record orders in the fourth quarter, even as the Dutch semiconductor equipment maker’s executives faced questions during a call with analysts about whether it can sustain its artificial intelligence-fueled momentum.  Amazon.com Inc. is cutting 16,000 corporate jobs worldwide in an effort to remove layers of bureaucracy and “increase ownership,” becoming the latest company to target managers for layoffs in recent years.  SoftBank Group Corp. is in discussions to invest as much as $30 billion more in OpenAI, a sharp increase in commitment that reflects founder Masayoshi Son’s ambitions to play a central role in developing artificial intelligence.-Andrea Felsted, Bloomberg Opinion Columnist, discusses LVMH. -Sales at LVMH’s key fashion unit fell over the holiday season as the Louis Vuitton owner continued to suffer from sluggish demand. Organic sales at the fashion and leather goods division fell 3% in the fourth quarter, LVMH Moët Hennessy Louis Vuitton SE said in a statement Tuesday. Analysts had expected a drop of 2.94%.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul 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. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses earnings from airlines and Boeing. American Airlines Group Inc. reported fourth-quarter results that missed analyst estimates. JetBlue Airways Corp. reported a wider loss than expected last quarter. Boeing Co. generated cash for a second straight quarter and reported a 57% bump in sales during the final three months of 2025. - Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. expects to cut as many as 30,000 positions this year to rein in costs and boost profitability.-Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.” Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government, led by President Donald Trump, who also withheld billions in federal funding for research—their lifeblood. Now, universities are dumping private equity funds at discounts following years of poor returns, while public stocks have outperformed the asset class.  See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia, the dominant maker of artificial intelligence chips, investing an additional $2 billion in the cloud computing firm and key customer CoreWeave. He also discusses Microsoft rolling out its second-generation artificial intelligence chip, the Maia 200 chip, to power its services more efficiently and provide an alternative to Nvidia Corp. hardware.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector.  Merck & Co. is no longer in talks to acquire biotech firm Revolution Medicines Inc. after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.-David Woo, Founder and Strategist at Unbound Retail, discusses his book: “Merry-Go-Round Broke Down: A Novel of Guilt, Greed & Globalization.” Set against pivotal moments from the late 1990s through the 2008 financial crisis, the novel follows interconnected characters including CEOs, financiers, factory owners, and workers whose lives collide as global capital reshapes industries and societies. It offers something rare: a way to talk about systemic risk, incentives, and unintended consequences through story, not abstraction.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.-Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence.-Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase & Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust space in 2026.- Sunny Bonnell, Co-founder & CEO of Motto, discusses how AI is changing the way companies build relevance, trust, and long-term value.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on how retailers are embracing AI but impulse buys still require a human touch.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales are set to heat up in 2026.- Dana Peterson, Chief Economist at Conference Board, discusses new economic data about how CEOs are feeling and their biggest worries in 2026.- Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands.- Martin Jarmond, UCLA Athletic Director & Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss uncertainty in college football and leadership.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.    See omnystudio.com/listener for privacy information.

Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share. Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback. Intel shares fell about 5% in extended trading Thursday following the report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses the latest at Warner Bros Discovery.  Paramount Skydance Corp. again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders.-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses GE Aerospace earnings.  General Electric  tumbled after its full-year outlook underwhelmed investors, a sign of high expectations on the jet-engine maker after a steep rise in the stock last year. -Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses the latest with Greenland. President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a “framework of a future deal” he said was reached regarding the island.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from Charles Schwab. Charles Schwab reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.-David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses President Donald Trump’s speech at the World Economic Forum in Davos. President Donald Trump said he was seeking immediate talks on the US acquiring Greenland while saying he did not plan to use force. Trump cast the American acquisition of Greenland as essential to collective security and downplayed the danger it would pose to NATO.-Nikki Lanier, Former St Louis Federal Reserve Senior Vice President, discusses Lisa Cook’s hearing.  The US Supreme Court is weighing whether President Donald Trump can fire Fed Governor Lisa Cook over mortgage-fraud allegations that she denies.See omnystudio.com/listener for privacy information.