Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla sales. Tesla Inc. posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core business and navigate an increasingly challenged electric-vehicle market.Separately, Stellantis is discussing options for building electric vehicles in Canada with its Chinese partner, Zhejiang Leapmotor Technology Co. The talks are in an early stage and focused on an idled Stellantis assembly plant in Brampton, Ontario, with the possibility of building cars in partnership with Leapmotor.- Brody Ford, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story “Microsoft CFO’s AI Spending Runs Up Against Tech Bubble Fears.”Description:Microsoft Chief Financial Officer Amy Hood must decide how much to spend on artificial intelligence without starving other parts of the company or alarming Wall Street. In this executive profile, Bloomberg exclusively reports that Hood made the call to pause data center construction last year, a controversial decision some say left the company without enough computing power for its AI services.- Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses how Intel’s turnaround is advancing as spending is cut.According to Bloomberg Intelligence: Intel's new CEO is stabilizing the company's credit profile, refocusing core-product franchises and cutting costs. It's still a work in progress, but reductions in operating expenses and capital spending are paying off, enabling Intel to buy back a $14.2 billion stake in its Ireland fabrication joint venture without jeopardizing its investment grade profile.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- Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX  filing confidentially for an initial public offering, bringing the company closer to delivering the biggest-ever listing. The company submitted its draft IPO registration to the US Securities and Exchange Commission and could seek a valuation in the IPO of more than $1.75 trillion.-Lily Meier, Bloomberg Retail Reporter, discusses Nike earnings. Nike Inc. shares fell after the company gave a gloomy outlook for the year ahead, with revenue expected to decline 2% to 4% in the current quarter. The company is facing headwinds around the globe, including elevated inventories in Europe and the Middle East and weakness in Greater China and other areas.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps earnings from RH. RH shares plunged after the home furnishing company forecast revenue for the first quarter 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.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever agreeing to combine its food business with McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick will pay $15.7 billion in cash and the equivalent of $29.1 billion in shares for most of Unilever’s food business, leaving Unilever with 65% of the combined entity.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest M&A in the biotech sector. Eli Lilly & Co. agreed to buy Centessa Pharmaceuticals Plc in a deal worth up to $7.8 billion to bulk up its treatment pipeline for other conditions.Biogen Inc. has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Nvidia taking a $2 billion stake in Marvell Technology. It is opening up its system to allow Marvell to integrate custom artificial intelligence chips and networking equipment on the platform.-Hannah Levitt, Bloomberg Senior Finance Reporter, discusses JPMorgan Chase announcing the "American Dream Initiative" to expand economic opportunity in local communities across the country, spanning six focus areas including small businesses, housing and financial health.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- Mathieu Dion, Bloomberg Montreal Bureau Chief, discusses Air Canada Chief Executive Officer Michael Rousseau stepping down after causing a public-relations disaster with a video about the deadly runway collision at LaGuardia Airport in New York. Rousseau will retire by the end of the third quarter, according to a statement by Air Canada, after he posted a video statement about the accident that was largely in English, with only "bonjour" and "merci" in French.- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest with Meta Platforms. Meta  was looking like the best Big Tech stock in the market when the year began. But investors’ fears of legal risks and heavy spending on artificial intelligence are bubbling to the surface, culminating in last week’s 11% rout.- Ed Price, Senior Non-Resident Fellow at New York University, discusses the latest on the Iran war. Missile strikes ripped across the Middle East over the weekend as Iran and its proxies lobbed attacks at US allies. President Donald Trump said he’s ready to make a deal with Iran, telling reporters Sunday aboard Air Force One that an agreement could come soon.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- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs.The Miami-based cruise operator now sees full-year earnings of about $2.21 per share, adjusted for some items. That’s down from a December forecast of about $2.48 and below analysts’ estimates of $2.35.- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses Meta and Alphabet being found liable in a social media addiction trial.According to Bloomberg Intelligence: Though social-media addiction litigation will -- barring a global pact -- generate a barrage of bad headlines for Meta, Alphabet, and other social-media companies this year, it doubts direct material business impacts for the deep-pocketed companies.-- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses JetBlue and the latest airlines news. According to Bloomberg Intelligence: JetBlue considering options including a sale, as reported by Semafor, highlights risks for low-cost carriers squeezed by weak leisure pricing and surging fuel costs, though finding a suitor may be difficult, with Alaska Air appearing the most logical. United could have interest, as shown by recent codeshare and loyalty-program partnerships, but a combination with a large US carrier would likely face antitrust pushback.- Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. NBA owners voted to explore adding franchises in Las Vegas and Seattle, which would mark the league’s first expansion in two decades.  The commissioner said that the market will determine the value of the team, and that he anticipates robust interest, with the league potentially netting $7 billion to $10 billion for each franchise. He also discusses Major League Baseball and the possibility of a work stoppage.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-Ethan Bronner, Bloomberg Israel Bureau Chief, discusses the latest out of the Mid East. US President Donald Trump threatened Iran with intensified military action after Tehran rejected Washington's push for a peace deal. Iran responded to a US ceasefire proposal and is awaiting a reply, with conditions for ending the conflict including a guarantee that the US and Israel won't resume their attacks.-Kathy Entwistle, Morgan Stanley Managing Director, Private Wealth Advisor, discusses her outlook for the markets. According to Kathy: The Iran conflict and spiking oil prices are threatening to bring back "stagflation" (slower growth paired with sticky inflation.)  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-Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Merck agreeing to buy Terns Pharmacueticals for $6.7 billion, giving the company access to a promising new leukemia treatment. The acquisition is expected to close in the second quarter, with Merck paying $53 per share in cash for Terns, a 6% premium to its closing price on Tuesday.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Walt Disney and Netflix. Walt Disney Co. Chief Executive Officer Josh D’Amaro has seen two billion-dollar technology bets falter, with one of them unraveling entirely, just days into his new job. Separately, Netflix Inc.'s push into livestreaming mega events in Asia is set to accelerate, buoyed by hits from the World Baseball Classic to BTS's comeback show.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy forecast sales for the year that beat analyst estimates, suggesting the online pet retailer expects strong demand to more than make up for headwinds including inflation and tariff uncertainty.-Justin Pridon, VP, Consulting Services at Revenue Management Solutions, discusses restaurant trends from the BI Farm, Food & Fuel Conference. He talks about what restaurant menus reveal about where food demand is headed, why protein is winning, and how demand might change with rising gas prices.  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-Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Estée Lauder being in talks to buy Puig Brands, which would create a cosmetics giant with about $20 billion in annual sales. A takeover of Puig would give Estée Lauder well-known perfume and fashion brands such as Rabanne, Jean Paul Gaultier and Carolina Herrera.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why a prolonged war with recession threatens a 15% drop in auto sales. According to Bloomberg Intelligence: a sustained spike in Brent crude oil above $100 a barrel favors automakers like Toyota, Tesla and Rivian due to their many hybrids and affordable battery electric vehicles.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence research on why Nexstar’s Tegna acquisition appears to be at risk of legal pause. Nexstar closed its purchase of Tegna on March 19 after being cleared by the FCC and Justice Department, yet the deal isn't free from risk due to lawsuits to unwind it by eight states and DirecTV.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Pfizer said its experimental Lyme disease vaccine was 73% effective against the tick-borne illness, a lackluster result as fewer-than-expected infections in the pivotal study made its potency hard to evaluate.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-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses oil falling sharply after President Donald Trump said his team held discussions about ending the conflict with Iran, though Tehran denied any such dialog.- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big Take story: “Apple’s Heir Apparent Ready to Step Into the Spotlight.” Story description: John Ternus, the likely successor to Tim Cook as Apple CEO, is a lot like the current boss: a low-key, hardware-focused guy who can keep things chugging along. But as Apple turns 50, its success may rely more on the continued expansion of its software services businesses and how it adapts to artificial intelligence.-Steve Lamar, President and CEO of the American Apparel & Footwear Association, discusses the impact of tariffs. He discusses the industry reaction to the SCOTUS decision on IEEPA. He also talks about how the supply chain crisis caused by the war with Iran is impacting the industry. See omnystudio.com/listener for privacy information.

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.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- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, joins to recap FedEx earnings. FedEx Corp. raised its full-year profit forecast, sending the courier’s shares up the most in 10 months and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. - Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, joins to discuss the latest from Unilever. Unilever is in talks to sell its food business to McCormick & Co., with the food business having a potential equity value of as much as €29 billion. A sale would mark the biggest transaction in McCormick's history and transform Unilever into a major household and personal care company, ending its competition with Big Food rivals.- Jody Lurie, Bloomberg Intelligence Credit Analyst joins to discuss the latest on the cruise industry, Caesars, Six Flags, and other companies that have come under pressure. A potential take-private acquisition of Caesars by Tilman Fertitta shows rising risk for its bonds and those of others in leisure, gaming and related sectors, including Penn Entertainment, Norwegian Cruise Line, Hertz, Avis, United Parks and Six Flags.- Randall Williams, Bloomberg Business of Sports Reporter joins to discuss the start of March Madness and the latest from the WNBA. The WNBA and Women’s National Basketball Players Association reached a verbal agreement on the terms for a new collective bargaining agreement early Wednesday reported by ESPN. See omnystudio.com/listener for privacy information.

Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed.  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 Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the average of estimates compiled by Bloomberg.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s shares rose after the company forecasted stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend.-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever  considering a separation of its food assets to focus on beauty, personal care and wellbeing brands. The company is studying options such as spinning off the food business as a whole, or keeping some marquee brands while separating the rest.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills reported results for last quarter that missed Wall Street projections, weighed down by a decision to lower prices. The company said sales declines in North America for the current quarter were largely in line with internal expectations after shaving prices across two-thirds of its portfolio and divesting its yogurt business.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-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.