Bloomberg Intelligence

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year.Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that. For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist Michael McKee, Bloomberg International Economics and Policy Correspondent Stephanie Roth, Wolfe Research chief Economist   See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt.-Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expanding across Colorado with the planned takeover of FirstBank Holding Co.-Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.See omnystudio.com/listener for privacy information.

Hosts: Paul Sweeney and Scarlet FuWatch Paul  and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast:- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case.- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving.- Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings.- Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy.- Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure."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.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet FuSteve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, joins to discuss the latest on Elon Musk. Tesla proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion, a massive package without precedent in corporate America.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon quarterly earnings. Lululemon’s rough year continued as the once fast-growing apparel chain slashed its outlook on weakening demand and the Trump administration’s tougher trade policies.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss Broadcomm's recent earnings. Broadcom announced that plan to help OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia Corp. Its shares jumped by the most since April. Janet Lorin, Bloomberg Higher Education Finance Reporter, joins to discuss the latest turmoil for US colleges and universities. Northwestern University President Michael Schill resigned after a three-year tenure marked by controversy following protests on campus, conflict with the Trump administration over research funding and a hazing scandal in its football program.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*Broadcasting Live from "Power Players New York" at Bloomberg HQ, 6th floor*-Angela Ruggiero, Cofounder at Sports Innovation Lab, Executive Board at World Rugby and at International Olympic Committee, discusses the business of Women's sports, current Rugby World Cup.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a US judge ruling against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades.-Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest at Apple. Apple Inc.'s lead artificial intelligence researcher for robotics, Jian Zhang, has departed the company to join Meta Platforms Inc.'s competing effort.-Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's Inc. raising its annual outlook and reporting its best comparable sales growth in three years, citing strength across the company.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar Tree Inc. saying that profit for the current quarter would be little changed as the lift from price hikes to offset tariffs wanes.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz planning to split into two separate companies, one selling Heinz ketchup and other iconic condiments, and the other including slower-growing grocery products.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Activist investor Elliott Investment Management building a stake of about $4 billion in PepsiCo Inc., with plans to call for changes at the struggling beverage maker.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in biotech sector. The US Centers for Disease Control and Prevention is currently awash in controversy as its leader fights her firing. The FDA has approved Covid-19 boosters for individuals with qualifying conditions and seniors age 65 and older, which may lead to higher out-of-pocket costs for others.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:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie 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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul SweeneyWoo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals.  Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year.  Abercrombie & Fitch Co. raised its full-year sales guidance following a stronger-than-expected quarter at the teen-focused Hollister brand.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. Williams-Sonoma Inc. raised its full-year sales growth target after a strong second-quarter showing across all brands.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Cracker Barrel Old Country Store getting rid of a new logo that sparked controversy and prompted a slump in its share price.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. JM Smucker Co. shares fell after it reported that first-quarter net sales were weighed down by decreased sales of certain products.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly & Co.'s experimental obesity pill helping patients lose 9.6% of their body weight in a trial.-Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, discusses EssilorLuxottica exploring a potential deal to increase its stake in Nikon Corp., people with knowledge of the matter said.-Patricio Alvarez, Bloomberg Intelligence Equity Research Analyst, Power & Gas Utilities, discusses how Orsted is being impacted after President Donald Trump's administration ordered construction to halt on an almost-finished offshore wind farm.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings.- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings.- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings.- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.- Matt Henricksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings.- Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk news.- Ana Davies, BNEF's Head of Renewable Fuels, discusses renewable fuels.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.

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice ChairFederal Reserve Chair Jerome Powell carefully opened the door to an interest-rate cut in September, pointing to rising risks for the labor market even as worries over inflation remain.“The stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance,” Powell said in remarks prepared for the Fed’s annual conference in Jackson Hole, Wyoming on Friday. “Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” Following Powell’s remarks investors boosted bets that the Federal Open Market Committee would cut rates at their Sept. 16-17 meeting. See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. shares fell after profit missed expectations for the first time in three years, due to a rise in insurance claims, legal charges and restructuring costs.-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo agreeing to buy Dayforce Inc. for $70 a share in cash, according to a statement. The deal values Dayforce at $12.3 billion including debt and includes a significant minority investment from a wholly-owned subsidiary of the Abu Dhabi Investment Authority.-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing heading closer to finalizing a deal with China to sell aircraft, according to people familiar with the matter, which would end a sales drought that stretches back to US President Donald Trump’s last visit in 2017.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous- Todd Gillespie, Bloomberg Finance Reporter, discusses Citigroup hiring law firm Paul Weiss to investigate complaints about the behavior of Andy Sieg, the bank's wealth-management chief, according to people with direct knowledge of the matter.- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target Corp. naming Michael Fiddelke as its next chief executive officer, who will start in February and also join Target's board. She also discusses second quarter earnings.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe’s Cos. agreeing to buy Foundation Building Materials for about $8.8 billion in cash to accelerate its push to serve more professional customers. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Cos. raising its full-year earnings per share outlook after better-than-expected results, a sign that shoppers wary of economic uncertainty are turning to discounters.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump administration being in discussions to take a stake of about 10% in Intel Corp. by converting grants made under the US Chips and Science Act into equity.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot Inc. sales returned to growth in the second quarter as shoppers invested in smaller projects, such as lighting and gardening.-Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings. Medtronic reported profit that beat estimates and lifted full-year earnings guidance. Medtronic Plc will expand its board after Elliott Investment Management became one of its biggest investors, and will appoint medical technology veterans John Groetelaars and Bill Jellison as independent directors.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk A/S slashing the cost of Ozempic for cash-paying patients to $499 a month. - Novo Nordisk A/S shares also advanced after the drugmaker’s blockbuster weight-loss drug Wegovy received US approval to treat a serious form of liver disease.-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo being in talks to acquire Dayforce Inc., a human resources management software provider, according to people familiar with the matter.-- Francis Duflot, Bloomberg Intelligence Airlines/Aerospace Equity Analyst, discusses Air Canada pulling its financial guidance through year-end, citing the impact of a strike by flight attendants that has caused the airline to cancel hundreds of flights.-- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses current and former OpenAI employees planning to sell approximately $6 billion worth of shares to an investor group that includes Thrive Capital, SoftBank Group Corp. and Dragoneer Investment Group.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings.- Sagit Manor, Nayfax Chief Financial Officer, discusses Nayax earnings.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount buying UFC rights for $7.7 billion.- Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear’ agreeing to buy the U.S underwear maker ‘Hanesbrands.’- Andrew Grant, BNEF Head of Intelligent Mobility, discusses Robocars.- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco earnings.- Erik Schatzker, Editorial Director of Bloomberg New Economy, discusses the Bloomberg Big Take story titled: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.”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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo- Ryan Gould, Bloomberg Deals Reporter, discusses The Trump administration considering using funds from the US Chips Act to take a stake in Intel Corp., according to people familiar with the discussions, as part of efforts to rescue the embattled chipmaker and shore up domestic semiconductor manufacturing.-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Pandora weighing potential price increases in the US and elsewhere due to higher tariffs imposed by President Donald Trump, according to its chief executive officer.- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Libby Cantrill, Pimco's head of public policy, warning that selling shares in Fannie Mae and Freddie Mac could drive up mortgage rates unless the sale preserves the government's commitment to financially support the institutions.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere shares tumbling the most in over three years as the world’s biggest farm machinery maker pared its annual earnings outlook with lower grain prices curbing growers’ spending.-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco Systems giving a cautious forecast for the current fiscal year, with revenue expected to range from $59 billion to $60 billion.-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses why BI thinks any Nvidia, AMD export sales sharing lawsuit would need a prayer.-Tom Metcalf, Bloomberg Finance Editor, discusses how US and Canadian banks are summoning staffers back to their offices at a faster rate than European rivals, widening the divide in one of finance’s defining workplace debates.  See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave shares falling after the company reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion pressuring profit margins.-Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear agreeing to buy Hanesbrands Inc. for about $2.2 billion in cash and stock, aiming to double its annual sales-Sagit Manor, Nayfax Chief Financial Officer, discusses Nayfax earnings.-Brian Hefty, Co-host of Ag PhD TV and Radio, and CEO of Hefty Seed Company, discusses macro AG trends.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda- Ed Ludlow, Bloomberg Technology Co-Host, discusses Beijing urging local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes. Chinese authorities have sent notices to firms discouraging use of the H20 processors for government or national security-related work, but the notices did not constitute an outright ban.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses the cannabis industry. According to BI: Cannabis producers like Curaleaf and Tilray might to turn to asset sales, spinoffs or M&A, amid weak valuations and our analysis finding scant economic value added.- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Elon Musk accusing Apple Inc. of favoring OpenAI, saying Apple makes it impossible for anyone other than OpenAI to reach the top of the App Store charts.-Erik Schatzker, Editorial Director, Bloomberg New Economy, discusses the Bloomberg Big Take story: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.”See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoEd Ludlow, Bloomberg Technology Co-Host, discusses Nvidia and Advanced Micro Devices agreeing to pay 15% of their revenues from Chinese AI chip sales to the US government to secure export licenses.Brendan Murray, Bloomberg Global Trade Editor, discusses tariffs. Small US companies are struggling to comply with President Donald Trump's new tariffs and cope with growing financial strains from higher import costs, according to Erin Williamson, vice president of US customs brokerage at Geodis.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount acquiring the exclusive rights to show all events from the Ultimate Fighting Championship in the US over the next seven years, in a $7.7 billion deal.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings.- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Molson Coors Earnings- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving a $30 billion stock award for CEO Elon Musk.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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Under Armour forecasted worse-than-expected sales and profit for the current quarter, stalling a turnaround plan that was taking hold.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings. Wendy’s Co. cut its full-year sales guidance after posting a bigger-than-expected quarterly decline, highlighting the economic pressures weighing on the chain’s US business.-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Meta Platforms Inc. has selected Pacific Investment Management Co. and Blue Owl Capital Inc. to lead a $29 billion financing for its data center expansion in rural Louisiana. Meantime, SoftBank Group Corp. is the buyer of Foxconn Technology Group's electric vehicle plant in Ohio, a move aimed at kick-starting the Japanese company's $500 billion Stargate data center project with OpenAI and Oracle Corp.-Tom Orlik, Bloomberg Economics Chief Economist, discusses the new book 'The Price of Money: A Guide to the Past, Present and Future of the Natural Rate of Interest.'See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo- Damian Garde, Bloomberg News Health Reporter, discusses the latest on Eli Lilly. Eli Lilly shares tumbled as disappointing data on its new weight-loss pill overshadowed strong growth from the company’s current obesity medicine, which helped drive it to raise its yearly profit and sales outlook.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Brothers Discovery and Peloton.  Warner Bros. Discovery Inc., the parent of HBO and CNN, swung to a profit in the second quarter, buoyed by a string of successes at the box office. Peloton Interactive Inc. projected a sales decline for the current quarter and said it would cut jobs, but expressed confidence in a turnaround plan under new management.- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses President Donald Trump calling on Intel Corp.'s CEO to resign due to what he called conflicts of interest. This adds to the challenges for a company that is supposed to anchor restoration of the US semiconductor industry.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this year.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonald’s earnings. McDonald’s Corp. sales picked up in the latest quarter, suggesting that pop culture-focused collaborations and budget meals are helping to offset diners’ economic anxiety.- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses SuperMicro earnings. Super Micro Computer Inc. lowered its fiscal-year revenue forecast to at least $33 billion, raising questions about sales and pricing pressures around powerful AI servers.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Molson Coors. Molson Coors Beverage Co. lowered its full-year guidance due to continued pressure from a weak consumer, falling US market share and rising costs tied to aluminum tariffs.-- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses earnings from Caterpillar. Caterpillar Inc. expects to face net incremental tariffs of $1.3 billion to $1.5 billion this year. Chief Executive Officer Joe Creed said the company will be able to offset the impact of tariffs, but is looking for more clarity before deciding which actions to take.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah MulindaSteve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker.Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, recaps Berkshire Hathaway earnings. BI also says that Warren Buffett is unlikely to ignite a bidding war with Union Pacific over Norfolk Southern, but a successful deal between the two would create operational disadvantages for Berkshire Hathaway's BNSF rail unit.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses workers at Boeing 's St. Louis-area defense factories striking after union members rejected the company's modified contract offer.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah MulindaOn this podcast:- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern.- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and JetBlue earnings.- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla making AI chips in a multi-year deal.- Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings.- Martin Tengler, Head of Hydrogen Research at Bloomberg NEF, discusses his outlook for hydrogen.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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals.-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Apple earnings. Apple Inc. reported its fastest quarterly revenue growth in more than three years, with revenue rising 9.6% to $94 billion in the fiscal third quarter.-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, recaps Chevron and Exxon earnings. Exxon Mobil Corp. and Chevron Corp. posted better-than-expected results after record oil production cushioned the impact of lower crude prices.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platforms Inc. is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence.-Damian Garde, Bloomberg News Health Reporter, discusses how a trial of Eli Lilly & Co.'s diabetes drug Mounjaro fell short of expectations that it would do a better job of preventing heart attacks and strokes than its older medicine Trulicity.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Shares of Qualcomm Inc., the biggest maker of chips that run smartphones, fell after the company reported lackluster growth in that market, fueling concerns that tariffs will take a toll on the industry. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast Corp. lost 226,000 domestic broadband subscribers in the quarter ended June 30, but this was better than analysts' forecasts for losses of 257,000.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker-Joel Levington, Bloomberg Intelligence Global Director of Credit Research, discusses Harley Davidson earnings. Harley-Davidson shares rose after the sale of a minority stake in its captive-finance unit to KKR and Pimco.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz earnings. Kraft Heinz Co. used price increases to help offset volume declines as the company continues a strategic review of its brands. The company beat Wall Street sales estimates, with organic revenue in the second quarter declining 2%, aided by pricing rising 0.7 percentage points.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Starbucks. Starbucks Corp. sales and profit fell more than anticipated, with comparable sales dropping 2% in the fiscal third quarter. Chief Executive Officer Brian Niccol said the turnaround efforts are “ahead of schedule,” and he vowed to unleash “a wave of innovation in 2026.”-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Tesla agreeing to buy $4.3 billion worth of US-built batteries from LG Energy Solution Ltd., according to a person familiar with the matter.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk shares falling by a record. The company named Maziar Mike Doustdar as chief executive officer after a profit warning due to slumping weight-loss drug sales.-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific agreeing to acquire Norfolk Southern in a $72 billion cash-and-stock transaction, forming the only US transcontinental railroad.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing almost halted its cash burn in the second quarter, generating cash from operations for the first time since 2023 and consuming just $200 million in free cash flow. JetBlue Airways shares climbed after the carrier posted a smaller-than-expected loss in the second quarter as demand rebounded and efforts to turn around the struggling carrier gained traction.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker-Craig Trudell, Bloomberg Global Autos Editor, discusses Samsung making Tesla AI chips in a multiyear Texas deal. Samsung Electronics will produce AI semiconductors for Tesla in a new $16.5 billion pact that marks a win for its underperforming foundry division.-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. Heineken saw a decline in beer volumes due to retailer disputes across Europe that dragged on sales and limited its ability to take advantage of the summer heat wave.-Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “Trump Tariffs Are Already Stunting World Growth as Markets Shrug.”  As President Donald Trump barrels toward his latest tariff deadline, the damage to the global economy from American protectionism is becoming increasingly evident, even if financial markets seem to have decided they can live with it.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton Worldwide earnings.- David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings.- Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses the Bloomberg Big Take story: “Elon Musk’s Empire Is Creaking Under the Strain of His Antics.”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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Isabelle LeeGeetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s shares tumbled after CEO Lip-Bu Tan sparked concerns that he is more focused on cost cutting than restoring the chipmaker's technological edge.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Puma shares plunging after the company slashed its profit forecast due to weak demand for its sports and exercise gear and growing concerns about US tariffs. Poonam also discusses the latest news at Amazon.- Brett Gibbs, Bloomberg Intelligence Refining & Renewable Fuels Analyst, discusses Phillips 66 earnings. Phillips 66 is maximizing diesel production to take advantage of strong demand and says it would consider investing in projects that give its refineries the flexibility to make more of the fuel.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific being in advanced discussions with Norfolk Southern Corp. about a potential tie-up that would be the industry's largest deal ever.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, recaps Tesla earnings. Elon Musk warned of difficult times ahead for Tesla Inc. following one of the carmaker’s worst stretches since it first started producing electric sedans over a dozen years ago.-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. American Airlines Group Inc. scaled back its earnings outlook due to deep fare discounts and a slump in consumer demand, causing its shares to drop. Southwest Airlines Co. expects economic turmoil to erase as much as $1 billion of its annual pre-tax profit this year, prompting the US airline to offer shareholders a much-reduced outlook for 2025.-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported second-quarter results that mostly exceeded Wall Street estimates, including faster-than-expected growth in wireless phone subscribers.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro is raising its full-year outlook after a record quarter for its Magic: The Gathering card game. Second-quarter revenue was $980.8 million, beating analysts’ estimates of $880.5 million, and adjusted earnings per share were $1.30, beating projections for 77 cents.- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. lowered expectations for net income for 2025 as demand for US hotel bookings declined in the second quarter. US travel demand has faced headwinds in recent months, including lower consumer confidence and a decline in international visitors.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on the Microsoft hack. The number of companies and organizations compromised by a security vulnerability in Microsoft Corp.'s SharePoint servers is increasing rapidly, with the tally of victims soaring more than six-fold in a few days, according to Eye Security.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s shares surging as much as 105%, a record move for the department store operator. The stock was halted for volatility after paring its gain to 62%.-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors said it suffered a $1.1 billion profit hit from Donald Trump’s tariffs and revealed no plan for a near-term fix to return to pre-tariff profit levels.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. Coca-Cola said it is launching a new Coke product for American consumers made with US cane sugar this fall. Philip Morris International Inc.'s shares fell after shipments of its Zyn nicotine pouches accelerated by less than analysts had expected, with Zyn shipments reaching 191.3 million cans in the Americas in the second quarter.-Will Lee, Bloomberg Intelligence Aerospace & Defense Analyst, discusses Lockheed Martin earnings. Lockheed Martin Corp. shares plunged as much as 9% after the company reported earnings that missed analyst estimates and lowered its outlook for the year.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft warning that hackers are actively targeting customers of its document management software SharePoint, with security researchers flagging the risk of potentially widespread breaches around the world.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. Verizon Communications posted second-quarter revenue of $34.5 billion, up 5.2% from a year earlier, surpassing analysts' estimates.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis earnings. Stellantis NV announced a €2.3 billion first-half net loss, which Bloomberg Intelligence analyst Michael Dean said the new CEO Antonio Filosa is using to "kitchen sink" the results and provide a low earnings base.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino’s earnings and the latest in the foodservice industry. Domino’s Pizza shares rose after the restaurant operator reported second-quarter comparable sales growth that topped Wall Street expectations.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China.- Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.”- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses a recent pact between Hewlett Packard Enterprise and Elliott Investment Management.- Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses research about dating apps and how Gen Z is using them.-Craig Trudell, Bloomberg Global Autos Editor, discusses how Tesla shareholders will vote on whether to invest in CEO Elon Musk’s AI startup.- Meredith Annex, BNEF Head of Clean Power, discusses the latest on US Clean Power.- Isabelle Boemeke, Nuclear Electricity Influencer and Author, discusses the use of nuclear energy.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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Emily GraffeoGeetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix reported revenue grew to $11.1 billion and earnings jumped to $7.19 a share, and raised its forecast for full-year sales and profit margins.Paige Smith, Bloomberg Consumer Finance Reporter, recaps American Express earnings. American Express Co.'s expenses grew in the second quarter due to risk-management investments and higher customer-engagement costs.Katherine Doherty, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Street's Secrets Spill Into Open and Face Rivals' Scrutiny.”See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoMandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber teaming up with Lucid Group and Nuro to launch a robotaxi fleet, with plans to deploy at least 20,000 of the robotaxis over six years.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses United Airlines earnings. United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights.Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. International growth helped buoy PepsiCo Inc.’s second quarter earnings, as the snacks and beverage giant said it plans to lean into higher-protein offerings and smaller portion sizes.  See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoAlison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Goldman Sachs Group Inc.'s stock traders posted the largest revenue haul in Wall Street history, with equity-trading revenue of $4.3 billion for the second quarter. Morgan Stanley's stock traders scored their best second quarter on record, earning $3.72 billion in equity-trading revenue, a 23% jump from a year ago. Bank of America Corp.'s traders posted a record second quarter as the company reaped the benefits of volatile markets and net interest income topped analysts' estimates.Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Hewlett Packard Enterprise creating a new strategy committee and agreeing to work with Elliott Investment Management to help boost value.  Other members of the committee will include Gary Reiner, Raymond Lane and Charles Noski.  Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses  Diageo Chief Executive Officer Debra Crew stepping down after a bruising run in which the company’s stock has plummeted. The maker of Guinness and Johnnie Walker whisky said Wednesday Chief Financial Officer Nik Jhangiani had been appointed interim CEO, with a search already under way for Crew’s permanent replacement. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses regional bank earnings. They include results from First Horizon, PNC Financial, and MT&T Bank.See omnystudio.com/listener for privacy information.

President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday night.   While the lawmakers voiced support for the move, which would likely roil financial markets and lead to a consequential legal showdown, Trump has not made a final decision and could change his mind, according to the official who requested anonymity to discuss a private conversation.   In response to multiple similar reports, President Trump says his administration is “very concerned”, but “not planning on doing anything” about Fed Chair Jerome Powell.   Paul Sweeney and Lisa Mateo speak with Bloomberg's Chris Condon about the potential fallout.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoAlison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. JPMorgan Chase & Co.’s investment bankers eked out a surprise gain in the second quarter. Citigroup's traders had their best second quarter in five years, with revenue buoyed by record trading volumes in the quarter. Wells Fargo’s total assets stood at $1.98 trillion at the end of the second quarter, an increase that followed its long-anticipated freedom from a Federal Reserve cap.Michelle Davis, Bloomberg Senior Deals Reporter, discusses how UnitedHealth Group had managed to pull off an impressive feat: more than 60 consecutive quarters of earnings that beat Wall Street estimates.Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses Bloomberg Intelligence’s research about dating apps and how Gen Z is using them. BI says Gen Z is more likely to be single and not dating, have an unfavorable view of dating apps, and less likely to pay for dating apps. This is a change from Millennial dating patterns.Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock dropping the most since April as revenue and performance fees missed estimates, even as the world’s largest money manager hit a record $12.5 trillion in assets.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Tesla shareholders will vote on whether to invest in Elon Musk’s xAI, the billionaire said, after the Wall Street Journal reported that SpaceX agreed to pump $2 billion into the artificial intelligence startup.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses the potential breakup of Kraft Heinz. Kraft Heinz may be preparing to spin off much of its grocery business, as reported by the Wall Street Journal, marking a shift toward higher-growth condiments and away from legacy brands as the company faces volume pressure.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in the biotech sector. The 30-month stay for FDA approval of Mylan's Wegovy generic expired in June, but the US regulator is still prohibited from approving any Wegovy generic based on data exclusivity expiring in December. A trial has been set to start in early March.See omnystudio.com/listener for privacy information.