Podcast
Bloomberg Intelligence
Hosted by Bloomberg · EN
Listen for investment news and in-depth company research.
Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
328episodes
Episodes
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SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares
Today00:26:41Summary readyWatch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida.-Lily Meier, Bloomberg Retail Reporter, discusses her story: “Lululemon’s New CEO Has to Contend With Founder Raring to Fight.” Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning.See omnystudio.com/listener for privacy information.
SummaryPalantir Jumps After ‘Otherworldly Demand Lifts Outlook
Yesterday00:22:29Summary readyWatch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Palantir Technologies Inc. shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as “otherworldly.” Separately, Anthropic has struck a deal for computing capacity from Volta Infra Holdings, a months-old infrastructure startup, to keep pace with demand for its products.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonald's earnings. McDonald's named Skye Anderson as president of its US business to lead turnaround efforts after posting its slowest growth in over a year. Sales at established US restaurants rose 0.8% in the second quarter, partly offset by a decline in visits, and marketing programs didn't meet expectations.-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Carterpillar earnings. Caterpillar reported stronger sales across its businesses and raised its sales outlook, easing concerns that demand for power-generation equipment was beginning to cool. The company's power and energy unit has grown to become its largest by sales, driven by demand for generators, engines, and gas turbines for industrial facilities and large-scale computing centers.Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Auto, discusses the latest in the biotech sector. Pfizer raised the midpoint of its 2026 sales forecast after reporting strong second-quarter demand for older medicines, with sales for the year expected to be $60.5 billion to $62.5 billion. Merck & Co. boosted its 2026 sales outlook after strong demand for newer drugs like Winrevair helped to drive revenues higher in the second quarter. BioNTech SE lowered its revenue outlook as demand for its Covid-19 vaccine shrank more than expected.See omnystudio.com/listener for privacy information.
SummaryVisa to Buy Fraud-Prevention Firm BioCatch for $2.4 Billion
2d ago00:22:20Summary readyWatch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa striking a deal to buy BioCatch, which uses artificial intelligence to detect fraud, for $2.4 billion in cash. The company is purchasing BioCatch from funds advised by Permira and other shareholders, and the transaction is expected to close in the fiscal second quarter of 2027, according to a statement Monday. BioCatch works with more than 350 banking clients across the world.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott International Earnings. Marriott International shares declined after the company said that room growth for 2026 would likely come in at the lower end of earlier guidance, driven by construction delays in the Middle East. -Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Autos, discusses AstraZeneca exploring an acquisition of Bristol-Myers Squibb in a potential megadeal that would rank as the largest ever in pharma. The companies have held early-stage discussions about combining, but it’s unclear if discussions are ongoing or whether they will result in a transaction.-Jonathan Kay, Founder & CEO at Apptopia, discusses sports betting and prediction market apps performance and competition. He also talks about Kalshi, and Demographic differences between OSB’s and Prediction markets.See omnystudio.com/listener for privacy information.
Summary
Bloomberg Money: 'Fed Needs Clear Inflation Target and Messaging'
5d ago00:40:16Summary readyBloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests include: Richard Clarida, Former Federal Reserve Vice Chair Lori Calvasina, RBC Capital Markets Head:US Equity Strategy Hannah Elliot, Hot Pursuit! Podcast co-host See omnystudio.com/listener for privacy information.
SummaryApple Slides Most Since 2025 After Supply Shortages Hurt Outlook
5d ago00:17:45Summary readyWatch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu --Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Apple earnings and tech. Apple Inc. tumbled after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron earnings. ExxonMobil and Chevron plowed profits into debt reduction rather than huge buyback increases due to caution about the duration of war-driven price rallies. The biggest US oil companies more than doubled second-quarter net income due to global energy market disruptions stemming from conflicts in the Persian Gulf and Russia.-Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. UEFA approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors. FIFA will proceed with plans to privatize its commercial business, despite threats from regional footballing organizations in Europe, Asia and North America that they could boycott the World Cup. Separately, Randall talks about his conversation with Washington Commanders President Mark Clouse. See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast
6d ago00:10:27Summary readyApple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter
6d ago00:18:10Summary readyAmazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Anurag Rana, Bloomberg Intelligence Senior Technology Analyst See omnystudio.com/listener for privacy information.
SummaryUEFA Votes to Boycott World Cup in Protest to FIFA Selloff
6d ago00:23:18Summary readyWatch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Randall Williams, Bloomberg Business of Sports Reporter, discusses UEFA’s 55 member nations resolving to boycott FIFA tournaments if President Gianni Infantino proceeds with plans to sell World Cup stakes to private investors. UEFA said in a statement that “The World Cup cannot be treated as an investment product,” and that no UEFA national teams will participate in any FIFA competition for so long as these proposals remain alive.- David Kirkpatrick, Founder of Techonomy, recaps tech earnings. Meta Platforms Inc. gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns that the company isn’t swiftly benefiting from its massive outlay on artificial intelligence. Separately, Microsoft shares soared after the company reported the fastest cloud growth in four years, with Azure cloud revenue rising 43% during the fiscal fourth quarter.-Shiv Verma, Robinhood Chief Financial Officer, discusses Robinhood earnings. Robinhood's July trading activity tracking near 2Q's record average supports early 3Q durability of elevated retail engagement across equities, options and prediction markets.-Redd Brown, Bloomberg Consumer Reporter, discusses earnings from Starbucks and Chipotle. Starbucks and Chipotle Mexican Grill raised their guidance after stronger-than-expected quarters, with sales bolstered by new menu items and revamped loyalty programs. See omnystudio.com/listener for privacy information.
SummaryEarnings Roundup: Meta, Microsoft & Qualcomm
1w ago00:17:40Summary readyListen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Fed Chair Kevin Warsh's News Conference
1w ago00:30:52Summary readyBloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting, with officials repeating their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.
Summary