Bloomberg Intelligence by Bloomberg
Bloomberg
Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
Categories: News & Politics
Listen to the last episode:
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Scarlet Fu and Alexandra Semenova
On this podcast:
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses ‘Lululemon’ Athletica saying its’ fourth-quarter sales would land at the higher end of its 2025 guidance.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts.
- Travis Hess, CEO of Commerce, discusses how AI is changing shopping.
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.
Previous episodes
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5389 - BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon OutlookFri, 16 Jan 2026
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5388 - Trump Moves to Have Tech Giants Pay for Surging Power CostsFri, 16 Jan 2026
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5387 - NYC Sues Delivery App Over Lost Pay in Mamdani CrackdownThu, 15 Jan 2026
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5386 - Netflix Weighs Amending Warner Bros. Bid to Make It All CashWed, 14 Jan 2026
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5385 - JPMorgan Investment-Banking Fees Drop on Underwriting MissTue, 13 Jan 2026
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5384 - Capital One, Amex Shares Sink on Trump’s Credit-Card ThreatMon, 12 Jan 2026
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5383 - BI Weekend: Nike Turnaround, Airlines Outlook, AWS GrowthFri, 09 Jan 2026
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5382 - Meta Signs Multi-Gigawatt Nuclear Deals for AI Data CentersFri, 09 Jan 2026
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5381 - Trump Demands More Defense Spending But Threatens Biggest FirmsThu, 08 Jan 2026
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5380 - Warner Bros. Rejects Latest Paramount Bid, Favoring NetflixWed, 07 Jan 2026
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5379 - Venezuela Regime Change Sets Stage for OFS ReturnTue, 06 Jan 2026
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5378 - Chevron, US Oil Stocks Rally as Trump Vows Venezuela RevivalMon, 05 Jan 2026
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5377 - Tesla Surrenders EV Crown to BYD After 8.6 % Sales DeclineFri, 02 Jan 2026
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5376 - BI Weekend: Luxury, Railroad, and Machinery 2026 OutlookFri, 02 Jan 2026
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5375 - Warner Bros Plans to Reject Paramount Offer Next WeekWed, 31 Dec 2025
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5374 - Tesla Broadcasts Downbeat Car Sales Estimates in Unusual MoveTue, 30 Dec 2025
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5373 - Oil Pushes Higher With Ukraine Talks and China’s Pledge in FocusMon, 29 Dec 2025
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5372 - BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie ChungFri, 26 Dec 2025
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5371 - Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk ProgressFri, 26 Dec 2025
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5370 - Intel Shares Fall on Report Nvidia Halts Production TestWed, 24 Dec 2025
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5369 - Novo Nordisk Gets US Approval for Wegovy Obesity PillTue, 23 Dec 2025
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5368 - Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New LevelMon, 22 Dec 2025
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5367 - BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey CutsFri, 19 Dec 2025
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5366 - Nike Sinks After China Sales Plunge, Delaying TurnaroundFri, 19 Dec 2025
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5365 - Trump Media Targets Nuclear Fusion Through Merger With TAEThu, 18 Dec 2025
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5364 - Warner Bros. Urges Investors to Reject Paramount BidWed, 17 Dec 2025
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5363 - Ford Will Take $19.5 Billion in Charges Tied to EV OverhaulTue, 16 Dec 2025
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5362 - McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting IndustryMon, 15 Dec 2025
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5361 - BI Weekend: Oracle, Cracker Barrel Earnings, FDA ProbeFri, 12 Dec 2025
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5360 - Oracle Delays Some Data Center Projects for OpenAI to 2028Fri, 12 Dec 2025
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5359 - Oracle Slides by Most Since January on Mounting AI SpendingThu, 11 Dec 2025
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5356 - Zuckerberg Directs Pivot Away From Open Source AI At MetaWed, 10 Dec 2025
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5355 - Trump Nvidia Deal Reshapes US’s China StrategyTue, 09 Dec 2025
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5354 - Paramount Makes $108 Billion Hostile Bid for Warner BrosMon, 08 Dec 2025
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5353 - BI Weekend: NYC Casinos, Macy’s, Salesforce EarningsFri, 05 Dec 2025
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5352 - Netflix to Buy Warner Bros. in $72 Billion Cash, Stock DealFri, 05 Dec 2025
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5351 - Zuckerberg Plans to Cut Metaverse Group's Budget Up to 30%Thu, 04 Dec 2025
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5350 - Microsoft Slips on Report of Lower Demand for Some AI ToolsWed, 03 Dec 2025
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5349 - Amazon Rushes Out Latest AI Chip to Take on Nvidia, GoogleTue, 02 Dec 2025
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5348 - Steve Cohen, Bally’s Picked to Run Casinos in NYCMon, 01 Dec 2025
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5347 - Black Friday SpecialFri, 28 Nov 2025
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5346 - BI Weekend: Novo Pill, Retail Earnings, Restaurant SalesFri, 28 Nov 2025
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5345 - Deere’s Disappointing Outlook Shows Farm Recovery Is ElusiveWed, 26 Nov 2025
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5344 - Nvidia-Google AI Chip Rivalry Escalates on Report of Meta TalksTue, 25 Nov 2025
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5343 - Gold Reasserts Lead Over Bitcoin as Top HedgeMon, 24 Nov 2025
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5342 - BI Weekend: Nvidia, Retail Earnings, Anthropic InvestmentFri, 21 Nov 2025
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5341 - Netflix, Comcast and Paramount Make Bids for Warner BrosFri, 21 Nov 2025
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5340 - Walmart Boosts Outlook While Warning That Higher Costs LoomThu, 20 Nov 2025
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5338 - Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI BubbleWed, 19 Nov 2025
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5337 - Lowe’s Profit Tops Estimates on Online GrowthWed, 19 Nov 2025
