Bloomberg Intelligence11 Joulu 2025

Oracle Slides by Most Since January on Mounting AI Spending

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan.

-Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(3453)

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthc...

16 Heinä 16min

Morgan Stanley Joins Wall Street Rivals’ Stock-Trading Boon

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence U.S Financials Analyst, discus...

15 Heinä 5min

US Bank Earnings Surpass Wall Street Expectations

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence,...

14 Heinä 4min

SK Hynix Shares Plunge Most on Record in Deepening Korea Selloff

Watch 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 Intelli...

13 Heinä 17min

Bloomberg Money: SK hynix, Federal Reserve Trust, Prenups

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. On this episode: Bloomberg's Katie Greifeld, David Gura, and Mandeep Singh join Scarlet Fu an...

10 Heinä 39min

SK Hynix ADRs Surge After Record $26.5 Billion US Offering

Watch Paul and Scarlet 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, dis...

10 Heinä 24min

Zuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AI

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Jess Menton-Kurt Wagner, Bloomberg Senior Reporter covering social media, di...

9 Heinä 22min