
Under Armour Sinks as Tariffs, Sputtering Sales Hit Outlook
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.
8 Elo 25min

Lilly Falls as Weight-Loss Pill Data Overshadows Sales Beat
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.
7 Elo 22min

Disney Shares Slide as Profit Outlook Overshadows Streaming Wins
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.
6 Elo 21min

Palantir Jumps After Reporting Record Quarterly Sales Growth
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.
5 Elo 20min

Tesla Awards Musk $30 Billion in Stock, Saying ‘a Deal Is a deal’
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.
4 Elo 20min

BI Weekend: Union Pacific Deal, Novo Nordisk Earnings
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.
1 Elo 36min

Amazon Falls as Profit Outlook, Cloud Growth Spook Investors
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.
1 Elo 20min

Meta Seizes Its Moment to Spend Aggressively in the AI Race
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.
31 Heinä 22min