Peloton Tumbles After Layoffs , Tech Earnings

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA*-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite fiscal first-quarter revenue and profit expectations being higher than estimated.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel’s show returning. Jimmy Kimmel returned to TV, saying "it was never my intention to make light of the death of a young man" and receiving a warm reception from the audience.-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. New-home sales in the US surged in August to the fastest pace since early 2022, likely lifted by builders' price cuts and sales incentives.See omnystudio.com/listener for privacy information.

24 Syys 15min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk.- Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss the latest on TikTok. Although the exact framework surrounding ByteDance’s deal with the US government is yet to be announced, recent reports suggest that the company is planning to divest a key portion of ownership in TikTok to a consortium of US investors. With millions of users, engagement hours, in-app purchase revenue and ad dollars, TikTok appears to be a solid acquisition target.See omnystudio.com/listener for privacy information.

23 Syys 12min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s algorithm under a deal taking shape to sell the popular Chinese-owned app to a consortium of American investors.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer agreeing to buy Metsera for an enterprise value of about $4.9 billion to catch up in the booming obesity market.- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Oura Health Oy raising $875 million in a new Series E financing round valuing it around $10.9 billion.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile US Inc elevating its chief operating officer, Srini Gopalan, to the chief executive officer spot on Nov. 1, replacing Mike Sievert.See omnystudio.com/listener for privacy information.

22 Syys 23min

- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings.Craig Trudell, Bloomberg Global Autos Editor discusses Elon Musk’s buying $1 billion worth of Tesla shares.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla Probe by US Safety AgencyDerrick Flakoll, BNEF Lead US Policy Analyst, discusses North America's biggest renewable energy conference.- Damian Sassower, Chief EM Strategist with Bloomberg Intelligence and Co-Host of Bloomberg Business of Sports, discusses his research "The $2.65 Trillion Global Business of Sports Getting Bigger Fast.Dimitra Kessenides, Bloomberg News Senior Editor, discusses the Best Business School Ranking by Bloomberg BusinessweekSee omnystudio.com/listener for privacy information.

20 Syys 38min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, with analysts expecting 21,047. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on Nexstar and Sinclair likely keeping their critical push for deregulation on track at the Federal Communications Commission after they promptly followed FCC Chair Brendan Carr's prodding to stop carrying "Jimmy Kimmel Live" on their local broadcast TV stations in response to comments the late-night host made about Charlie Kirk's death.- James Walker, CEO and Board Member at Nano Nuclear Energy, on adopting nuclear reactors in the UKSee omnystudio.com/listener for privacy information.

19 Syys 20min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. - Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest container gateway in the US held near an all-time record set in July but are set to drop by 10% this month as President Donald Trump’s tariffs bite and trade war uncertainty continues to mount.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses on earnings from Cracker Barrel and Darden Restaurants. Cracker Barrel Old Country Store Inc. slumped after its sales guidance missed expectations, showing the brand is still dealing with the fallout from its controversial and short-lived logo change. Darden Restaurants Inc. rolled out smaller-portioned, lower-priced entrées at select Olive Garden locations during the quarter, part of its strategy to make menus more affordable and boost sales, Chief Executive Officer Rick Cardenas said on an earnings call.See omnystudio.com/listener for privacy information.

18 Syys 18min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills recent earnings. General Mills Inc. posted a solid quarter, but kept its outlook in place as the maker of Cheerios cereal called out consumers being cautious from economic uncertainty. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on latest news from TikTok. After more than a year of negotiations, the US and China have struck a framework agreement to hive off the US operations of social media platform TikTok to a consortium that includes software giant Oracle Corp.See omnystudio.com/listener for privacy information.

17 Syys 19min

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest tech companies' moves to power their AI infrastructure-Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate for 2205 and 2026See omnystudio.com/listener for privacy information.

16 Syys 19min