BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

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

Hosts: Paul Sweeney and John Tucker

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI’s “Deep Dive: Trump Antitrust Machine a Work in Progress.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave buying Core Scientific in all-stock transaction.
- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla investor concerns about CEO Elon Musk’s new political party.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses what President Donald Trump’s tax bill means for pharma companies.
- Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the 3rd quarter of 2025.
- Mark Douglas, MNTN President and CEO, discusses the company’s recent IPO.

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.

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Angela Ruggiero on Business of Women’s Sports, Rugby

Angela Ruggiero on Business of Women’s Sports, Rugby

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*Broadcasting Live from "Power Players New York" at Bloomberg HQ, 6th floor*-Angela Ruggiero, Cofounder at Sports Innovation Lab, Executive Board at World Rugby and at International Olympic Committee, discusses the business of Women's sports, current Rugby World Cup.See omnystudio.com/listener for privacy information.

4 Syys 5min

Google Dodges Chrome Sale in Antitrust Case, Must Share Data

Google Dodges Chrome Sale in Antitrust Case, Must Share Data

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a US judge ruling against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades.-Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest at Apple. Apple Inc.'s lead artificial intelligence researcher for robotics, Jian Zhang, has departed the company to join Meta Platforms Inc.'s competing effort.-Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's Inc. raising its annual outlook and reporting its best comparable sales growth in three years, citing strength across the company.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar Tree Inc. saying that profit for the current quarter would be little changed as the lift from price hikes to offset tariffs wanes.See omnystudio.com/listener for privacy information.

3 Syys 23min

Kraft Heinz to Separate Into Two Publicly Traded Companies

Kraft Heinz to Separate Into Two Publicly Traded Companies

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz planning to split into two separate companies, one selling Heinz ketchup and other iconic condiments, and the other including slower-growing grocery products.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Activist investor Elliott Investment Management building a stake of about $4 billion in PepsiCo Inc., with plans to call for changes at the struggling beverage maker.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in biotech sector. The US Centers for Disease Control and Prevention is currently awash in controversy as its leader fights her firing. The FDA has approved Covid-19 boosters for individuals with qualifying conditions and seniors age 65 and older, which may lead to higher out-of-pocket costs for others.See omnystudio.com/listener for privacy information.

2 Syys 19min

BI Weekend: Nvidia, Retail Earnings Results

BI Weekend: Nvidia, Retail Earnings Results

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie earnings. 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.

29 Elo 38min

Caterpillar Warns Tariff Impact Bigger Than Previously Seen

Caterpillar Warns Tariff Impact Bigger Than Previously Seen

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul SweeneyWoo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.See omnystudio.com/listener for privacy information.

29 Elo 24min

Nvidia Forecasts Decelerating Growth After Two-Year AI Boom

Nvidia Forecasts Decelerating Growth After Two-Year AI Boom

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts.See omnystudio.com/listener for privacy information.

28 Elo 21min

Kohl’s Jumps on Outlook Boost in Sign of Consumer Resilience

Kohl’s Jumps on Outlook Boost in Sign of Consumer Resilience

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year. Abercrombie & Fitch Co. raised its full-year sales guidance following a stronger-than-expected quarter at the teen-focused Hollister brand.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. Williams-Sonoma Inc. raised its full-year sales growth target after a strong second-quarter showing across all brands.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Cracker Barrel Old Country Store getting rid of a new logo that sparked controversy and prompted a slump in its share price.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. JM Smucker Co. shares fell after it reported that first-quarter net sales were weighed down by decreased sales of certain products.See omnystudio.com/listener for privacy information.

27 Elo 22min

AT&T to Buy EchoStar Spectrum Licenses for About $23 Billion

AT&T to Buy EchoStar Spectrum Licenses for About $23 Billion

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly & Co.'s experimental obesity pill helping patients lose 9.6% of their body weight in a trial.-Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, discusses EssilorLuxottica exploring a potential deal to increase its stake in Nikon Corp., people with knowledge of the matter said.-Patricio Alvarez, Bloomberg Intelligence Equity Research Analyst, Power & Gas Utilities, discusses how Orsted is being impacted after President Donald Trump's administration ordered construction to halt on an almost-finished offshore wind farm.See omnystudio.com/listener for privacy information.

26 Elo 23min

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