Disney Shares Slide as Profit Outlook Overshadows Streaming Wins

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.

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 T-Mobile Earnings Beat Projections

T-Mobile Earnings Beat Projections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

29 Tammi 11min

US Consumer Confidence Falls

US Consumer Confidence Falls

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual*Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

28 Tammi 44min

Global Tech Selloff, DeepSeek Buzz

Global Tech Selloff, DeepSeek Buzz

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

27 Tammi 20min

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

27 Tammi 8min

 BI Weekend: Netflix Earnings, Energy Outlook (Podcast)

BI Weekend: Netflix Earnings, Energy Outlook (Podcast)

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He Is on Competing Quests for a Legacy and Revenge.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Alaska Air and GE Aerospace earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, gives his energy outlook under a new Trump administration.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.

24 Tammi 37min

US Consumer Sentiment Declines for First Time in Six Months

US Consumer Sentiment Declines for First Time in Six Months

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

24 Tammi 20min

Trump Davos Address, US Jobless Claims

Trump Davos Address, US Jobless Claims

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Trump presidency. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

23 Tammi 20min

Zelensky Interview, Trump Week One

Zelensky Interview, Trump Week One

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

22 Tammi 17min

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