BI Weekend: US Earnings, Kenvue Deal, Ridesharing Latest

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll replace Hans Vestberg.- Ed Ludlow, BTech Co-Anchor, discusses OpenAI inking an AMD chips deal worth tens of billions of dollars.- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM shares jumping on an AI software pact with Anthropic Enterprise. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell’s investor day.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings.- Katherine Doherty, Bloomberg Finance Reporter, discusses news that ICE will invest $2 billion in the betting platform ‘Polymarket.’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.

10 Loka 37min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks.See omnystudio.com/listener for privacy information.

10 Loka 16min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to cut costs and overhaul its portfolio to meet consumers' shifting tastes, while engaging in discussions with activist investor Elliott Investment Management.-Craig Trudell, Bloomberg Global Autos Editor, discusses Ferrari issuing cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.-Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Paramount Skydance discussing its interest in acquiring Warner Bros. Discovery with Apollo Global Management, according to people familiar with the matter.See omnystudio.com/listener for privacy information.

9 Loka 24min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion.- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses his research on why TV broadcasters likely won’t win easing of FCC's caps in October.- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell investor day. He also talks about how legacy tech companies are finding their footing with AI.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. He discusses BMW shares sliding the most since November after the company lowered its financial guidance on weak sales in China and tariff costs. He also talks about Tesla introducing new versions of its top-selling models priced at under $40,000 to counteract the loss of US incentives for electric cars.See omnystudio.com/listener for privacy information.

8 Loka 22min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate. -- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio. See omnystudio.com/listener for privacy information.

7 Loka 21min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices inking a deal with OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue. - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Fifth Third Bancorp agreeing to buy Comerica Inc. for about $10.9 billion in stock, the largest US bank deal this year.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon Communications naming Dan Schulman as chief executive officer, replacing Hans Vestberg. Vestberg, who has served as CEO since 2018, will stay on through Oct. 4, 2026, to help ensure a smooth transition in leadership.-Adrian Balfour, Founder and Chariman at Envorso, discusses the latest autos news, including how the transition to electric vehicles is going.See omnystudio.com/listener for privacy information.

6 Loka 23min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses EA agreeing to a sale in the largest leveraged buyout on record.- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses news that Exxon is planning to cut about 2,000 Workers.- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research “AI Power Demand Fuels $350 Billion Build Cycle.”- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave inking a $14 Billion with Meta.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival 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.

3 Loka 37min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, BTech Co-Anchor, discusses how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talks and would invest independently as part of a transaction, with Mubadala having already invested in Aligned.- Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses how Boeing Co.'s 777X is slated to fly commercially for the first time in early 2027, a fresh setback to the US planemaker. The delay could result in potentially billions of dollars in accounting charges, with analysts estimating the non-cash accounting charge could run from $2.5 billion to as much as $4 billion.-- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her outlook for cruises. Bloomberg Intelligence says that Carnival, Royal Caribbean and Norwegian may need to be more vigilant about consumer demand for cruises in 2026.-- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why toymakers are facing demand uncertainty ahead of the holidays. Bloomberg Intelligence says Hasbro and Mattel's 3Q results in late October will be pivotal, with holiday demand -- which drives up to two-thirds of annual sales.See omnystudio.com/listener for privacy information.

3 Loka 22min