Venezuela Regime Change Sets Stage for OFS Return

Venezuela Regime Change Sets Stage for OFS Return

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversight following Nicolas Maduro's arrest can help mitigate geopolitical risks that drove these companies to largely exit the country years ago.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is beginning to take hold, notably in North America. According to Bloomberg Intelligence: product newness should re-engage consumers and restore momentum in running and lifestyle.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services.’ Amazon Web Services' sales can improve in 2026 by 22.5% in constant currency or 200 bps above consensus, according to Bloomberg intelligence analysis, aided by widening enterprise AI adoption and more data-center capacity coming online.

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Episoder(3388)

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses ea...

21 Jan 16min

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal wi...

20 Jan 21min

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, dis...

20 Jan 18min

BI Weekend:  Delta Earnings, Google-Apple Deal, Lululemon Outlook

BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon Outlook

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Alexandra SemenovaOn this podcast:- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Ana...

16 Jan 39min

Trump  Moves to Have Tech Giants Pay for Surging Power Costs

Trump Moves to Have Tech Giants Pay for Surging Power Costs

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker-Mandeep Singh, Global Tech Research Head at Bl...

16 Jan 22min

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova- Myles Miller, Bloomberg News Senior Reporter, discusses New ...

15 Jan 28min

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Medi...

14 Jan 20min

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Herman Chan, Senior Analyst, US Banks for Bloomberg Intellige...

13 Jan 24min

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