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(3366)

Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analys...

17 Nov 202523min

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney ear...

14 Nov 202537min

Walmart CEO Retires, US Head to Lead Retailer Into AI Age

Walmart CEO Retires, US Head to Lead Retailer Into AI Age

Watch Scarlet and 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 ...

14 Nov 202516min

Disney Says Film Studio’s Expenses Weigh on Current Quarter

Disney Says Film Studio’s Expenses Weigh on Current Quarter

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, re...

13 Nov 202515min

Anthropic Commits $50 Billion to Build AI Data Centers in US

Anthropic Commits $50 Billion to Build AI Data Centers in US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Caroline Hyde, BTech Co-Anchor, discusses Anthropic planning to s...

12 Nov 202518min

Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets

Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets

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 SoftBank Group selling its ...

11 Nov 202524min

Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer

Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Glob...

10 Nov 202519min

BI Weekend: US Earnings, Kenvue Deal, Ridesharing Latest

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: - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, disc...

7 Nov 202538min

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