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.

See omnystudio.com/listener for privacy information.

Episoder(3356)

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

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 w...

10 Okt 202516min

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

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, disc...

9 Okt 202524min

xAI to Raise $20 Billion After Nvidia and Others Boost Round

xAI to Raise $20 Billion After Nvidia and Others Boost Round

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 artific...

8 Okt 202522min

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

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 do...

7 Okt 202521min

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

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 inki...

6 Okt 202523min

BI Weekend: Nike, Carnival Earnings, EA Sale

BI Weekend: Nike, Carnival Earnings, EA Sale

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, rec...

3 Okt 202537min

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

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 I...

3 Okt 202522min

OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

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 OpenAI completing a deal to ...

2 Okt 202521min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
pengepodden-2
pengesnakk
utbytte
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
rss-sunn-okonomi
stormkast-med-valebrokk-stordalen
lederpodden
rss-markedspuls-2
liberal-halvtime
rss-politisk-preik
lederskap-nhhs-podkast-om-ledelse