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(3360)

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

Nike’s Comeback Is Taking Shape as Sports Focus Pays Off

Nike’s Comeback Is Taking Shape as Sports Focus Pays Off

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomber...

1 Okt 202517min

CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand

CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand

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 C...

30 Sep 202518min

EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record

EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, d...

29 Sep 202517min

BI Weekend: Live Nation Suit, Micron Earnings, Kimmel Return

BI Weekend: Live Nation Suit, Micron Earnings, Kimmel Return

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation ...

26 Sep 202537min

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