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 Semenova

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses ‘Lululemon’ Athletica saying its’ fourth-quarter sales would land at the higher end of its 2025 guidance.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts.
- Travis Hess, CEO of Commerce, discusses how AI is changing shopping.

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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(3488)

Walmart Slides After Slowest US Sales Growth in Six Years

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Redd Brown, Bloomberg Consumer Reporter, discusses Walmart earning...

20 Aug 25min

Moderna and Merck Revive mRNA Hopes With Melanoma Success

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

19 Aug 22min

Meta Sees Trillion-Dollar Threat in Social Media Trial

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -David Kirkpatrick, Founder of Techonomy, discusses the Meta youth...

18 Aug 22min

Family Offices Amass $3.8 Billion SpaceX Bet in Boost for Musk

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-Yiqin Shen, Bloomberg Equities Reporter, discusses 13F fil...

17 Aug 24min

Bloomberg Money: 'Gold Has Been in Bull Market for 25 Years'

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Mike Wilson, Morgan Stanley Chief US Equity Strategist/CIO Kristen...

15 Aug 37min

OpenAI’s Revenue Run Rate Tops $40 Billion Ahead of IPO

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, d...

14 Aug 21min

Anthropic in Talks to Buy Startup Decart for $6 Billion

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Ed Ludlow, Bloomberg Tech Anchor, discusses Anthropic being in tal...

13 Aug 25min

CoreWeave Shares Soar After Booming AI Demand Boosts Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligenc...

12 Aug 26min