BI Weekend: New Disney CEO,  AMD,  PayPal Earnings

BI Weekend: New Disney CEO, AMD, PayPal Earnings

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, discusses Walt Disney saying Parks Chief Josh D’Amaro will succeed Bob Iger as CEO.
- Christian Bruch, Siemens Energy CEO, discusses Siemens Energy investing $1 Billion in the US.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings and obesity data.
- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments.
- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses PayPal earnings.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings.
- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses his 2026 outlook for global communications and networking equipment.

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.

Episoder(3326)

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker-Mandeep Sin...

6 Feb 22min

Alphabet Plans Record Spending in Race to Win AI Customers

Alphabet Plans Record Spending in Race to Win AI Customers

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tec...

5 Feb 22min

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker- Kunjan Sob...

4 Feb 22min

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Geetha Ranganathan, Bloo...

3 Feb 25min

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mandeep Singh, Global Te...

2 Feb 25min

BI Weekend: GM, Starbucks, UPS Earnings

BI Weekend: GM, Starbucks, UPS Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research.On this podcast:- Steve Man, Bloomberg Intelligence Global Aut...

31 Jan 39min

 Apple’s Upbeat Forecast Clouded by Cost Fears

Apple’s Upbeat Forecast Clouded by Cost Fears

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet FuOn this podcast: -Dan Ives, Global Head of Technology Research...

30 Jan 21min

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