Year-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.-Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence.-Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase & Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.See omnystudio.com/listener for privacy information.

23 Jan 23min

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 the U.S antitrust space in 2026.- Sunny Bonnell, Co-founder & CEO of Motto, discusses how AI is changing the way companies build relevance, trust, and long-term value.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on how retailers are embracing AI but impulse buys still require a human touch.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales are set to heat up in 2026.- Dana Peterson, Chief Economist at Conference Board, discusses new economic data about how CEOs are feeling and their biggest worries in 2026.- Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands.- Martin Jarmond, UCLA Athletic Director & Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss uncertainty in college football and leadership.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.

23 Jan 37min

Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share. Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback. Intel shares fell about 5% in extended trading Thursday following the report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.See omnystudio.com/listener for privacy information.

22 Jan 10min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses the latest at Warner Bros Discovery. Paramount Skydance Corp. again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders.-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses GE Aerospace earnings. General Electric tumbled after its full-year outlook underwhelmed investors, a sign of high expectations on the jet-engine maker after a steep rise in the stock last year. -Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses the latest with Greenland. President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a “framework of a future deal” he said was reached regarding the island.See omnystudio.com/listener for privacy information.

22 Jan 19min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from Charles Schwab. Charles Schwab reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.-David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses President Donald Trump’s speech at the World Economic Forum in Davos. President Donald Trump said he was seeking immediate talks on the US acquiring Greenland while saying he did not plan to use force. Trump cast the American acquisition of Greenland as essential to collective security and downplayed the danger it would pose to NATO.-Nikki Lanier, Former St Louis Federal Reserve Senior Vice President, discusses Lisa Cook’s hearing. The US Supreme Court is weighing whether President Donald Trump can fire Fed Governor Lisa Cook over mortgage-fraud allegations that she denies.See omnystudio.com/listener for privacy information.

21 Jan 16min

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc. The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri Eric Clark, Chief Investment Officer at Accuvest Global Advisors Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan See omnystudio.com/listener for privacy information.

20 Jan 21min

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, discusses Netflix reaching an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies.-Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses EU reciprocal tariffs and Greenland. EU tariff rates may revert back to 20% or higher as Trump threatens takeover of Greenland and puts the EU-US trade deal reached last year at risk of collapse.-Marc Champion, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column: “Europe Can’t Afford a Throwdown Over Greenland.” The author suggests that Europe should consider the consequences before launching a trade war with the US over Donald Trump's attempt to acquire Greenland.See omnystudio.com/listener for privacy information.

20 Jan 18min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Alexandra SemenovaOn 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.

16 Jan 39min