BI Weekend: Rocket Deal, Restaurant Spending, Gen AI

BI Weekend: Rocket Deal, Restaurant Spending, Gen AI

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Hosts: Paul Sweeney and Alix Steel

On this podcast: Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter of 2025. Chris Gadomski, Bloomberg NEF Lead Nuclear Analyst, discusses the growing enthusiasm for nuclear power. Paige Smith, Bloomberg News Consumer Finance Reporter, discusses Rocket agreeing to buy mortgage firm Mr. Cooper in a $9.4 Billion deal. Jon Lin, Chief Business Officer at Equinix, discusses the future of AI and powering data centers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about the rising costs of food and how that is impacting the consumer. Julie Choi, CMO of Cerebras, discusses generative AI.

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(3364)

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Mer...

25 Mar 22min

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Es...

24 Mar 21min

Oil Dives as Trump Backs Off Iran Threats

Oil Dives as Trump Backs Off Iran Threats

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, d...

23 Mar 19min

Instant Reaction: Stocks Surge After Trump Statement

Instant Reaction: Stocks Surge After Trump Statement

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian...

23 Mar 7min

FedEx Raises Profit Outlook on Network Overhaul

FedEx Raises Profit Outlook on Network Overhaul

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics an...

20 Mar 22min

Micron’s Capital Spending Growth Overshadows Booming Sales

Micron’s Capital Spending Growth Overshadows Booming Sales

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

19 Mar 20min

 Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

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-Poonam Goyal, Senior U.S....

18 Mar 23min

Delta Airlines More Upbeat for First Quarter Amid March Bookings

Delta Airlines More Upbeat for First Quarter Amid March Bookings

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-Sid Philip, Bloomberg Chi...

17 Mar 22min

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