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(3362)

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Norah Mulinda- Ellen Wald, P...

2 Mar 24min

Introducing: Bloomberg This Weekend

Introducing: Bloomberg This Weekend

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business l...

1 Mar 1min

OpenAI Finalizes $110 Billion Funding at $730 Billion Value

OpenAI Finalizes $110 Billion Funding at $730 Billion Value

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, Isabelle Lee, and John Tucker-Caroline ...

27 Feb 23min

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

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 Isabelle Lee-Kunjan Sobhani, Bloombe...

26 Feb 25min

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's o...

25 Feb 24min

Warner Bros. Says Paramount’s New $31 Offer May Top Netflix

Warner Bros. Says Paramount’s New $31 Offer May Top Netflix

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 Kristine Aquino-Geetha Ranganathan, ...

25 Feb 22min

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock

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-Ed Ludlow, BTech Co-Ancho...

24 Feb 19min

Novo Next-Generation Obesity Shot Falls Short of Lilly Rival

Novo Next-Generation Obesity Shot Falls Short of Lilly Rival

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-Sam Fazeli, Bloomberg Int...

23 Feb 24min

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