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(3356)

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

BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings

BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Dee...

20 Feb 38min

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs

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....

20 Feb 27min

Walmart’s Cautious Outlook Reflects Uneven State of US Economy

Walmart’s Cautious Outlook Reflects Uneven State of US Economy

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-Emily Cohn, Bloomberg Con...

19 Feb 22min

Berkshire Hathaway Slashes Amazon Stake

Berkshire Hathaway Slashes Amazon Stake

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- Matthew Palazola, Bloomb...

18 Feb 21min

Warner Bros Reopens Talks as Paramount Signals Higher Bid

Warner Bros Reopens Talks as Paramount Signals Higher Bid

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- Stephen Flynn, Bloomberg...

17 Feb 19min

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings b...

15 Feb 16min

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