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(3388)

Ackman Pitches $65 Billion UMG Deal to Move Listing to US

Ackman Pitches $65 Billion UMG Deal to Move Listing to US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous-Matthew Bloxham, Bloomberg Intelligence S...

7 Apr 25min

Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now

Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-- Tim Craighead, Bloomberg Intelligence Global Chief Content Office...

6 Apr 18min

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla sales...

2 Apr 17min

SpaceX Said to File Confidentially for IPO Before AI Rivals

SpaceX Said to File Confidentially for IPO Before AI Rivals

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, disc...

2 Apr 17min

 Unilever Food Arm to Join McCormick in $44.8 Billion Deal

Unilever Food Arm to Join McCormick in $44.8 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusse...

31 Mar 21min

Air Canada CEO Quits After Furor Over Crash Condolence Video

Air Canada CEO Quits After Furor Over Crash Condolence Video

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mathieu Dion, Bloomberg Montreal Bureau Chief, discusses Air Canad...

30 Mar 19min

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Anal...

27 Mar 23min

 Trump Threatens Escalation With Sides at Odds on Peace Talks

Trump Threatens Escalation With Sides at Odds on Peace Talks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ethan Bronner, Bloomberg Israel Bureau Chief, discusses the latest ...

26 Mar 11min

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