Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, on ISM Services data See omnystudio.com/listener for privacy information.

5 Nov 13min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT earnings See omnystudio.com/listener for privacy information.

5 Nov 17min

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 Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier.- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.- Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate.See omnystudio.com/listener for privacy information.

3 Nov 21min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings- Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AIBloomberg 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.

31 Okt 38min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected.- Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom- Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost?See omnystudio.com/listener for privacy information.

31 Okt 20min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending.- Geetha Ranganathan, Bloomberg Intelligence Senior US Media Analyst, discusses Comcast shares falling after the company reported its 10th straight quarter of losses in broadband customers and said it doesn’t expect the trend to turn around in the near future.- Robert Langreth, Bloomberg News Health Care Reporter, discusses making an unsolicited bid for Metsera to buy the company for at least $6.5 billion, seeking to trump an earlier agreed deal with Pfizer. See omnystudio.com/listener for privacy information.

30 Okt 18min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, on Caterpillar shares soaring after the company posted stronger-than-expected earnings and revenue due to surging demand from AI data centers for its power-generation equipment- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on Boeing shares falling as much as 4.2% after the planemaker recorded a $4.9 billion accounting charge as it delayed the debut of its 777X jetliner, a level that was seen as high. Still, the company recorded positive free cash flow for the first time since the final quarter of 2023.See omnystudio.com/listener for privacy information.

29 Okt 17min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo live from the BAM Mutual offices. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Executive Officer Andy Jassy warned that AI will shrink the company’s workforce.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on United Parcel Service shares soaring after it smashed Wall Street’s profit expectations by cutting costs and eliminating 34,000 jobs this year.- Sean McCarthy, BAM Mutual CEO, on how2 2024 was a record year for muni bond sales, and it looks like 2025 will surpass that. Will there be a three-peat in 2026?See omnystudio.com/listener for privacy information.

28 Okt 16min