Iran Pledges ‘Decisive’ Reply to US Strikes as Israel War Rages

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by John Tucker and Isabelle Lee-Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group attracting takeover interest from US Foods Holding. It’s a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss raised its revenue outlook, expecting sales growth to outweigh the effect of President Donald Trump’s tariffs.-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Bloomberg Intelligence’s midyear outlook for global communications and networking equipment. BI says that tariffs and economic uncertainty could trip up the global networking sector's 2H sales recovery and earnings momentum.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Bloomberg Intelligence’s deep dive into the $500 billion pet economy. BI analysis says people are humanizing their pets more than ever, a trend that will help global pet-industry sales increase as much as 36% to reach almost half a trillion dollars by the end of the decade.See omnystudio.com/listener for privacy information.

11 Juli 21min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John TuckerGeorge Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. Delta Air Lines reinstated a profit outlook for the year, expecting an adjusted profit of $5.25 to $6.25 a share, and said travelers are coming back. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market. Plus, Meta Platforms has made high compensation offers to new members of its "superintelligence" team, including a more than $200 million package for a former Apple distinguished engineer.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest retail and e-commerce news. Amazon expanded its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its web store. Momentum Commerce said its Amazon sales plunged 41% on Tuesday when compared with the start of Prime Day last year.Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail discusses how Ralph Lauren is being impacted by tariffs. Ralph Lauren Chief Executive Officer Patrice Louvet said demand for its signature clothing remains strong.See omnystudio.com/listener for privacy information.

10 Juli 26min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah MulindaEd Ludlow, Bloomberg Technology Co-Host, discusses Linda Yaccarino stepping down as CEO of X, according to her post on X. He also previews the Sun Valley Conference.Sally Bakewell, Bloomberg US Finance Team Leader, discusses Goldman Sachs’ plans to ask junior bankers to confirm their loyalty on a regular basis to limit advances from talent-hungry buyout firms.Tim Craighead, Bloomberg Intelligence Chief Content Officer, discusses his research on ten companies to watch right now in Q3.Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence’s deep dive into the antitrust enforcement policies of President Donald Trump's administration.See omnystudio.com/listener for privacy information.

9 Juli 24min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoGeorge Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the latest on Boeing. Boeing said it delivered 60 aircraft in June, its best showing in 18 months that reflects improvements in its factories and the resumption of US jet exports to China.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple losing its top AI models executive to Meta’s hiring spree. Ruoming Pang, a distinguished engineer and manager in charge of the company’s Apple foundation models team, is departing, according to people with knowledge of the matter.Brandon Daniels, CEO of Exiger, discusses the latest on President Trump’s tariffs. Trump began notifying trading partners of the new rates on Monday ahead of what was initially a deadline this week for countries to wrap up trade negotiations with his administration. See omnystudio.com/listener for privacy information.

8 Juli 19min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoCraig Trudell, Bloomberg Global Autos Editor, discusses Tesla shares falling after Elon Musk announced he's forming a new political party, the "America Party", which will focus on House and Senate seats for the next 12 months.Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the impact of President Trump’s tax bill on the pharma industry.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave agreeing to buy Core Scientific in all stock transaction. Core Scientific stockholders will receive 0.1235 newly issued shares of CoreWeave stock for each Core Scientific share.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses what’s in store for TikTok, which is reportedly building a new version of its’ app for U.S users.See omnystudio.com/listener for privacy information.

7 Juli 21min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Host: Paul SweeneyOn this podcast:- Jody Lurie, Bloomberg Intelligence Credit Analyst, on midyear outlook/how summer travel will affect the travel & leisure industry- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Apple's ‘F1’ Movie May Jolt Lackluster Formula 1 US Rights Bids- Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research on Tesla sales numbers- Anurag Rana, Bloomberg Intelligence Technology Analyst, on Oracle Signed Cloud Services Worth $30 Billion a Year- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Apple Weighs Outsources AI Tech for Siri- Jordan Robertson, Bloomberg News Cybersecurity Reporter, on Big Take: Trio of Hacks at Treasury Exposes Pattern That Has Banks Nervous- Jack Wittels, Bloomberg News Oil and Shipping Reporter on Big Take: Electronic Warfare Crashes Global Shipping’s Navigation System- Laura Bliss, Bloomberg Businessweek Editor, on Big Take: America’s Hot Garbage ProblemBloomberg 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.

4 Juli 38min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses OpenAI agreeing d to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative. The rental will total about 4.5 gigawatts of data center power in the US, which could power millions of American homes. Oracle will develop multiple data centers across the US to meet the additional demand from OpenAI, with sites in several states under consideration.- Reshmi Basu, Bloomberg News Credit Reporter, on JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two- Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on how the June jobs report could affect Fed, Interest Rates cuts this yearSee omnystudio.com/listener for privacy information.

3 Juli 20min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda. -Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research reacts to Tesla's vehicles sales after the company posted a 13% decline in vehicle sales, which was less drastic than analysts had feared. The company delivered 384,122 vehicles during the last three months, and some investors were braced for a more than 20% plunge.- Matt Winkler, Bloomberg Editor in Chief Emeritus, discusses his column: Let AI Explain Why Tesla's Critics Are Losing- John Butler, Bloomberg Intelligence Senior Telecom Analyst, on AT&T and Verizon Wireline Sales Hit by Tech Shift, Cannibalization- and Jeffrey Palma, Senior Vice President and Head of Multi-Asset Solutions at Cohen & Steers on the marketsSee omnystudio.com/listener for privacy information.

2 Juli 24min