Kohl’s Jumps on Outlook Boost in Sign of Consumer Resilience

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal year 2028, Oracle disclosed in a regulatory filing Monday, without naming the customer. - Stephanie Diaz, BNEF Senior Associate discusses how nuclear power, after decades of being the clean energy pariah, is now the industry’s darling as it seeks out clean, dispatchable power. With rising power demand, regulatory overhauls and ambitious timelines, the US advanced nuclear industry is changing quickly.- Michele Martin, President of Prosperity– An EisnerAmper Company, recaps 2025 H1 and then provides her outlook on H2 2025.See omnystudio.com/listener for privacy information.

30 Juni 18min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar**Broadcasting live from Michael Loeb’s Annual Uncharted Summit** -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. -- Michael Loeb, Founder and CEO, Loeb.nyc & Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it’s like to be an entrepreneur in today’s landscape, and the VC landscape. - Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal.See omnystudio.com/listener for privacy information.

27 Juni 30min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Will Hares, Bloomberg Intelligence Senior Global Energy Analyst, discusses Shell saying it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement.- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Walgreens earnings. Walgreens Boots Alliance reported quarterly profit that beat Wall Street's expectations, with adjusted earnings per share of 38 cents and revenue of $39 billion.-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology gave an upbeat forecast for the current quarter, driven by demand for artificial intelligence equipment, particularly high-bandwidth memory.See omnystudio.com/listener for privacy information.

26 Juni 23min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills projects a lower adjusted profit for the fiscal year ahead due to cautious consumers limiting their grocery expenses.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his outlook for the restaurant industry. Bloomberg Intelligence says restaurant valuations may diverge between market-share winners and losers in 2H, with casual dining outpacing quick service.See omnystudio.com/listener for privacy information.

25 Juni 18min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelAriel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islamic Republic and Israel showed signs of boiling over. Emily Leveille, Chief Investment Officer at New Mexico Climate Investment Center joins to discuss the markets reaction to geopolitical tensions. A rebound in stocks sputtered as oil rose, with investors concerned about a potential Iranian response to US attacks on its nuclear sites. Amrita Sen, Founder and Director of Market Intelligence at Energy Aspects, discusses the oil reaction to the recent tension in the Middle East. Oil fluctuated as traders wrestled with US President Donald Trump’s call for lower prices amid signs of further escalation in the conflict with Iran. Terry Haines, founder, Pangaea Policy on the markets joins to discuss market reaction to the middle east and a preview of Fed Chair Jerome Powell testimony before the House Committee on Financial Services.See omnystudio.com/listener for privacy information.

23 Juni 23min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast:- Michael Polsky, Founder and CEO of Invenergy, discusses the fate of solar and wind in the U.S.- Chris Gadomski, BNEF Lead Nuclear Analyst, discusses BNEF’s outlook for nuclear development.- Theresa Condor, Spire Global CEO, discusses how AI and satellite data are redefining weather forecasting.- John Boyd, Founder & President of the National Black Farmers Association, discusses challenges faced by U.S farmers.- Laura Modi, (Pronounced: "Mow-di") CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act.- Cid Wilson, CEO of Hispanic Association on Corporate Responsibility, discusses advancement programs, conferences, research initiatives, and the importance of DEI.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.

21 Juni 38min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks. Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month.See omnystudio.com/listener for privacy information.

20 Juni 19min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelBloomberg Law Host June Grasso discusses the recent Supreme Court decision to curb care for transgender minors. A divided US Supreme Court upheld a Tennessee law that outlaws certain medical treatments for transgender children, preserving similar measures in two dozen states.Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center for Strategic and International Studies, and a Professor at Georgetown University, joins to discuss the latest on the middle east conflict. The US is considering joining Israel in the war, which could improve the chances of permanently ending Iran's path to a nuclear weapon but risks throwing the oil-rich region into widespread conflict.Joe Deaux, Bloomberg Economic Statecraft Reporter, on the deal between Nippon Steel and US Steel. Nippon Steel Corp. has closed its $14.1 billion takeover of United States Steel Corp., creating the world's second-largest steelmaker and giving Nippon Steel a foothold in the US.Kevin Teasley, Founder and CEO of GEO Academies, discussed how his organization is focused on breaking the cycle of poverty by providing access to exceptional, non-traditional educational opportunities to all families.See omnystudio.com/listener for privacy information.

18 Juni 24min