Instant Reaction: Trump’s Global Tariffs Found Illegal by US Appeals Court

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

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst discusses Apple considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, potentially sidelining its own in-house models. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on how the $56 million domestic opening of Apple's "F1: The Movie" could supercharge bidding prospects for F1's US TV rights, which have hit a lull. - Stamatis Tsantanis, chairman and CEO of global shipping companies, Seanergy Maritime (NASDAQ: SHIP) and United Maritime (NASDAQ: USEA) on shipping in times of tariffs and geopolitical tensions. See omnystudio.com/listener for privacy information.

1 Juli 19min

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