Bloomberg Intelligence7 Okt 2025

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate.

-- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio.

See omnystudio.com/listener for privacy information.

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Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Mer...

25 Mars 22min

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Es...

24 Mars 21min

Oil Dives as Trump Backs Off Iran Threats

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, d...

23 Mars 19min

Instant Reaction: Stocks Surge After Trump Statement

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian...

23 Mars 7min

FedEx Raises Profit Outlook on Network Overhaul

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics an...

20 Mars 22min

Micron’s Capital Spending Growth Overshadows Booming Sales

Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jake Silverman, Bloomb...

19 Mars 20min

Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S....

18 Mars 23min

Delta Airlines More Upbeat for First Quarter Amid March Bookings

17 Mars 22min

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