Bloomberg Intelligence

Bloomberg Intelligence

Paul Sweeney harnesses the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Episodes

July 29, 2025 20 mins

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

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk shares falling by a record. The company named Maziar Mike Doustdar as chief executive officer after a profit warning due to slumping weight-loss drug sales.

-Lee Klaskow, Bloomberg Intelli...

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

-Craig Trudell, Bloomberg Global Autos Editor, discusses Samsung making Tesla AI chips in a multiyear Texas deal. Samsung Electronics will produce AI semiconductors for Tesla in a new $16.5 billion pact that marks a win for its underperforming foundry division.

-Duncan Fox, Bloomberg Intell...

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Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses ...

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Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramo...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific being in advanced discussions with Norfolk Southern Corp. about a potential tie-up that would be the industry's largest deal ever.

-Steve Man, Bloomberg Intelligence Global Aut...

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported second-quarter results that mostly exceeded Wall Street estimates, including faster-than-expected growth in wireless phone subscribers.

- Lindsay Dutch, Bloomberg Intelligence C...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s shares surging as much as 105%, a record move for the department store operator. The stock was halted for volatility after paring its gain to 62%.

-David Welch, Bloomberg Detroit B...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft warning that hackers are actively targeting customers of its document management software SharePoint, with security researchers flagging the risk of potentially widespread breaches around the world.

-John Butler, B...

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Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China.
- Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.”
-...

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Bloomberg Intelligence hosted by Lisa Mateo and Emily Graffeo

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix reported revenue grew to $11.1 billion and earnings jumped to $7.19 a share, and raised its forecast for full-year sales and profit margins.

Paige Smith, Bloomberg Consumer Finance Reporter...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber teaming up with Lucid Group and Nuro to launch a robotaxi fleet, with plans to deploy at least 20,000 of the robotaxis over six years.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &a...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Goldman Sachs Group Inc.'s stock traders posted the largest revenue haul in Wall Street history, with equity-trading revenue of $4.3 billion for the second quarter. Morgan Stan...

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President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday night.   

While the lawmakers voiced support for the move, which would likely roil financial markets and lead to a consequential legal showdown, Trump has not made a final decision and could change his mind, according t...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. JPMorgan Chase & Co.’s investment bankers eked out a surprise gain in the second quarter. Citigroup's traders had their best second quarter in five years, with revenu...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Tesla shareholders will vote on whether to invest in Elon Musk’s xAI, the billionaire said, after the Wall Street Journal reported that SpaceX agreed to pump $2 billion into the artificial intelligence startup....

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Hosts: Paul Sweeney and John Tucker

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI’s “Deep Dive: Trump Antitrust Machine a Work in Progress.”
- An...

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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.&nb...

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

George 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, Bl...

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

Ed 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 confir...

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

George 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 C...

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