Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.

-Steve Man, Bloomberg Int...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel.

-Kenneth Shea, Bloomberg Intel...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion.

- Matthew Schettenhelm, Bloomberg...

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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 S...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices  inking a deal with OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue. 

- Herman Chan, B...

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Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs.

- Nathan Naidu, Bloomb...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talks and would invest ind...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses OpenAI completing a deal to help employees sell shares in the company at a $500 billion valuation, making it the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors, boosting the US comp...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings.  Nike’s turnaround efforts are starting to pay off as the world’s largest sportswear company realigns the business around sports such as running and basketb...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave Inc. signing a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power. The deal runs through December 2031 with an option to extend through 2032 with additional capacity, and ...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion.

-Brian Egger, Bloomberg Intelligence Senio...

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Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation being hit with an FTC ticket suit.
- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings.  
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global ...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on TikTok. The Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. TikTok’s Chinese parent company wil...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Spencer Soper, Bloomberg Tech Reporter, discusses Amazon.com agreeing to pay $2.5 billion in penalties and refunds and change its process for how to cancel its Prime subscription to settle a lawsuit by the US Federal Trade Commission.

-  Michael Halen, Bloomberg Intelligence...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

*BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA*

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite fiscal first-qua...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk.
...

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s algorithm under a deal ta...

- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months

-  Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants.

 - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings.

Craig Trudell, ...

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fou...