Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses  Starbucks Chief Executive Officer Brian Niccol delivering the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T  reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service. The company added more than half a million fixed and mobile internet subscribers in the quarter.

-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. ASML posted record orders in the fourth quarter, even as the Dutch semiconductor equipment maker’s executives faced questions during a call with analysts about whether it can sustain its artificial intelligence-fueled momentum.  Amazon.com Inc. is cutting 16,000 corporate jobs worldwide in an effort to remove layers of bureaucracy and “increase ownership,” becoming the latest company to target managers for layoffs in recent years.  SoftBank Group Corp. is in discussions to invest as much as $30 billion more in OpenAI, a sharp increase in commitment that reflects founder Masayoshi Son’s ambitions to play a central role in developing artificial intelligence.

-Andrea Felsted, Bloomberg Opinion Columnist, discusses LVMH. -Sales at LVMH’s key fashion unit fell over the holiday season as the Louis Vuitton owner continued to suffer from sluggish demand. Organic sales at the fashion and leather goods division fell 3% in the fourth quarter, LVMH Moët Hennessy Louis Vuitton SE said in a statement Tuesday. Analysts had expected a drop of 2.94%.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings. General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.

- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses earnings from airlines and Boeing. American Airlines Group Inc. reported fourth-quarter results that missed analyst estimates. JetBlue Airways Corp. reported a wider loss than expected last quarter. Boeing Co. generated cash for a second straight quarter and reported a 57% bump in sales during the final three months of 2025.

- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. expects to cut as many as 30,000 positions this year to rein in costs and boost profitability.

-Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.” Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government, led by President Donald Trump, who also withheld billions in federal funding for research—their lifeblood. Now, universities are dumping private equity funds at discounts following years of poor returns, while public stocks have outperformed the asset class.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia, the dominant maker of artificial intelligence chips, investing an additional $2 billion in the cloud computing firm and key customer CoreWeave. He also discusses Microsoft rolling out its second-generation artificial intelligence chip, the Maia 200 chip, to power its services more efficiently and provide an alternative to Nvidia Corp. hardware.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector.  Merck & Co. is no longer in talks to acquire biotech firm Revolution Medicines Inc. after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.

-David Woo, Founder and Strategist at Unbound Retail, discusses his book: “Merry-Go-Round Broke Down: A Novel of Guilt, Greed & Globalization.” Set against pivotal moments from the late 1990s through the 2008 financial crisis, the novel follows interconnected characters including CEOs, financiers, factory owners, and workers whose lives collide as global capital reshapes industries and societies. It offers something rare: a way to talk about systemic risk, incentives, and unintended consequences through story, not abstraction.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.

-Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence.

-Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase & Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.

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Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust space in 2026.
- Sunny Bonnell, Co-founder & CEO of Motto, discusses how AI is changing the way companies build relevance, trust, and long-term value.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on how retailers are embracing AI but impulse buys still require a human touch.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales are set to heat up in 2026.
- Dana Peterson, Chief Economist at Conference Board, discusses new economic data about how CEOs are feeling and their biggest worries in 2026.
- Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands.
- Martin Jarmond, UCLA Athletic Director & Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss uncertainty in college football and leadership.

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.

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Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.
First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share.

Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback.

Intel shares fell about 5% in extended trading Thursday following the report.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses the latest at Warner Bros Discovery.  Paramount Skydance Corp. again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders.

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses GE Aerospace earnings.  General Electric  tumbled after its full-year outlook underwhelmed investors, a sign of high expectations on the jet-engine maker after a steep rise in the stock last year. 

-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses the latest with Greenland. President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a “framework of a future deal” he said was reached regarding the island.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from Charles Schwab. Charles Schwab reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.

-David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses President Donald Trump’s speech at the World Economic Forum in Davos. President Donald Trump said he was seeking immediate talks on the US acquiring Greenland while saying he did not plan to use force. Trump cast the American acquisition of Greenland as essential to collective security and downplayed the danger it would pose to NATO.

-Nikki Lanier, Former St Louis Federal Reserve Senior Vice President, discusses Lisa Cook’s hearing.  The US Supreme Court is weighing whether President Donald Trump can fire Fed Governor Lisa Cook over mortgage-fraud allegations that she denies.

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Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc.

The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri
• Eric Clark, Chief Investment Officer at Accuvest Global Advisors
• Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix reaching an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies.

-Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses EU reciprocal tariffs and Greenland. EU tariff rates may revert back to 20% or higher as Trump threatens takeover of Greenland and puts the EU-US trade deal reached last year at risk of collapse.

-Marc Champion, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column: “Europe Can’t Afford a Throwdown Over Greenland.” The author suggests that Europe should consider the consequences before launching a trade war with the US over Donald Trump's attempt to acquire Greenland.

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

Hosts: Scarlet Fu and Alexandra Semenova

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant. 
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses ‘Lululemon’ Athletica saying its’ fourth-quarter sales would land at the higher end of its 2025 guidance.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts.
- Travis Hess, CEO of Commerce, discusses how AI is changing shopping.

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.

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Bloomberg Intelligence hosted by Scarlet Fu,  Alexandra Semenova, and John Tucker

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses President Donald Trump and US Northeastern state governors agreeing to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses JB Hunt Transport Services reporting quarterly revenue that missed estimates, underscoring continued weakness in freight demand. Sales were weighed down by a decline in its intermodal division, its largest unit, as well as revenue drops in its integrated capacity solutions.

-Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands. Saks Global Enterprises filed for Chapter 11 bankruptcy protection, a humbling turn in a chapter of the iconic luxury retailer’s history marked by mounting losses, flagging turnaround efforts and substantial merger-related debt.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his research on US restaurant sales. According to Bloomberg Intelligence: December economic data reinforce view that US restaurant same-store sales will accelerate in 1H on easier comparisons, cheaper gas prices and relief from new tax rules.

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Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

- Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor Zohran Mamdani’s get-tough approach to regulating app-based work. 

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&A front, most deals likely have a path to clearance, even those that raise concerns.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI.
According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.

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Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features.

-Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.” Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

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Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.  Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year.

-Travis Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he’s seeing.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airline earnings.  Delta Air Lines provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.

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Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It’s a move that could wipe out billions in profits for the banking industry.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica seeing fourth-quarter sales at the higher end of its guidance. It’s a sign that the yogawear company is regaining some momentum following a series of disappointing results. 

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia planning to invest $1 billion over five years in a new laboratory with Eli Lilly, aiming to speed up the use of artificial intelligence in the pharmaceutical industry.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance ratcheting up the stakes in the monthslong battle for Warner Bros. Discovery, saying it plans to nominate directors to the board to thwart a merger with Netflix.

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is taking shape in North America.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses his 2026 airline outlook.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses research on cruise lines versus theme parks in 2026.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Amazon Web Services Growth could pickup in 2026.

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.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI’s US restaurant same-store sales fell 1.1% in December as cold, snow and a 25-year high in flu cases weighed on traffic, but BI’s 2026 outlook remains bright as the industry laps severe 1Q25 weather, flu disruptions, tariffs and the government shutdown.

-Craig Trudell, Bloomberg Global Autos Editor, discusses autos. General Motors will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs. The announcement Thursday brings the total writedowns from GM’s huge bet on battery-electric cars to $7.6 billion, following smaller charges revealed in October.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. According to BI, Constellation Brands is navigating the dual challenge of supporting beer-segment profit amid unusually soft market conditions while incurring significant costs from divesting part of its underperforming wine business.
Ken also discusses his research on a protein drink surge.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses President Donald Trump saying he would move to ban institutional investors from buying single-family homes. The news sent the S&P 1500 Homebuilding Index down, with shares of homebuilders including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc. all down. 

-Zoe Tillman, Bloomberg News Senior Reporter covering Law and Politics, discusses the Bloomberg Big Take story: “More Than 1,000 Firms Join Tariff Suits as Court Ruling Looms.” After months on the sidelines, a flood of businesses spanning the global economy have rushed to stake a claim in the weeks since the justices signaled skepticism of Trump’s signature trade policy during a Nov. 5 hearing. More than 1,000 corporate entities are now involved in the legal fight, court records show, teeing up an unprecedented struggle over what happens next if the administration loses.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery rejecting an amended takeover offer from Paramount Skydance and encouraging shareholders to stick with a deal it has in place with Netflix.

-Caroline Hyde, BTech Co-Anchor, discusses the Consumer Electronics Show. Nvidia CEO Jensen Huang said the company’s revenue forecast has gotten brighter due to strong demand and large customer deals, with increasing uptake of new AI models bringing in more orders than anticipated.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses his research on the five-week run-up to Super Bowl LX on Feb. 8 being a key window for DraftKings and FanDuel to expand distribution of their new prediction-markets app.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses  Alaska Air Group ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversight following Nicolas Maduro's arrest can help mitigate geopolitical risks that drove these companies to largely exit the country years ago.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is beginning to take hold, notably in North America. According to Bloomberg Intelligence: product newness should re-engage consumers and restore momentum in running and lifestyle.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services.’ Amazon Web Services' sales can improve in 2026 by 22.5% in constant currency or 200 bps above consensus, according to Bloomberg intelligence analysis, aided by widening enterprise AI adoption and more data-center capacity coming online.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

On this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.

They speak with:

- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.
US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.
Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips and Exxon Mobil Corp. also rose.

-Will Lee, Bloomberg Intelligence Aerospace and Defense Analyst, and George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on military implications of Venezuela attack.
According to Bloomberg Intelligence: the Jan. 3 operation is unlikely to alter US defense-spending priorities, as it relied on naval and air assets already central to broader power-projection requirements, particularly in the Asia-Pacific.

- Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, on the aftermath of the Venezuela attack.
America's allies offered a measured response after US troops captured Venezuelan leader Nicolas Maduro in a raid, emphasizing diplomacy, dialogue and stability.

-Edward Price, Non-Resident Senior Fellow at NYU, on the aftermath of the Venezuela attack.
President Trump's approach has sent shockwaves around the world, drawing criticism from various countries, and has been seen as a stark lesson in power politics that accelerates a broader trend toward a reconfigured global order.

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On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Hosts Matt Miller and Vonnie Quinn.

- Tesla vehicle sales fell 8.6% last year, dropping the Elon Musk-led company well behind China’s BYD Co. in the global ranks of electric-car makers.

Fourth-quarter deliveries declined 16% to 418,227 vehicles, Tesla said in a statement Friday, trailing analyst estimates compiled by Bloomberg and the company.

On this edition:

Paul, Matt, and Vonnie speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on BYD meeting its full-year sales target and likely surpassing Tesla to become the world’s largest electric-vehicle maker in 2025.

-Ed Ludlow, BTech Co-Anchor, on DeepSeek publishing a paper outlining a more efficient approach to developing AI.

-Bill Shufelt, Athletic Brewing Company Co-Founder & CEO, on the outlook for non-alcoholic beer market in 2026 and consumer trends.

-Dakota Smith, Hopper Co-Founder & President, on his 2026 travel outlook.

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.
- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.
- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for US Telecom and Satellite.
- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BI's cloud gaming deep dive for 2026.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses BI’s outlook for U.S machinery in 2026.
- Bill Keenan, Writer/Producer of Bull Run film, Author of Discussion Materials, discusses the film and where it fits in with other movies about Wall Street.

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.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-  Warner Bros. Discovery plans to once again reject a takeover bid from Paramount Skydance Corp. after the rival media company amended the terms of its offer, according to people familiar with the company’s thinking.

The Warner Bros. board hasn’t made a final determination, but will meet next week, said the people, who asked to not be identified discussing internal deliberations. Among the board’s concerns, Paramount has yet to increase its offer, which Warner Bros. earlier rejected as inferior to one from Netflix.

On this edition:
Paul and Matt speak with:

- Luke Stillman, Madison & Wall Managing Director, on the latest at Warner Bros and Paramount.

- Theresa Payton, Fortalice Solutions CEO, on her cybersecurity outlook for 2026.

-Cathy Seifert, CFRA Analyst, on Berkshire Hathaway entering a new era.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.

By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.

On this edition:
Paul and Matt speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on Tesla.

- Erin Keating, Cox Automotive Executive Analyst, on EVs.

-Amir Vexler, Centrus Energy CEO & President, on nuclear energy and AI demand.

-Paul Larbey, Bango CEO, on the latest at Warner Bros. Paramount.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

-Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.

Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made progress in talks on Sunday with Ukrainian counterpart Volodymyr Zelenskiy at Mar-a-Lago. Zelenskiy said he asked Trump for 30 to 50 years of security guarantees.

Paul and Caroline speak with:

- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, on oil.
- Mike Regan, Bloomberg News Managing Editor for Equities, on Michael Burry, founder of Scion Asset Management, the AI trade and big trades of 2025.
- Katherine Chiglinksy, Bloomberg News Investing Team Leader, on the Bloomberg Big Take story: “It’s Revenge of the Banks’ as Private Creditors Lose Their Edge.”
- Mina Fahmi, Sandbar Co-Founder & CEO, on the company’s AI-powered smart ring product and AI.

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps
- Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid.
- Beth Kowitt, Bloomberg Opinion Columnist, on Inside Walmart’s Masterclass in Reputation Rehab
-  Connie Chung, award-winning journalist and news anchor, recent author of her memoir "Connie" on the changing media/news landscape

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.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply.

West Texas Intermediate edged down on Friday to trade near $58 a barrel, though still on track for the biggest weekly gain since late October, while Brent was below $62. Ukrainian President Volodymyr Zelenskiy said he expects to meet with US President Donald Trump in Florida on Sunday about ending Russia’s war, adding that his country’s framework deal with the US was “almost ready” and signing it will depend on the upcoming meeting.

Paul and Caroline speak with:

- Dr. Ellen Wald, Atlantic Council Senior Fellow discusses oil amid geopolitical unrest
- Mishel Alon, Chief Business Officer at Verve discusses consumer sentiment and spending
- Carol Pepper, CEO at Pepper International discusses markets

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Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu)

• Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward, Reuters reported, citing two unidentified people familiar with the matter. Spokespeople for Nvidia and Intel didn’t immediately respond to requests for comment. An Intel spokesperson told Reuters that the company’s 18A manufacturing technologies are “progressing well.”
• Erik Larson, Bloomberg News US Legal Reporter, on a federal judge’s decision to allow the Trump administration to put a $100,000 fee on new H-1B visa applications. The ruling is seen a setback for US technology companies that rely on hiring skilled foreign workers. US District Judge Beryl Howell said in a ruling Tuesday that President Donald Trump’s effort to radically increase the cost of the popular visa is lawful. The decision gives a boost to the administration’s campaign to restrict immigration and push demand for US workers. The US Chamber of Commerce, which sued to block the proposal, can appeal.
• Seema Shah, Vice President of Research and Insights at Sensor Tower, delves into the latest in the battle to acquire Warner Bros Discovery. Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, said in a Bloomberg TV interview that the fight is more about power than financial sense. Paramount Skydance sees the deal as its chance to become a Hollywood powerhouse as fast as possible. A victory for Netflix, on the other hand, would be a crowning achievement, making it possibly the most dominant player ever in entertainment history.
• Liz Hart, President of Leasing for North America at Newmark, discusses the health of the US commercial real estate heading into 2026. As an example, Bloomberg Intelligence notes that real estate services provider Mid-America's moderate leverage and expanded liquidity support its ability to fund development and manage debt maturities. Though refinancing is expected to increase interest expense, the company's leverage and maturity profile remain manageable. Expanded borrowing capacity provides flexibility to support investment while maintaining balance-sheet stability.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term.

- Reshmi Basu, Bloomberg News Credit Reporter, discusses Saks Global Enterprises, facing limited options ahead of a more than $100 million debt payment due at the end of this month, considering Chapter 11 bankruptcy.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about his outlook for North Americans airlines in 2026.
 
- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, breaks down the 2025 "Winners & Losers"

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc.

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data and to determine the next policy path now that rates are "within a range of plausible estimates of neutral" as Chair Jerome Powell said. 

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses why cruise lines may edge out theme parks on 2026 cash-flow growth

-Brian Campbell, Leader of The Conference Board’s Governance & Sustainability Center discusses on new research on CEO turnover/firings, along with activist campaigns targeting CEOs 

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.
- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”
- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business.
- Kristina Peterson,  Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research.
- Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts.
-  Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoins.”

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.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.  Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam’s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp. gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher. The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020.  

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy company TAE Technologies in an all-stock transaction valued at more than $6 billion.

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses  activist investor Elliott Investment Management building a stake of more than $1 billion in Lululemon Athletica, according to a person familiar with the matter. This comes as the struggling retailer faces a strategic overhaul amid its chief executive officer’s exit.

-Rachel Phua, Bloomberg Earnings Specialist, discusses earnings from Darden Restaurants. Darden raised its comparable sales forecast, citing better-than-expected growth fueled by affordable meal options and strong spending from higher-income diners.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc.

--George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses bankrupt Spirit Aviation Holdings being in revived discussions to merge with Frontier Group Holdings. That’s according to people familiar with the matter. It’s deal that could rescue the deep-discount airline from insolvency.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lennar earnings. Builder Lennar Corp.’s forecast for quarterly home orders missed analysts’ estimates as affordability pressures and the weakening job market pushes buyers to the sidelines. The company projected 18,000 to 19,000 signed contracts for its fiscal first quarter, according to a statement Tuesday. Analysts expected 20,297, the average in a survey compiled by Bloomberg.

-Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Medline’s IPO. Medline raised $6.26 billion in the year’s biggest initial public offering, upsizing the deal and pricing the shares near the top of the marketed range. The company sold 216 million shares for $29 each, giving it a market value of about $39 billion based on the number of shares listed in its filings with the US Securities and Exchange Commission.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.

-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses  Kraft Heinz naming a new chief executive officer, with former Kellanova CEO Steve Cahillane set to take over from Carlos Abrams-Rivera on Jan. 1.

-Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses Businessweek’s list of 50 companies to watch in 2026. Analysts at Bloomberg Intelligence track thousands of companies in industries ranging from computers and cars to finance and food.

-Devon Pendleton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.” The Olayan Group, a Saudi empire led by sisters Lubna and Hutham, has grown in influence, with a nearly $13 billion stock portfolio in the US and stakes in companies like BlackRock and JPMorgan Chase.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros Discovery. Netflix is trying to close its $82.7 billion deal after Paramount made a hostile offer for Warner Bros., with the CEOs expressing confidence in their agreement despite regulatory concerns.

-Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoi.”
Description: The trail from the Trump family memecoins leads all the way back to the origins of memecoins, an unregulated, nihilistic gambling game that swept the crypto world.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses his outlook for homebuilders in 2026. According to Bloomberg Intelligence: US homebuilder fundamentals will remain pressured in 2026 amid sluggish top-line growth and ongoing margin headwinds.

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

Hosts: Paul Sweeney

On this podcast:

- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the succession plan at Berkshire Hathaway.
 
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings.

- Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell’s.
 
-  Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows.

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.

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

Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings.  Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney  licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. 

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan.

-Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025.

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Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino

--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO.

- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg Intelligence’s survey on AI’s cross industry disruption. AI is no longer a side project, with C-suites across nine industries racing to wire it into their business cores and 36% making it their top priority, driven more by fear of disruption than promise of growth or head-count cuts, a Bloomberg Intelligence survey finds.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy Inc.’s third-quarter earnings exceeded Wall Street estimates, as its loyalty program and subscription service helped drive faster active customer growth. The results suggest that even budget-pressed shoppers are staying committed to their pets and gravitating toward Chewy’s services, which include the Autoship subscription program and telehealth. 

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. Cracker Barrel Old Country Store Inc. expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following backlash to its failed logo change earlier this year.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.

-Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers Discovery. While Netflix and Paramount Skydance vie for President Donald Trump’s blessings in their competing bids for Warner Bros. Discovery, investors have an irony to consider.

-Matthew Griffin, Bloomberg Stocks Reporter, discusses Home Depot offering cautious preliminary guidance for next year, expecting comparable sales growth to be in a range of flat to up 2% for the year.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods. Campbell’s 1Q adjusted EPS and organic sales beat consensus estimates. While the reported number was positive thanks to some holiday inventory build by retailers, without this effect organic sales decline would have been worse. 

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets will likely undergo rigorous antitrust scrutiny in the US and elsewhere and it's at risk of antitrust challenges.

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses debt commitments for Warner Brothers Discovery acquisition. According to Bloomberg Intelligence: Netflix net leverage could increase to more than 3x and the raters may put the company on negative outlook, if it were to reach an agreement to buy Warner Bros. studios and streaming operations for about $75 billion in a mostly cash deal.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM buying the data-streaming platform Confluent Inc. for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time. 

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

Hosts: Paul Sweeney and Norah Mulinda

On this podcast:

- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.

- Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings.
 
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus shares dropping on  report of quality issues on dozens of A320s.

- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses latest in real estate.

-  Helen Kou, BNEF Head of US Power Markets Research, discusses power demand from AI/data centers

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.

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from Hewlett Packard Enterprise. HPE shares dropped after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, according to HPE.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Southwest Airlines lowering its operating profit target for the full year due to the US government shutdown and higher fuel prices. The airline now expects earnings before interest and taxes to be approximately $500 million, compared with its prior expectation of $600 million to $800 million.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce’s outlook for current remaining performance obligation growth still suggests a sequential deceleration, likely on tepid enterprise IT spending,” and “we expect this to pressure the company over the next 6-12 months. However, successful adoption of Agentforce and Data 360 makes us optimistic that these two products can become a larger sales driver from 2H26 onward.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Dick's Sporting Goods earnings amid some consumer pullback 

- Mark Douglas, MNTN President and CEO, discusses the latest in the media streaming space, including WBD's sale. 

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead-up to the holiday shopping season.

-Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. Dollar Tree reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers. 

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses her outlook for luxury in 2026. According to Bloomberg Intelligence: Luxury-goods makers' recovery in 2026 hinges on limited price increases and a shift toward volume-led growth as tariff-linked hikes are largely absorbed and inflation eases.

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Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.

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Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is cutting the price for introductory doses of its weight-loss drug Zepbound, with the lowest dose vial costing $299 a month for those who pay cash.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus slumping the most since April after Reuters reported the company is facing quality issues on its A320 model, adding to concerns surrounding the popular model following an emergency software update on the jets over the weekend. 

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for U.S Telecom and Satellite. According to BI: Slowing wireless-service revenue gains and mounting cable competition are prompting a deeper push into broadband for growth as US telecoms enter 2026. The group's adjusted wireless-service revenue may ease to 2.3% from 2.5% in 2025 as subscriber gains moderate, prompting strategic shifts by new CEOs at Verizon and T-Mobile.

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