Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

- Damian Garde, Bloomberg News Health Reporter, discusses the latest on Eli Lilly. Eli Lilly shares tumbled as disappointing data on its new weight-loss pill overshadowed strong growth from the company’s current obesity medicine, which helped drive it to raise its yearly profit and sales outlook.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Brothers Discovery and Peloton.  Warner Bros. Discovery Inc., the parent of HBO and CNN, swung to a profit in the second quarter, buoyed by a string of successes at the box office. Peloton Interactive Inc. projected a sales decline for the current quarter and said it would cut jobs, but expressed confidence in a turnaround plan under new management.

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses President Donald Trump calling on Intel Corp.'s CEO to resign due to what he called conflicts of interest. This adds to the challenges for a company that is supposed to anchor restoration of the US semiconductor industry.

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this year.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonald’s earnings. McDonald’s Corp. sales picked up in the latest quarter, suggesting that pop culture-focused collaborations and budget meals are helping to offset diners’ economic anxiety.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses SuperMicro earnings. Super Micro Computer Inc. lowered its fiscal-year revenue forecast to at least $33 billion, raising questions about sales and pricing pressures around powerful AI servers.

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business.

- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Molson Coors. Molson Coors Beverage Co. lowered its full-year guidance due to continued pressure from a weak consumer, falling US market share and rising costs tied to aluminum tariffs.

-- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses earnings from Caterpillar. Caterpillar Inc. expects to face net incremental tariffs of $1.3 billion to $1.5 billion this year. Chief Executive Officer Joe Creed said the company will be able to offset the impact of tariffs, but is looking for more clarity before deciding which actions to take.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker.

Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, recaps Berkshire Hathaway earnings. BI also says that Warren Buffett is unlikely to ignite a bidding war with Union Pacific over Norfolk Southern, but a successful deal between the two would create operational disadvantages for Berkshire Hathaway's BNSF rail unit.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses workers at Boeing 's St. Louis-area defense factories striking after union members rejected the company's modified contract offer.

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Hosts: Paul Sweeney and Norah Mulinda

On this podcast:

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern.
- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and JetBlue earnings.
- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla making AI chips in a multi-year deal.
- Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings.
- Martin Tengler, Head of Hydrogen Research at Bloomberg NEF, discusses his outlook for hydrogen.


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 Paul Sweeney and Alexandra Semenova

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Apple earnings. Apple Inc. reported its fastest quarterly revenue growth in more than three years, with revenue rising 9.6% to $94 billion in the fiscal third quarter.

-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, recaps Chevron and Exxon earnings. Exxon Mobil Corp. and Chevron Corp. posted better-than-expected results after record oil production cushioned the impact of lower crude prices.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platforms Inc. is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence.

-Damian Garde, Bloomberg News Health Reporter, discusses how a trial of Eli Lilly & Co.'s diabetes drug Mounjaro fell short of expectations that it would do a better job of preventing heart attacks and strokes than its older medicine Trulicity.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Shares of Qualcomm Inc., the biggest maker of chips that run smartphones, fell after the company reported lackluster growth in that market, fueling concerns that tariffs will take a toll on the industry. 

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast Corp. lost 226,000 domestic broadband subscribers in the quarter ended June 30, but this was better than analysts' forecasts for losses of 257,000.

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

-Joel Levington, Bloomberg Intelligence Global Director of Credit Research, discusses Harley Davidson earnings. Harley-Davidson shares rose after the sale of a minority stake in its captive-finance unit to KKR and Pimco.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz earnings. Kraft Heinz Co. used price increases to help offset volume declines as the company continues a strategic review of its brands. The company beat Wall Street sales estimates, with organic revenue in the second quarter declining 2%, aided by pricing rising 0.7 percentage points.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Starbucks. Starbucks Corp. sales and profit fell more than anticipated, with comparable sales dropping 2% in the fiscal third quarter. Chief Executive Officer Brian Niccol said the turnaround efforts are “ahead of schedule,” and he vowed to unleash “a wave of innovation in 2026.”

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Tesla agreeing to buy $4.3 billion worth of US-built batteries from LG Energy Solution Ltd., according to a person familiar with the matter.

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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 Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific agreeing to acquire Norfolk Southern in a $72 billion cash-and-stock transaction, forming the only US transcontinental railroad.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing almost halted its cash burn in the second quarter, generating cash from operations for the first time since 2023 and consuming just $200 million in free cash flow. JetBlue Airways shares climbed after the carrier posted a smaller-than-expected loss in the second quarter as demand rebounded and efforts to turn around the struggling carrier gained traction.

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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 Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. Heineken saw a decline in beer volumes due to retailer disputes across Europe that dragged on sales and limited its ability to take advantage of the summer heat wave.

-Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “Trump Tariffs Are Already Stunting World Growth as Markets Shrug.”  As President Donald Trump barrels toward his latest tariff deadline, the damage to the global economy from American protectionism is becoming increasingly evident, even if financial markets seem to have decided they can live with it.

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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 Verizon earnings.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton Worldwide earnings.
- David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings.
- Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses the Bloomberg Big Take story: “Elon Musk’s Empire Is Creaking Under the Strain of His Antics.”

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

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 Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices.

Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s shares tumbled after CEO Lip-Bu Tan sparked concerns that he is more focused on cost cutting than restoring the chipmaker's technological edge.

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Puma shares plunging after the company slashed its profit forecast due to weak demand for its sports and exercise gear and growing concerns about US tariffs. Poonam also discusses the latest news at Amazon.

- Brett Gibbs, Bloomberg Intelligence Refining & Renewable Fuels Analyst, discusses Phillips 66 earnings. Phillips 66 is maximizing diesel production to take advantage of strong demand and says it would consider investing in projects that give its refineries the flexibility to make more of the fuel.

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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 Autos and Industrials Research Manager, recaps Tesla earnings. Elon Musk warned of difficult times ahead for Tesla Inc. following one of the carmaker’s worst stretches since it first started producing electric sedans over a dozen years ago.

-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. American Airlines Group Inc. scaled back its earnings outlook due to deep fare discounts and a slump in consumer demand, causing its shares to drop. Southwest Airlines Co. expects economic turmoil to erase as much as $1 billion of its annual pre-tax profit this year, prompting the US airline to offer shareholders a much-reduced outlook for 2025.

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending.

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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 Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro is raising its full-year outlook after a record quarter for its Magic: The Gathering card game. Second-quarter revenue was $980.8 million, beating analysts’ estimates of $880.5 million, and adjusted earnings per share were $1.30, beating projections for 77 cents.

- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. lowered expectations for net income for 2025 as demand for US hotel bookings declined in the second quarter. US travel demand has faced headwinds in recent months, including lower consumer confidence and a decline in international visitors.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on the Microsoft hack. The number of companies and organizations compromised by a security vulnerability in Microsoft Corp.'s SharePoint servers is increasing rapidly, with the tally of victims soaring more than six-fold in a few days, according to Eye Security.

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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 Bureau Chief, discusses GM earnings. General Motors said it suffered a $1.1 billion profit hit from Donald Trump’s tariffs and revealed no plan for a near-term fix to return to pre-tariff profit levels.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. Coca-Cola said it is launching a new Coke product for American consumers made with US cane sugar this fall. Philip Morris International Inc.'s shares fell after shipments of its Zyn nicotine pouches accelerated by less than analysts had expected, with Zyn shipments reaching 191.3 million cans in the Americas in the second quarter.

-Will Lee, Bloomberg Intelligence Aerospace & Defense Analyst, discusses Lockheed Martin earnings. Lockheed Martin Corp. shares plunged as much as 9% after the company reported earnings that missed analyst estimates and lowered its outlook for the year.

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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, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. Verizon Communications posted second-quarter revenue of $34.5 billion, up 5.2% from a year earlier, surpassing analysts' estimates.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis earnings. Stellantis NV announced a €2.3 billion first-half net loss, which Bloomberg Intelligence analyst Michael Dean said the new CEO Antonio Filosa is using to "kitchen sink" the results and provide a low earnings base.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino’s earnings and the latest in the foodservice industry. Domino’s Pizza shares rose after the restaurant operator reported second-quarter comparable sales growth that topped Wall Street expectations.

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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.”
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses a recent pact between Hewlett Packard Enterprise and Elliott Investment Management.
- Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses research about dating apps and how Gen Z is using them.
-Craig Trudell, Bloomberg Global Autos Editor, discusses how Tesla shareholders will vote on whether to invest in CEO Elon Musk’s AI startup.
- Meredith Annex, BNEF Head of Clean Power, discusses the latest on US Clean Power.
- Isabelle Boemeke, Nuclear Electricity Influencer and Author, discusses the use of nuclear energy.

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

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, recaps American Express earnings. American Express Co.'s expenses grew in the second quarter due to risk-management investments and higher customer-engagement costs.

Katherine Doherty, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Street's Secrets Spill Into Open and Face Rivals' Scrutiny.”

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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, & Airlines Analyst, discusses United Airlines earnings. United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights.

Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. International growth helped buoy PepsiCo Inc.’s second quarter earnings, as the snacks and beverage giant said it plans to lean into higher-protein offerings and smaller portion sizes.  

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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 Stanley's stock traders scored their best second quarter on record, earning $3.72 billion in equity-trading revenue, a 23% jump from a year ago. Bank of America Corp.'s traders posted a record second quarter as the company reaped the benefits of volatile markets and net interest income topped analysts' estimates.

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Hewlett Packard Enterprise creating a new strategy committee and agreeing to work with Elliott Investment Management to help boost value.  Other members of the committee will include Gary Reiner, Raymond Lane and Charles Noski. 

Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses  Diageo Chief Executive Officer Debra Crew stepping down after a bruising run in which the company’s stock has plummeted. The maker of Guinness and Johnnie Walker whisky said Wednesday Chief Financial Officer Nik Jhangiani had been appointed interim CEO, with a search already under way for Crew’s permanent replacement.

Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses regional bank earnings. They include results from First Horizon, PNC Financial, and MT&T Bank.

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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 to the official who requested anonymity to discuss a private conversation.   

In response to multiple similar reports, President Trump says his administration is “very concerned”, but “not planning on doing anything” about Fed Chair Jerome Powell.   

Paul Sweeney and Lisa Mateo speak with Bloomberg's Chris Condon about the potential fallout.

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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 revenue buoyed by record trading volumes in the quarter. Wells Fargo’s total assets stood at $1.98 trillion at the end of the second quarter, an increase that followed its long-anticipated freedom from a Federal Reserve cap.

Michelle Davis, Bloomberg Senior Deals Reporter, discusses how UnitedHealth Group had managed to pull off an impressive feat: more than 60 consecutive quarters of earnings that beat Wall Street estimates.

Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses Bloomberg Intelligence’s research about dating apps and how Gen Z is using them. BI says Gen Z is more likely to be single and not dating, have an unfavorable view of dating apps, and less likely to pay for dating apps. This is a change from Millennial dating patterns.

Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock dropping the most since April as revenue and performance fees missed estimates, even as the world’s largest money manager hit a record $12.5 trillion in assets.

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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.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses the potential breakup of Kraft Heinz. Kraft Heinz may be preparing to spin off much of its grocery business, as reported by the Wall Street Journal, marking a shift toward higher-growth condiments and away from legacy brands as the company faces volume pressure.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in the biotech sector. The 30-month stay for FDA approval of Mylan's Wegovy generic expired in June, but the US regulator is still prohibited from approving any Wegovy generic based on data exclusivity expiring in December. A trial has been set to start in early March.

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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.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave buying Core Scientific in all-stock transaction.
- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla investor concerns about CEO Elon Musk’s new political party.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses what President Donald Trump’s tax bill means for pharma companies.
- Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the 3rd quarter of 2025.
- Mark Douglas, MNTN President and CEO, discusses the company’s recent IPO.

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

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. 

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss raised its revenue outlook, expecting sales growth to outweigh the effect of President Donald Trump’s tariffs.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Bloomberg Intelligence’s midyear outlook for global communications and networking equipment. BI says that tariffs and economic uncertainty could trip up the global networking sector's 2H sales recovery and earnings momentum.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Bloomberg Intelligence’s deep dive into the $500 billion pet economy. BI analysis says people are humanizing their pets more than ever, a trend that will help global pet-industry sales increase as much as 36% to reach almost half a trillion dollars by the end of the decade.

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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, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market. Plus, Meta Platforms has made high compensation offers to new members of its "superintelligence" team, including a more than $200 million package for a former Apple distinguished engineer.

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest retail and e-commerce news. Amazon expanded its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its web store. Momentum Commerce said its Amazon sales plunged 41% on Tuesday when compared with the start of Prime Day last year.

Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail discusses how Ralph Lauren is being impacted by tariffs. Ralph Lauren  Chief Executive Officer Patrice Louvet said demand for its signature clothing remains strong.

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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 confirm their loyalty on a regular basis to limit advances from talent-hungry buyout firms.

Tim Craighead, Bloomberg Intelligence Chief Content Officer, discusses his research on ten companies to watch right now in Q3.

Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence’s deep dive into the antitrust enforcement policies of President Donald Trump's administration.

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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 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. 

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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Craig 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.

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Host: Paul Sweeney
On 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 Problem

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 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 year

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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 markets

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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. 

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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.

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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.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Will Hares, Bloomberg Intelligence Senior Global Energy Analyst, discusses Shell saying it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement.

- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Walgreens earnings. Walgreens Boots Alliance  reported quarterly profit that beat Wall Street's expectations, with adjusted earnings per share of 38 cents and revenue of $39 billion.

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology gave an upbeat forecast for the current quarter, driven by demand for artificial intelligence equipment, particularly high-bandwidth memory.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills projects a lower adjusted profit for the fiscal year ahead due to cautious consumers limiting their grocery expenses.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his outlook for the restaurant industry. Bloomberg Intelligence says restaurant valuations may diverge between market-share winners and losers in 2H, with casual dining outpacing quick service.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ariel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islamic Republic and Israel showed signs of boiling over.

 
Emily Leveille, Chief Investment Officer at New Mexico Climate Investment Center joins to discuss the markets reaction to geopolitical tensions. A rebound in stocks sputtered as oil rose, with investors concerned about a potential Iranian response to US attacks on its nuclear sites.

Amrita Sen, Founder and Director of Market Intelligence at Energy Aspects, discusses the oil reaction to the recent tension in the Middle East. Oil fluctuated as traders wrestled with US President Donald Trump’s call for lower prices amid signs of further escalation in the conflict with Iran.

Terry Haines, founder, Pangaea Policy on the markets joins to discuss market reaction to the middle east and a preview of Fed Chair Jerome Powell testimony before the House Committee on Financial Services.

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Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Michael Polsky, Founder and CEO of Invenergy, discusses the fate of solar and wind in the U.S.
- Chris Gadomski, BNEF Lead Nuclear Analyst, discusses BNEF’s outlook for nuclear development.
- Theresa Condor, Spire Global CEO, discusses how AI and satellite data are redefining weather forecasting.
- John Boyd, Founder & President of the National Black Farmers Association, discusses challenges faced by U.S farmers.
- Laura Modi, (Pronounced: "Mow-di")  CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act.
- Cid Wilson, CEO of Hispanic Association on Corporate Responsibility, discusses advancement programs, conferences, research initiatives, and the importance of DEI.

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 Paul Sweeney and Mike Regan

Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks.

Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector.

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Bloomberg Law Host June Grasso discusses the recent Supreme Court decision to curb care for transgender minors. A divided US Supreme Court upheld a Tennessee law that outlaws certain medical treatments for transgender children, preserving similar measures in two dozen states.
Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center for Strategic and International Studies, and a Professor at Georgetown University, joins to discuss the latest on the middle east conflict. The US is considering joining Israel in the war, which could improve the chances of permanently ending Iran's path to a nuclear weapon but risks throwing the oil-rich region into widespread conflict.

Joe Deaux, Bloomberg Economic Statecraft Reporter, on the deal between Nippon Steel and US Steel. Nippon Steel Corp. has closed its $14.1 billion takeover of United States Steel Corp., creating the world's second-largest steelmaker and giving Nippon Steel a foothold in the US.

Kevin Teasley, Founder and CEO of GEO Academies, discussed how his organization is focused on breaking the cycle of poverty by providing access to exceptional, non-traditional educational opportunities to all families.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest out of Mideast. President Trump said his early departure from the G7 meeting has "nothing to do" with working on a ceasefire between Israel and Iran, adding that his reason is "much bigger than that.

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the latest on the tax bill. Republican leaders aim to quickly negotiate changes to the Senate tax bill, which lacks the votes to pass in both chambers as written.

Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets amid global tensions and economic data concerns. Stocks fell and bonds rose as traders prepared for the Federal Reserve's decision, driven by concerns about the Middle East and weak economic data.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ellen Wald, President of Transversal Consulting, joins to discuss impact of Mideast conflict on commodities. Oil prices fell as the conflict in the Middle East has not disrupted crude production, and Iran has privately expressed willingness to deescalate hostilities with Israel.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook for the markets. Global markets calmed down as fears of a wider conflict between Israel and Iran subsided, with stocks rising and oil and gold prices falling.

Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest out of the Mideast. Israel and Iran have exchanged fire for the fourth consecutive day, stoking fears of an all-out war that could drag in other countries in the oil-rich region and force the US into a more hands-on stance.

Kate Duffy, Bloomberg News Aviation Reporter, joins to discuss the Paris Air Show and how Airbus has received orders from Saudi Arabian customers valued at up to $17 billion, including 77 freighter and passenger aircraft from AviLease and 50 A350-1000 widebody jets from Riyadh Air.

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

Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting  into two independent companies.

- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Walmart ’s credit cards once again being issued by Synchrony Financial.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech space.

- Scott Levine Bloomberg Intelligence Senior Energy & Industrial Services Analyst, discusses the White House’s goals for nuclear energy.

- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses her Bloomberg story: “Oil Rich University of Texas Cashes In on AI, Crypto, and Power.”

- Oliver Metcalfe, BNEF Head of Wind Research, discusses BNEF’s outlook for offshore wind.

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

Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

-Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest out of the Mideast. President Donald Trump urged Iran to accept a nuclear deal to avoid further attacks, after Israel bombed Iran's atomic facilities and killed top commanders.

-Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the latest out of the Mideast. Israel launched airstrikes across Iran, targeting nuclear facilities and killing senior military commanders, in a major escalation that could spark a broad war in the Middle East.

-Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment rose 8.3 points to 60.5 in June, exceeding expectations, as concerns about the economy eased and short-term inflation expectations improved.

-Siddharth Philip, Bloomberg Deputy Team Leader for Global Aviation, discusses Boeing’s latest crisis. A 787 Dreamliner jet crashed in India, killing over 240 people, and Boeing must now navigate the aftermath to reassure investors and the public.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Siddharth Philip, Bloomberg Deputy Team Leader for Global Aviation, discusses the crash of a Boeing 787 Dreamliner operated by Air India that was bound for London. More than 200 bodies have been recovered at the crash site, according to police officials.  The flight was carrying 242 passengers and crew, most of whom were Indian and British nationals.

-Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy. The US producer price index rose 0.1% in May, indicating muted inflation across the board and no sign of price shocks from tariffs.

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest tariffs news. President Donald Trump plans to send letters to trading partners in the next one to two weeks setting unilateral tariff rates ahead of a July 9 deadline.

-Laura Modi, CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act, inclusion in finance, and leadership.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Sarah McGregor, Bloomberg Managing Editor of the National Team, discusses the latest with the LA protests. The Trump administration has mobilized 700 Marines to join thousands of National Guard troops in Los Angeles to respond to anti-deportation protests, escalating tensions with Democratic leaders.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Department of Health and Human Services dismissing all 17 members of the Advisory Committee on Immunization Practices (ACIP), a key scientific panel that advises the US government on vaccine safety and policy.

-Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. A quiet session on the economic front saw traders driving the S&P 500 mildly up, with the gauge about 2% away from a record. Tesla Inc. led gains in megacaps.

-Chiling Tong-CEO of National ACE, discusses the effects of tariffs and trade policy on AAPI small business owners, ethnic business districts and their economic vulnerability.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Brendan Murray, Bloomberg Global Trade Editor, discusses U.S-China talks. The US and China have begun trade talks in London, with the US signaling a willingness to remove restrictions on some tech exports in exchange for assurances that China is easing limits on rare earth shipments.

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses political news of the day. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting into two independent companies: Global Networks and Streaming and Studios. Global Networks will include entertainment, sports, and cable television brands such as CNN, TNT, and TBS, and will hold a 20% stake in Streaming and Studios.

-Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Despite a surge in stocks from April lows, market strategists are growing optimistic about US stocks, with some forecasting resilient economic growth and limited pullback over the summer.

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

Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Constellation Energy agreeing to sell power from a Clinton nuclear plant in Illinois to Meta Platforms.
- Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “A Fatal Tesla Crash Shows the Limits of Full Self-Driving.”
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how Comcast's theme parks are poised to become one of its most valuable assets.
- Michl Binderbauer, CEO of TAE Technologies, discusses the company’s approach to commercial fusion power.
- David Doherty, BNEF Head of Natural Resources Research, discusses how oil and gas companies are investing in low carbon technologies.
- Hannah Levitt, Bloomberg Senior Finance Reporter, discusses Wells Fargo CEO Charlie Scharf clearing the Federal Reserve's seven-year-old cap on assets, allowing the bank to grow and compete with larger rivals.

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

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Steven Blitz, Chief US Economist at TS Lombard, discusses the May jobs report. US job growth moderated in May, with nonfarm payrolls increasing 139,000, and prior months' figures revised lower, indicating employers' caution about growth prospects.

Max Chafkin, Bloomberg Businessweek Senior Reporter and and Co-Host of the Elon Inc Podcast, discusses the feud between Elon Musk and President Donald Trump. Elon Musk and Donald Trump's alliance ended in a public spat, with Musk eventually backing down after Tesla's stock price tanked and his net worth crumbled by $34 billion.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. A US District Judge has granted Harvard University a temporary restraining order, blocking the Trump administration's ban on international students entering the US

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululmon earnings. Lululemon Athletica posted a second straight disappointing quarter, with projected sales and profit below analyst estimates, causing its shares to tumble as much as 21% in premarket trading.

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