Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael McKee, Bloomberg International Economics and Policy Correspondent joins to discuss on the DOJ dropping the probe into Powell.The Justice Department is ending a controversial investigation into building-renovation cost overruns by the Federal Reserve, potentially clearing a path to confirmation for Kevin Warsh, President Donald Trump’s pick to be the nex...
Apr 24, 2026•20 min
Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street pre...
Apr 23, 2026•10 min
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leade discusses the Warner Bros. Discovery Inc. shareholders voted overwhelmingly to approve a takeover by Paramount Skydance Corp., despite widespread opposition to the deal in Hollywood. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst joins to discuss - Un...
Apr 23, 2026•21 min
Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations. Tesla said i...
Apr 22, 2026•15 min
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst discusses the Trump administration looking at a rescue package for Spirit Airlines that could give the US government the option to own as much as 90% of the carrier once it emerges from bankruptcy. - Ed Ludlow, Btech Co-Host joins to discuss how a small group of unauthoriz...
Apr 22, 2026•22 min
Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman. Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent. Ternus’s hardware engineering division will be taken o...
Apr 20, 2026•19 min
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Liana Baker, Bloomberg News Managing Editor for Deals, discusses Honeywell agreeing to divest its productivity solutions and services business to Brady. Brady will pay $1.4 billion in cash for the business, which is expected to be completed in the second half of this year. - Scott Howe, CEO of LiveRamp discusses the role of data collaboration in AI, the shift t...
Apr 20, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jake Bleiberg, Bloomberg News Cybersecurity reporter, on how the US government is preparing to make a version of Anthropic PBC’s powerful new artificial intelligence model available to major federal agencies -Mark Douglas, Mark Douglas, MNTN President and CEO, breaks down Netflix Earnings -Randall Williams, Bloomberg News sports reporter, on how LIV Golf, the up...
Apr 17, 2026•23 min
Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests. Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share for the quar...
Apr 16, 2026•20 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, to recap PepsiCo earnings. PepsiCo Inc. said it’s starting to see salty snack sales grow after the company cut prices earlier this year. The maker of Doritos and Lay’s said its strategy of slashing prices by up to 15% in some brands and reducing internal costs through layoffs and plant closures ...
Apr 16, 2026•24 min
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 Anthropic. Anthropic PBC has received offers from investors for a new round of funding that could value the company at about $800 billion or higher. The offers would more than double the $350 billion pre-money valuation Anthropic attached to its $30 billion fundraising in February. Ant...
Apr 15, 2026•21 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Amazon.com agreeing to acquire satellite operator Globalstar in a roughly $11.6 billion deal to expand the services of its satellite system. -- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses United Airlines Chief Executive Officer Scott Kirby floating a possible combinatio...
Apr 14, 2026•24 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu ***Broadcasting Live from the New Jersey Institute of Technology*** - - Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman kicking off formal marketing for the US initial public offering of his closed-end fund and his hedge fund. The IPO for Pershing Square USA Ltd. is expected to price on April 28, and could raise as much as $10 bi...
Apr 13, 2026•18 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses Treasury Secretary Scott Bessent and Fed Chair Jay Powell summoning Wall Street leaders to an urgent meeting on concerns that the latest AI model from Anthropic PBC will usher in an era of greater cyber risk. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligen...
Apr 10, 2026•19 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Randall Williams, Bloomberg Business of Sports Reporter, discusses news that the US Justice Department has opened an investigation into whether the National Football League is engaging in anticompetitive tactics that drive up the cost for consumers of watching games. That’s according to a person familiar with the matter. The Wall Street Journal reported earlie...
Apr 09, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel prices is forcing carriers to weigh how much of the higher expense they can pass on through fares w...
Apr 08, 2026•16 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous -Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Bill Ackman's investment firm Pershing Square Capital Management pitching a deal to combine Universal Music Group with an acquisition vehicle publicly traded in the US. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on B...
Apr 07, 2026•26 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch right now in 2Q. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months. - Youkyung Lee, Bloomberg Asia St...
Apr 06, 2026•18 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla sales. Tesla Inc. posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core business and navigate an increasingly challenged electric-vehicle market. Separately, Stellantis is discussing options for building electric vehicles...
Apr 02, 2026•17 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX filing confidentially for an initial public offering, bringing the company closer to delivering the biggest-ever listing. The company submitted its draft IPO registration to the US Securities and Exchange Commission and could seek a valuation in the IPO of more than $1.75 trillion. -...
Apr 02, 2026•18 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever agreeing to combine its food business with McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick will pay $15.7 billion in cash and the equivalent of $29.1 billion in shares for most of Unilever’s...
Mar 31, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Mathieu Dion, Bloomberg Montreal Bureau Chief, discusses Air Canada Chief Executive Officer Michael Rousseau stepping down after causing a public-relations disaster with a video about the deadly runway collision at LaGuardia Airport in New York. Rousseau will retire by the end of the third quarter, according to a statement by Air Canada, after he posted a video...
Mar 30, 2026•19 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs. The Miami-based cruise operator now sees full-year earnings of about $2.21 per share, adjusted for some items. That’s down from a December forecast of about $2.48 and bel...
Mar 27, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ethan Bronner, Bloomberg Israel Bureau Chief, discusses the latest out of the Mid East. US President Donald Trump threatened Iran with intensified military action after Tehran rejected Washington's push for a peace deal. Iran responded to a US ceasefire proposal and is awaiting a reply, with conditions for ending the conflict including a guarantee that the US an...
Mar 26, 2026•11 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Merck agreeing to buy Terns Pharmacueticals for $6.7 billion, giving the company access to a promising new leukemia treatment. The acquisition is expected to close in the second quarter, with Merck paying $53 per share in cash for Terns, a 6% premium to its closing price on Tuesday. -Geetha Ranganat...
Mar 25, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Estée Lauder being in talks to buy Puig Brands, which would create a cosmetics giant with about $20 billion in annual sales. A takeover of Puig would give Estée Lauder well-known perfume and fashion brands such as Rabanne, Jean Paul Gaultier and Carolina Herrera. -Steve Man, Bloomberg Intelligence ...
Mar 24, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses oil falling sharply after President Donald Trump said his team held discussions about ending the conflict with Iran, though Tehran denied any such dialog. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big Take story: “Apple’s Heir Apparen...
Mar 23, 2026•19 min
Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Pol...
Mar 23, 2026•7 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, joins to recap FedEx earnings. FedEx Corp. raised its full-year profit forecast, sending the courier’s shares up the most in 10 months and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. - Diana Gomes, Bloomberg Intellige...
Mar 20, 2026•22 min
Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings. Ira ...
Mar 19, 2026•20 min
