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 qua...
Jul 18, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 ...
Jul 17, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 billi...
Jul 16, 2025•24 min
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...
Jul 16, 2025•7 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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...
Jul 15, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 & Package...
Jul 14, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 transa...
Jul 11, 2025•39 min
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 ear...
Jul 11, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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. ...
Jul 10, 2025•26 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 Craigh...
Jul 09, 2025•25 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 los...
Jul 08, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 t...
Jul 07, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 Inte...
Jul 04, 2025•39 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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...
Jul 03, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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...
Jul 02, 2025•25 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 Mo...
Jul 01, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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, ...
Jun 30, 2025•18 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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, Found...
Jun 27, 2025•30 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 earn...
Jun 26, 2025•24 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 Genera...
Jun 25, 2025•19 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 Clima...
Jun 23, 2025•23 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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...
Jun 21, 2025•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 Jers...
Jun 20, 2025•20 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 Cent...
Jun 18, 2025•24 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . 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 dis...
Jun 17, 2025•22 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 F...
Jun 16, 2025•25 min
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 Sen...
Jun 13, 2025•39 min
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 ...
Jun 13, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 Clevela...
Jun 12, 2025•25 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 Glob...
Jun 10, 2025•23 min
