Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on TikTok. The Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. TikTok’s Chinese parent company will likely get about half of the profit from the platform’s US operation even after it sell...
Sep 26, 2025•17 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Spencer Soper, Bloomberg Tech Reporter, discusses Amazon.com agreeing to pay $2.5 billion in penalties and refunds and change its process for how to cancel its Prime subscription to settle a lawsuit by the US Federal Trade Commission. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks saying it will close 1% o...
Sep 25, 2025•18 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA* -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite fiscal first-quarter revenue and profit expectations being higher than estimated. -Geetha Ranganathan, Blo...
Sep 24, 2025•15 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk. - Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discus...
Sep 23, 2025•12 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, Bloomberg Intelligence Senior Tech Industry Analyst and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s algorithm under a deal taking shape to sell the popular Chinese-owned app to a consortium of American investors. - Sam ...
Sep 22, 2025•23 min
- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. Craig Trudell, Bloomberg Global Autos Editor discusses Elon Musk’s buying $1 billion worth of Tesla shares. - Ste...
Sep 20, 2025•39 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, with analysts expecting 21,047. -Matthew Schettenhelm, Bloomberg Intell...
Sep 19, 2025•21 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. - Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest container gateway in the US held near an all-time record set in July but are set to drop by 10% this mon...
Sep 18, 2025•19 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported. -Diana Rosero Pena, Bloomberg Intelligence Con...
Sep 17, 2025•19 min
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the late...
Sep 16, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee - Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research discusses China ruling that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump's comments signaling a deal was reached with China on TikTok, ...
Sep 15, 2025•18 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Norah Mulinda On this podcast: - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion. - Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining. - Sam Fazeli, Bloomberg In...
Sep 12, 2025•39 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarter...
Sep 12, 2025•19 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among...
Sep 11, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle earnings. Oracle shares gained after the company gave an aggressive outlook for its cloud business, cementing its place in the race to support demand for artificial intelligence computing. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals...
Sep 10, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill...
Sep 09, 2025•22 min
US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates. The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year. Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through Mar...
Sep 09, 2025•13 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt. -Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expa...
Sep 08, 2025•21 min
Hosts: Paul Sweeney and Scarlet Fu Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses ...
Sep 05, 2025•38 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, joins to discuss the latest on Elon Musk. Tesla proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion, a massive package without precedent in corporate America. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloom...
Sep 05, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *Broadcasting Live from "Power Players New York" at Bloomberg HQ, 6th floor* - Angela Ruggiero, Cofounder at Sports Innovation Lab, Executive Board at World Rugby and at International Olympic Committee, discusses the business of Women's sports, current Rugby World Cup. See omnystudio.com/listener for privacy information....
Sep 04, 2025•6 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a US judge ruling against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades. -Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest at Apple. Apple Inc.'s lead artificial int...
Sep 03, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz planning to split into two separate companies, one selling Heinz ketchup and other iconic condiments, and the other including slower-growing grocery products. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Activist investor...
Sep 02, 2025•19 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s. - Sam Fazeli, Bloomberg Intelligence, Di...
Aug 29, 2025•38 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Ca...
Aug 29, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General e...
Aug 28, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year. Abercrombie & Fitch Co. raised its full-year sales guidance...
Aug 27, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmace...
Aug 26, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement. -Poonam ...
Aug 25, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. - Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. - Drew Reading, Bloomberg Intelligence U.S Homebuilding An...
Aug 22, 2025•38 min
