Watch Scarlet and 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 Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst...
Dec 03, 2025•25 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, d...
Dec 02, 2025•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, ...
Dec 01, 2025•21 min
Join hosts Paul Sweeney and Vonnie Quinn as they discuss markets, the retail space and more on a special edition of the show following the Thanksgiving holiday. They speak with: Jeff Chang, President of Vest Financial Julie Bornstein, Daydream founder and CEO Anddria Clack-Rogers Varnado, Consumer Brands and Retail Expert, GM and Head of Kohler's Consumer Business Ryan Peterson, chairman and CEO of Flexport Inc Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 profess...
Nov 28, 2025•34 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s Ozempic pill failing in a long shot Alzheimer’s effort. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses November restaurant sales. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, C...
Nov 28, 2025•37 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere Earnings. Deere & Co.’s weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Ana...
Nov 26, 2025•28 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 Meta Platforms being in talks to spend billions on Google’s AI chips, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior A...
Nov 25, 2025•26 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 while Bitcoin has tumbled more than 30% since October amid a brutal unwinding of speculative excess, gold has quietly held its ground, consolidating above $4,000 after a record-setting rally earlier this year. The crypto crowd has long claimed their investment shares gold’s appeal - a h...
Nov 24, 2025•24 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. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. - Drew Reading, Bloomber...
Nov 21, 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 -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix Inc., Comcast Corp. and Paramount Skydance Corp. all submitting bids for Warner Bros. Discovery Inc., according to people with knowledge of the matter, setting the stage for one of Hollywood’s biggest companies to be sold. The submissions meet a Nov. 20 deadline for a first round o...
Nov 21, 2025•23 min
Watch Scarlet and 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 Walmart earnings. Walmart Inc. raised its full-year sales and profit outlook, a sign the world’s biggest retailer is winning over price-sensitive shoppers while absorbing rising costs. The company now sees net sales rising 4.8% to 5.1%, higher than its previo...
Nov 20, 2025•20 min
Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence ac...
Nov 19, 2025•24 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Lowe’s Cos. reported profit that topped expectations on a pickup in online sales and growth in demand from professional contractors. Adjusted earnings per share were $3.06 in the third quarter, the company said in a statement Wednesday, compared with the $3.00 estimate of anal...
Nov 19, 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 -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses top tech stories. Microsoft Corp. and Nvidia Corp. are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the AI developer closer to two of the biggest backers for its rival OpenAI. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, rec...
Nov 18, 2025•26 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly & Co. on obesity drugs for cash-pay patients, with introductory doses of Wegovy and Ozempic available for $199 a month. After the first two months, Novo will offer the drugs for $349 a month, 30% less than the current self-pay price, matching Li...
Nov 17, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses her research on “Gen-Z, Millennials to Cut Holiday Spending; Clothing May Hold Up.” - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analy...
Nov 14, 2025•37 min
Watch Scarlet and 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 Walmart’s CEO retiring in February. Chief Executive Officer Doug McMillon, who over a decade ushered the big-box behemoth into the Internet age, will be replaced by US head John Furner. Furner, 51, takes over as Walmart faces a fast-moving shift toward artifi...
Nov 14, 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 -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. Walt Disney Co. reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: F...
Nov 13, 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 - Caroline Hyde, BTech Co-Anchor, discusses Anthropic planning to spend $50 billion to build custom data centers for artificial intelligence work in several US locations, including Texas and New York. The new sites will start coming online throughout 2026 and will create 800 permanent jobs and 2,400 construction jobs at the planned sites. - Emily Mason, Bloomberg...
Nov 12, 2025•19 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses SoftBank Group selling its entire stake in Nvidia for $5.83 billion to help bankroll AI investments. He also discusses CoreWeave lowering its annual revenue forecast due to a delay in fulfilling a customer contract, caused by a third-party data center developer who is behind schedule. -Geetha Ranganathan, Bloomberg Intellige...
Nov 11, 2025•25 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Metsera declining to further raise its offer for the US maker of an experimental weight-loss drug, bringing a bidding war with Pfizer Inc. to an end. Novo Nordisk A/S decided to drop out of the running for Metsera after Pfizer matched its latest o...
Nov 10, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut. - Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Norwegian Cruise Line earnings. - Diana Gomes, Bloomberg Intelligence Senior Equity Research Anal...
Nov 07, 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 Analyst, discusses Elon Musk’s pay package. Musk's $1 trillion compensation package was approved by Tesla investors, with over 75% of votes cast in favor, and he will need to realize some of his ambitions to lead Tesla to the market value and operational milestones laid out in the pay deal. ...
Nov 07, 2025•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery earnings. Warner Bros. Discovery Inc. reported third-quarter revenue of $9 billion, a 6% decrease from a year ago and below Wall Street's estimate of $9.2 billion. She also discusses Walt Disney Co. signing a new multiyear deal to make DraftKings Inc. the official be...
Nov 06, 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 Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, on ISM Services data See omnystudio.com/listener for privacy information....
Nov 05, 2025•13 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, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT earnings See omnystudio.com/listener for privacy information....
Nov 05, 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 - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier. - Mandeep Singh, Bloomberg Intelligen...
Nov 03, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst o...
Oct 31, 2025•39 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. - Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom - Paul Hardart, Distinguished Clinical Professor at New York University’s ...
Oct 31, 2025•20 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending. - Geetha Ranganathan, Bloomberg Intelligence Senior US Media Analyst, discusses Comcast sha...
Oct 30, 2025•19 min
