Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the average of estimates compiled by Bloomberg. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity...
Mar 18, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses US airline executives seeing strong booking trends. Delta Air Lines Inc. and American Airlines Group Inc. reported strong sales, with American Airlines saying revenue in the quarter will rise more than 10% and Delta expecting sales to grow in the h...
Mar 17, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group as it spends aggressively to compete with the industry’s top frontier models. Nebius will provide Meta $12 billion...
Mar 16, 2026•16 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Alexis Christoforous and Isabelle Lee - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings. Adobe Chief Executive Officer Shantanu Narayen will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era. -Drew Reading, Bloomberg Intelligence U.S Ho...
Mar 13, 2026•18 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Alexis Christoforous and Alexandra Semenova -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods. Dick’s Sporting Goods Inc. forecast full-year sales growth across its namesake stores and the Foot Locker chain, a sign that the company’s efforts to turn around its new acquisition are...
Mar 12, 2026•14 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares s...
Mar 11, 2026•28 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Scarlet Fu and John Tucker -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 s...
Mar 10, 2026•18 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation Entertainment and its Ticketmaster subsidiary reaching a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open par...
Mar 09, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Brian Chappatta, Bloomberg, Managing Editor of Leveraged Finance and Distressed Debt, discusses BlackRock curbing withdrawals from its $26 billion HPS Corporate Lending Fund after client requests for redemptions spiked, capping repurchases at 5%. -Dan Ives, Global Head of Technology Research at Wedbush Securities, ...
Mar 06, 2026•20 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses Morgan Stanley eliminating about 3% of its global workforce, targeting employees in its investment-banking and trading businesses as well as the wealth and asset-management operations. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconduct...
Mar 05, 2026•24 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps CrowdStrike earnings. CrowdStrike projected quarterly sales that were roughly in line with analysts’ estimates, signaling steady demand in an era when artificial intelligence has heightened concerns over cybersecurity threats. -Vlad Rikht...
Mar 04, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Target forecasted better-than-expected profit for the full year, indicating the big-box retailer’s turnaround plans are starting to generate results. - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses...
Mar 03, 2026•23 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Alexis Christoforous and Norah Mulinda - Ellen Wald, President of Transversal Consulting discusses the impact of the Iran strikes on oil markets. Oil surged as the first impacts of the war in the Middle East began to be felt, with a near halt to traffic through the Strait of Hormuz and disruption at a big refinery in Saudi Arabia. - Dr Ariel Cohen,...
Mar 02, 2026•25 min
'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons. Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time. Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time. Listen to the Podcast for the best conversations from the show. Subscribe on Apple: https://podcasts.apple.com/us/podca...
Mar 01, 2026•1 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney, Isabelle Lee, and John Tucker -Caroline Hyde, BTech Co-Anchor, discusses the top tech stories. OpenAI will raise $110 billion in new investment at a $730 billion pre-money valuation. Anthropic also rejected the Pentagon's latest offer in a dispute over safeguards around the use of its artificial intelligence technology by the US milit...
Feb 27, 2026•24 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Nvidia Corp., the dominant maker of artificial intelligence chips, suffered its worst stock decline in three months after the company’s latest forecast failed to dispel fears of an AI bubble. -Gene Munster, Managing Partner at...
Feb 26, 2026•26 min
Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute. Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billi...
Feb 25, 2026•25 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Paramount and Warner Bros. Discovery. Warner Bros. Discovery Inc. said a new buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix Inc. -Drew Reading, Bloomberg Intellige...
Feb 25, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth “double-digit billions” of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch. -Geet...
Feb 24, 2026•20 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s next-generation obesity shot delivering less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in t...
Feb 23, 2026•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings. - Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despit...
Feb 20, 2026•38 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike to Target Corp. spiked following the Supreme Court’s ruling to strike down President Donald Trump’s tariffs. -Steve Man, Bloomberg Inte...
Feb 20, 2026•28 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street’s expectations, citing the need for flexibility in unpredictable times for consumers. -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earn...
Feb 19, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett's last quarter as Berkshire Hathaway's CEO reflecting a bearish sentiment. The conglomerate cut its Amazon stake by 75%. - Ryan Vlastelica, Bloomberg News Equities Reporter, discusses how Apple's correlation to the Nas...
Feb 18, 2026•22 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Warner Bros Discovery agreeing to reopen negotiations with Paramount Skydance Corp. after Paramount proposed raising its bid and sweetened other terms of its offer. Netflix Inc. has granted Warner Bros. seven days to discuss Paramount's proposal, wi...
Feb 17, 2026•19 min
Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information....
Feb 15, 2026•17 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion. - Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services. - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses the new Kraft Heinz CEO pausing the company’s split. - Ken Shea, Bloomberg...
Feb 13, 2026•38 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings. Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options. Also, Pinterest...
Feb 13, 2026•24 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Cisco earnings. Cisco Systems Inc. suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability, a sign that higher memory-chip prices are taking a toll. - Jody Lurie, Bloomberg In...
Feb 12, 2026•24 min
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz halting plans to split in two. The company will invest $600 million in marketing, research and development, improving its products and reducing some prices, and is launching healthier options. -Brian Egger, Bloomberg Intelligence Senior Gam...
Feb 11, 2026•25 min
