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PODCAST

Bloomberg Intelligence

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

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All Episodes

37:44

BI Weekend: 50 Companies to Watch, Ford Charges,...

Bloomberg Intelligence ·

2025/12/19

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it

en-US

24:14

Nike Sinks After China Sales Plunge, Delaying Turnaround

Bloomberg Intelligence ·

2025/12/19

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike Inc.shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that

en-US

21:58

Trump Media Targets Nuclear Fusion Through Merger...

Bloomberg Intelligence ·

2025/12/18

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy companyTAE Technologiesin an all-stock transaction valued at more than $6 billion.-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the

en-US

22:53

Warner Bros. Urges Investors to Reject Paramount Bid

Bloomberg Intelligence ·

2025/12/17

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 the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc.--George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses

en-US

25:56

Ford Will Take $19.5 Billion in Charges Tied to EV...

Bloomberg Intelligence ·

2025/12/16

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 Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinznaming a new chief executive officer,

en-US

28:47

McKinsey Plots Thousands of Job Cuts in Slowdown for...

Bloomberg Intelligence ·

2025/12/15

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros

en-US

36:44

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe

Bloomberg Intelligence ·

2025/12/12

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney On this podcast:- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle

en-US

18:33

Oracle Delays Some Data Center Projects for OpenAI to...

Bloomberg Intelligence ·

2025/12/12

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developerOpenAIto 2028 from 2027, according to people familiar with the work.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom

en-US

22:52

Oracle Slides by Most Since January on Mounting AI...

Bloomberg Intelligence ·

2025/12/11

Watch Scarlet and 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 Oracleshares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.-Geetha Ranganathan, Bloomberg

en-US

23:39

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg Intelligence ·

2025/12/10

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026. The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its

en-US

30:34

Instant Reaction: The Fed Decides

Bloomberg Intelligence ·

2025/12/10

Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

en-US

20:31

Zuckerberg Directs Pivot Away From Open Source AI At...

Bloomberg Intelligence ·

2025/12/10

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO.- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg

en-US

24:11

Trump Nvidia Deal Reshapes US’s China Strategy

Bloomberg Intelligence ·

2025/12/09

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allowNvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties withXi Jinping.-Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers

en-US

22:50

Paramount Makes $108 Billion Hostile Bid for Warner Bros

Bloomberg Intelligence ·

2025/12/08

Watch Scarlet and Paul 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 Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for

en-US

35:46

BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings

Bloomberg Intelligence ·

2025/12/05

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Norah Mulinda On this podcast:- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets ownerSteve Cohenwinning approval to operate a casino next to Citi Field in Queens.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.- Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings.- Anurag Rana, Bloomberg

en-US

22:58

Netflix to Buy Warner Bros. in $72 Billion Cash,...

Bloomberg Intelligence ·

2025/12/05

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflixagreeing to buyWarner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust

en-US

26:54

Zuckerberg Plans to Cut Metaverse Group's Budget Up...

Bloomberg Intelligence ·

2025/12/04

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January. -Anurag Rana, Bloomberg

en-US

24:41

Microsoft Slips on Report of Lower Demand for Some AI...

Bloomberg Intelligence ·

2025/12/03

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 thecloud unit’s marketplace for artificial intelligence models and agents.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst,

en-US

22:59

Amazon Rushes Out Latest AI Chip to Take on Nvidia,...

Bloomberg Intelligence ·

2025/12/02

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 fromNvidia Corp.and Google.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence,

en-US

20:35

Steve Cohen, Bally’s Picked to Run Casinos in NYC

Bloomberg Intelligence ·

2025/12/01

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,

en-US

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