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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

17:43

Palantir's Premium Valuation, Yum Considers...

Bloomberg Intelligence ·

2025/11/05

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.

en-US

21:00

Kimberly-Clark to Buy Tylenol Maker Kenvue for $40...

Bloomberg Intelligence ·

2025/11/03

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

en-US

38:32

Caterpillar, European, and Big Tech Earnings

Bloomberg Intelligence ·

2025/10/31

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 on

en-US

20:20

Amazon Soars on Fastest Cloud Growth in Years

Bloomberg Intelligence ·

2025/10/31

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

en-US

18:36

Chipotle Falls Most Since 2012, Signals Trouble for...

Bloomberg Intelligence ·

2025/10/30

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 shares

en-US

17:55

Nvidia is First to $5 Trillion

Bloomberg Intelligence ·

2025/10/29

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, on

en-US

16:04

UPS Cutting Costs and Amazon Cutting Jobs

Bloomberg Intelligence ·

2025/10/28

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo live from the BAM Mutual offices.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Executive Officer Andy Jassy warned that AI will shrink the company’s workforce.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and

en-US

16:27

Merger Monday for Banks and Biotech

Bloomberg Intelligence ·

2025/10/27

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks discusses how Huntington Bancshares agreed to buy Cadence Bank for $7.4 billion, the Ohio bank’s second major acquisition this year to expand in southern and southeastern states and the latest in a string of deals among US regional lenders.- Sam Fazeli, Bloomberg Intelligence, Director of

en-US

36:19

BI Weekend: Netflix, Tesla, AT&T Earnings

Bloomberg Intelligence ·

2025/10/24

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 Netflix earnings.- Andrea Felsted, Bloomberg Opinion Columnist, discusses how the luxury goods company ‘Kering’ agreed to sell its beauty division to the cosmetics and beauty company’ L’Oreal’ in a $4.7 billion deal.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research

en-US

17:32

Intel Returns to Profitability in Third Quarter

Bloomberg Intelligence ·

2025/10/24

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Intel earnings. Intel returned to profitability in the third quarter and posted fourth-quarter sales guidance of roughly $13.3 billion, a higher level than expected.-Craig Trudell, Bloomberg Global Autos Editor, discusses Ford earnings and GM job cuts. Ford’s sales of high-margin SUVs,

en-US

8:23

Instant Reaction: Intel Gives Encouraging Forecast...

Bloomberg Intelligence ·

2025/10/23

Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said ina statementThursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion averageestimate. But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s

en-US

22:21

Tesla’s Profit Tumbles as Costs Undermine Record EV...

Bloomberg Intelligence ·

2025/10/23

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, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business. Musk spent much of Tesla’s third-quarter earnings call discussing ambitious but opaque initiatives, including humanoid robot and

en-US

15:01

Instant Reaction: Tesla Earnings Miss Despite A Sales...

Bloomberg Intelligence ·

2025/10/22

Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and

en-US

26:27

Netflix Shares Fall most Since 2022 as Tax Hit Spooks...

Bloomberg Intelligence ·

2025/10/22

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 Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among investors.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T Inc. reported revenue that fell slightly short of

en-US

21:26

Warner Bros. Weighs Sale Amid Interest From Several...

Bloomberg Intelligence ·

2025/10/21

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland*- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses WarnerBros. Discovery saying it has begun to consider various deal scenarios in light of “unsolicited interest” the media and entertainment conglomerate has

en-US

16:39

Apple Hits First Record of 2025 as iPhone Optimism...

Bloomberg Intelligence ·

2025/10/20

Watch Scarlet and Paul LIVE every day on YouTube:http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland*-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry, discusses the latest on Apple. Apple shares hit their first record of 2025 after Loop Capital upgraded the stock to buy from hold, citing positive iPhone demand trends. The recent strength

en-US

38:31

BI Weekend: US Banks, Domino’s, LVMH Earnings

Bloomberg Intelligence ·

2025/10/17

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI and Broadcom signing a 10-gigawatt pact for chips and networking.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino's earnings.- Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings.- Deborah

en-US

18:30

Amex Earnings Top Estimates as Platinum Card Demand...

Bloomberg Intelligence ·

2025/10/17

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. American Express reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the revamped Platinum card exceeded the firm’s predictions, with US Platinum account acquisitions doubling

en-US

23:57

Nestlé to Slash 16,000 Jobs as New CEO Speeds Up...

Bloomberg Intelligence ·

2025/10/16

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Nestle job cuts. Nestlé SA's new CEO Philipp Navratil announced plans to slash 16,000 jobs to build on a stronger-than-expected increase in quarterly sales. The job reductions will occur over the next two years and are part of Navratil's plan to increase Nestlé's target for cost

en-US

23:40

BlackRock’s GIP Buys Aligned Data Centers in $40...

Bloomberg Intelligence ·

2025/10/15

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 some of the top tech stories of the day. Investors led by BlackRock Inc.'s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal. The buyers are purchasing the company from Macquarie Asset Management, with MGX, Microsoft Corp., and Nvidia Corp. investing alongside GIP.-Deborah Aitken, Bloomberg

en-US

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