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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

24:40

AMD Says Oracle Is Pledging Widespread Use of New AI...

Bloomberg Intelligence ·

2025/10/14

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 Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement.-Steve Man, Bloomberg Intelligence Global Autos and Industrials

en-US

18:18

Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips,...

Bloomberg Intelligence ·

2025/10/13

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 OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026.-Steve

en-US

37:46

BI Weekend: OpenAI, AMD Deal, New Verizon CEO

Bloomberg Intelligence ·

2025/10/10

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll replace Hans Vestberg.- Ed Ludlow, BTech Co-Anchor, discusses OpenAI inking an AMD chips deal worth tens of billions

en-US

16:49

Microsoft Forecasts Show Data Center Crunch...

Bloomberg Intelligence ·

2025/10/10

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 why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis

en-US

24:38

Delta Sees Robust Demand Going Into 2026 Amid Premium...

Bloomberg Intelligence ·

2025/10/09

Watch Scarlet and Paul LIVE every day on YouTube:http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to

en-US

22:09

xAI to Raise $20 Billion After Nvidia and Others...

Bloomberg Intelligence ·

2025/10/08

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 news that Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion.- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses his research on why TV broadcasters likely

en-US

21:19

Dell Hikes Estimates for Next Four Years on Strong AI...

Bloomberg Intelligence ·

2025/10/07

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 Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people

en-US

23:43

OpenAI inks AMD Chips Deal Worth Tens of Billions of...

Bloomberg Intelligence ·

2025/10/06

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 Advanced Micro Devices inking a deal withOpenAIto roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue.- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Fifth Third Bancorp agreeing to buy Comerica Inc. for

en-US

37:10

BI Weekend: Nike, Carnival Earnings, EA Sale

Bloomberg Intelligence ·

2025/10/03

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses EA agreeing to a sale in the largest leveraged buyout on

en-US

22:54

BlackRock Nears $40 Billion Data Center Deal in Bet...

Bloomberg Intelligence ·

2025/10/03

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 how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talks and would invest independently as part of a transaction, with Mubadala having already invested in

en-US

21:56

OpenAI Valuation Soars to $500 Billion, Topping...

Bloomberg Intelligence ·

2025/10/02

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 OpenAI completing a deal to help employees sell shares in the company at a $500 billion valuation, making it the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors, boosting the US company’s price tag well past its previous $300 billion level.- Craig Trudell,

en-US

17:29

Nike’s Comeback Is Taking Shape as Sports Focus Pays Off

Bloomberg Intelligence ·

2025/10/01

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, discusses Nike earnings. Nike’s turnaround efforts are starting to pay off as the world’s largest sportswear company realigns the business around sports such as running and basketball.-Trevor Burgess, CEO of Neptune, discusses the company’s IPO beginning trading on

en-US

18:30

CoreWeave Inks $14 Billion Meta Deal, Highlighting AI...

Bloomberg Intelligence ·

2025/09/30

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 CoreWeave Inc. signing a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power. The deal runs through December 2031 with an option to extend through 2032 with additional capacity, and helps diversify CoreWeave’s business away from Microsoft Corp. -Vincent Piazza,

en-US

17:53

EA Agrees to $55 Billion Sale in Largest Leveraged...

Bloomberg Intelligence ·

2025/09/29

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival raised its full-year

en-US

37:10

BI Weekend: Live Nation Suit, Micron Earnings, Kimmel...

Bloomberg Intelligence ·

2025/09/26

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation being hit with an FTC ticket suit.- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses “Pfizer’ planning to buy Metsera for $4.9

en-US

17:10

ByteDance to Get About 50% of TikTok US Profit Under...

Bloomberg Intelligence ·

2025/09/26

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

en-US

17:34

Amazon, FTC Reach $2.5 Billion Deal in Prime...

Bloomberg Intelligence ·

2025/09/25

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% of its

en-US

15:14

Micron Forecast Fails to Satisfy Investors After...

Bloomberg Intelligence ·

2025/09/24

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, Bloomberg

en-US

12:03

US Warns Against Tylenol Use, Citing Unproven Link to...

Bloomberg Intelligence ·

2025/09/23

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 discuss the

en-US

23:16

TikTok’s Algorithm to Be Secured by Oracle in...

Bloomberg Intelligence ·

2025/09/22

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

en-US

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