Bloomberg Intelligence
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
Tesla Launches Roadster at SpaceX Site in Latest Merger Hint
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla holding a product reveal for its long-delayed Roadster sports car, showcasing a prototype with air thrusters that performed aerial stunts. The vehicle, designed in collaboration with SpaceX, features two seats and a Cybertruck-style steer-by-wire system, and is expected to start production in 2028. The Roadster is seen as a way to bring back excitement to the Tesla brand, which has experienced consecutive annual sales declines a...
CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
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Bloomberg Intelligence hosted by Scarlet Fu, Hema Parmar, and Charlie Pellett
- Vasu Kasibhotla, Bloomberg Intelligence Senior Industry Analyst, discusses CoreWeave. CoreWeave Inc.'s co-founder said the company's goal is to get an investment-grade credit rating and gain the privilege of borrowing "unlimited" pools of money. The comments sent global markets into a tailspin, with CoreWeave shares dropping 6% in premarket trading on Thursday and its debt due in 2032 being quoted at about 78 cents on the dollar.
- Bailey Lipschultz, Bloomberg N...
BofA Shares Tumble After Fines, Weak Trading Drag Down Results
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Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith
-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings. Bank of America Corp.'s stock and fixed-income traders missed estimates, with bond-trading revenue falling 17% to $2.55 billion and equity trading up 10% to $2.51 billion. The company announced a $1.2 billion non-tax-deductible charge for fines related to money laundering and sanctions violations, which cut into net income by 17 cents a share.
-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C I...
US Banks Post Mixed Earnings Results
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Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous
-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings.
Goldman Sachs Group Inc.'s equities traders reported revenue of $6.44 billion for the three months through September, beating the expectations of analysts.
JPMorgan Chase & Co. reported a surprise drop in fixed-income trading revenue in the third quarter, the first such decline in more than two years.
Citigroup Inc.'s fixed-income traders had their best third quarter i...
Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors
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Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and Norah Mulinda
-Redd Brown, Bloomberg Consumer Reporter, discusses Starbucks saying it’s not buying Chipotle Mexican Grill, tamping down speculation about what could have been one of the restaurant sector’s largest-ever deals.
Separately, Redd talks about how California vintners are experimenting with making an American version of tequila due to a drop in wine consumption and state-imposed water restrictions.
-Mandeep Singh, Global Head of Tech Research for Bloomberg Intel...
Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more.
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OpenAI Expects $70 Billion in Annualized Revenue by End of 2026
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Bloomberg Intelligence hosted by Scarlet Fu and John Tucker
- Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories. OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, driven largely by growth in its enterprise business.
SpaceX is acquiring a crucial swath of spectrum from Grain Management LLC to turn the company into a "major mobile carrier" and provide cell service to devices indoors from its Starlink network.
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Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus
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Bloomberg Intelligence hosted by Scarlet Fu, Hema Parmar, and Charlie Pellett
-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses how Goldman Sachs’ most senior leaders are set to unlock a special bonus that will rank among the biggest such payouts the firm has ever awarded. About 20 executives are in line for equity awards that will be finalized later this month and exceed $500 million at the current share price, with Chief Executive Officer David Solomon in line for more than $100 million.
SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips
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Bloomberg Intelligence hosted by Scarlet Fu & Hema Parmar
-Ed Ludlow, Bloomberg Tech Host, discusses Elon Musk's SpaceX being in talks with banks and investors to raise $40 billion to buy chips from Nvidia. Management Inc. SpaceX's fundraising discussions are in an early stage and could end without a deal being completed, with Pacific Investment Management Co. and Apollo Global Management Inc. involved. Separately, Apple's upcoming smart home devices will include a doorbell, thermostat, and other accessories developed through a partnership with LG Electronics I...
Paramount Closes Warner Merger in Historic Hollywood Deal
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Bloomberg Intelligence hosted by Scarlet Fu & Stacey Vanek Smith
- Hannah Miller, Bloomberg Media Reporter, discusses Paramount Skydance closing its acquisition of Warner Bros. Discovery, combining two of the five largest Hollywood film studios and uniting major franchises such as Harry Potter and Mission Impossible. The new company, called Skydance, will be home to dozens of TV networks and two major subscription streaming services, Paramount+ and HBO Max, and will be led by David Ellison and Ynon Kreiz as co-chief executive officers.
CH Robinson to Buy RXO for $5.8 Billion in Bet on AI Model
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Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, & Norah Mulinda
-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses CH Robinson Worldwide agreeing to buy trucking brokerage firm RXO in a deal centered around a bet that artificial intelligence can help the companies improve efficiency in a challenging freight market. CH Robinson aims to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery through a cash-and-stock transaction valued at about $5.8 billion.
-Sam Faze...
Employment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today's guests:
Suzy Welch, NYU Stern School of Business Professor Torsten Slok, Apollo chief economistSee omnystudio.com/listener for privacy information.
Tesla’s EV Sales Top Estimates With Car Business Stabilizing
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses Tesla deliveries. Tesla Inc. reported better-than-expected sales for the third quarter, delivering 486,532 vehicles worldwide in the period. The results are a boon for Tesla following a period of declining auto sales and a lagging stock, with competition in the crucial China market and sluggish demand in the US pressuring the company.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at B...
Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. gave an upbeat forecast for the current quarter, fueled by the AI building frenzy, though the chipmaker warned that rising compensation would weigh on profit margins. Revenue will be about $61.5 billion in the fiscal first quarter, and excluding some items, profit will be about $38.15 a share. The company's gross margins will tighten slightly in the current period due in part t...
Apple Is Ready to Make Long-Awaited Push Into Smart-Home Market
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses Apple planning to make its push into the smart-home market on Oct. 13, with a smart-home hub code-named J490 at the center of the strategy. The company also plans to announce the first update to the HomePod mini since its 2020 debut and its first new TV set-top box since 2022, which will serve as a showcase for Apple's new Siri AI assistant.
-Ed L...
Smart Ring Maker Oura Becomes Latest Company to Delay US IPO
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Oura delaying a US initial public offering, citing uncertainty in the market for first-time share sales. The wearable technology startup and its backers were looking to raise as much as $2.2 billion in the IPO, which had drawn about four times as many orders as there were shares available.
-Ed Ludlow, Bloomberg Tech Anchor, discusses OpenAI holding back a version of its Astra m...
Nvidia Boosts Share Buyback Program by $150 Billion
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories of the day. Nvidia Corp. increased the size of its share buyback plan by $150 billion, taking the total remaining authorized amount to $235 billion. The company expects to complete the program through fiscal 2028, according to a statement on Monday.
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the impact of Muse across media and telecom space. According...
What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz.
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Muse Powers Meta to Cusp of $2 Trillion in Best Month Since 2013
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Meta Introduces Palm-Sized Device to Use Muse AI
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Disney+ Price to Jump 13% to $21.49 Per Month
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Meta’s New Muse AI App Makes Shopping Easier
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Mandeep Singh, Bloomberg Intelligence Global Head: Technology Research, on Meta Platforms Inc.’s new artificial intelligence agent, Muse, has quickly risen to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants.
- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, on Donald Trump dismissed calls for an international agreement to put...
Paramount to Settle Lawsuits Against WBD Deal
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Geetha Ranganathan, Bloomberg Intelligence media analyst, on Paramount Skydance has reaching a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery.
- Ed Price, Senior Non-Resident Fellow at New York University, previews the UN General Assembly meeting
- Henry Eaton, BNEF US natural gas analyst, on Natural gas playing a critical role in meeting data center power demand. It will supply abou...
The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: KKR Partner, Head of Global Macro & Asset Allocation Henry McVey and BNY Wealth CIO Alicia Levine.
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Buffett Steps Down as Berkshire Chair, Ending Six-Decade Run
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, on Berkshire Hathaway Inc. founder Warren Buffett stepping down as the company’s chairman to be replaced by his son Howard, effectively ending roughly six decades at the helm of the conglomerate.
- Janet Lorin, Bloomberg News higher education reporter, on The University of Kansas's David Booth Kansas Memorial Stadium is undergoing an $800 million renovation that includes luxury seats and amenities, showi...
Boeing Lays out Challenges Ahead
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Sid Philip, Bloomberg Chief Correspondent for Global Aviation discusses how After being credited with stabilizing Boeing over the past few years, Chief Executive Officer Kelly Ortberg laid out a set of challenges that surprised investors who had grown comfortable with the more steady performance at the US planemaker.
- Danish Nagda, Founder and CEO at Rezilient, talks AI as Titans of the artificial intelligence industry gathered in Scotland to hear Britain’s monar...
Instant Reaction: Fed Chair Kevin Warsh on Fed Policy
Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.
The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump.
Wall Street traders drove stocks to the lowest since July on bets the Federal Reserve will keep raising rates to combat inflation after delivering its first hike in three yea...
Instant Reaction: The Fed Decides
The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump.
“Today’s policy action will support a timelier return to the committee’s 2% goal,” officials said in a statement following the move Wednesday, referring to inflation. It was the US central bank’s first rate increase since July 2023.
Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg...
AI Fears Mount on CEO Calls for Slowdown
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, joins to discuss how AI tensions between Anthropic and the administration were reignited by a essay posted by the company's Chief Executive Officer Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Donald Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing...
OpenAI Says It’s Working With Anthropic, Google on AI Safety
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses AI. OpenAI is working with Anthropic PBC and Google DeepMind to address artificial intelligence safety issues, according to Chris Lehane, the global policy chief for OpenAI. President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology. Trump belittled a push led b...
AI Bosses Risk Clash With Wall Street and Trump Over Safety
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Sarah Frier, Bloomberg Managing Editor for Technology Coverage, discusses Anthropic, OpenAI, and other AI bosses promising measures to rein in the pursuit of cutting-edge AI models to better understand the risks posed by the technology following a series of security breaches. The two companies' calls to slow down AI development may be resisted by forces in the tech industry, financial markets, and the Trump administration, which has staked its economic agenda on aggressive...
Stewards of Compassion: Growing a Business Through Compassion (Sponsored Content)
Doing business with compassion changes what's possible. In this episode of Stewards of Compassion, we learn how compassionate business practices paved the way for B.Grimm's entry in to South Korea and the United States.
https://sponsored.bloomberg.com/media/bgrimm/the-stewards-of-compassion-podcast
This episode is sponsored by B.GRIMM.
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Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Centerview Partners Senior Counselor, Council on Foreign Relations President Emeritus, and Former Advisor to Colin Powell & President H.W. Bush Richard Haass and Morgan Stanley Wealth Management Chief Economic Strategist Ellen Zentner.
See omnystudio.com/listener for privacy information.
Microsoft Plans Data Center Push to Triple Its Computing Power
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, recaps Oracle, and Adobe's earnings as well as the latest news from Microsoft. Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. The company's data center capacity will have more than 38 gigawatts of capacity in 2032, up from about 12 gigawatts now, according to people familiar with...
Macy’s Falls on Guidance Despite Sales Beat, Better Outlook
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Emily Cohn, Bloomberg Consumer Team Leader, recaps Macy’s earnings. Macy’s Inc. tumbled after the company’s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company’s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy’s adjusted diluted earnings per share guidance is also below estimates.
-Anurag Rana, Senior Tech Analyst for Bloomberg...
Chewy Shares Slump as Executives Say Consumers Remain Pressured
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings and Bloomberg Intelligence’s outlook for pets. Chewy Inc. executives expect consumer spending to remain pressured through the end of the year, with no "meaningful consumer recovery" expected. Chewy narrowed its full-year sales and profitability outlook, expecting net sales between $13.46 billion and $13.57 billion and an adjusted Ebitda margin of 6.7% to 6.8%.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses ear...
GE to Buy Consolidated Precision Products for $11.75 Billion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses GE Aerospace agreeing to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion. The deal will significantly expand the jet-engine manufacturer’s capacity for critical components and is expected to close in the second half of 2027. GE Aerospace aims to boost capacity to help fulfill surging demand for new jet engines and spare parts needed by airlines and...
Introducing: Bloomberg Money
Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.
Listen on Apple: https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140
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Bloomberg Money: Premium Travel, Fast Fashion, Luxury at the US Open & The Cost of College
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: The Points Guy Founder Brian Kelly and Telsey Advisory Group CEO & Chief Research Officer Dana Telsey.
See omnystudio.com/listener for privacy information.
Anthropic Finalizing $15 Billion Pre-IPO Credit Facility
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker
-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic being set to finalize an expansion of its revolving credit facility to $15 billion, according to people familiar with the matter, before the artificial intelligence firm’s public filing for its highly anticipated IPO. Morgan Stanley is leading the process, with Goldman Sachs Group Inc. and JPMorgan Chase & Co. also having prominent roles on the facility, along with Citigroup Inc.
-Anurag Rana, Senior Tec...
