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Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.

Herman Chan, Senior Analyst; US Regional Banks &amp; Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.

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.

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: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Activision CEO, First Republic, Earnings, and Stock Picks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0b2ad105-8dbf-48d9-ba68-aff10116874c/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, Meta Platforms is finally seeing the stock breakout that beleaguered bulls had been banking on. The Facebook parent’s shares had jumped 36% in September through Thursday’s close following the release of its Muse personal AI assistant, which has risen quickly to the top of app charts and muffled concerns that heavy spending on AI won’t pay off. The stock is on pace for its best month since July 2013 and within striking distance of joining an elite group of companies worth at least $2 trillion.
Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, Anthropic PBC has signed an $11.6 billion, seven-year contract with Akamai Technologies Inc. for computing power, adding to the AI developer’s growing list of data center deals. 
Michael Mackenzie, Bloomberg Rates Reporter, As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
<ul>
<li>Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, Meta Platforms is finally seeing the stock breakout that beleaguered bulls had been banking on. The Facebook parent&rsquo;s shares had jumped 36% in September through Thursday&rsquo;s close following the release of its Muse personal AI assistant, which has risen quickly to the top of app charts and muffled concerns that heavy spending on AI won&rsquo;t pay off. The stock is on pace for its best month since July 2013 and within striking distance of joining an elite group of companies worth at least $2 trillion.</li>
<li>Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, Anthropic PBC has signed an $11.6 billion, seven-year contract with Akamai Technologies Inc. for computing power, adding to the AI developer&rsquo;s growing list of data center deals.&nbsp;</li>
<li>Michael Mackenzie, Bloomberg Rates Reporter, As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift.</li>
</ul>

Muse Powers Meta to Cusp of $2 Trillion in Best Month Since 2013

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1bf7e702-ae9e-473f-af72-b4d00114df8c/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, on Meta Platforms unveiling a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.
 Allison McNeely, Bloomberg Private Equity Reporter, on how Private Equity’s Path to Riches Is Getting Harder to Follow
Garima Kapoor, co-founder and co-CEO of MinIO, on  Donald Trump and Xi Jinping addressing their intense competition over artificial intelligence as they kicked off a summit aimed at keeping ties between the world’s largest economies on track. 

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
<ul>
<li>Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, on Meta Platforms unveiling a palm-sized, dedicated gadget for using Muse, the company&rsquo;s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.</li>
<li>&nbsp;Allison McNeely, Bloomberg Private Equity Reporter, on how Private Equity&rsquo;s Path to Riches Is Getting Harder to Follow</li>
<li>Garima Kapoor, co-founder and co-CEO of MinIO, on &nbsp;Donald Trump and Xi Jinping addressing their intense competition over artificial intelligence as they kicked off a summit aimed at keeping ties between the world&rsquo;s largest economies on track.&nbsp;</li>
</ul>

Meta Introduces Palm-Sized Device to Use Muse AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b49bd71d-636e-44cc-9177-b4cf011509bd/transcript

Watch Paul and Scarlet 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, on Walt Disney raising prices on several of its streaming subscriptions, with users being notified as early as Wednesday, according to people familiar with the matter.
Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Royal Caribbean Cruises agreeing to buy a 50% stake in Sandals Resorts International for about $3 billion, a deal that will give the cruise operator access to its all-inclusive resorts across the Caribbean.
Emily Cohn, Bloomberg Consumer Team Leader, on General Mills leaning into new products higher in protein and fiber as the company works to restore sales growth after a wave of earlier price cuts.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
<ul>
<li>Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on&nbsp;Walt Disney raising prices on several of its streaming subscriptions, with users being notified as early as Wednesday, according to people familiar with the matter.</li>
<li>Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Royal Caribbean Cruises agreeing to buy a 50% stake in Sandals Resorts International for about $3 billion, a deal that will give the cruise operator access to its all-inclusive resorts across the Caribbean.</li>
<li>Emily Cohn, Bloomberg Consumer Team Leader, on General Mills leaning into new products higher in protein and fiber as the company works to restore sales growth after a wave of earlier price cuts.</li>
</ul>

Disney+ Price to Jump 13% to $21.49 Per Month

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8882ef87-81c9-4a49-9592-b4ce01128c6d/transcript

Activision CEO, First Republic, Earnings, and Stock Picks

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