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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Alphabet earnings. Alphabet Inc. is poised to spend more in 2026 than it has invested in the past three years combined to finance an expansion of data centers critical to its artificial intelligence ambitions.

- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Qualcomm’s revenue forecast was weaker than expected. The company said its “near-term handsets outlook is impacted by industry-wide memory supply constraints.”

-Geetha Ranganathan, Bloomberg Intelligence Analyst, recaps Peloton earnings. Peloton Interactive Inc. provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, recaps Estee Lauder earnings. Estée Lauder Cos. shares dropped after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate’s turnaround.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Alphabet earnings. Alphabet Inc. is poised to spend more in 2026 than it has invested in the past three years combined to finance an expansion of data centers critical to its artificial intelligence ambitions. - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Qualcomm&rsquo;s revenue forecast was weaker than expected. The company said its &ldquo;near-term handsets outlook is impacted by industry-wide memory supply constraints.&rdquo; -Geetha Ranganathan, Bloomberg Intelligence Analyst, recaps Peloton earnings. Peloton Interactive Inc. provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, recaps Estee Lauder earnings. Est&eacute;e Lauder Cos. shares dropped after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate&rsquo;s turnaround.

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

Alphabet Plans Record Spending in Race to Win AI Customers 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/40567c21-f6ca-4cb7-8501-b3e80128627e/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

*Broadcasting From Eisner Amper West Coast Real Estate Summit in San Francisco, CA*

-  Ed Ludlow, BTech Co-Anchor, discusses Anthropic being is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 billion. The round is expected to close as soon as the end of this month, but the deal is not finalized and no term sheet has been signed.

-Tarun Raisoni, CEO at Gruve AI, discusses the impact of AI on real estate. Gruve is an enterprise AI services platform that helps businesses move from AI experimentation to full-scale deployment. Its five-step framework covers strategy, data readiness, model development, security, and governance. By using AI agents to automate tasks like CRM migration and security monitoring, Gruve streamlines operations and integrates directly into client systems to deliver scalable, engineering-driven solutions with software-level efficiency.

-Ned Segal, Chief of Housing and Economic Development for the City and County of San Francisco, discusses leveraging partnerships in SF/real estate. Topics include what has changed for a small business owner trying to open their doors in this city today versus two years ago, office demand, and where SF stands with the current AI cycle. Ned is a passionate San Franciscan. He previously served as CFO at Twitter, SVP of Finance for Intuit’s Small Business Group, and a board member of Tipping Point Community.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *Broadcasting From Eisner Amper West Coast Real Estate Summit in San Francisco, CA* - &nbsp;Ed Ludlow, BTech Co-Anchor, discusses Anthropic being is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 billion. The round is expected to close as soon as the end of this month, but the deal is not finalized and no term sheet has been signed. -Tarun Raisoni, CEO at Gruve AI, discusses the impact of AI on real estate. Gruve is an enterprise AI services platform that helps businesses move from AI experimentation to full-scale deployment. Its five-step framework covers strategy, data readiness, model development, security, and governance. By using AI agents to automate tasks like CRM migration and security monitoring, Gruve streamlines operations and integrates directly into client systems to deliver scalable, engineering-driven solutions with software-level efficiency. -Ned Segal, Chief of Housing and Economic Development for the City and County of San Francisco, discusses leveraging partnerships in SF/real estate. Topics include what has changed for a small business owner trying to open their doors in this city today versus two years ago, office demand, and where SF stands with the current AI cycle. Ned is a passionate San Franciscan. He previously served as CFO at Twitter, SVP of Finance for Intuit&rsquo;s Small Business Group, and a board member of Tipping Point Community.

Anthropic in Talks to Raise $30 Billion at $900 Billion Value 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d703bc0d-8968-444b-bd80-b449011110fa/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Cecilia D'Anastasio, Bloomberg Video Game Reporter, discusses EBay rejecting a $56 billion takeover offer from GameStop Corp. Chief Executive Officer Ryan Cohen, describing the unsolicited bid as “neither credible nor attractive.” EBay’s board turned down the offer due to “uncertainty” around the financing plan, operational risks, and GameStop’s governance, among other factors.

-Lily Meier, Bloomberg Retail Reporter, discusses Under Armour. Shares sank after its guidance for this year missed Wall Street projections, weighed down by exiting a partnership with NBA star Stephen Curry and a financial hit from the conflict in the Middle East. Annual revenue will decline slightly, but it would have been little changed if the company still had the deal with Curry, the sporting-goods maker said Tuesday. Analysts on average projected a gain of about 2%. 

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses the Bloomberg Big Take story: “Boeing Bets Comeback on Trump, China and an Elusive New Plane.” Boeing’s new CEO, Kelly Ortberg, must soon decide how to replace the workhorse 737 aircraft, as the company tries to regain public trust after a series of sometimes deadly accidents. He's also trying to land a big sales deal in China, with Trump's help. Both the sale and the new plane will be key to reviving the aerospace giant.

-- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Bloomberg Opinion column: “AI Isn’t Built for Bar Weather’s Black Swan Era.” AI models are matching or outperforming physics-based models in medium-range weather forecasting and are faster and require less computational infrastructure. These models struggle with extrapolating outside their training data, which can lead to failures when they encounter unusual weather patterns.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Cecilia D'Anastasio, Bloomberg Video Game Reporter, discusses EBay rejecting a $56 billion takeover offer from&nbsp;GameStop Corp.&nbsp;Chief Executive Officer&nbsp;Ryan Cohen, describing the unsolicited bid as &ldquo;neither credible nor attractive.&rdquo; EBay&rsquo;s board turned down the offer due to &ldquo;uncertainty&rdquo; around the financing plan, operational risks, and GameStop&rsquo;s governance, among other factors. -Lily Meier, Bloomberg Retail Reporter, discusses Under Armour. Shares sank after its guidance for this year missed Wall Street projections, weighed down by exiting a partnership with NBA star Stephen Curry and a financial hit from the conflict in the Middle East. Annual revenue will decline slightly, but it would have been little changed if the company still had the deal with Curry, the sporting-goods maker said Tuesday. Analysts on average projected a gain of about 2%.&nbsp; -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses the Bloomberg Big Take story: &ldquo;Boeing Bets Comeback on Trump, China and an Elusive New Plane.&rdquo; Boeing&rsquo;s new CEO, Kelly Ortberg, must soon decide how to replace the workhorse 737 aircraft, as the company tries to regain public trust after a series of sometimes deadly accidents. He's also trying to land a big sales deal in China, with Trump's help. Both the sale and the new plane will be key to reviving the aerospace giant. -- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Bloomberg Opinion column: &ldquo;AI Isn&rsquo;t Built for Bar Weather&rsquo;s Black Swan Era.&rdquo; AI models are matching or outperforming physics-based models in medium-range weather forecasting and are faster and require less computational infrastructure. These models struggle with extrapolating outside their training data, which can lead to failures when they encounter unusual weather patterns.

 EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef3b6165-18da-4e37-a76e-b4480112a5df/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Carmen Reinicke, Bloomberg Equities Reporter, discusses Cerebras Systems seeking to raise as much as $4.8 billion in its initial public offering, offering 30 million shares for $150 to $160 each.
The company's IPO has drawn orders for more than 20 times the number of shares available, and is expected to price on May 13.

-Catarina Saraiva, Bloomberg News Federal Reserve Reporter, discusses the Bloomberg Big Take story: “Powell Exits With Legacy Built on Central Bank Independence.” Jerome Powell's term as Federal Reserve Chair ends on May 15. He will, however, remain a member of the Board of Governors until January 31, 2028, much to the chagrin of President Donald Trump, who has repeatedly called for lower interest rates and sought to remove Powell over the Fed's monetary policy stance. Bloomberg looks at some of the highlights to his legacy.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. President Donald Trump plans to fire Food and Drug Administration Commissioner Marty Makary, according to a person familiar with the matter.  Repatriation flights of passengers aboard the MV Hondius cruise ship hit by a deadly hantavirus outbreak began on Sunday.

 

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Carmen Reinicke, Bloomberg Equities Reporter, discusses Cerebras Systems seeking to raise as much as $4.8 billion in its initial public offering, offering 30 million shares for $150 to&nbsp;$160 each. The company's IPO has drawn orders for more than 20 times the number of shares available, and is expected to price on May 13. -Catarina Saraiva, Bloomberg News Federal Reserve Reporter, discusses the Bloomberg Big Take story: &ldquo;Powell Exits With Legacy Built on Central Bank Independence.&rdquo; Jerome Powell's term as Federal Reserve Chair ends on May 15. He will, however, remain a member of the Board of Governors until January 31, 2028, much to the chagrin of President Donald Trump, who has repeatedly called for lower interest rates and sought to remove Powell over the Fed's monetary policy stance. Bloomberg looks at some of the highlights to his legacy. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. President Donald Trump plans to fire Food and Drug Administration Commissioner Marty Makary, according to a person familiar with the matter.&nbsp; Repatriation flights of passengers aboard the MV Hondius cruise ship hit by a deadly hantavirus outbreak began on Sunday.
&nbsp;

AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e573041c-4881-49b4-aacc-b447010faaa8/transcript

Alphabet Plans Record Spending in Race to Win AI Customers

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