Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu
On this podcast:

-Dan Ives, Global Head of Technology Research at Wedbush Securities

-Danielle DiMartino Booth, CEO and Chief Strategist at QI Research

-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst

Market news and in-depth company research. Watch Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Hosts: Paul Sweeney and Scarlet Fu On this podcast:
-Dan Ives, Global Head of Technology Research at Wedbush Securities
-Danielle DiMartino Booth, CEO and Chief Strategist at QI Research
-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst

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

 Apple’s Upbeat Forecast Clouded by Cost Fears

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/be196a0a-1735-4116-8f8e-b3e2012ab962/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Ira Jersey

- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Broadcom is in talks with lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies. The financing may include a roughly $30 billion junior debt tranche and a senior-secured tranche that could range from about $60 billion to $70 billion. Mandeep looks ahead to Nvidia earnings.

-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic’s upcoming IPO. Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter. The company is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, with discussions ongoing and details subject to change.

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses broader consumer reads. Walmart Inc.’s quarterly sales fell short of expectations, with sales at US stores open at least a year, excluding fuel, rising 2.6% in the second quarter. Target Corp. lifted its full-year guidance after results outpaced estimates in the latest quarter, suggesting the big-box retailer may be moving past a lengthy sales slump.

-Randall Williams, Bloomberg Business of Sports Reporter, discusses top business sports stories. Short interest in the Atlanta Braves' class C stock has tripled over the last 12 months to as high as 6.8% of shares that are available to be traded.  The Atlanta Falcons are in discussions to sell a 10% stake in the National Football League franchise to KKR & Co.’s Arctos Partners, according to people familiar with the matter. 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Scarlet Fu and Ira Jersey - Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Broadcom is in talks with lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies. The financing may include a roughly $30 billion junior debt tranche and a senior-secured tranche that could range from about $60 billion to $70 billion. Mandeep looks ahead to Nvidia earnings. -Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic&rsquo;s upcoming IPO. Anthropic PBC expects to match or beat the size of SpaceX&rsquo;s record-setting initial public offering, according to people familiar with the matter. The company is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, with discussions ongoing and details subject to change. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses broader consumer reads. Walmart Inc.&rsquo;s quarterly sales fell short of expectations, with sales at US stores open at least a year, excluding fuel, rising 2.6% in the second quarter. Target Corp. lifted its full-year guidance after results outpaced estimates in the latest quarter, suggesting the big-box retailer may be moving past a lengthy sales slump. -Randall Williams, Bloomberg Business of Sports Reporter, discusses top business sports stories. Short interest in the Atlanta Braves' class C stock has tripled over the last 12 months to as high as 6.8% of shares that are available to be traded. &nbsp;The&nbsp;Atlanta Falcons&nbsp;are in discussions to sell a 10% stake in the National Football League franchise to&nbsp;KKR &amp; Co.&rsquo;s Arctos Partners, according to people familiar with the matter.&nbsp;
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Broadcom Seeks More Than $60 Billion in Latest  AI Debt Deal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3e23fea9-37a5-4f06-936a-b4ad0117dd62/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Redd Brown, Bloomberg Consumer Reporter, discusses Walmart earnings. Walmart Inc.’s quarterly sales fell short of expectations, with sales at US stores open at least a year, excluding fuel, rising 2.6% in the second quarter. The company's pharmacy business was hindered by federal negotiations that led to lower drug prices, and shoppers spent less per trip during the quarter. Despite difficulties, Walmart raised its full-year guidance for sales and adjusted operating income, and the company's e-commerce sales rose, with executives saying they will continue to lower prices.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Deere earnings. Deere & Co. shares jumped after the company said it's seeing a boost in orders for its machinery, raising hopes that the agriculture sector is poised for recovery. The company raised the lower end of its annual profit forecast, citing improvement in early-order program trends, inventories for used equipment, and adoption of its advanced technologies.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses the latest on Meta. Meta Platforms Inc. is spending hundreds of millions of dollars a year to access artificial intelligence models through Microsoft’s Azure cloud service. Separately, Meta Platforms Inc. is being sued by a bipartisan coalition of states on allegations of deceiving the public and designing its social media platforms to encourage compulsive use among young users.

-Adam Minter, Bloomberg Opinion Columnist, discusses his Opinion column: “Walter Is and Owner Leagues Want. Here’s the Catch.” Mark Walter is selling the Los Angeles Lakers at a $12.5 billion valuation less than a year after taking control of the team. Walter's handling of the Lakers and the Los Angeles Dodgers captures the dilemma of owners who are investors, prioritizing returns over long-term stewardship of a franchise. The influx of institutional money into sports has made investors like Walter valuable, but it also creates risks, including leadership transitions and financial pressures that can impact a team's stability.

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Redd Brown, Bloomberg Consumer Reporter, discusses Walmart earnings. Walmart Inc.&rsquo;s quarterly sales fell short of expectations, with sales at US stores open at least a year, excluding fuel, rising 2.6% in the second quarter. The company's pharmacy business was hindered by federal negotiations that led to lower drug prices, and shoppers spent less per trip during the quarter. Despite difficulties, Walmart raised its full-year guidance for sales and adjusted operating income, and the company's e-commerce sales rose, with executives saying they will continue to lower prices. -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Deere earnings. Deere &amp; Co. shares jumped after the company said it's seeing a boost in orders for its machinery, raising hopes that the agriculture sector is poised for recovery. The company raised the lower end of its annual profit forecast, citing improvement in early-order program trends, inventories for used equipment, and adoption of its advanced technologies. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses the latest on Meta. Meta Platforms Inc. is spending hundreds of millions of dollars a year to access artificial intelligence models through Microsoft&rsquo;s Azure cloud service. Separately, Meta Platforms Inc. is being sued by a bipartisan coalition of states on allegations of deceiving the public and designing its social media platforms to encourage compulsive use among young users. -Adam Minter, Bloomberg Opinion Columnist, discusses his Opinion column: &ldquo;Walter Is and Owner Leagues Want. Here&rsquo;s the Catch.&rdquo; Mark Walter is selling the Los Angeles Lakers at a $12.5 billion valuation less than a year after taking control of the team. Walter's handling of the Lakers and the Los Angeles Dodgers captures the dilemma of owners who are investors, prioritizing returns over long-term stewardship of a franchise. The influx of institutional money into sports has made investors like Walter valuable, but it also creates risks, including leadership transitions and financial pressures that can impact a team's stability.
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Walmart Slides After Slowest US Sales Growth in Six Years 

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

Bloomberg Intelligence hosted by Paul Sweeney and Judy Lagrou

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. A personalized vaccine developed by Moderna Inc. and Merck & Co. reduced the recurrence of melanoma in a large, late-stage trial, raising expectations for treating the deadliest form of skin cancer. The trial met its main goal as the vaccine, combined with Merck’s immune drug Keytruda, prevented the cancer’s return after it was surgically removed more often than the immunotherapy alone.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings. Estée Lauder Cos. shares jumped after its results beat estimates and ended a run of three straight declines in annual revenue. The company reported revenue of $3.6 billion in its fiscal fourth quarter and adjusted earnings per share of $0.39, which topped expectations.

-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses Target earnings. Target Corp. lifted its full-year guidance after results outpaced estimates in the latest quarter, suggesting the big-box retailer may be moving past a lengthy sales slump. The company now expects net sales to increase about 5% in the current fiscal year and raised its adjusted earnings target after second-quarter sales surpassed analyst estimates.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Lowe’s earnings. Lowe’s Cos. cut its outlook for the full year after posting results that missed Wall Street estimates, showing how a stubbornly weak housing market is eroding the home-improvement retailer’s performance.  The company now expects comparable sales to be flat this fiscal year, after previously forecasting as much as 2% growth. Comparable sales, which measure results at locations open at least a year, grew 0.2% in the second quarter, missing the average of estimates compiled by Bloomberg. 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Judy Lagrou - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. A personalized vaccine developed by Moderna Inc. and Merck &amp; Co. reduced the recurrence of melanoma in a large, late-stage trial, raising expectations for treating the deadliest form of skin cancer. The trial met its main goal as the vaccine, combined with Merck&rsquo;s immune drug Keytruda, prevented the cancer&rsquo;s return after it was surgically removed more often than the immunotherapy alone. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings. Est&eacute;e Lauder Cos. shares jumped after its results beat estimates and ended a run of three straight declines in annual revenue. The company reported revenue of $3.6 billion in its fiscal fourth quarter and adjusted earnings per share of $0.39, which topped expectations. -Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses Target earnings. Target Corp. lifted its full-year guidance after results outpaced estimates in the latest quarter, suggesting the big-box retailer may be moving past a lengthy sales slump. The company now expects net sales to increase about 5% in the current fiscal year and raised its adjusted earnings target after second-quarter sales surpassed analyst estimates. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Lowe&rsquo;s earnings. Lowe&rsquo;s Cos.&nbsp;cut its outlook for the full year after posting results that missed Wall Street estimates, showing how a stubbornly weak housing market is eroding the home-improvement retailer&rsquo;s performance.&nbsp; The company now expects comparable sales to be flat this fiscal year, after previously forecasting as much as 2% growth. Comparable sales, which measure results at locations open at least a year, grew 0.2% in the second quarter, missing the average of estimates compiled by Bloomberg.&nbsp;

Moderna and Merck Revive mRNA Hopes With Melanoma Success

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Apple’s Upbeat Forecast Clouded by Cost Fears

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