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

Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Maya Wiley, President and CEO, at the Leadership Conference on Civil and Human Rights, discusses the U.S election. Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. Katherine Burton, Bloomberg Senior Reporter, discusses the Bloomberg Big Take story: “Traders Gear Up to Capture Swings in Volatile Election Night.” Ruben Hovhannisyan, Managing Director, Generalist Portfolio Manager in the Fixed Income group at TCW, discusses the latest on the markets. Yayoi Sekine, BloombergNEF Head of Energy Storage, discusses her outlook for wind, solar and storage over the next 10 years.

Hosts: Paul Sweeney and Jess Menton

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses Berkshire Hathaway earnings. Maya Wiley, President and CEO, at the Leadership Conference on Civil and Human Rights, discusses the U.S election. Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. Katherine Burton, Bloomberg Senior Reporter, discusses the Bloomberg Big Take story: “Traders Gear Up to Capture Swings in Volatile Election Night.” Ruben Hovhannisyan, Managing Director, Generalist Portfolio Manager in the Fixed Income group at TCW, discusses the latest on the markets. Yayoi Sekine, BloombergNEF Head of Energy Storage, discusses her outlook for wind, solar and storage over the next 10 years. Hosts: Paul Sweeney and Jess Menton

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.

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: <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

Berkshire Earnings, US Election Preview

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5343e418-bb91-47ae-adf9-b21e0120a562/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings. General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.

- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses earnings from airlines and Boeing. American Airlines Group Inc. reported fourth-quarter results that missed analyst estimates. JetBlue Airways Corp. reported a wider loss than expected last quarter. Boeing Co. generated cash for a second straight quarter and reported a 57% bump in sales during the final three months of 2025.

- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. expects to cut as many as 30,000 positions this year to rein in costs and boost profitability.

-Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.” Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government, led by President Donald Trump, who also withheld billions in federal funding for research—their lifeblood. Now, universities are dumping private equity funds at discounts following years of poor returns, while public stocks have outperformed the asset class.

 

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings. General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. - Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses earnings from airlines and Boeing. American Airlines Group Inc. reported fourth-quarter results that missed analyst estimates. JetBlue Airways Corp. reported a wider loss than expected last quarter. Boeing Co. generated cash for a second straight quarter and reported a 57% bump in sales during the final three months of 2025.
- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. expects to cut as many as 30,000 positions this year to rein in costs and boost profitability. -Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: &ldquo;Yale&rsquo;s Endowment Model Falters at Tough Moment for Universities.&rdquo; Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government, led by President Donald Trump, who also withheld billions in federal funding for research&mdash;their lifeblood. Now, universities are dumping private equity funds at discounts following years of poor returns, while public stocks have outperformed the asset class.
&nbsp;

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6e854f17-b9a9-44a2-bcdd-b3df012dc4d7/transcript

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 Nvidia, the dominant maker of artificial intelligence chips, investing an additional $2 billion in the cloud computing firm and key customer CoreWeave. He also discusses Microsoft rolling out its second-generation artificial intelligence chip, the Maia 200 chip, to power its services more efficiently and provide an alternative to Nvidia Corp. hardware.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector.  Merck & Co. is no longer in talks to acquire biotech firm Revolution Medicines Inc. after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.

-David Woo, Founder and Strategist at Unbound Retail, discusses his book: “Merry-Go-Round Broke Down: A Novel of Guilt, Greed & Globalization.” Set against pivotal moments from the late 1990s through the 2008 financial crisis, the novel follows interconnected characters including CEOs, financiers, factory owners, and workers whose lives collide as global capital reshapes industries and societies. It offers something rare: a way to talk about systemic risk, incentives, and unintended consequences through story, not abstraction.

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 Nvidia, the dominant maker of artificial intelligence chips, investing an additional $2 billion in the cloud computing firm and key customer CoreWeave. He also discusses Microsoft rolling out its second-generation artificial intelligence chip, the Maia 200 chip, to power its services more efficiently and provide an alternative to Nvidia Corp. hardware. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. &nbsp;Merck &amp; Co.&nbsp;is no longer in talks to acquire biotech firm&nbsp;Revolution Medicines Inc. after the two companies couldn&rsquo;t agree on a price, the Wall Street Journal&nbsp;reported, citing people familiar with the matter. -David Woo, Founder and Strategist at Unbound Retail, discusses his book: &ldquo;<a href="https://www.simonandschuster.com/books/Merry-Go-Round-Broke-Down/David-Woo/9798895655801">Merry-Go-Round Broke Down: A Novel of Guilt, Greed &amp; Globalization</a>.&rdquo; Set against pivotal moments from the late 1990s through the 2008 financial crisis, the novel follows interconnected characters including CEOs, financiers, factory owners, and workers whose lives collide as global capital reshapes industries and societies. It offers something rare: a way to talk about systemic risk, incentives, and unintended consequences through story, not abstraction.

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e7cc88f-475e-46be-bb74-b3de0123d70b/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.

-Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence.

-Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase & Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent&nbsp;ByteDance Ltd.&nbsp;have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app&rsquo;s future in the US and avoiding a nationwide ban. -Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. -Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence. -Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase &amp; Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.

TikTok Seals Deal to Operate in the US After Years of Drama 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0c166c41-8837-4b19-bd8e-b3db0128c7a3/transcript

Berkshire Earnings, US Election Preview

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