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

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:

- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic.

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings.

- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe’s earnings.
 
- Anthony Hughes, Bloomberg US ECM Reporter, recaps Klarna earnings.

-  Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly’s obesity drug price for cash-pay patients.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps TJX earnings.

- Abigail Gilmartin, Bloomberg Intelligence Athleisure and Footwear Analyst, recaps Amer Sports earnings.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples &amp; Packaged Food, discusses Walmart earnings. - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe&rsquo;s earnings. &nbsp; - Anthony Hughes, Bloomberg US ECM Reporter, recaps Klarna earnings. -&nbsp; Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly&rsquo;s obesity drug price for cash-pay patients. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps TJX earnings. - Abigail Gilmartin, Bloomberg Intelligence Athleisure and Footwear Analyst, recaps Amer Sports earnings. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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

BI Weekend: Nvidia, Retail Earnings, Anthropic Investment 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/00654b84-bf35-41f3-893d-b39c014debb5/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 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 about 69% of power needed by new grid-connected facilities in BNEF’s various scenarios. On-site gas generation adds further demand as developers seek faster energization. Data center power demand is projected to reach 194 gigawatts by 2035 – making the power sector the second-largest driver of US natural gas demand growth through 2035, behind liquefied natural gas (LNG) exports – increasing pressure on gas producers to scale supply

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 - Geetha Ranganathan, Bloomberg Intelligence media analyst, on Paramount Skydance&nbsp;has reaching a settlement with California and other states suing to block its proposed acquisition of&nbsp;Warner Bros. Discovery.
&nbsp;- 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 about 69% of power needed by new grid-connected facilities in BNEF&rsquo;s various scenarios. On-site gas generation adds further demand as developers seek faster energization. Data center power demand is projected to reach 194 gigawatts by 2035 &ndash; making the power sector the second-largest driver of US natural gas demand growth through 2035, behind liquefied natural gas (LNG) exports &ndash; increasing pressure on gas producers to scale supply

Paramount to Settle Lawsuits Against WBD Deal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e230940-0a23-49fd-a136-b4cc011076fa/transcript

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

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, showing how the new financial model in college sports resembles that of professional teams.

 - Randall Williams, Bloomberg Business of Sports Reporter, on On Holding signing French superstar Kylian Mbappé to lead its push into football, mounting a bold challenge to Nike Inc. and Adidas AG’s dominance of the sport.

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 - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, on Berkshire Hathaway Inc.&nbsp;founder&nbsp;Warren Buffett stepping down as the company&rsquo;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, showing how the new financial model in college sports resembles that of professional teams.
&nbsp;- Randall Williams, Bloomberg Business of Sports Reporter, on On Holding signing French superstar&nbsp;Kylian Mbapp&eacute;&nbsp;to lead its push into football, mounting a bold challenge to&nbsp;Nike Inc.&nbsp;and&nbsp;Adidas AG&rsquo;s dominance of the sport.

Buffett Steps Down as Berkshire Chair, Ending Six-Decade Run

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcc14189-a62e-415d-a7e3-b4c901033572/transcript

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

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 monarch challenge them to control their inventions. King Charles III convened technology leaders and other influential figures for a summit focused on the mounting risks of AI, a topic that has captivated the globe this week. While the executives there didn’t publicly commit to any changes, some addressed the safety concerns directly. 

- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, explains how GTA VI could reshape gaming engagement beyond its launch, pulling players from GTA V, Call of Duty, Fortnite and Forza Horizon while also expanding gaming interest beyond core console gamers over time. Its broad entertainment reach, highlighted by the Netflix reveal, suggests the game can attract lapsed or less-active players back to gaming even as it temporarily absorbs hours from rival titles. 

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 -Sid Philip, Bloomberg Chief Correspondent for Global Aviation discusses how After being credited with stabilizing&nbsp;Boeing&nbsp;over the past few years, Chief Executive Officer&nbsp;Kelly Ortberg&nbsp;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&rsquo;s monarch challenge them to control their inventions.&nbsp;King Charles III convened technology leaders and other influential figures for a summit focused on the mounting risks of AI, a topic that has captivated the globe this week. While the executives there didn&rsquo;t publicly commit to any changes, some addressed the safety concerns directly.&nbsp;
- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, explains how GTA VI could reshape gaming engagement beyond its launch, pulling players from GTA V, Call of Duty, Fortnite and Forza Horizon while also expanding gaming interest beyond core console gamers over time. Its broad entertainment reach, highlighted by the Netflix reveal, suggests the game can attract lapsed or less-active players back to gaming even as it temporarily absorbs hours from rival titles.&nbsp;

Boeing Lays out Challenges Ahead

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ef328df-ceb3-4dcb-b9fd-b4c8010a690f/transcript

BI Weekend: Nvidia, Retail Earnings, Anthropic Investment

In 1 playlist(s)

Bloomberg Intelligence

Social links

Follow podcast

Recent clips