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.

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

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

- Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor Zohran Mamdani’s get-tough approach to regulating app-based work. 

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&A front, most deals likely have a path to clearance, even those that raise concerns.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI.
According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova - Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it&rsquo;s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor&nbsp;Zohran Mamdani&rsquo;s get-tough approach to regulating app-based work.&nbsp; -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co.&nbsp;is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&amp;A front, most deals likely have a path to clearance, even those that raise concerns. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI. According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8f12f68e-c57a-40f1-a7eb-b3d30127a896/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features.

-Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.” Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to&nbsp;cut more than 1,000 jobs from&nbsp;the company&rsquo;s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features. -Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: &ldquo;The CEO Playbook to Navigating Trump.&rdquo; Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/320a9387-65d0-4db3-8d48-b3d201254b6a/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.  Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year.

-Travis Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he’s seeing.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airline earnings.  Delta Air Lines provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.

 

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase &amp; Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses&nbsp;Alphabet&rsquo;s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker&rsquo;s artificial intelligence technology, including the Siri voice assistant.&nbsp; Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year. -Travis&nbsp;Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he&rsquo;s seeing. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airline earnings. &nbsp;Delta Air Lines&nbsp;provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year.&nbsp;Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.
&nbsp;

JPMorgan Investment-Banking Fees Drop on Underwriting Miss 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cef8f42c-d311-459d-a83f-b3d101254518/transcript

BI Weekend: Nvidia, Retail Earnings, Anthropic Investment

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