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

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:


- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut.

- Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings.

- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Norwegian Cruise Line earnings.

- Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, on Kimberly Clark plans to buy Kenvue.
 
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Warner Bros. Discovery earnings.

-  Mandeep Singh. Bloomberg Intelligence Global Tech Research Head, on ride-sharing business.

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, on Berkshire Hathaway earnings.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, breaks down Spotify 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:
 - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut. - Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Norwegian Cruise Line earnings. - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, on Kimberly Clark plans to buy Kenvue. &nbsp; - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Warner Bros. Discovery earnings. -&nbsp; Mandeep Singh. Bloomberg Intelligence Global Tech Research Head, on ride-sharing business. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, on Berkshire Hathaway earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, breaks down Spotify 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.
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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: US Earnings, Kenvue Deal, Ridesharing Latest 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/414f9cf2-bb8c-4437-8ec7-b38e015070ef/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 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33d39b80-a5e3-4b4b-8f4a-b4ac011ccb91/transcript

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1f6949c8-33e4-4b20-b0e5-b4ab011529bb/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-David Kirkpatrick, Founder of Techonomy, discusses the Meta youth social media addiction trial. Meta Platforms Inc. is facing a jury trial in federal court over claims that it deliberately designed Facebook and Instagram to encourage compulsive use among young users. The top legal officers of 29 states are seeking financial penalties and court orders that could force Meta to change how it operates its platforms, alleging violations of state consumer protection and federal privacy laws.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC is on track to generate annualized revenue of more than $65 billion based on its current performance, up more than sevenfold from its pace at the end of last year.

-- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Home Depot earnings. Home Depot Inc.’s results beat estimates in the latest quarter, a sign that spending on improvement projects is holding up despite high borrowing and housing costs. The company’s strategy, which includes expanding its business serving professional contractors and building out its e-commerce offerings, has helped to blunt the impact of a housing market weighed down by high home prices and interest rates.

-Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses ten companies to watch in the APAC region. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports BI’s case.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -David Kirkpatrick, Founder of Techonomy, discusses the Meta youth social media addiction trial. Meta Platforms Inc. is facing a jury trial in federal court over claims that it deliberately designed Facebook and Instagram to encourage compulsive use among young users. The top legal officers of 29 states are seeking financial penalties and court orders that could force Meta to change how it operates its platforms, alleging violations of state consumer protection and federal privacy laws. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC is on track to generate annualized revenue of more than $65 billion based on its current performance, up more than sevenfold from its pace at the end of last year. -- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Home Depot earnings. Home Depot Inc.&rsquo;s results beat estimates in the latest quarter, a sign that spending on improvement projects is holding up despite high borrowing and housing costs. The company&rsquo;s strategy, which includes expanding its business serving professional contractors and building out its e-commerce offerings, has helped to blunt the impact of a housing market weighed down by high home prices and interest rates. -Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses ten companies to watch in the APAC region. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports BI&rsquo;s case.
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Meta Sees Trillion-Dollar Threat in Social Media Trial 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f9f7ffa-ae68-4fd2-b37f-b4aa011690e1/transcript

BI Weekend: US Earnings, Kenvue Deal, Ridesharing Latest

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