Marker 01

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:
Bloomberg Intelligence Senior Technology Analyst Mandeep Singh
Bloomberg Technology Co-Host Caroline Hyde
James Cakmak, Technology Analyst at Clockwise Capital
Bloomberg Intelligence Senior Technology Analyst Anurag Rana

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:
<ul>
<li>Bloomberg Intelligence Senior Technology Analyst Mandeep Singh</li>
<li>Bloomberg Technology Co-Host Caroline Hyde</li>
<li>James Cakmak, Technology Analyst at Clockwise Capital</li>
<li>Bloomberg Intelligence Senior Technology Analyst Anurag Rana</li>
</ul>

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

Bonus Episode: Tesla, Meta and Microsoft Earnings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a68a353-b906-42d2-b336-b27401716186/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets will likely undergo rigorous antitrust scrutiny in the US and elsewhere and it's at risk of antitrust challenges.

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses debt commitments for Warner Brothers Discovery acquisition. According to Bloomberg Intelligence: Netflix net leverage could increase to more than 3x and the raters may put the company on negative outlook, if it were to reach an agreement to buy Warner Bros. studios and streaming operations for about $75 billion in a mostly cash deal.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM buying the data-streaming platform Confluent Inc. for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time. 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets will likely undergo rigorous antitrust scrutiny in the US and elsewhere and it's at risk of antitrust challenges. -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses debt commitments for Warner Brothers Discovery acquisition. According to Bloomberg Intelligence: Netflix net leverage could increase to more than 3x and the raters may put the company on negative outlook, if it were to reach an agreement to buy Warner Bros. studios and streaming operations for about $75 billion in a mostly cash deal. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM buying the data-streaming platform&nbsp;Confluent Inc.&nbsp;for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time.&nbsp;

Paramount Makes $108 Billion Hostile Bid for Warner Bros 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/693deb53-b039-497e-8eab-b3ad011e9e72/transcript

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

Hosts: Paul Sweeney and Norah Mulinda 

On this podcast:

- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.

- Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings.
 
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus shares dropping on  report of quality issues on dozens of A320s.

- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses latest in real estate.

-  Helen Kou, BNEF Head of US Power Markets Research, discusses power demand from AI/data centers

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 Norah Mulinda On this podcast: - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner&nbsp;Steve Cohen&nbsp;winning approval to operate a casino next to Citi Field in Queens. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. - Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings. &nbsp; - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Airbus shares dropping on &nbsp;report of quality issues on dozens of A320s. - Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses latest in real estate. -&nbsp; Helen Kou, BNEF Head of US Power Markets Research, discusses power demand from AI/data centers 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.

BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/db9e8fee-5913-47be-8786-b3aa013cc695/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from Hewlett Packard Enterprise. HPE shares dropped after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, according to HPE.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Southwest Airlines lowering its operating profit target for the full year due to the US government shutdown and higher fuel prices. The airline now expects earnings before interest and taxes to be approximately $500 million, compared with its prior expectation of $600 million to $800 million.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix&nbsp;agreeing to buy&nbsp;Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood&rsquo;s oldest and most revered studios. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from Hewlett Packard Enterprise. HPE shares dropped after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, according to HPE. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Southwest Airlines lowering its operating profit target for the full year due to the US government shutdown and higher fuel prices. The airline now expects earnings before interest and taxes to be approximately $500 million, compared with its prior expectation of $600 million to $800 million.

Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ab341825-5a1e-444f-b67b-b3aa0127ec93/transcript

Bonus Episode: Tesla, Meta and Microsoft Earnings

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