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

Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Alan Katz, Bloomberg Paris Bureau Chief, discusses French President Emmanuel Macron naming a new Prime Minister. Miguel Sosa, Head of Market Research & Strategy at Bluerock, discusses his outlook for the markets and commercial real estate. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President-Elect Donald Trump’s tax plans.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Alan Katz, Bloomberg Paris Bureau Chief, discusses French President Emmanuel Macron naming a new Prime Minister. Miguel Sosa, Head of Market Research &amp; Strategy at Bluerock, discusses his outlook for the markets and commercial real estate. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President-Elect Donald Trump&rsquo;s tax plans. Hosts: Paul Sweeney and Alix Steel

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

Broadcom Soars, New French PM 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d2242123-dca4-43ae-a39d-b24501237dcd/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices  fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida.

-Lily Meier, Bloomberg Retail Reporter, discusses her story: “Lululemon’s New CEO Has to Contend With Founder Raring to Fight.” Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices &nbsp;fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. -Lily Meier, Bloomberg Retail Reporter, discusses her story: &ldquo;Lululemon&rsquo;s New CEO Has to Contend With Founder Raring to Fight.&rdquo; Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning.

SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ccde6a36-42ec-4edb-85e2-b49d01181601/transcript

SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts.  Shares of Elon Musk’s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter. 

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research

SpaceX&nbsp;stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts.&nbsp; Shares of&nbsp;Elon Musk&rsquo;s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter.&nbsp;
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech co-host</li>
<li>Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research</li>
</ul>

Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3782b71f-3f4f-4ec4-8772-b49c0174760a/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Palantir Technologies Inc. shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as “otherworldly.” Separately, Anthropic has struck a deal for computing capacity from Volta Infra Holdings, a months-old infrastructure startup, to keep pace with demand for its products.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonald's earnings. McDonald's named Skye Anderson as president of its US business to lead turnaround efforts after posting its slowest growth in over a year. Sales at established US restaurants rose 0.8% in the second quarter, partly offset by a decline in visits, and marketing programs didn't meet expectations.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Carterpillar earnings. Caterpillar reported stronger sales across its businesses and raised its sales outlook, easing concerns that demand for power-generation equipment was beginning to cool. The company's power and energy unit has grown to become its largest by sales, driven by demand for generators, engines, and gas turbines for industrial facilities and large-scale computing centers.

Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Auto, discusses the latest in the biotech sector. Pfizer raised the midpoint of its 2026 sales forecast after reporting strong second-quarter demand for older medicines, with sales for the year expected to be $60.5 billion to $62.5 billion. Merck & Co. boosted its 2026 sales outlook after strong demand for newer drugs like Winrevair helped to drive revenues higher in the second quarter. BioNTech SE lowered its revenue outlook as demand for its Covid-19 vaccine shrank more than expected.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Palantir Technologies Inc. shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as &ldquo;otherworldly.&rdquo; Separately, Anthropic has struck a deal for computing capacity from Volta Infra Holdings, a months-old infrastructure startup, to keep pace with demand for its products. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonald's earnings. McDonald's named Skye Anderson as president of its US business to lead turnaround efforts after posting its slowest growth in over a year. Sales at established US restaurants rose 0.8% in the second quarter, partly offset by a decline in visits, and marketing programs didn't meet expectations. -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Carterpillar earnings. Caterpillar reported stronger sales across its businesses and raised its sales outlook, easing concerns that demand for power-generation equipment was beginning to cool. The company's power and energy unit has grown to become its largest by sales, driven by demand for generators, engines, and gas turbines for industrial facilities and large-scale computing centers. Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials &amp; Auto, discusses the latest in the biotech sector. Pfizer raised the midpoint of its 2026 sales forecast after reporting strong second-quarter demand for older medicines, with sales for the year expected to be $60.5 billion to $62.5 billion. Merck &amp; Co. boosted its 2026 sales outlook after strong demand for newer drugs like Winrevair helped to drive revenues higher in the second quarter. BioNTech SE lowered its revenue outlook as demand for its Covid-19 vaccine shrank more than expected.

Palantir Jumps After ‘Otherworldly Demand Lifts Outlook 

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Broadcom Soars, New French PM

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