Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn. 

Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&amp;A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn.

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

CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6caecc00-5758-4276-b589-ae3c00400d34/transcript

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.

In this special bonus episode, Bloomberg Tech&rsquo;s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says &ldquo;this is the golden ages for Korea&rdquo; after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. &ldquo;Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.&rdquo; Huang speaks to Ludlow after the CEO&rsquo;s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia&rsquo;s investment in South Korea and the latest in the AI space.

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcd4a0cd-1e80-428d-8a5d-b49200f1ed00/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving.

-Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses Intel earnings and the latest in the tech space.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving. -Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives &amp; Co, discusses Intel earnings and the latest in the tech space. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow.

Amex Expenses Surge 12% as Marketing Costs for Cards Rise 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2582e680-331b-474a-8e03-b491011528f9/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Kevin Tynan, Director of Research at The Presidio Group, recaps Tesla earnings. Tesla  shares tumbled after disappointing quarterly results raised questions about Elon Musk’s plan to refocus the electric vehicle maker on artificial intelligence and robots. Profit fell short of Wall Street’s estimates for the period as spending on ambitious initiatives surged to $5.8 billion, resulting in Tesla’s first cash burn in two years.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, recaps Alphabet earnings. Alphabet raised its capital spending forecast to a range of $195 billion to $205 billion this year, up from a previous forecast of $190 billion.  The company's quarterly cash flow was negative for the first time since going public, with negative free cash flow of $5.9 billion in the period, and its cloud revenue totaled $24.77 billion, up 82% from a year earlier.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast reported ongoing losses of cable-TV and broadband customers as it prepares to spin out its film and TV business. The company's media division was the clear bright spot in the second quarter, providing a plethora of must-see events that helped boost revenue by 25%.

-Madison Muller, Bloomberg News Health Reporter, discusses Eli Lilly’s obesity shot clearing another hurdle. Eli Lilly & Co.'s next-generation weight-loss shot retatrutide didn't increase overall heart risk in a new study, helping dispel concerns over its potential. The company plans to file for US Food and Drug Administration approval early next year, later than investors hoped, due to the complexity of the approval pathway.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Kevin Tynan, Director of Research at The Presidio Group, recaps Tesla earnings. Tesla&nbsp; shares tumbled after disappointing quarterly results raised questions about Elon Musk&rsquo;s plan to refocus the electric vehicle maker on artificial intelligence and robots. Profit fell short of Wall Street&rsquo;s estimates for the period as spending on ambitious initiatives surged to $5.8 billion, resulting in Tesla&rsquo;s first cash burn in two years. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, recaps Alphabet earnings. Alphabet raised its capital spending forecast to a range of $195 billion to $205 billion this year, up from a previous forecast of $190 billion.&nbsp; The company's quarterly cash flow was negative for the first time since going public, with negative free cash flow of $5.9 billion in the period, and its cloud revenue totaled $24.77 billion, up 82% from a year earlier. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast reported ongoing losses of cable-TV and broadband customers as it prepares to spin out its film and TV business. The company's media division was the clear bright spot in the second quarter, providing a plethora of must-see events that helped boost revenue by 25%. -Madison Muller, Bloomberg News Health Reporter, discusses Eli Lilly&rsquo;s obesity shot clearing another hurdle. Eli Lilly &amp; Co.'s next-generation weight-loss shot retatrutide didn't increase overall heart risk in a new study, helping dispel concerns over its potential. The company plans to file for US Food and Drug Administration approval early next year, later than investors hoped, due to the complexity of the approval pathway.

Tesla Plunges Most in a Year on Investor Angst Over AI Spending 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/05707c0d-8349-4732-ac11-b49001337821/transcript

CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market

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