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

On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeting. Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter. Steve Man, Global Autos and Industrials Research Analyst, talks about Tesla deliveries. Matt Winkler, Editor in Chief Emeritus at Bloomberg News, discusses his column on swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeting. Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter. Steve Man, Global Autos and Industrials Research Analyst, talks about Tesla deliveries. Matt Winkler, Editor in Chief Emeritus at Bloomberg News, discusses his column on swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”

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

Disney Shareholder Meeting, Tesla Deliveries Miss

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/edb3389c-c99e-4b8d-848e-b149012f9e2d/transcript

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.
- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”
- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business.
- Kristina Peterson,  Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research.
- Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts.
-  Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoins.”

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: - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026. - Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: &ldquo;Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.&rdquo; - Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses &lsquo;Ford&rsquo; announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business. - Kristina Peterson,&nbsp; Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research. - Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts. -&nbsp; Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: &ldquo;A Shadowy Global Network Helped Trump Make Millions in Memecoins.&rdquo; 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: 50 Companies to Watch, Ford Charges, McKinsey Cuts 

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.  Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam’s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp. gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher. The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020.  

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.

 

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 -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. &nbsp;Nike Inc.&nbsp;shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world&rsquo;s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam&rsquo;s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp.&nbsp;gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher.&nbsp;The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020. &nbsp; - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.
&nbsp;

Nike Sinks After China Sales Plunge, Delaying Turnaround 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b2c890e6-7fd4-4454-a99e-b3b80127f56c/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy company TAE Technologies in an all-stock transaction valued at more than $6 billion.

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses  activist investor Elliott Investment Management building a stake of more than $1 billion in Lululemon Athletica, according to a person familiar with the matter. This comes as the struggling retailer faces a strategic overhaul amid its chief executive officer’s exit.

-Rachel Phua, Bloomberg Earnings Specialist, discusses earnings from Darden Restaurants. Darden raised its comparable sales forecast, citing better-than-expected growth fueled by affordable meal options and strong spending from higher-income diners.

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 -Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media &amp; Technology Group announcing that it agreed to merge with clean fusion energy company&nbsp;TAE Technologies&nbsp;in an all-stock transaction valued at more than $6 billion. -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses &nbsp;activist investor&nbsp;Elliott Investment Management&nbsp;building a stake of more than $1 billion in&nbsp;Lululemon Athletica, according to a person familiar with the matter. This comes as the struggling retailer faces a strategic overhaul amid its chief executive officer&rsquo;s exit. -Rachel Phua, Bloomberg Earnings Specialist, discusses earnings from Darden Restaurants. Darden raised its comparable sales forecast, citing better-than-expected growth fueled by affordable meal options and strong spending from higher-income diners.

Trump Media Targets Nuclear Fusion Through Merger With TAE 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0790f634-4a48-4be8-a9cc-b3b70126d01b/transcript

Disney Shareholder Meeting, Tesla Deliveries Miss

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