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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today&rsquo;s Podcast Features are:&nbsp; -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV.

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

Disney Shares Surge as Strength in Parks, Streaming Lift Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3bbc348d-dfe9-41c0-8a0b-b2d600f49f3d/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

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&T earnings. AT&T added 432,000 monthly wireless phone subscribers in the second quarter, better than the 325,264 that Wall Street had projected. The company reported revenue of $31.6 billion, up 2.3% from a year ago, and adjusted earnings per share of 65 cents, surpassing expectations of 59 cents.

- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer. Super Micro Computer shares rose as much as 25% after the server maker issued preliminary results saying its backlog hit a record on new orders in the quarter of more than $60 billion.

- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Philip Morris. Philip Morris International shares hit a record after reporting a boost in demand for its smoke-free products. Shipments of smoke-free products rose in the second quarter, mainly driven by its IQOS heated tobacco devices, and net revenue rose on an organic basis.

- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Opinion column: “Regulate AI like We Do the Airline Industry.” The heads of America's leading artificial intelligence companies agree that the AI frontier needs regulation due to the potential risks from biological weapons. The release of Kimi K3, an open-weight model by a Chinese company, highlights the need for regulation, as advanced AI capability is becoming widely available.

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&amp;T earnings. AT&amp;T added 432,000 monthly wireless phone subscribers in the second quarter, better than the 325,264 that Wall Street had projected. The company reported revenue of $31.6 billion, up 2.3% from a year ago, and adjusted earnings per share of 65 cents, surpassing expectations of 59 cents. - Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer. Super Micro Computer shares rose as much as 25% after the server maker issued preliminary results saying its backlog hit a record on new orders in the quarter of more than $60 billion. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Philip Morris. Philip Morris International shares hit a record after reporting a boost in demand for its smoke-free products. Shipments of smoke-free products rose in the second quarter, mainly driven by its IQOS heated tobacco devices, and net revenue rose on an organic basis. - Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Opinion column: &ldquo;Regulate AI like We Do the Airline Industry.&rdquo; The heads of America's leading artificial intelligence companies agree that the AI frontier needs regulation due to the potential risks from biological weapons. The release of Kimi K3, an open-weight model by a Chinese company, highlights the need for regulation, as advanced AI capability is becoming widely available.
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AT&T Reports Greater-than-Expected Mobile Subscriber Gains

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/83ccd019-2619-49a3-aba5-b48f01110e73/transcript

Disney Shares Surge as Strength in Parks, Streaming Lift Outlook

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