Marker 01

Marker 02

Marker 03

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

Huw Worthington, Bloomberg Intelligence European Rate Strategist, discusses today’s ECB decision. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses her outlook for the markets. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, talks about JPMorgan limiting junior banker hours and Bank of America monitoring workloads. Todd Borgmann, CEO, at Calumet Specialty talks about sustainable aviation fuel. David Schwartz, Co-Principal and CEO of Slate and Abigail Doolittle, Bloomberg Markets Reporter discuss affordable housing in NYC.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Huw Worthington, Bloomberg Intelligence European Rate Strategist, discusses today’s ECB decision. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses her outlook for the markets. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, talks about JPMorgan limiting junior banker hours and Bank of America monitoring workloads. Todd Borgmann, CEO, at Calumet Specialty talks about sustainable aviation fuel. David Schwartz, Co-Principal and CEO of Slate and Abigail Doolittle, Bloomberg Markets Reporter discuss affordable housing in NYC. 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

ECB Cuts Rates Again, US Producer Prices Pick Up Slightly

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/12cf7be4-d036-413d-a96e-b1e901101476/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Jess Menton

-Kurt Wagner, Bloomberg Senior Reporter covering social media, discusses Meta Platforms unveiling a version of its AI model, Muse Spark 1.1, that includes a new paid tier for developers, marking the first time Meta has charged businesses for access to its models. The new model's standout improvement is in its agentic capabilities, with "state-of-the-art or very close to it" agentic reasoning and tool use, and is also greatly improved when it comes to coding.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, recaps PepsiCo earnings. PepsiCo Inc. said consumers pulled back in the second quarter as gas prices rose, slowing its efforts to revitalize its North American snack business. The company saw a decline in revenue in its North American food business and flat volume after cutting prices by as much as 15% in some brands.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps earnings from Levis Strauss. Levi Strauss & Co. raised its full-year projections for a second straight quarter due to an expanded selection of apparel and a focus on its own stores and website. Net revenue is now projected to grow 7% to 7.5% for the full year, up from the previous range of 5.5% to 6.5%, according to a statement.

-Daniela Sirtori, Bloomberg Restaurants Reporter, discusses Starbucks developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp. The coffee chain is building alternatives to a Microsoft system that tracks inventory and an IBM tool that manages maintenance, according to an internal presentation reviewed by Bloomberg News.

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Jess Menton -Kurt Wagner, Bloomberg Senior Reporter covering social media, discusses Meta Platforms unveiling a version of its AI model, Muse Spark 1.1, that includes a new paid tier for developers, marking the first time Meta has charged businesses for access to its models. The new model's standout improvement is in its agentic capabilities, with "state-of-the-art or very close to it" agentic reasoning and tool use, and is also greatly improved when it comes to coding. -Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, recaps PepsiCo earnings. PepsiCo Inc. said consumers pulled back in the second quarter as gas prices rose, slowing its efforts to revitalize its North American snack business. The company saw a decline in revenue in its North American food business and flat volume after cutting prices by as much as 15% in some brands. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps earnings from Levis Strauss. Levi Strauss &amp; Co. raised its full-year projections for a second straight quarter due to an expanded selection of apparel and a focus on its own stores and website. Net revenue is now projected to grow 7% to 7.5% for the full year, up from the previous range of 5.5% to 6.5%, according to a statement. -Daniela Sirtori, Bloomberg Restaurants Reporter, discusses Starbucks developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp. The coffee chain is building alternatives to a Microsoft system that tracks inventory and an IBM tool that manages maintenance, according to an internal presentation reviewed by Bloomberg News.
&nbsp;
&nbsp;

 Zuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AI 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/50b4801e-738c-47b9-88bd-b4820114b5be/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. Nvidia Corp.'s stock is the cheapest it's been since before the AI boom, after losing roughly $1 trillion in market value in less than two months. The AI rotation trade is also gathering pace in Asia as investors pull money from chipmakers and hunt for cheaper ways to play the technology boom.

-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Amazon’s debt sale. Amazon.com is tapping the US high-grade bond market for the second time this year even after issuing more than $60 billion across currencies and accumulating nearly $155 billion in pro forma cash, underscoring the scale of its AI funding needs.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple saying its expanded agreement with Broadcom is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, and Apple will help Broadcom upgrade its production facilities in Colorado.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Nvidia Corp.'s stock is the cheapest it's been since before the AI boom, after losing roughly $1 trillion in market value in less than two months. The AI rotation trade is also gathering pace in Asia as investors pull money from chipmakers and hunt for cheaper ways to play the technology boom. -Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Amazon&rsquo;s debt sale. Amazon.com is tapping the US high-grade bond market for the second time this year even after issuing more than $60 billion across currencies and accumulating nearly $155 billion in pro forma cash, underscoring the scale of its AI funding needs. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple saying its expanded agreement with Broadcom is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, and Apple will help Broadcom upgrade its production facilities in Colorado.
&nbsp;

Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3245157d-9b25-46a6-898e-b4810115a4a5/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

-Ed Ludlow, BTech Anchor, discusses top tech stories. Samsung Electronics Co.’s quarterly profit surged, prompting investors to cash out of a near-150% rally this year that had baked in the AI-fueled growth.
Separately, Amazon.com Inc. is looking to raise at least $25 billion from a US dollar bond sale to fund spending on artificial intelligence infrastructure.

-Ryan Vlastelica, Bloomberg Equities Reporter, discusses why the Mag 7 tech giants are no longer dominating the stock market, with their index gaining just 1.7% in 2026. Investors are now focused on the biggest beneficiaries of the wave of cash dedicated to building out AI, such as memory chipmakers like Micron Technology Inc. and Sandisk Corp.

-- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: “Sam Altman Offers a Trojan Horse to America.” Sam Altman offered the US government a 5% stake in OpenAI, which he said would allow Americans to share in the benefits of artificial intelligence. The offer is seen as a way for OpenAI to "capture" the government and gain an advantage through regulatory capture, where the government becomes an owner of the company and has an economic stake in its success.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith -Ed Ludlow, BTech Anchor, discusses top tech stories. Samsung Electronics Co.&rsquo;s quarterly profit surged, prompting investors to cash out of a near-150% rally this year that had baked in the AI-fueled growth. Separately, Amazon.com Inc. is looking to raise at least $25 billion from a US dollar bond sale to fund spending on artificial intelligence infrastructure. -Ryan Vlastelica, Bloomberg Equities Reporter, discusses why the Mag 7 tech giants are no longer dominating the stock market, with their index gaining just 1.7% in 2026. Investors are now focused on the biggest beneficiaries of the wave of cash dedicated to building out AI, such as memory chipmakers like Micron Technology Inc. and Sandisk Corp. -- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: &ldquo;Sam Altman Offers a Trojan Horse to America.&rdquo; Sam Altman offered the US government a 5% stake in OpenAI, which he said would allow Americans to share in the benefits of artificial intelligence. The offer is seen as a way for OpenAI to "capture" the government and gain an advantage through regulatory capture, where the government becomes an owner of the company and has an economic stake in its success.

Samsung’s Record Profit Fails to Impress After AI Chip Rally 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1e53e44a-2bd6-497a-a9aa-b4800114cc5f/transcript

ECB Cuts Rates Again, US Producer Prices Pick Up Slightly

In 1 playlist(s)

Bloomberg Intelligence

Social links

Follow podcast

Recent clips