Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's global market strategist, gives an outlook for global markets. Bloomberg's Craig Giammona discusses Amazon's plan to persuade brands like Cheerios and Oreos to bypass chains such as Wal-mart and Target and ship products directly to consumers instead. Finally, Mark Gabbay, Asia-Pacific CEO at LaSalle Investment Management, talks about real estate in the region.

Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's global market strategist, gives an outlook for global markets. Bloomberg's Craig Giammona discusses Amazon's plan to persuade brands like Cheerios and Oreos to bypass chains such as Wal-mart and Target and ship products directly to consumers instead. Finally, Mark Gabbay, Asia-Pacific CEO at LaSalle Investment Management, talks about real estate in the region.

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

Health Care Must Insure the Young to Make it Work, Miller Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b5d30515-9648-4d9f-8477-ae3c007df9a4/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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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa striking a deal to buy BioCatch, which uses artificial intelligence to detect fraud, for $2.4 billion in cash. The company is purchasing BioCatch from funds advised by Permira and other shareholders, and the transaction is expected to close in the fiscal second quarter of 2027, according to a statement Monday. BioCatch works with more than 350 banking clients across the world.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott International Earnings. Marriott International shares declined after the company said that room growth for 2026 would likely come in at the lower end of earlier guidance, driven by construction delays in the Middle East. 

-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Autos, discusses AstraZeneca exploring an acquisition of Bristol-Myers Squibb in a potential megadeal that would rank as the largest ever in pharma. The companies have held early-stage discussions about combining, but it’s unclear if discussions are ongoing or whether they will result in a transaction.

-Jonathan Kay, Founder & CEO at Apptopia, discusses sports betting and prediction market apps performance and competition. He also talks about Kalshi, and Demographic differences between OSB’s and Prediction markets.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa striking a deal to buy&nbsp;BioCatch, which uses artificial intelligence to detect fraud, for $2.4 billion in cash.&nbsp;The company is purchasing BioCatch from funds advised by&nbsp;Permira&nbsp;and other shareholders, and the transaction is expected to close in the fiscal second quarter of 2027, according to a&nbsp;statement&nbsp;Monday. BioCatch works with more than 350 banking clients across the world. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott International Earnings. Marriott International shares declined after the company said that room growth for 2026 would likely come in at the lower end of earlier guidance, driven by construction delays in the Middle East.&nbsp; -Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials &amp; Autos, discusses AstraZeneca exploring an acquisition of Bristol-Myers Squibb in a potential megadeal that would rank as the largest ever in pharma. The companies have held early-stage discussions about combining, but it&rsquo;s unclear if discussions are ongoing or whether they will result in a transaction. -Jonathan Kay, Founder &amp; CEO at Apptopia, discusses sports betting and prediction market apps performance and competition. He also talks about Kalshi, and Demographic differences between OSB&rsquo;s and Prediction markets.

Visa to Buy Fraud-Prevention Firm BioCatch for $2.4 Billion 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cf1c9e77-dbc3-44fb-8d90-b49b01103045/transcript

Health Care Must Insure the Young to Make it Work, Miller Says

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