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

Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnings.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnings. Hosts: Paul Sweeney and Alix Steel

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

House Passes Budget Paving Way for Tax Cuts 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7daf347a-ec1a-471b-8e1f-b290011f1a14/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros Discovery. Netflix is trying to close its $82.7 billion deal after Paramount made a hostile offer for Warner Bros., with the CEOs expressing confidence in their agreement despite regulatory concerns.

-Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoi.”
Description: The trail from the Trump family memecoins leads all the way back to the origins of memecoins, an unregulated, nihilistic gambling game that swept the crypto world. 

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses his outlook for homebuilders in 2026. According to Bloomberg Intelligence: US homebuilder fundamentals will remain pressured in 2026 amid sluggish top-line growth and ongoing margin headwinds.

 

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 -Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros Discovery. Netflix is trying to close its $82.7 billion deal after Paramount made a hostile offer for Warner Bros., with the CEOs expressing confidence in their agreement despite regulatory concerns. -Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: &ldquo;A Shadowy Global Network Helped Trump Make Millions in Memecoi.&rdquo; Description: The trail from the Trump family memecoins leads all the way back to the origins of memecoins, an unregulated, nihilistic gambling game that swept the crypto world. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses his outlook for homebuilders in 2026. According to Bloomberg Intelligence: US homebuilder fundamentals will remain pressured in 2026 amid sluggish top-line growth and ongoing margin headwinds.
&nbsp;

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7dbc3bd5-a21b-4083-8e43-b3b401211900/transcript

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

Hosts: Paul Sweeney 

On this podcast:

- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the succession plan at Berkshire Hathaway.
 
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings.

- Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell’s.
 
-  Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows.

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 On this podcast: - Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: &ldquo;AI&rsquo;s Cross-Industry Industry Disruption.&rdquo; - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults. - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses the succession plan at Berkshire Hathaway. &nbsp; - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell&rsquo;s. &nbsp; -&nbsp; Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows. 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: Oracle, Cracker Barrel Earnings, FDA Probe 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f238b0c0-3a40-4e50-8de4-b3b1014a7f10/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings.  Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney  licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. 

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 Kristine Aquino -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it&rsquo;s developing for the artificial intelligence model developer&nbsp;OpenAI&nbsp;to 2028 from 2027, according to people familiar with the work. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. &nbsp;Broadcom, a chip company vying with&nbsp;Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors&rsquo; lofty expectations. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney &nbsp;licensing iconic characters including Mickey Mouse and Cinderella to&nbsp;OpenAI&nbsp;for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup.&nbsp;

Oracle Delays Some Data Center Projects for OpenAI to 2028 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/391b134d-282b-4d7c-82ec-b3b10129e15c/transcript

House Passes Budget Paving Way for Tax Cuts

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