Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings.
Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants
Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings.
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed. 

Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
<ul>
<li>Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings.</li>
<li>Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants</li>
<li>Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings.</li>
<li>Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed.&nbsp;</li>
</ul>

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

Micron’s Capital Spending Growth Overshadows Booming Sales

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7c94f247-7517-448a-ab67-b412010b67a2/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, on Berkshire Hathaway Inc. founder Warren Buffett stepping down as the company’s chairman to be replaced by his son Howard, effectively ending roughly six decades at the helm of the conglomerate.

- Janet Lorin, Bloomberg News higher education reporter, on The University of Kansas's David Booth Kansas Memorial Stadium is undergoing an $800 million renovation that includes luxury seats and amenities, showing how the new financial model in college sports resembles that of professional teams.

 - Randall Williams, Bloomberg Business of Sports Reporter, on On Holding signing French superstar Kylian Mbappé to lead its push into football, mounting a bold challenge to Nike Inc. and Adidas AG’s dominance of the sport.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, on Berkshire Hathaway Inc.&nbsp;founder&nbsp;Warren Buffett stepping down as the company&rsquo;s chairman to be replaced by his son Howard, effectively ending roughly six decades at the helm of the conglomerate.
- Janet Lorin, Bloomberg News higher education reporter, on The University of Kansas's David Booth Kansas Memorial Stadium is undergoing an $800 million renovation that includes luxury seats and amenities, showing how the new financial model in college sports resembles that of professional teams.
&nbsp;- Randall Williams, Bloomberg Business of Sports Reporter, on On Holding signing French superstar&nbsp;Kylian Mbapp&eacute;&nbsp;to lead its push into football, mounting a bold challenge to&nbsp;Nike Inc.&nbsp;and&nbsp;Adidas AG&rsquo;s dominance of the sport.

Buffett Steps Down as Berkshire Chair, Ending Six-Decade Run

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcc14189-a62e-415d-a7e3-b4c901033572/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation discusses how After being credited with stabilizing Boeing over the past few years, Chief Executive Officer Kelly Ortberg laid out a set of challenges that surprised investors who had grown comfortable with the more steady performance at the US planemaker.

- Danish Nagda, Founder and CEO at Rezilient, talks AI as Titans of the artificial intelligence industry gathered in Scotland to hear Britain’s monarch challenge them to control their inventions. King Charles III convened technology leaders and other influential figures for a summit focused on the mounting risks of AI, a topic that has captivated the globe this week. While the executives there didn’t publicly commit to any changes, some addressed the safety concerns directly. 

- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, explains how GTA VI could reshape gaming engagement beyond its launch, pulling players from GTA V, Call of Duty, Fortnite and Forza Horizon while also expanding gaming interest beyond core console gamers over time. Its broad entertainment reach, highlighted by the Netflix reveal, suggests the game can attract lapsed or less-active players back to gaming even as it temporarily absorbs hours from rival titles. 

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation discusses how After being credited with stabilizing&nbsp;Boeing&nbsp;over the past few years, Chief Executive Officer&nbsp;Kelly Ortberg&nbsp;laid out a set of challenges that surprised investors who had grown comfortable with the more steady performance at the US planemaker.
- Danish Nagda, Founder and CEO at Rezilient, talks AI as Titans of the artificial intelligence industry gathered in Scotland to hear Britain&rsquo;s monarch challenge them to control their inventions.&nbsp;King Charles III convened technology leaders and other influential figures for a summit focused on the mounting risks of AI, a topic that has captivated the globe this week. While the executives there didn&rsquo;t publicly commit to any changes, some addressed the safety concerns directly.&nbsp;
- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, explains how GTA VI could reshape gaming engagement beyond its launch, pulling players from GTA V, Call of Duty, Fortnite and Forza Horizon while also expanding gaming interest beyond core console gamers over time. Its broad entertainment reach, highlighted by the Netflix reveal, suggests the game can attract lapsed or less-active players back to gaming even as it temporarily absorbs hours from rival titles.&nbsp;

Boeing Lays out Challenges Ahead

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ef328df-ceb3-4dcb-b9fd-b4c8010a690f/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, joins to discuss how AI tensions between Anthropic and the administration were reignited by a essay posted by the company's Chief Executive Officer Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Donald Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing AI safety concerns among themselves.
Separately, OpenAI is holding early talks with investors about a fresh funding round that would value the company at more than $1.2 trillion ahead of an initial public offering.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, continues the conversation on AI. According to Bloomberg Intelligence: AI spending is rising faster than corporate executives can track its impact, with only 9% saying they can confidently measure financial returns even as 92% see costs going up next year. As the predictable economics of software subscriptions shifts to agentic AI, two-thirds say AI use, measured in tokens, has at least doubled in a year.

-- Andrew Grant, BloombergNEF Head of Intelligent Mobility, discusses BNEF's passenger car outlook. According to BNEF: Passenger cars are the most significant form of road transport and will remain vital to the way people get around in the coming decades. Global sales continue to rise but peak in 2037 at just under 100 million vehicles in BloombergNEF’s modeling, marking an end to over-a-century of growth. 

-Laura Rapaport, Founder & CEO of North Bridge, discusses the state of commercial real estate. NYC office conversions have moved from a niche strategy to a meaningful part of New York City's housing pipeline, with 74 projects permitted so far in 2026 and 122 underway across the city. North Bridge also sees hotels as the next repositioning wave. Hotel sales rose 28% in the first half of the year. Owners under debt and liquidity strain are selling rather than funding brand-required upgrades, drawing buyers willing to renovate.

 

 

 

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, joins to discuss how AI tensions between Anthropic and the administration were reignited by a essay posted by the company's Chief Executive Officer Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Donald Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing AI safety concerns among themselves. Separately, OpenAI is holding early talks with investors about a fresh funding round that would value the company at more than $1.2 trillion ahead of an initial public offering. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, continues the conversation on AI. According to Bloomberg Intelligence: AI spending is rising faster than corporate executives can track its impact, with only 9% saying they can confidently measure financial returns even as 92% see costs going up next year. As the predictable economics of software subscriptions shifts to agentic AI, two-thirds say AI use, measured in tokens, has at least doubled in a year. -- Andrew Grant, BloombergNEF Head of Intelligent Mobility, discusses BNEF's passenger car outlook. According to BNEF: Passenger cars are the most significant form of road transport and will remain vital to the way people get around in the coming decades. Global sales continue to rise but peak in 2037 at just under 100 million vehicles in BloombergNEF&rsquo;s modeling, marking an end to over-a-century of growth.&nbsp; -Laura Rapaport, Founder &amp; CEO of North Bridge, discusses the state of commercial real estate. NYC office conversions have moved from a niche strategy to a meaningful part of New York City's housing pipeline, with 74 projects permitted so far in 2026 and 122 underway across the city. North Bridge also sees hotels as the next repositioning wave. Hotel sales rose 28% in the first half of the year. Owners under debt and liquidity strain are selling rather than funding brand-required upgrades, drawing buyers willing to renovate.
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AI Fears Mount on CEO Calls for Slowdown 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b326aa9e-2a12-4e8f-aedc-b4c70119e3c5/transcript

Micron’s Capital Spending Growth Overshadows Booming Sales

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