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

Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar

**Broadcasting live from Michael Loeb’s Annual Uncharted Summit**

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. 

-- Michael Loeb, Founder and CEO, Loeb.nyc & Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it’s like to be an entrepreneur in today’s landscape, and the VC landscape. 

- Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal.

Watch Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar **Broadcasting live from Michael Loeb&rsquo;s Annual Uncharted Summit**
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company&rsquo;s earnings trend may have hit an inflection point, analysts say.&nbsp;
-- Michael Loeb, Founder and CEO, Loeb.nyc &amp; Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it&rsquo;s like to be an entrepreneur in today&rsquo;s landscape, and the VC landscape.&nbsp;
- Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal.

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

Nike Jumps as Outlook Creates Optimism in Turnaround 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d993056a-2023-44ea-b033-b30901130def/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features.

-Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.” Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to&nbsp;cut more than 1,000 jobs from&nbsp;the company&rsquo;s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features. -Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: &ldquo;The CEO Playbook to Navigating Trump.&rdquo; Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/320a9387-65d0-4db3-8d48-b3d201254b6a/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.  Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year.

-Travis Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he’s seeing.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airline earnings.  Delta Air Lines provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.

 

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase &amp; Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses&nbsp;Alphabet&rsquo;s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker&rsquo;s artificial intelligence technology, including the Siri voice assistant.&nbsp; Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year. -Travis&nbsp;Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he&rsquo;s seeing. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airline earnings. &nbsp;Delta Air Lines&nbsp;provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year.&nbsp;Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.
&nbsp;

JPMorgan Investment-Banking Fees Drop on Underwriting Miss 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cef8f42c-d311-459d-a83f-b3d101254518/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It’s a move that could wipe out billions in profits for the banking industry.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica seeing fourth-quarter sales at the higher end of its guidance. It’s a sign that the yogawear company is regaining some momentum following a series of disappointing results. 

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia planning to invest $1 billion over five years in a new laboratory with Eli Lilly, aiming to speed up the use of artificial intelligence in the pharmaceutical industry.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance ratcheting up the stakes in the monthslong battle for Warner Bros. Discovery, saying it plans to nominate directors to the board to thwart a merger with Netflix.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker -Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It&rsquo;s a move that could wipe out billions in profits for the banking industry. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica seeing fourth-quarter sales at the higher end of its guidance. It&rsquo;s a sign that the yogawear company is regaining some momentum following a series of disappointing results.&nbsp; -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia planning to invest $1 billion over five years in a new laboratory with Eli Lilly, aiming to speed up the use of artificial intelligence in the pharmaceutical industry. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance ratcheting up the stakes in the monthslong battle for Warner Bros. Discovery, saying it plans to nominate directors to the board to thwart a merger with Netflix.

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/99fe033f-44b6-4720-8d50-b3d0012dd529/transcript

Nike Jumps as Outlook Creates Optimism in Turnaround

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