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.

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

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 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, discusses top tech stories. OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, roughly doubling its run rate from the end of 2025. The company's revenue has accelerated in recent months, driven in part by the growth of its AI coding software, subscription sales, and its nascent advertising business.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses the potential for a Workday buyout. According to Bloomberg Intelligence: A Workday buyout would signal that AI fears have pushed valuations too low for mission-critical software vendors, potentially setting up a broader sector rerating. Workday's entrenched role as a system of record for enterprises supports our stance that its AI disruption risk is limited.

-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: “Big Business Bought Influence. The Bill Is Due.”  A poll found that contributing to the president's new White House ballroom was seen as the most damaging thing a company could do, with a net negative of 37 points. The administration has shown it is willing to inflict damage on companies that fail to bend to its wishes, and the public is watching how companies respond to its requests for donations. Companies that try to stay out of politics by quietly donating to the administration may find that this strategy ultimately hurts them, as the record of their donations will be public and can be used against them in the future.

-Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Pet Owners Are Giving Cats and Digs Anti-Aging Drugs.” Pet owners are spending money on experimental treatments they believe will help their pets live better and longer lives, including peptide injections, red-light therapy, and nutritional supplements. Some pet owners are giving their pets rapamycin, a drug that has shown promising anti-aging properties in studies with mice, despite the lack of official results on its effectiveness in dogs and cats. The pet supplement market is growing, with about 10% of pet owners purchasing senior or anti-aging supplements, and companies like Loyal Animal Health Inc. and Elanco Animal Health Inc. are working on developing new drugs to extend pets' lifespans.

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, discusses top tech stories. OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, roughly doubling its run rate from the end of 2025. The company's revenue has accelerated in recent months, driven in part by the growth of its AI coding software, subscription sales, and its nascent advertising business. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses the potential for a Workday buyout. According to Bloomberg Intelligence: A Workday buyout would signal that AI fears have pushed valuations too low for mission-critical software vendors, potentially setting up a broader sector rerating. Workday's entrenched role as a system of record for enterprises supports our stance that its AI disruption risk is limited. -Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: &ldquo;Big Business Bought Influence. The Bill Is Due.&rdquo; &nbsp;A poll found that contributing to the president's new White House ballroom was seen as the most damaging thing a company could do, with a net negative of 37 points. The administration has shown it is willing to inflict damage on companies that fail to bend to its wishes, and the public is watching how companies respond to its requests for donations. Companies that try to stay out of politics by quietly donating to the administration may find that this strategy ultimately hurts them, as the record of their donations will be public and can be used against them in the future. -Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: &ldquo;Pet Owners Are Giving Cats and Digs Anti-Aging Drugs.&rdquo; Pet owners are spending money on experimental treatments they believe will help their pets live better and longer lives, including peptide injections, red-light therapy, and nutritional supplements. Some pet owners are giving their pets rapamycin, a drug that has shown promising anti-aging properties in studies with mice, despite the lack of official results on its effectiveness in dogs and cats. The pet supplement market is growing, with about 10% of pet owners purchasing senior or anti-aging supplements, and companies like Loyal Animal Health Inc. and Elanco Animal Health Inc. are working on developing new drugs to extend pets' lifespans.

OpenAI’s Revenue Run Rate Tops $40 Billion Ahead of IPO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/61905496-55df-4979-8eba-b4a6011bf825/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Ed Ludlow, Bloomberg Tech Anchor, discusses Anthropic being in talks to buy Decart AI for about $6 billion, which would be Anthropic's largest known acquisition. Decart makes software that can reduce the cost of training and operating AI by helping chips work more efficiently, and the potential acquisition is intended to help Anthropic's existing computing infrastructure absorb more demand.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Cisco Systems shares falling after the company projected $7.5 billion in AI data center sales this fiscal year, which disappointed investors. AI sales will make up about 10% of Cisco's projected total revenue of $72.2 billion to $73.4 billion in fiscal 2027, according to a company statement.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses his piece “Apple's Foldable iPhone Can Turn Flat Units to Fast Sales Growth.” According to Bloomberg Intelligence: “Apple's reportedly $2,000 foldable iPhone can almost triple the size of the ultra-premium segment of that market, with our scenario assuming 10-14 million units sold in the first 12 months.”

-Sarah Pinto, Head of Robinhood Ventures, discusses Robinhood Ventures Fund II IPO.  Robinhood Ventures Fund II priced IPO of 8m shares at an initial public offering price of $25/shr.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Ed Ludlow, Bloomberg Tech Anchor, discusses Anthropic being in talks to buy Decart AI for about $6 billion, which would be Anthropic's largest known acquisition. Decart makes software that can reduce the cost of training and operating AI by helping chips work more efficiently, and the potential acquisition is intended to help Anthropic's existing computing infrastructure absorb more demand. -Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Cisco Systems shares falling after the company projected $7.5 billion in AI data center sales this fiscal year, which disappointed investors. AI sales will make up about 10% of Cisco's projected total revenue of $72.2 billion to $73.4 billion in fiscal 2027, according to a company statement. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses his piece &ldquo;Apple's Foldable iPhone Can Turn Flat Units to Fast Sales Growth.&rdquo; According to Bloomberg Intelligence: &ldquo;Apple's reportedly $2,000 foldable iPhone can almost triple the size of the ultra-premium segment of that market, with our scenario assuming 10-14 million units sold in the first 12 months.&rdquo; -Sarah Pinto, Head of Robinhood Ventures, discusses Robinhood Ventures Fund II IPO. &nbsp;Robinhood Ventures Fund II priced IPO of 8m shares at an initial public offering price of $25/shr.

Anthropic in Talks to Buy Startup Decart for $6 Billion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2657d26b-284a-4531-986e-b4a501183b93/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses CoreWeave earnings and AI. CoreWeave surged after the AI spending frenzy spurred faster sales growth than anticipated, with sales expected to be $3.45 billion to $3.6 billion in the third quarter. The firm's backlog was $104 billion at the end of the quarter, and it inked more than $25 billion in new customer commitments after the period ended, suggesting that “AI demand remains strong”.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer earnings. Super Micro Computer Inc. shares jumped after the company gave a revenue forecast for the current quarter that topped analysts’ estimates, a sign the booming artificial intelligence market continues to bolster sales of the company’s servers.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses restaurant earnings. Cava Group's sales rose faster than expected due to increased traffic and customers buying higher-priced proteins and extras such as pita chips.
Brinker International Inc. said it grew comparable sales of its Chili’s Grill & Bar chain, as the company continues to attract customers to the casual dining restaurants amid a broader industry slowdown.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the latest at Paramount Skydance. According to Bloomberg Intelligence: UK antitrust clearance on Aug. 6 of Paramount's Warner Bros. Discovery purchase leaves US litigation as the final obstacle to closing the $110 billion deal. With trial of a state challenge to the deal set for March 2, risks on both sides could spur settlement, though the states have reportedly resisted talks.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses CoreWeave earnings and AI. CoreWeave surged after the AI spending frenzy spurred faster sales growth than anticipated, with sales expected to be $3.45 billion to $3.6 billion in the third quarter. The firm's backlog was $104 billion at the end of the quarter, and it inked more than $25 billion in new customer commitments after the period ended, suggesting that &ldquo;AI demand remains strong&rdquo;. -Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer earnings. Super Micro Computer Inc. shares jumped after the company gave a revenue forecast for the current quarter that topped analysts&rsquo; estimates, a sign the booming artificial intelligence market continues to bolster sales of the company&rsquo;s servers. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses restaurant earnings. Cava Group's sales rose faster than expected due to increased traffic and customers buying higher-priced proteins and extras such as pita chips. Brinker International Inc. said it grew comparable sales of its Chili&rsquo;s Grill &amp; Bar chain, as the company continues to attract customers to the casual dining restaurants amid a broader industry slowdown. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the latest at Paramount Skydance. According to Bloomberg Intelligence: UK antitrust clearance on Aug. 6 of Paramount's Warner Bros. Discovery purchase leaves US litigation as the final obstacle to closing the $110 billion deal. With trial of a state challenge to the deal set for March 2, risks on both sides could spur settlement, though the states have reportedly resisted talks.

CoreWeave Shares Soar After Booming AI Demand Boosts Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/480b19c5-be52-4218-bf93-b4a401165272/transcript

Nike Jumps as Outlook Creates Optimism in Turnaround

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