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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s next-generation obesity shot delivering less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in the weight-loss market.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino’s Pizza. Domino’s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses how tariffs are being impacted by the Supreme Court’s recent ruling on tariffs. According to Bloomberg Intelligence: Gap, Aritzia and Urban Outfitters are among apparel retailers that should see margins expand, with the US' global tariff set at 15% -- vs. an average 20% for the sector after the Supreme Court struck down President Donald Trump's sweeping levies.

-Holly Froum, Bloomberg Intelligence Litigation Analyst, discusses the legality of President Trump’s tariffs. According to Bloomberg Intelligence: the US Supreme Court's Feb. 20 ruling that the Trump administration's fentanyl trafficking and reciprocal tariffs are unlawful prompted President Trump to invoke Trade Act Section 122 to impose a 10% tariff effective Feb. 24.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk&rsquo;s next-generation obesity shot delivering less weight loss than&nbsp;Eli Lilly &amp; Co.&rsquo;s rival blockbuster in yet another blow to the Danish company&rsquo;s attempts to regain lost ground in the weight-loss market. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino&rsquo;s Pizza. Domino&rsquo;s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain&rsquo;s budget-friendly pies.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses how tariffs are being impacted by the Supreme Court&rsquo;s recent ruling on tariffs. According to Bloomberg Intelligence: Gap, Aritzia and Urban Outfitters are among apparel retailers that should see margins expand, with the US' global tariff set at 15% -- vs. an average 20% for the sector after the Supreme Court struck down President Donald Trump's sweeping levies. -Holly Froum, Bloomberg Intelligence Litigation Analyst, discusses the legality of President Trump&rsquo;s tariffs. According to Bloomberg Intelligence: the US Supreme Court's Feb. 20 ruling that the Trump administration's fentanyl trafficking and reciprocal tariffs are unlawful prompted President Trump to invoke Trade Act Section 122 to impose a 10% tariff effective Feb. 24.

Novo Next-Generation Obesity Shot Falls Short of Lilly Rival 

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It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security, China’s elusive intelligence agency. The US has apprehended hundreds of people accused of giving information to the MSS, but the agency’s inner workings have been a mystery –  until now.

The Sixth Bureau from Bloomberg News follows an MSS intelligence officer whose mission was to acquire the crown jewels of American aerospace companies. With aliases, blackmail and the occasional break-in, he targeted corporate giants. That is, until his sloppiness – and a cunning FBI sting – led to a stunning reversal: Xu Yanjun became the first Chinese intelligence officer ever convicted on American soil.

The Sixth Bureau is the story of superpowers, their secrets and how one Chinese spy got caught.

Listen to episodes 1 and 2 now on Bloomberg's Big Take podcast.

It&rsquo;s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security, China&rsquo;s elusive intelligence agency. The US has apprehended hundreds of people accused of giving information to the MSS, but the agency&rsquo;s inner workings have been a mystery &ndash;&nbsp; until now.
The Sixth Bureau from Bloomberg News follows an MSS intelligence officer whose mission was to acquire the crown jewels of American aerospace companies. With aliases, blackmail and the occasional break-in, he targeted corporate giants. That is, until his sloppiness &ndash; and a cunning FBI sting &ndash; led to a stunning reversal: Xu Yanjun became the first Chinese intelligence officer ever convicted on American soil.
The Sixth Bureau is the story of superpowers, their secrets and how one Chinese spy got caught.
Listen to episodes 1 and 2 now on Bloomberg's<a href="swap.fm/l/Mxl2nrodDYLxqq8K3Tx5"> Big Take podcast.</a>

Introducing: The Sixth Bureau

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

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings.
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings.
- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts.
- Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express.
-  Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter.
- Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting  its’ Knicks and Rangers businesses.

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 and Scarlet Fu On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings. - Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts. - Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express. -&nbsp; Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter. - Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting&nbsp; its&rsquo; Knicks and Rangers businesses. 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: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings 

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike  to Target Corp. spiked following the Supreme Court’s ruling to strike down President Donald Trump’s tariffs. 

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst,  discusses the impact of tariffs on autos. Trade-related stocks, including retailers, industrials and autos, spiked Friday after the US Supreme Court struck down Donald Trump’s sweeping global tariffs. 

-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the impact of tariffs on tech.
Despite the Trump administration leveraging the International Emergency Economic Powers Act (IEEPA) to legally impose tariff across its trading partners, the decision does not impact all of Trump’s tariff but invalidates those implemented under the IEEPA. 

-Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses tariffs. The court's decision invalidates Trump’s tariffs, including those imposed on goods from Canada, Mexico, and China, and could cut the US average effective tariff rate by more than half.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike &nbsp;to Target Corp. spiked following the Supreme Court&rsquo;s ruling to strike down President Donald Trump&rsquo;s tariffs.&nbsp; -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst,&nbsp; discusses the impact of tariffs on autos. Trade-related stocks, including retailers, industrials and autos, spiked Friday after the US&nbsp;Supreme Court struck down Donald Trump&rsquo;s sweeping global tariffs.&nbsp; -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the impact of tariffs on tech. Despite the Trump administration leveraging the International Emergency Economic Powers Act (IEEPA) to legally impose tariff across its trading partners, the decision does not impact all of Trump&rsquo;s tariff but invalidates those implemented under the IEEPA.&nbsp; -Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of &ldquo;Masters in Business&rdquo; discusses tariffs. The court's decision invalidates Trump&rsquo;s tariffs, including those imposed on goods from Canada, Mexico, and China, and could cut the US average effective tariff rate by more than half.

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs 

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street’s expectations, citing the need for flexibility in unpredictable times for consumers.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Deere shares climbed as the company boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy.

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags earnings. Six Flags Entertainment Corp. reported 2025 earnings and revenue that were slightly ahead of analyst estimates as the company works to rebound from lackluster attendance.

-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the latest at Nestle. Nestlé's new CEO Philipp Navratil forecast sales and profit growth and revealed plans to reorganize the company despite the biggest infant formula recall in its history.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street&rsquo;s expectations, citing the need for flexibility in unpredictable times for consumers. -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Deere shares climbed as the company boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy. -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags earnings. Six Flags Entertainment Corp. reported 2025 earnings and revenue that were slightly ahead of analyst estimates as the company works to rebound from lackluster attendance. -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the latest at Nestle. Nestl&eacute;'s new CEO Philipp Navratil forecast sales and profit growth and revealed plans to reorganize the company despite the biggest infant formula recall in its history.

Walmart’s Cautious Outlook Reflects Uneven State of US Economy 

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett's last quarter as Berkshire Hathaway's CEO reflecting a bearish sentiment. The conglomerate cut its Amazon stake by 75%.

- Ryan Vlastelica, Bloomberg News Equities Reporter, discusses how Apple's correlation to the Nasdaq 100 Index has tumbled to 0.21, its lowest since 2006, as the company's decision to mostly sit out the AI arms race has turned it into an outlier.

-Randall Williams, Bloomberg Business of Sports Reporter, discusses  Madison Square Garden Sports board of directors approving a plan to explore spinning off the NBA’s New York Knicks and NHL’s New York Rangers’ business, to create two publicly traded companies. 

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses top tech stories. Meta Platforms has agreed to deploy "millions" of Nvidia  processors over the next few years, tightening its relationship with Nvidia in the artificial intelligence industry. Separately, Uber Technologies Inc. is planning to spend more than $100 million to build fast-charging, autonomous-vehicle charging stations in the US.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses Warren Buffett's last quarter as Berkshire Hathaway's CEO reflecting a bearish sentiment. The conglomerate cut its Amazon stake by 75%. - Ryan Vlastelica, Bloomberg News Equities Reporter, discusses how Apple's correlation to the Nasdaq 100 Index has tumbled to 0.21, its lowest since 2006, as the company's decision to mostly sit out the AI arms race has turned it into an outlier. -Randall Williams, Bloomberg Business of Sports Reporter, discusses &nbsp;Madison Square Garden Sports board of directors approving a plan to explore spinning off the NBA&rsquo;s New York Knicks and NHL&rsquo;s New York Rangers&rsquo; business, to create two publicly traded companies.&nbsp; -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses top tech stories. Meta Platforms has agreed to deploy "millions" of Nvidia &nbsp;processors over the next few years, tightening its relationship with Nvidia in the artificial intelligence industry. Separately, Uber Technologies Inc. is planning to spend more than $100 million to build fast-charging, autonomous-vehicle charging stations in the US.

Berkshire Hathaway Slashes Amazon Stake 

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Warner Bros Discovery agreeing to reopen negotiations with Paramount Skydance Corp. after Paramount proposed raising its bid and sweetened other terms of its offer. Netflix Inc. has granted Warner Bros. seven days to discuss Paramount's proposal, with Warner Bros. still recommending shareholders vote in favor of its binding agreement to sell to Netflix.

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Anthropic. Anthropic PBC's talks to extend a contract with the Pentagon are being held up over additional protections the company wants to put on its Claude tool.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. According to Bloomberg Intelligence: Moderna and Merck's positive Phase 2 data from intismeran autogene (2030 consensus sales of $1.3 billion) in adjuvant melanoma has led to three Phase 3 trials, but the first, Moderna's key 2026 clinical catalyst in melanoma (data due 2H), faces headwinds.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate. According to Bloomberg Intelligence: Contrary to widespread concerns about artificial intelligence eliminating jobs, the technology is emerging as a catalyst for office demand, reinforcing leasing momentum in New York City and San Francisco.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Warner Bros Discovery agreeing to reopen negotiations with Paramount Skydance Corp. after Paramount proposed raising its bid and sweetened other terms of its offer. Netflix Inc. has granted Warner Bros. seven days to discuss Paramount's proposal, with Warner Bros. still recommending shareholders vote in favor of its binding agreement to sell to Netflix. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Anthropic. Anthropic PBC's talks to extend a contract with the Pentagon are being held up over additional protections the company wants to put on its Claude tool. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. According to Bloomberg Intelligence: Moderna and Merck's positive Phase 2 data from intismeran autogene (2030 consensus sales of $1.3 billion) in adjuvant melanoma has led to three Phase 3 trials, but the first, Moderna's key 2026 clinical catalyst in melanoma (data due 2H), faces headwinds. -Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate. According to Bloomberg Intelligence: Contrary to widespread concerns about artificial intelligence eliminating jobs, the technology is emerging as a catalyst for office demand, reinforcing leasing momentum in New York City and San Francisco.

Warner Bros Reopens Talks as Paramount Signals Higher Bid

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Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome.

This episode is sponsored by Coinbase.

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome.
This episode is sponsored by Coinbase.

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

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

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:

- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion.

- Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services.

- Kristina Peterson, Bloomberg News Food Industry Reporter, discusses the new Kraft Heinz CEO pausing the company’s split.

- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings.

- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS earnings.

- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Hilton Worldwide earnings.

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 and Scarlet Fu On this podcast: - Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean buying Valaris in a stock deal valued at $5.8 billion. - Andrew Grant, BNEF Head of Intelligent Mobility, discusses his outlook for robotaxi services. - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses the new Kraft Heinz CEO pausing the company&rsquo;s split. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. - Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Hilton Worldwide earnings. 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: Coca Cola, Hasbro, T-Mobile Earnings  

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings.
Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options.
Also, Pinterest shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why software companies are facing pressure amid concerns that AI will erode demand.
According to Bloomberg Intelligence: The top 2-3 companies in each industry could retain their ranking given high domain-expertise, brand and their ability to spend aggressively in embedding AI (intelligence) across their products, assuming they have access to all the frontier models.

-Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses travel earnings. 
 Expedia shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates.  TripAdvisor shares fell to a 10-month low intraday after the online travel company reported adjusted earnings per share for the fourth quarter that fell well short of the average analyst estimate.

-Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses research on American Express. According to Bloomberg Intelligence: American Express' focus on attracting new premium cardholders should help it meet consensus EPS growth of 14-15% in 2026-27, with stronger fee economics likely overlooked by investors noting its 4Q decline in US new-card acquisitions and 16% rise in customer-engagement expenses tied to high-fee cards.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings. Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options. Also, Pinterest shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why software companies are facing pressure amid concerns that AI will erode demand. According to Bloomberg Intelligence: The top 2-3 companies in each industry could retain their ranking given high domain-expertise, brand and their ability to spend aggressively in embedding AI (intelligence) across their products, assuming they have access to all the frontier models. -Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses travel earnings. &nbsp;Expedia&nbsp;shares tumble&nbsp;despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates.&nbsp; TripAdvisor&nbsp;shares fell to a 10-month low intraday after the online travel company reported adjusted earnings per share for the fourth quarter that fell well short of the average analyst estimate. -Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses research on American Express. According to Bloomberg Intelligence: American Express' focus on attracting new premium cardholders should help it meet consensus EPS growth of 14-15% in 2026-27, with stronger fee economics likely overlooked by investors noting its 4Q decline in US new-card acquisitions and 16% rise in customer-engagement expenses tied to high-fee cards.

Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026 

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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

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