(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

Guest:
Jonathan Golub, Chief Equity Strategist for RBC Capital Markets, on the equity markets, the Fed, and investing in a slow growth environment.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

Guest:
Jonathan Golub, Chief Equity Strategist for RBC Capital Markets, on the equity markets, the Fed, and investing in a slow growth environment.

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

RBC’s Golub on Investing in a Slow Growth Environment (Audio)

RBC's Golub on Investing in a Slow Growth Environment (Audio)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cff6b354-44c8-4cc6-86f3-ae3c00a1dfe1/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa striking a deal to buy BioCatch, which uses artificial intelligence to detect fraud, for $2.4 billion in cash. The company is purchasing BioCatch from funds advised by Permira and other shareholders, and the transaction is expected to close in the fiscal second quarter of 2027, according to a statement Monday. BioCatch works with more than 350 banking clients across the world.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott International Earnings. Marriott International shares declined after the company said that room growth for 2026 would likely come in at the lower end of earlier guidance, driven by construction delays in the Middle East. 

-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Autos, discusses AstraZeneca exploring an acquisition of Bristol-Myers Squibb in a potential megadeal that would rank as the largest ever in pharma. The companies have held early-stage discussions about combining, but it’s unclear if discussions are ongoing or whether they will result in a transaction.

-Jonathan Kay, Founder & CEO at Apptopia, discusses sports betting and prediction market apps performance and competition. He also talks about Kalshi, and Demographic differences between OSB’s and Prediction markets.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa striking a deal to buy&nbsp;BioCatch, which uses artificial intelligence to detect fraud, for $2.4 billion in cash.&nbsp;The company is purchasing BioCatch from funds advised by&nbsp;Permira&nbsp;and other shareholders, and the transaction is expected to close in the fiscal second quarter of 2027, according to a&nbsp;statement&nbsp;Monday. BioCatch works with more than 350 banking clients across the world. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott International Earnings. Marriott International shares declined after the company said that room growth for 2026 would likely come in at the lower end of earlier guidance, driven by construction delays in the Middle East.&nbsp; -Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials &amp; Autos, discusses AstraZeneca exploring an acquisition of Bristol-Myers Squibb in a potential megadeal that would rank as the largest ever in pharma. The companies have held early-stage discussions about combining, but it&rsquo;s unclear if discussions are ongoing or whether they will result in a transaction. -Jonathan Kay, Founder &amp; CEO at Apptopia, discusses sports betting and prediction market apps performance and competition. He also talks about Kalshi, and Demographic differences between OSB&rsquo;s and Prediction markets.

Visa to Buy Fraud-Prevention Firm BioCatch for $2.4 Billion 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cf1c9e77-dbc3-44fb-8d90-b49b01103045/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

--Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Apple earnings and tech. Apple Inc. tumbled after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.

-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron earnings. ExxonMobil and Chevron plowed profits into debt reduction rather than huge buyback increases due to caution about the duration of war-driven price rallies. The biggest US oil companies more than doubled second-quarter net income due to global energy market disruptions stemming from conflicts in the Persian Gulf and Russia.

-Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. UEFA approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors. FIFA will proceed with plans to privatize its commercial business, despite threats from regional footballing organizations in Europe, Asia and North America that they could boycott the World Cup. Separately, Randall talks about his conversation with Washington Commanders President Mark Clouse.

 

 

 

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; --Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Apple earnings and tech. Apple Inc. tumbled after component shortages weighed on the company&rsquo;s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil &amp; Gas, discusses Chevron earnings. ExxonMobil and Chevron plowed profits into debt reduction rather than huge buyback increases due to caution about the duration of war-driven price rallies. The biggest US oil companies more than doubled second-quarter net income due to global energy market disruptions stemming from conflicts in the Persian Gulf and Russia. -Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. UEFA approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors. FIFA will proceed with plans to privatize its commercial business, despite threats from regional footballing organizations in Europe, Asia and North America that they could boycott the World Cup. Separately, Randall talks about his conversation with Washington Commanders President Mark Clouse.
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Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b180b863-f10f-41cf-b36b-b4980112ace8/transcript

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech

Apple tumbled in late trading after component shortages weighed on the company&rsquo;s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.&nbsp;Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech co-host</li>
<li>Anurag Rana, Bloomberg Intelligence Senior Technology Analyst</li>
<li>Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech</li>
</ul>

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2a059c07-8c49-4a63-9418-b4970169c2ed/transcript

RBC's Golub on Investing in a Slow Growth Environment (Audio)

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