Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025

Featuring:

Terry Haines, Founder at Pangea Policy

Gautam Mukunda, professor at Yale School of Management

Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. A special edition of Bloomberg Surveillance hosted by Tom Keene &amp; David Gura, January 14th, 2025 Featuring: Terry Haines, Founder at Pangea Policy Gautam Mukunda, professor at Yale School of Management Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

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

Senate Confirmation Hearings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b62f7918-99cb-4e8a-8f10-b26501259259/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and John Tucker 

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour forecasting a sharper revenue decline than previously expected as demand softens in several key regions. The athletic retailer now expects sales to fall by a mid-single digit percentage rate for the year.

- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses The Federal Communications Commission voting to repeal a nationwide audience cap that limited the number of TV-viewing households a single broadcaster could reach. FCC Chairman Brendan Carr argued that the rule relaxation is necessary to help broadcasters stay competitive and promote local news coverage.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two earnings. According to Bloomberg Intelligence: Take-Two's fiscal 2Q bookings guidance is 7-10% below consensus as Zynga softness persists, while Grand Theft Auto VI's Nov. 19 launch means revenue is back-loaded in 2H.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Wendy’s and Sweetgreens. The Wendy’s Co. withdrew its 2026 outlook and cut its dividend as its new chief executive devises a recovery plan for the beleaguered brand. Sweetgreen Inc. cut its annual outlook due to reduced consumer demand for fresh prepared foods during the cyclospora outbreak.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and John Tucker&nbsp; -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour forecasting a sharper revenue decline than previously expected as demand softens in several key regions. The athletic retailer now expects sales to fall by a mid-single digit percentage rate for the year. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses The Federal Communications Commission voting to repeal a nationwide audience cap that limited the number of TV-viewing households a single broadcaster could reach. FCC Chairman Brendan Carr argued that the rule relaxation is necessary to help broadcasters stay competitive and promote local news coverage. -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two earnings. According to Bloomberg Intelligence: Take-Two's fiscal 2Q bookings guidance is 7-10% below consensus as Zynga softness persists, while Grand Theft Auto VI's Nov. 19 launch means revenue is back-loaded in 2H. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Wendy&rsquo;s and Sweetgreens. The Wendy&rsquo;s Co.&nbsp;withdrew its 2026 outlook and cut its dividend as its new chief executive devises a recovery plan for the beleaguered brand. Sweetgreen Inc. cut its annual outlook due to reduced consumer demand for fresh prepared foods during the cyclospora outbreak.

Under Armour Cuts Sales View on Softer Demand Around the World 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e5132ee-e0b4-4e8d-ba5b-b49f01164112/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Bros Discovery and Fox. Warner Bros. Discovery Inc. reported a drop in sales due to the loss of National Basketball Association rights and a movie lineup that compared poorly with last year.  Fox Corp reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. In separate news: Britain's antitrust watchdog and culture minister decided against escalating scrutiny of Paramount Skydance Corp.'s takeover of Warner Bros. Discovery Inc.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Alphabet’s recent departures. Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI. Koray Kavukcuoglu has been appointed to run Google's AI research and operations, while Demis Hassabis has stepped back from day-to-day operations to become chairman of Google DeepMind and Alphabet's Chief Scientist.

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses earnings from Hertz and Six Flags. Hertz Global Holdings Inc. beat Wall Street’s earnings estimates, a boost for the struggling rental car company following an unusual debt-raise maneuver and a warning of weakness in the used-vehicle market.  Six Flags reported net revenue for the second quarter that missed the average analyst estimate.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Burger King. Burger King’s US sales surged last quarter, with comparable sales jumping 8.5% in the three months through June 30. The chain has invested in advertising, restaurant remodels, menu upgrades, and extra training since 2022 to reverse an earlier sales slump, and has launched marketing stunts and limited-time offers.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Bros Discovery and Fox. Warner Bros. Discovery Inc. reported a drop in sales due to the loss of National Basketball Association rights and a movie lineup that compared poorly with last year. &nbsp;Fox Corp reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. In separate news: Britain's antitrust watchdog and culture minister decided against escalating scrutiny of Paramount Skydance Corp.'s takeover of Warner Bros. Discovery Inc. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Alphabet&rsquo;s recent departures. Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI. Koray Kavukcuoglu has been appointed to run Google's AI research and operations, while Demis Hassabis has stepped back from day-to-day operations to become chairman of Google DeepMind and Alphabet's Chief Scientist. -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses earnings from Hertz and Six Flags. Hertz Global Holdings Inc.&nbsp;beat Wall Street&rsquo;s earnings estimates, a boost for the struggling rental car company following an unusual debt-raise maneuver and a warning of weakness in the used-vehicle market. &nbsp;Six Flags&nbsp;reported net revenue for the second quarter that missed the average analyst estimate. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Burger King. Burger King&rsquo;s US sales surged last quarter, with comparable sales jumping 8.5% in the three months through June 30. The chain has invested in advertising, restaurant remodels, menu upgrades, and extra training since 2022 to reverse an earlier sales slump, and has launched marketing stunts and limited-time offers.

 Warner Bros. Sales Fall on Loss of NBA, Weak Film Slate 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/06ba7259-de8d-4160-8db8-b49e01158e14/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices  fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida.

-Lily Meier, Bloomberg Retail Reporter, discusses her story: “Lululemon’s New CEO Has to Contend With Founder Raring to Fight.” Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices &nbsp;fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. -Lily Meier, Bloomberg Retail Reporter, discusses her story: &ldquo;Lululemon&rsquo;s New CEO Has to Contend With Founder Raring to Fight.&rdquo; Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning.

SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ccde6a36-42ec-4edb-85e2-b49d01181601/transcript

Senate Confirmation Hearings

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