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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence rebounded sharply in May, with the Conference Board's gauge increasing by 12.3 points to 98, marking the biggest monthly gain in four years.

Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses the European Union and the US signaling a willingness to work towards a trade deal over the next six weeks. This follows a phone call between President Donald Trump and European Commission President Ursula von der Leyen.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is moving to cancel all remaining federal contracts with Harvard University, worth an estimated $100 million, as part of its battle against the university.

Patrick Wilson, Portfolio Manager at CenterSquare Investment Management, joins to discuss 
how the outlook for potentially higher inflation due to tariffs can shape investing in listed REITs today.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
Today&rsquo;s Podcast Features are:&nbsp; Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence rebounded sharply in May, with the Conference Board's gauge increasing by 12.3 points to 98, marking the biggest monthly gain in four years. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses the European Union and the US signaling a willingness to work towards a trade deal over the next six weeks. This follows a phone call between President Donald Trump and European Commission President Ursula von der Leyen. Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is moving to cancel all remaining federal contracts with Harvard University, worth an estimated $100 million, as part of its battle against the university. Patrick Wilson, Portfolio Manager at CenterSquare Investment Management, joins to discuss how the outlook for potentially higher inflation due to tariffs can shape investing in listed REITs today.

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

Stocks Jump on Consumer Confidence, Trade Talks 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/35e1bdb2-02ec-435a-b3a1-b2ea01114244/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

-Yiqin Shen, Bloomberg Equities Reporter, discusses 13F filings. Investment firms for ultra-wealthy individuals have built up billions of dollars of exposure to SpaceX, highlighting their ability to muscle in on sought-after business opportunities. More than a dozen family offices held a total of at least $3.8 billion in SpaceX through the first half of 2026, according to US filings.

-Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. Alphabet Inc. is looking to raise about A$5 billion in its debut bond offering in Australia, as US tech firms raise debt to fuel AI spending.
Separately, AI-linked stocks rose after Anthropic PBC told prospective investors that its preliminary second quarter revenue was $11.5 billion, an at least 14-fold increase versus the same period a year ago.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. AstraZeneca Plc is stopping a clinical trial of the experimental drug volrustomig as it didn’t look set to help fight lung cancer better than existing therapies. The company had two separate late-stage trial successes that strengthen key cancer franchises, including one where patients with non-small cell lung cancer received Tagrisso in combination with Orpathys.

-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses the Bloomberg Big Take story: “Big Take: ‘I Hate Losing’: Walter Rushes Makeover as DOJ Probes His Empire.” Description: The CEO of Guggenheim Partners and owner of the LA Dodgers flipped the Lakers within a year and has explored other steps to pay down loans from his insurers.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith -Yiqin Shen, Bloomberg Equities Reporter, discusses 13F filings. Investment firms for ultra-wealthy individuals have built up billions of dollars of exposure to SpaceX, highlighting their ability to muscle in on sought-after business opportunities. More than a dozen family offices held a total of at least $3.8 billion in SpaceX through the first half of 2026, according to US filings. -Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. Alphabet Inc. is looking to raise about A$5 billion in its debut bond offering in Australia, as US tech firms raise debt to fuel AI spending. Separately, AI-linked stocks rose after&nbsp;Anthropic PBC&nbsp;told prospective investors that its preliminary second quarter revenue was $11.5 billion, an at least 14-fold increase versus the same period a year ago. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. AstraZeneca Plc is stopping a clinical trial of the experimental drug volrustomig as it didn&rsquo;t look set to help fight lung cancer better than existing therapies. The company had two separate late-stage trial successes that strengthen key cancer franchises, including one where patients with non-small cell lung cancer received Tagrisso in combination with Orpathys. -Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses the Bloomberg Big Take story: &ldquo;Big Take: &lsquo;I Hate Losing&rsquo;: Walter Rushes Makeover as DOJ Probes His Empire.&rdquo; Description: The CEO of Guggenheim Partners and owner of the LA Dodgers flipped the Lakers within a year and has explored other steps to pay down loans from his insurers.

Family Offices Amass $3.8 Billion SpaceX Bet in Boost for Musk 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1f0810f8-5f8e-4839-adf1-b4a90111c8cb/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

Stocks Jump on Consumer Confidence, Trade Talks

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