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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

Enda Curran, Bloomberg Global Economy Reporter, and Joe Mayes, UK Government Reporter, discuss US President Donald Trump announcing a trade framework with the UK, which will bring down barriers and expand market access for American goods, including beef and ethanol.

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel&nbsp; Today&rsquo;s Podcast Features are:&nbsp; Enda Curran, Bloomberg Global Economy Reporter, and Joe Mayes, UK Government Reporter, discuss US President Donald Trump announcing a trade framework with the UK, which will bring down barriers and expand market access for American goods, including beef and ethanol.

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

Trump Hails UK Trade Framework as First of Many Tariff Deals 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/869d428c-df36-4c7a-b578-b2d7011db331/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

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

Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

-- Randall Williams, Bloomberg Business of Sports Reporter, discusses Apollo Global Management providing $2.6 billion of financing to the owners of the New York Yankees, consisting of debt and equity. The proceeds will be used to support the growth of the franchise and refinance existing debt, according to a statement.

-Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.

-Daniela Sirtori, Bloomberg Restaurant Reporter, discusses Chipotle Mexican Grill figuring out that jalapeños were the source of a salmonella outbreak and began an automated recall system to notify restaurants and destroy the tainted peppers. The company was able to identify the problematic ingredient before health agencies announced nationwide recalls, and it quickly replaced the jalapeños with batches from different growers.

-Denitsa Tsekova, Bloomberg News Cross Asset Reporter, discusses the Bloomberg Big Take story: “Big Take: AI Dominated Leveraged ETFs Are Rattling Markets.” Description: Leveraged ETFs account for 2% of assets but roughly a fifth of trading volume in the $17 trillion ETF industry. That trading is increasingly concentrated among mega-cap tech and semiconductor names, especially in leveraged ETFs that tracks a single stock. More than 650 such products now exist globally, nearly triple the number at the start of 2025. They have become significant enough that institutional investors now try to time flows around their rebalances and, in some cases, front-run the trades.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -- Randall Williams, Bloomberg Business of Sports Reporter, discusses Apollo Global Management providing $2.6 billion of financing to the owners of the New York Yankees, consisting of debt and equity. The proceeds will be used to support the growth of the franchise and refinance existing debt, according to a statement. -Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. -Daniela Sirtori, Bloomberg Restaurant Reporter, discusses Chipotle Mexican Grill figuring out that jalape&ntilde;os were the source of a salmonella outbreak and began an automated recall system to notify restaurants and destroy the tainted peppers. The company was able to identify the problematic ingredient before health agencies announced nationwide recalls, and it quickly replaced the jalape&ntilde;os with batches from different growers. -Denitsa Tsekova, Bloomberg News Cross Asset Reporter, discusses the Bloomberg Big Take story: &ldquo;Big Take: AI Dominated Leveraged ETFs Are Rattling Markets.&rdquo; Description: Leveraged ETFs account for 2% of assets but roughly a fifth of trading volume in the $17 trillion ETF industry. That trading is increasingly concentrated among mega-cap tech and semiconductor names, especially in leveraged ETFs that tracks a single stock. More than 650 such products now exist globally, nearly triple the number at the start of 2025. They have become significant enough that institutional investors now try to time flows around their rebalances and, in some cases, front-run the trades.

Apollo Inks $2.6 Billion Financing Deal With NY Yankees 

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

Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

-- Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses top tech stories. Intel Corp. plans to offer $15 billion worth of new stock in its first public share sale since 1971 to extend its comeback and capitalize on the AI boom. Separately, Meta Platforms Inc. introduced a new downloadable AI model called Muse Glimmer that can run on a personal computer.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses top tech stories. Microsoft is planning to “significantly” increase production of its internally designed next-generation AI chips next year, The Information reports, citing people familiar with the matter. Microsoft plans to unveil its new Maia 300 chip this fall, potentially as soon as next month. Separately, Apple was downgraded to an underperform rating at Jefferies due to concerns about the outlook for the company's iPhone.

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest at GameStop and the IPO market. 
GameStop Corp. is considering withdrawing its $56 billion bid for eBay Inc. and may propose a partnership or joint venture instead.
Switch Inc. filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.
Formlabs, a maker of 3D printers, is in early talks with potential advisers for an initial public offering, according to people familiar with the matter.

-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Berkshire Hathaway Inc. spent about $4.5 billion to buy back its own shares in the second quarter and purchased nearly $20 billion of equities in the period. Operating earnings climbed 16% in the three months through June to nearly $13 billion, driven in part by gains in the conglomerate’s manufacturing, service and retailing division, as well as at its utilities business.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith -- Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses top tech stories. Intel Corp. plans to offer $15 billion worth of new stock in its first public share sale since 1971 to extend its comeback and capitalize on the AI boom. Separately, Meta Platforms Inc. introduced a new downloadable AI model called Muse Glimmer that can run on a personal computer. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses top tech stories. Microsoft is planning to &ldquo;significantly&rdquo; increase production of its internally designed next-generation AI chips next year, The Information reports, citing people familiar with the matter. Microsoft plans to unveil its new Maia 300 chip this fall, potentially as soon as next month. Separately, Apple was downgraded to an underperform rating at Jefferies due to concerns about the outlook for the company's iPhone. -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest at GameStop and the IPO market. GameStop Corp. is considering withdrawing its $56 billion bid for eBay Inc. and may propose a partnership or joint venture instead. Switch Inc. filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme. Formlabs, a maker of 3D printers, is in early talks with potential advisers for an initial public offering, according to people familiar with the matter. -Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses Berkshire Hathaway earnings. Berkshire Hathaway Inc. spent about $4.5 billion to buy back its own shares in the second quarter and purchased nearly $20 billion of equities in the period. Operating earnings climbed 16% in the three months through June to nearly $13 billion, driven in part by gains in the conglomerate&rsquo;s manufacturing, service and retailing division, as well as at its utilities business.

Intel to Sell $15 Billion in Stock After AI Boosts Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6f1ae8fc-930d-487f-88ba-b4a20111edcf/transcript

Trump Hails UK Trade Framework as First of Many Tariff Deals

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