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

Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump&rsquo;s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets. Hosts: Paul Sweeney and Alix Steel

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 Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e6cbb6ea-8aa1-446a-889c-b2910122a743/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses tech. Moonshot's new Kimi K3 model rivals the strongest offerings from OpenAI and Anthropic PBC, sparking concerns about the industry's spending spree. The launch of Kimi K3 led to a decline in AI and semiconductor stocks, with Bloomberg's Asian semiconductor index sliding more than 6% and Nasdaq 100 futures falling 2%.

-Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple. Apple Inc. is again the biggest company in the world after wresting the title from Nvidia Corp. Apple's stock climbed 0.4%, putting its valuation at $4.9 trillion, while Nvidia shares sank 3.7% to bring the chipmaker’s market capitalization down to $4.8 trillion.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix earnings. Netflix Inc. shares fell after the company forecast a second consecutive quarter of slowing sales growth, contributing to investor anxiety about the streaming giant’s future. The company projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts’ expectations.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses tech. Moonshot's new Kimi K3 model rivals the strongest offerings from OpenAI and Anthropic PBC, sparking concerns about the industry's spending spree. The launch of Kimi K3 led to a decline in AI and semiconductor stocks, with Bloomberg's Asian semiconductor index sliding more than 6% and Nasdaq 100 futures falling 2%. -Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple. Apple Inc. is again the biggest company in the world after wresting the title from Nvidia Corp. Apple's stock climbed 0.4%, putting its valuation at $4.9 trillion, while Nvidia shares sank 3.7% to bring the chipmaker&rsquo;s market capitalization down to $4.8 trillion. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix earnings. Netflix Inc. shares fell after the company forecast a second consecutive quarter of slowing sales growth, contributing to investor anxiety about the streaming giant&rsquo;s future. The company projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts&rsquo; expectations.
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Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/deba1be7-56be-4eb6-81f5-b48a0113729b/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Auto, discusses the latest in the biotech sector. Eli Lilly & Co. agreed to buy AtaiBeckley Inc. for as much as $3.8 billion, underscoring growing interest from large drugmakers in psychedelic medicine.
Separately, Merck & Co. won US regulatory approval of a pill called Lipfendra to reduce LDL cholesterol.

-Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses earnings from Abbott Laboratories. Abbott Laboratories raised its 2026 profit guidance after a stronger-than-expected second quarter driven by improved performance across most of its business lines. The company now expects adjusted earnings to fall between $5.45 to $5.60 a share this year, and shares rose 14% after the announcement.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Taiwan Semiconductor Manufacturing Co. raising its spending and revenue projections for the year, reflecting confidence that growth in demand for chips and data centers will extend into 2027 and beyond. Separately, Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion and expands the US firm’s global operations.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials &amp; Auto, discusses the latest in the biotech sector. Eli Lilly &amp; Co. agreed to buy AtaiBeckley Inc. for as much as $3.8 billion, underscoring growing interest from large drugmakers in psychedelic medicine. Separately, Merck &amp; Co. won US regulatory approval of a pill called Lipfendra to reduce LDL cholesterol. -Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses earnings from Abbott Laboratories. Abbott Laboratories raised its 2026 profit guidance after a stronger-than-expected second quarter driven by improved performance across most of its business lines. The company now expects adjusted earnings to fall between $5.45 to $5.60 a share this year, and shares rose 14% after the announcement. -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Taiwan Semiconductor Manufacturing Co. raising its spending and revenue projections for the year, reflecting confidence that growth in demand for chips and data centers will extend into 2027 and beyond. Separately, Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion and expands the US firm&rsquo;s global operations.

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/39d7b284-576e-4b8d-a0b3-b489011358b0/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Neil Sipes, Bloomberg Intelligence U.S Financials Analyst, discusses earnings from Morgan Stanley and BlackRock.

Morgan Stanley's stock traders set another quarterly record, with $6.3 billion from equity trading, a 69% jump from its previous all-time high. The firm pulled in $148.1 billion in net new assets in its wealth-management business, with over half related to IPOs, and net revenue at the wealth business was $8.86 billion.

BlackRock Inc.'s revenue jumped and the firm's assets hit a record $15.3 trillion, with the company taking in $192 billion across its business in the second quarter.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Neil Sipes, Bloomberg Intelligence U.S Financials Analyst, discusses earnings from Morgan Stanley and BlackRock. Morgan Stanley's stock traders set another quarterly record, with $6.3 billion from equity trading, a 69% jump from its previous all-time high. The firm pulled in $148.1 billion in net new assets in its wealth-management business, with over half related to IPOs, and net revenue at the wealth business was $8.86 billion. BlackRock Inc.'s revenue jumped and the firm's assets hit a record $15.3 trillion, with the company taking in $192 billion across its business in the second quarter.
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Morgan Stanley Joins Wall Street Rivals’ Stock-Trading Boon 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f2279731-0df6-429e-9591-b48800f6b071/transcript

Trump Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty

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