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

Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber teaming up with Lucid Group and Nuro to launch a robotaxi fleet, with plans to deploy at least 20,000 of the robotaxis over six years.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses United Airlines earnings. United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights.

Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. International growth helped buoy PepsiCo Inc.’s second quarter earnings, as the snacks and beverage giant said it plans to lean into higher-protein offerings and smaller portion sizes.  

Watch Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber teaming up with Lucid Group and Nuro to launch a robotaxi fleet, with plans to deploy at least 20,000 of the robotaxis over six years. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses United Airlines earnings. United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. International growth helped buoy&nbsp;PepsiCo Inc.&rsquo;s second quarter earnings, as the snacks and beverage giant said it plans to lean into higher-protein offerings and smaller portion sizes.&nbsp;&nbsp;

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

Uber Partnering With Lucid, Nuro to Launch Robotaxis in 2026 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/54eadcfb-1bce-4200-bf5c-b31d01109edc/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx shares fell after the parcel delivery company posted its first earnings report since completing the spinoff of its freight unit earlier this month. Results seem to have fallen short of investor expectations after a strong run-up in the first half of the year. 

-Ryan Ward, BloombergNEF Weather Associate, discusses how AI is modeling mega storms with surprising accuracy. AI hurricane forecasts faced a first stress test in 2025: Hurricane Melissa, the strongest Category 5 hurricane in the modern era. AI models are trained on historical data, meaning a storm of this magnitude was not in the training set and potentially not predictable.

-Linda Cohn, ESPN Sportscenter Anchor, discusses retiring after 34 years at ESPN. Hall of Fame sportscaster Linda Cohn has served as a SportsCenter anchor since joining ESPN in 1992. She is ESPN’s longest-tenured SportsCenter anchor and in early 2016 was recognized for anchoring her 5,000th SportsCenter, the most of any anchor in ESPN history. In 2017, she was inducted into the National Sports Media Association (NSMA) Hall of Fame.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx&nbsp;shares fell after the parcel delivery company posted its first earnings report since completing the&nbsp;spinoff&nbsp;of its freight unit earlier this month. Results seem to have fallen short of investor expectations after a strong run-up in the first half of the year.&nbsp; -Ryan Ward, BloombergNEF Weather Associate, discusses how AI is modeling mega storms with surprising accuracy. AI hurricane forecasts faced a first stress test in 2025: Hurricane Melissa, the strongest Category 5 hurricane in the modern era. AI models are trained on historical data, meaning a storm of this magnitude was not in the training set and potentially not predictable. -Linda Cohn, ESPN Sportscenter Anchor, discusses retiring after 34 years at ESPN. Hall of Fame sportscaster Linda Cohn has served as a SportsCenter anchor since joining ESPN in 1992. She is ESPN&rsquo;s longest-tenured SportsCenter anchor and in early 2016 was recognized for anchoring her 5,000th SportsCenter, the most of any anchor in ESPN history. In 2017, she was inducted into the National Sports Media Association (NSMA) Hall of Fame.

FedEx Slips After First Earnings Since Spinoff 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ddd56311-90c0-46be-b104-b47301143bdf/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. According to Bloomberg Intelligence: Carnival's outlook for 1.75% constant-currency full-year revenue-yield growth (2.25% excluding deployment and loyalty-program changes) reflects a 100-bp guidance reduction since March, due to higher airfare and gas prices amid disruption from conflict in the Middle East.

-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses SpaceX’s historic bond debut. According to Bloomberg Intelligence: SpaceX's inaugural high grade bond offering could draw heavy demand, aided by first-time issuer scarcity and demand for diversified AI-linked credit exposure. Key-person risk, large funding needs and execution challenges tied to space and AI expansion may raise questions about balance-sheet strength and cash-flow generation over time.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses SpaceX. After pulling off a record $86 billion IPO in mid-June and riding an initial surge, enthusiasm waned for the stock that’s been at the forefront of a retail frenzy in speculative space and AI trades. 

-Madison Muller, Bloomberg News Health Reporter, discusses the Bloomberg Big Take: “How Eli Lilly's CEO Plans to Keep the GLP-1 Boom Going.” When Dave Ricks became chief executive officer of Eli Lilly & Co. in 2017, he was facing an industry under siege. Americans held drug companies in lower esteem than airlines, law firms and even the federal government. President Donald Trump, then starting his first term, was excoriating them for their high prices. A mounting number of reports showed that soaring costs were even forcing some diabetics to ration insulin.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. According to Bloomberg Intelligence: Carnival's outlook for 1.75% constant-currency full-year revenue-yield growth (2.25% excluding deployment and loyalty-program changes) reflects a 100-bp guidance reduction since March, due to higher airfare and gas prices amid disruption from conflict in the Middle East. -Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses SpaceX&rsquo;s historic bond debut. According to Bloomberg Intelligence: SpaceX's inaugural high grade bond offering could draw heavy demand, aided by first-time issuer scarcity and demand for diversified AI-linked credit exposure. Key-person risk, large funding needs and execution challenges tied to space and AI expansion may raise questions about balance-sheet strength and cash-flow generation over time. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses SpaceX. After pulling off a record $86 billion IPO in mid-June and riding an initial surge, enthusiasm waned for the stock that&rsquo;s been at the forefront of a retail frenzy in speculative space and AI trades.&nbsp; -Madison Muller, Bloomberg News Health Reporter, discusses the Bloomberg Big Take: &ldquo;How Eli Lilly's CEO Plans to Keep the GLP-1 Boom Going.&rdquo; When Dave Ricks became chief executive officer of Eli Lilly &amp; Co. in 2017, he was facing an industry under siege. Americans held drug companies in lower esteem than airlines, law firms and even the federal government. President Donald Trump, then starting his first term, was excoriating them for their high prices. A mounting number of reports showed that soaring costs were even forcing some diabetics to ration insulin.

Carnival Leads Cruise Stocks Lower on Weak 3Q Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7071fee6-fefe-4aea-98ae-b4720110cd52/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AbbVie agreeing to buy Apogee Therapeutics for $10.9 billion to bolster its anti-inflammatory drug portfolio. The acquisition is expected to close in the third quarter and reflects a roughly 49% premium to Apogee’s closing price of $90.38 on Thursday.

-Spencer Liberman, Bloomberg Intelligence Analyst, Industrials and Materials, discusses CRH agreeing to acquire US construction services company Arcosa for $8.5 billion in what is a record deal for the Irish building materials provider. 

-Dennis Lockhart, Former Atlanta Fed President, discusses the life of Alan Greenspan. Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson’s disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AbbVie agreeing to buy Apogee Therapeutics for $10.9 billion to bolster its anti-inflammatory drug portfolio. The acquisition is expected to close in the third quarter and reflects a roughly 49% premium to Apogee&rsquo;s closing price of $90.38 on Thursday. -Spencer Liberman, Bloomberg Intelligence Analyst, Industrials and Materials, discusses CRH agreeing to acquire US construction services company Arcosa for $8.5 billion in what is a record deal for the Irish building materials provider.&nbsp; -Dennis Lockhart, Former Atlanta Fed President, discusses the life of Alan Greenspan. Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson&rsquo;s disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down.

Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c5351eb0-7676-4bc5-8803-b4710110e6c2/transcript

Uber Partnering With Lucid, Nuro to Launch Robotaxis in 2026

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