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

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp; Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of &ldquo;Masters in Business,&rdquo; discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President. Hosts: Paul Sweeney and Alix Steel

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: <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

US Consumer Sentiment Declines for First Time in Six Months 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/76010a73-52f0-4a99-afb5-b26f012ca274/transcript

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

Hosts: Paul Sweeney 

On this podcast:

- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the succession plan at Berkshire Hathaway.
 
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings.

- Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell’s.
 
-  Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Paul Sweeney On this podcast: - Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: &ldquo;AI&rsquo;s Cross-Industry Industry Disruption.&rdquo; - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults. - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses the succession plan at Berkshire Hathaway. &nbsp; - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell&rsquo;s. &nbsp; -&nbsp; Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f238b0c0-3a40-4e50-8de4-b3b1014a7f10/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings.  Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney  licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. 

Watch Scarlet 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 Kristine Aquino -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it&rsquo;s developing for the artificial intelligence model developer&nbsp;OpenAI&nbsp;to 2028 from 2027, according to people familiar with the work. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. &nbsp;Broadcom, a chip company vying with&nbsp;Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors&rsquo; lofty expectations. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney &nbsp;licensing iconic characters including Mickey Mouse and Cinderella to&nbsp;OpenAI&nbsp;for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup.&nbsp;

Oracle Delays Some Data Center Projects for OpenAI to 2028 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/391b134d-282b-4d7c-82ec-b3b10129e15c/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan.

-Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025.

 

 

Watch Scarlet 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 Isabelle Lee - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle&nbsp;shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan. -Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from&nbsp;Eli Lilly &amp; Co.&nbsp;helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence&rsquo;s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025.
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Oracle Slides by Most Since January on Mounting AI Spending 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/32d327ba-ee56-4f56-bbfc-b3b001271920/transcript

US Consumer Sentiment Declines for First Time in Six Months

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