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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

Ed Ludlow, Bloomberg Technology Co-Host, discusses Linda Yaccarino stepping down as CEO of X, according to her post on X. He also previews the Sun Valley Conference.

Sally Bakewell, Bloomberg US Finance Team Leader, discusses Goldman Sachs’ plans to ask junior bankers to confirm their loyalty on a regular basis to limit advances from talent-hungry buyout firms.

Tim Craighead, Bloomberg Intelligence Chief Content Officer, discusses his research on ten companies to watch right now in Q3.

Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence’s deep dive into the antitrust enforcement policies of President Donald Trump's administration.

Watch Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Ed Ludlow, Bloomberg Technology Co-Host, discusses Linda Yaccarino stepping down as CEO of X, according to her post on X. He also previews the Sun Valley Conference. Sally Bakewell, Bloomberg US Finance Team Leader, discusses Goldman Sachs&rsquo; plans to ask junior bankers to confirm their loyalty on a regular basis to limit advances from talent-hungry buyout firms. Tim Craighead, Bloomberg Intelligence Chief Content Officer, discusses his research on ten companies to watch right now in Q3. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence&rsquo;s deep dive into the antitrust enforcement policies of President Donald Trump's administration.

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

Yaccarino Stepping Down as CEO of Musk’s X After Two Years 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a4a87151-4518-4e47-a42f-b3150114696b/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

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it’s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services industry and clients paused business due to the conflict in the Middle East. The company reported a 2% drop in new bookings for the quarter ended May 31, according to a statement Thursday. Accenture shares tumbled 20% in early trading in New York, marking their worst one-day drop on record. 

- Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the next steps in US-Iran relations as an interim peace deal is starting to take effect, with focus shifting to the resumption of shipping through the Strait of Hormuz and a complex 60-day negotiating period over Tehran’s nuclear program. 

- Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, discusses what Wednesday’s FOMC meeting and remarks from Chair Kevin Warsh signal about the Fed’s policy path ahead. Traders piled into betting on interest-rate hikes as soon as next month after Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won’t tolerate high inflation. 

- Ann Miletti, Head of Equity Investments & Chief Diversity Officer at Allspring Global Investments, assess the importance of portfolio diversification and earnings fundamentals as the next phase of AI implementation spurs record capex spending.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp;
- Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it&rsquo;s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services industry and clients paused business due to the conflict in the Middle East. The company reported a 2% drop in new bookings for the quarter ended May 31, according to a statement Thursday. Accenture shares tumbled 20% in early trading in New York, marking their worst one-day drop on record.&nbsp;
- Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the next steps in US-Iran relations as an interim peace deal is starting to take effect, with focus shifting to the resumption of shipping through the Strait of Hormuz and a complex 60-day negotiating period over Tehran&rsquo;s nuclear program.&nbsp;
- Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, discusses what Wednesday&rsquo;s FOMC meeting and remarks from Chair Kevin Warsh signal about the Fed&rsquo;s policy path ahead. Traders piled into betting on interest-rate hikes as soon as next month after Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won&rsquo;t tolerate high inflation.&nbsp;
- Ann Miletti, Head of Equity Investments &amp; Chief Diversity Officer at Allspring Global Investments, assess the importance of portfolio diversification and earnings fundamentals as the next phase of AI implementation spurs record capex spending.

Accenture Forecast Sends Stock Tumbling a Record 20%

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b92a84dd-9df8-49a0-860e-b46d011e9507/transcript

Yaccarino Stepping Down as CEO of Musk’s X After Two Years

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