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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.

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  • BI Weekend: Oracle Earnings, Novo Cuts, Anglo Deal
    2025/09/12

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

    Hosts: Scarlet Fu and Norah Mulinda

    On this podcast:

    - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.
    - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion.
    - Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining.
    - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff.
    - Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.”
    - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion.
    - Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.”

    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.

    See omnystudio.com/listener for privacy information.

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    39 分
  • Amazon, Google Probed by FTC Over Search Advertising Practices
    2025/09/12

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

    Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

    -Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites.

    -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion.

    -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter.

    See omnystudio.com/listener for privacy information.

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    19 分
  • Kroger Rises After Lifting Outlook on Healthy Grocery Demand
    2025/09/11

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

    Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda

    -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains.

    -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty.

    -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging.

    -Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate.

    See omnystudio.com/listener for privacy information.

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    23 分
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