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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Alphabet looking to raise about $15 billion from a US high-grade dollar bond sale, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is paying $350 million upfront to collaborate with Innovent Biologics Inc. in developing new treatments for cancer and immune disorders. Novo Nordisk A/S is suing Hims & Hers Health Inc. for breaching its US patent on semaglutide, the active ingredient in medicines like Ozempic and Wegovy.

-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean agreeing to acquire the offshore drilling firm in an all-stock transaction valued at approximately $5.8 billion. Valaris shareholders will receive a fixed exchange ratio of 15.235 shares of Transocean stock for each common share of Valaris.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses why a potential antitrust probe into US homebuilders by the Trump Administration -- as reported by Bloomberg News -- may prove to be more political than driven by illicit behavior.

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

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney saying Parks Chief Josh D’Amaro will succeed Bob Iger as CEO.
- Christian Bruch, Siemens Energy CEO, discusses Siemens Energy investing $1 Billion in the US.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings and obesity data.
- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments.
- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses PayPal earnings.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings.
- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses his 2026 outlook for global communications and networking equipment.

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.