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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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  • Kimberly-Clark to Buy Tylenol Maker Kenvue for $40 Billion
    2025/11/03

    Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
    Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

    - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier.

    - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.

    - Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate.

    See omnystudio.com/listener for privacy information.

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    21 分
  • Caterpillar, European, and Big Tech Earnings
    2025/10/31

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

    Hosts: Paul Sweeney and Scarlet Fu

    On this podcast:

    - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy

    - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings

    - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google

    - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings

    - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts

    - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings

    - Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AI

    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 Soars on Fastest Cloud Growth in Years
    2025/10/31

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

    Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

    - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected.
    - Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom
    - Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost?

    See omnystudio.com/listener for privacy information.

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    20 分
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