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Market news and in-depth company research.
Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.
-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell’s. Campbell’s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Scarlet Fu and John Tucker
-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 shares of the closed-end fund IPO purchased receiving 20 shares in the management company.
-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. Kohl’s rebounded after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.
-Matthew Griffin, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: “Iran War, AI and Private Credit Shocks Press on Market Weakness.”
The war in the Middle East has injected a new shock into the global economy, with oil prices skyrocketing and stock futures plunging before partially recovering. Multiple forces are creating new fragilities in global markets, including the emergence of AI, soured loans in the private-credit industry, a softening US job market, and stubbornly high inflation.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation Entertainment and its Ticketmaster subsidiary reaching a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls.
-Madison Muller, Bloomberg News Health Reporter, discusses Novo Nordisk and Hims & Hers Health working together to sell obesity drugs, including Ozempic and Wegovy, on the Hims platform. Hims will no longer advertise its copies of the Novo medicines and will only sell compounded versions of Wegovy and Ozempic if a doctor deems them necessary for a patient.
-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses the impact of the war in the Middle East on the luxury sector. According to Bloomberg Intelligence: Luxury-goods sector global 2026 organic growth could fall 150 bps for every 10% slowdown in Middle East sales and 1% elsewhere, if the US-Israeli war on Iran is prolonged.
-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the latest in the residential housing market. According to Bess, geopolitical instability always introduces caution into financial markets, and real estate is no exception. That said, New York has historically been viewed as a safe haven during global uncertainty. We often see capital move toward stability and prime U.S. real estate is considered a stable asset class.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino
-Brian Chappatta, Bloomberg, Managing Editor of Leveraged Finance and Distressed Debt, discusses BlackRock curbing withdrawals from its $26 billion HPS Corporate Lending Fund after client requests for redemptions spiked, capping repurchases at 5%.
-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the latest in the tech sector. He discusses how investors are now navigating an uncertain Iran military conflict in the Middle East, adding to the nervousness already in the tech trade with the AI Ghost Trade and Anthropic worries abound.
-Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, discusses her outlook for the U.S real estate market. Lauren discusses how she thinks we’re past bottom in most global markets, with tangible evidence of price movement.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee
-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses Morgan Stanley eliminating about 3% of its global workforce, targeting employees in its investment-banking and trading businesses as well as the wealth and asset-management operations.
-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom Chief Executive Officer Hock Tan said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by Nvidia.
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Anthropic resuming talks with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that’s transfixed Silicon Valley.
-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Krogers and BJ's Wholesale. Kroger's new CEO Greg Foran laid out a value-focused vision to boost top-line growth by taking out costs and using that capital on price investments and customer experience. BJ’s Wholesale reported adjusted earnings per share guidance for fiscal 2027 that missed the average analyst estimate.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps CrowdStrike earnings. CrowdStrike projected quarterly sales that were roughly in line with analysts’ estimates, signaling steady demand in an era when artificial intelligence has heightened concerns over cybersecurity threats.
-Vlad Rikhter, CEO of Fencer, discusses AI and why OpenAI Chief Executive Officer Sam Altman said the company's rush to forge a deal with the Defense Department looked "opportunistic and sloppy". The remarks follow an announcement late Friday that Altman had reached an agreement to let the Pentagon deploy OpenAI’s artificial intelligence models in its classified network.
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses why Paramount Skydance’s acquisition of Warner Bros Discovery will trigger a media reranking and strategic sector reset. Bloomberg Intelligence expects the industry to consolidate around three dominant players: Disney, Paramount and Netflix, leaving Comcast subscale and making further M&A likely.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bath and Body Works earnings. Bath & Body Works, said sales will decline less than analysts expect, a sign that the home products retailer’s transformation plan, which includes selling its products on Amazon.com Inc.’s web store, is starting to take shape.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Target forecasted better-than-expected profit for the full year, indicating the big-box retailer’s turnaround plans are starting to generate results.
- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses why the US-led attack on Iran heightens near-term risk for e-commerce, threatening both shipping reliability and consumer demand.
- Kirsten Fontenrose, Senior Fellow at the Atlantic Council, discusses the latest out of the Middle East. The US-Israeli war on Iran reverberated across the region for a fourth day, with oil and gas prices surging and the world adjusting to a conflict that President Donald Trump has said could last for weeks.
- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses why congressional war powers votes aimed at blocking President Donald Trump from further military action in Iran will likely fail. Yet bipartisan dissent could hasten an endgame and lower disruption risks for airlines, energy and shipping.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Alexis Christoforous and Norah Mulinda
- Ellen Wald, President of Transversal Consulting discusses the impact of the Iran strikes on oil markets. Oil surged as the first impacts of the war in the Middle East began to be felt, with a near halt to traffic through the Strait of Hormuz and disruption at a big refinery in Saudi Arabia.
- Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the latest on Iran. US President Donald Trump said the bombing campaign against Iran could last for weeks and called on the nation’s leaders to capitulate, while the Islamic Republic’s security chief ruled out negotiations.
- Wayne Sanders, Bloomberg Intelligence Senior Defense Weapons Analyst, discusses how the U.S, Israel strikes on Iran will impact defense platforms. According to Bloomberg Intelligence: US defense primes Lockheed, RTX and Northrop sit at the center of the air, missile-defense and strike capabilities underscored by the US-Israel campaign in Iran. The operation reinforces the primacy of air and sea assets, with crewed platforms retaining clear relevance.
- Edward Price, Non-Resident Senior Fellow at NYU, discusses the latest in the Middle East. Senior Senate Democrat Mark Warner said Donald Trump’s rationale for the US-Israeli attack on Iran isn’t convincing and the US president owes an explanation to the families of American service members killed in action.
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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney, Isabelle Lee, and John Tucker
-Caroline Hyde, BTech Co-Anchor, discusses the top tech stories. OpenAI will raise $110 billion in new investment at a $730 billion pre-money valuation. Anthropic also rejected the Pentagon's latest offer in a dispute over safeguards around the use of its artificial intelligence technology by the US military.
-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies Inc. shares jumped after the company gave an outlook for sales of its artificial intelligence servers that exceeded estimates.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps CoreWeave earnings. CoreWeave Inc. fell by the most in more than six months after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix pulling out of the Warner Bros Discovery bidding war. Paramount Skydance Corp. has agreed to pay $111 billion for Warner Bros. Discovery Inc., outmaneuvering rival Netflix Inc. after a months-long battle.
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