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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker
- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments. Advanced Micro Devices Inc. suffered its worst stock decline in more than seven years after the chipmaker’s sales forecast underwhelmed investors. Separately, Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Eli Lilly earnings. Eli Lilly & Co. provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.
- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Super Micro earnings and discusses HP’s CEO departure. Super Micro Computer Inc. shares gained after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Separately, HP named Bruce Broussard as interim chief executive officer, effective immediately, replacing Enrique Lores who stepped down to join PayPal.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Yum Brands earnings and BI’s latest cruise outlook. Yum reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate. Separately, Walt Disney’s new CEO Josh D'Amaro is bracing for cruise ‘Headwinds.’
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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
- Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Walt Disney saying Josh D’Amaro will succeed Bob Iger as chief executive officer of the entertainment giant. D’Amaro, a 28-year-veteran of Disney, will succeed Iger effective March 18, the Burbank, California-based company said Tuesday in a statement. Iger will stay on the board and serve as a senior adviser until his retirement on Dec. 31.
- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Paypal earnings. PayPal Holdings said HP Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is cutting prices by as much as 15% for key brands, including Lay’s and Doritos, to lift sales by offering more affordable products.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings. Pfizer revealed data from one of its new obesity treatments early Tuesday with little detail, leaving investors wondering if the up to $10 billion it spent purchasing the company that created the medicine will pay off.
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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
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Oracle planning to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. He also discusses Elon Musk being in advanced talks to combine Space Exploration Technologies with xAI, according to people familiar with the matter.
-Geetha Ranganathan, Bloomberg Intelligence Analyst discusses Walt Disney earnings. Walt Disney shares slid after the world’s biggest entertainment company gave a tepid forecast for growth in the current period.
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Sanofi recently forecasted another year of revenue and earnings growth after sales of Dupixent drove higher-than-expected profit in its latest quarter. Roche recently reported disappointing revenue for a blockbuster eye medicine and lackluster growth predictions for the year.
-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses BI’s 2026 outlook for global communications and networking equipment. The global networking sector heads into 2026 with multiple spending tailwinds, led by cloud AI-infrastructure build-outs. Outlays in networking gear are expected to grow 20% to $82 billion, according to 650 Group, with AI network-switching sales poised to climb 91% to $21 billion.
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu
Market news and in-depth company research.
On this podcast:
- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings
- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia investing $2 Billion More in CoreWeave.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings.
- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings.
- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.”
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.
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Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
-Dan Ives, Global Head of Technology Research at Wedbush Securities
-Danielle DiMartino Booth, CEO and Chief Strategist at QI Research
-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst
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Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins.
Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.
For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol and Tim speak with:
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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
-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. International Business Machines Corp. is looking to raise a maximum of €3.5 billion from a four-part euro debt offering to be used for general corporate purposes.
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Meta earnings. Meta Platforms Inc. topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, recaps Tesla earnings. Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines to ramp up production of cars, batteries and robots across half a dozen plants.
-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar Inc. got an earnings boost from selling power generation equipment to AI data centers in its fourth quarter, helping drive quarterly results that topped Wall Street’s expectations.
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Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.
Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.
Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.
And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.
Carol and Tim speak with:
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks Chief Executive Officer Brian Niccol delivering the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.
-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service. The company added more than half a million fixed and mobile internet subscribers in the quarter.
-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. ASML posted record orders in the fourth quarter, even as the Dutch semiconductor equipment maker’s executives faced questions during a call with analysts about whether it can sustain its artificial intelligence-fueled momentum. Amazon.com Inc. is cutting 16,000 corporate jobs worldwide in an effort to remove layers of bureaucracy and “increase ownership,” becoming the latest company to target managers for layoffs in recent years. SoftBank Group Corp. is in discussions to invest as much as $30 billion more in OpenAI, a sharp increase in commitment that reflects founder Masayoshi Son’s ambitions to play a central role in developing artificial intelligence.
-Andrea Felsted, Bloomberg Opinion Columnist, discusses LVMH. -Sales at LVMH’s key fashion unit fell over the holiday season as the Louis Vuitton owner continued to suffer from sluggish demand. Organic sales at the fashion and leather goods division fell 3% in the fourth quarter, LVMH Moët Hennessy Louis Vuitton SE said in a statement Tuesday. Analysts had expected a drop of 2.94%.
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings. General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.
- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses earnings from airlines and Boeing. American Airlines Group Inc. reported fourth-quarter results that missed analyst estimates. JetBlue Airways Corp. reported a wider loss than expected last quarter. Boeing Co. generated cash for a second straight quarter and reported a 57% bump in sales during the final three months of 2025.
- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. expects to cut as many as 30,000 positions this year to rein in costs and boost profitability.
-Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.” Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government, led by President Donald Trump, who also withheld billions in federal funding for research—their lifeblood. Now, universities are dumping private equity funds at discounts following years of poor returns, while public stocks have outperformed the asset class.
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