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Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova
- Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor Zohran Mamdani’s get-tough approach to regulating app-based work.
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&A front, most deals likely have a path to clearance, even those that raise concerns.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI.
According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.
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Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features.
-Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.” Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.
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Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova
-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant. Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year.
-Travis Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he’s seeing.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airline earnings. Delta Air Lines provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.
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Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker
-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It’s a move that could wipe out billions in profits for the banking industry.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica seeing fourth-quarter sales at the higher end of its guidance. It’s a sign that the yogawear company is regaining some momentum following a series of disappointing results.
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia planning to invest $1 billion over five years in a new laboratory with Eli Lilly, aiming to speed up the use of artificial intelligence in the pharmaceutical industry.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance ratcheting up the stakes in the monthslong battle for Warner Bros. Discovery, saying it plans to nominate directors to the board to thwart a merger with Netflix.
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Hosts: Paul Sweeney and Scarlet Fu.
On this podcast:
- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is taking shape in North America.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses his 2026 airline outlook.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses research on cruise lines versus theme parks in 2026.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Amazon Web Services Growth could pickup in 2026.
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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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI’s US restaurant same-store sales fell 1.1% in December as cold, snow and a 25-year high in flu cases weighed on traffic, but BI’s 2026 outlook remains bright as the industry laps severe 1Q25 weather, flu disruptions, tariffs and the government shutdown.
-Craig Trudell, Bloomberg Global Autos Editor, discusses autos. General Motors will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs. The announcement Thursday brings the total writedowns from GM’s huge bet on battery-electric cars to $7.6 billion, following smaller charges revealed in October.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost.
-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. According to BI, Constellation Brands is navigating the dual challenge of supporting beer-segment profit amid unusually soft market conditions while incurring significant costs from divesting part of its underperforming wine business.
Ken also discusses his research on a protein drink surge.
-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses President Donald Trump saying he would move to ban institutional investors from buying single-family homes. The news sent the S&P 1500 Homebuilding Index down, with shares of homebuilders including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc. all down.
-Zoe Tillman, Bloomberg News Senior Reporter covering Law and Politics, discusses the Bloomberg Big Take story: “More Than 1,000 Firms Join Tariff Suits as Court Ruling Looms.” After months on the sidelines, a flood of businesses spanning the global economy have rushed to stake a claim in the weeks since the justices signaled skepticism of Trump’s signature trade policy during a Nov. 5 hearing. More than 1,000 corporate entities are now involved in the legal fight, court records show, teeing up an unprecedented struggle over what happens next if the administration loses.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery rejecting an amended takeover offer from Paramount Skydance and encouraging shareholders to stick with a deal it has in place with Netflix.
-Caroline Hyde, BTech Co-Anchor, discusses the Consumer Electronics Show. Nvidia CEO Jensen Huang said the company’s revenue forecast has gotten brighter due to strong demand and large customer deals, with increasing uptake of new AI models bringing in more orders than anticipated.
-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses his research on the five-week run-up to Super Bowl LX on Feb. 8 being a key window for DraftKings and FanDuel to expand distribution of their new prediction-markets app.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Alaska Air Group ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversight following Nicolas Maduro's arrest can help mitigate geopolitical risks that drove these companies to largely exit the country years ago.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is beginning to take hold, notably in North America. According to Bloomberg Intelligence: product newness should re-engage consumers and restore momentum in running and lifestyle.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services.’ Amazon Web Services' sales can improve in 2026 by 22.5% in constant currency or 200 bps above consensus, according to Bloomberg intelligence analysis, aided by widening enterprise AI adoption and more data-center capacity coming online.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
On this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.
They speak with:
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.
US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.
Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips and Exxon Mobil Corp. also rose.
-Will Lee, Bloomberg Intelligence Aerospace and Defense Analyst, and George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on military implications of Venezuela attack.
According to Bloomberg Intelligence: the Jan. 3 operation is unlikely to alter US defense-spending priorities, as it relied on naval and air assets already central to broader power-projection requirements, particularly in the Asia-Pacific.
- Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, on the aftermath of the Venezuela attack.
America's allies offered a measured response after US troops captured Venezuelan leader Nicolas Maduro in a raid, emphasizing diplomacy, dialogue and stability.
-Edward Price, Non-Resident Senior Fellow at NYU, on the aftermath of the Venezuela attack.
President Trump's approach has sent shockwaves around the world, drawing criticism from various countries, and has been seen as a stark lesson in power politics that accelerates a broader trend toward a reconfigured global order.
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