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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.
-Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers Discovery. While Netflix and Paramount Skydance vie for President Donald Trump’s blessings in their competing bids for Warner Bros. Discovery, investors have an irony to consider.
-Matthew Griffin, Bloomberg Stocks Reporter, discusses Home Depot offering cautious preliminary guidance for next year, expecting comparable sales growth to be in a range of flat to up 2% for the year.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods. Campbell’s 1Q adjusted EPS and organic sales beat consensus estimates. While the reported number was positive thanks to some holiday inventory build by retailers, without this effect organic sales decline would have been worse.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets will likely undergo rigorous antitrust scrutiny in the US and elsewhere and it's at risk of antitrust challenges.
-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses debt commitments for Warner Brothers Discovery acquisition. According to Bloomberg Intelligence: Netflix net leverage could increase to more than 3x and the raters may put the company on negative outlook, if it were to reach an agreement to buy Warner Bros. studios and streaming operations for about $75 billion in a mostly cash deal.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM buying the data-streaming platform Confluent Inc. for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time.
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Hosts: Paul Sweeney and Norah Mulinda
On this podcast:
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.
- Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus shares dropping on report of quality issues on dozens of A320s.
- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses latest in real estate.
- Helen Kou, BNEF Head of US Power Markets Research, discusses power demand from AI/data centers
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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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery.
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from Hewlett Packard Enterprise. HPE shares dropped after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, according to HPE.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Southwest Airlines lowering its operating profit target for the full year due to the US government shutdown and higher fuel prices. The airline now expects earnings before interest and taxes to be approximately $500 million, compared with its prior expectation of $600 million to $800 million.
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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce’s outlook for current remaining performance obligation growth still suggests a sequential deceleration, likely on tepid enterprise IT spending,” and “we expect this to pressure the company over the next 6-12 months. However, successful adoption of Agentforce and Data 360 makes us optimistic that these two products can become a larger sales driver from 2H26 onward.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Dick's Sporting Goods earnings amid some consumer pullback
- Mark Douglas, MNTN President and CEO, discusses the latest in the media streaming space, including WBD's sale.
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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on thecloud unit’s marketplace for artificial intelligence models and agents.
-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead-up to the holiday shopping season.
-Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. Dollar Tree reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers.
-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses her outlook for luxury in 2026. According to Bloomberg Intelligence: Luxury-goods makers' recovery in 2026 hinges on limited price increases and a shift toward volume-led growth as tariff-linked hikes are largely absorbed and inflation eases.
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Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.
-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.
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Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova
-Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City.
-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 cutting the price for introductory doses of its weight-loss drug Zepbound, with the lowest dose vial costing $299 a month for those who pay cash.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus slumping the most since April after Reuters reported the company is facing quality issues on its A320 model, adding to concerns surrounding the popular model following an emergency software update on the jets over the weekend.
-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for U.S Telecom and Satellite. According to BI: Slowing wireless-service revenue gains and mounting cable competition are prompting a deeper push into broadband for growth as US telecoms enter 2026. The group's adjusted wireless-service revenue may ease to 2.3% from 2.5% in 2025 as subscriber gains moderate, prompting strategic shifts by new CEOs at Verizon and T-Mobile.
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Join hosts Paul Sweeney and Vonnie Quinn as they discuss markets, the retail space and more on a special edition of the show following the Thanksgiving holiday. They speak with:
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.
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s Ozempic pill failing in a long shot Alzheimer’s effort.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses November restaurant sales.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Fitch.
- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses research on Cisco's path to growth.
- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump saying TV networks shouldn’t be able to enlarge.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick’s Sporting Goods and Best Buy.
- Jody Lurie, Bloomberg Intelligence Senior Credit Analyst, discusses the Bloomberg Intelligence survey: “Travelers Eye Similar Spending for Vacations 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.
See omnystudio.com/listener for privacy information.
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