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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous
-Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade.
-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill.
According to Bloomberg Intelligence, this appears unlikely to affect the company's go-to-market strategy, despite her leaving a month before Oct. 7's analyst day.
-Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story on President Donald Trump unwinding climate science at a dangerous pace.
-John Buran, CEO at Flushing Financial, discusses the latest on the Fed and regional bank activity.
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US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.
The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year.
Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that.
For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with:
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Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous
-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt.
-Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expanding across Colorado with the planned takeover of FirstBank Holding Co.
-Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.
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Hosts: Paul Sweeney and Scarlet Fu
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this podcast:
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case.
- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving.
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings.
- Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy.
- Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure."
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 Scarlet Fu
Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, joins to discuss the latest on Elon Musk. Tesla proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion, a massive package without precedent in corporate America.
Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon quarterly earnings. Lululemon’s rough year continued as the once fast-growing apparel chain slashed its outlook on weakening demand and the Trump administration’s tougher trade policies.
Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss Broadcomm's recent earnings. Broadcom announced that plan to help OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia Corp. Its shares jumped by the most since April.
Janet Lorin, Bloomberg Higher Education Finance Reporter, joins to discuss the latest turmoil for US colleges and universities. Northwestern University President Michael Schill resigned after a three-year tenure marked by controversy following protests on campus, conflict with the Trump administration over research funding and a hazing scandal in its football program.
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
*Broadcasting Live from "Power Players New York" at Bloomberg HQ, 6th floor*
-Angela Ruggiero, Cofounder at Sports Innovation Lab, Executive Board at World Rugby and at International Olympic Committee, discusses the business of Women's sports, current Rugby World Cup.
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a US judge ruling against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades.
-Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest at Apple. Apple Inc.'s lead artificial intelligence researcher for robotics, Jian Zhang, has departed the company to join Meta Platforms Inc.'s competing effort.
-Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's Inc. raising its annual outlook and reporting its best comparable sales growth in three years, citing strength across the company.
-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar Tree Inc. saying that profit for the current quarter would be little changed as the lift from price hikes to offset tariffs wanes.
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz planning to split into two separate companies, one selling Heinz ketchup and other iconic condiments, and the other including slower-growing grocery products.
-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Activist investor Elliott Investment Management building a stake of about $4 billion in PepsiCo Inc., with plans to call for changes at the struggling beverage maker.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in biotech sector. The US Centers for Disease Control and Prevention is currently awash in controversy as its leader fights her firing. The FDA has approved Covid-19 boosters for individuals with qualifying conditions and seniors age 65 and older, which may lead to higher out-of-pocket costs for others.
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie earnings.
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.
Bloomberg Intelligence hosted by Paul Sweeney
Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.
Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.
Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.
Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.
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