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Bloomberg Intelligence: Daily Summaries Delivered
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Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street.
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- Yesterday39 min
Employment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Suzy Welch, NYU Stern School of Business Professor Torsten Slok, Apollo chief economist See omnystudio.com/listener for privacy information.
- Yesterday26 min
Tesla’s EV Sales Top Estimates With Car Business Stabilizing
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses Tesla deliveries. Tesla Inc. reported better-than-expected sales for the third quarter, delivering 486,532 vehicles worldwide in the period. The results are a boon for Tesla following a period of declining auto sales and a lagging stock, with competition in the crucial China market and sluggish demand in the US pressuring the company.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Nike Inc. is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected.-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories. Anthropic PBC is seeking to go public as soon as the middle of November, with formal marketing for its IPO potentially starting the week of Nov. 9. The company still expects to make its debut no later than the end of the year, despite deliberations being ongoing and the timeline potentially shifting.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines & Beauty Retail Senior Analyst, discusses Mattel takeover interest. Mattel Inc. has drawn takeover interest from Authentic Brands Group, the Wall Street Journal reported Thursday. Authentic has been discussing an offer that could value Mattel at more than $20 a share, the Wall Street Journal reported, citing unnamed people familiar with the matter.See omnystudio.com/listener for privacy information.
- 2 days ago27 min
Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. gave an upbeat forecast for the current quarter, fueled by the AI building frenzy, though the chipmaker warned that rising compensation would weigh on profit margins. Revenue will be about $61.5 billion in the fiscal first quarter, and excluding some items, profit will be about $38.15 a share. The company's gross margins will tighten slightly in the current period due in part to increased worker pay, with the adjusted gross margin expected to narrow to 86.3% in the current quarter.-Sarah Frier, Bloomberg Managing Editor for Technology Coverage, discusses Chipmaker Broadcom agreeing to lend Anthropic as much as $42 billion to lease its chips. The agreement would let Broadcom pick a financing partner and convert the debt instruments into Anthropic shares, according to Reuters. Anthropic has committed to spending more than half a trillion dollars on cloud, computing and infrastructure in the coming years, and its IPO could value the AI company at about $2 trillion.-Ryan Vlastelica, Bloomberg Equities Reporter, discusses Microsoft. Microsoft Corp.'s shares jumped 37.5% from July through September, their best quarterly showing since 1998, adding $1 trillion to the company's market capitalization. The company's earnings in late July showed the fastest cloud growth in four years from strong AI demand, easing concerns about whether Microsoft's heavy AI investments would lead to better growth.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix. Ted Sarandos, co-chief executive officer at Netflix Inc., said the US streaming giant isn’t growing as quickly as he would like. Netflix is expanding beyond its core business of films and TV series, with about 5% of its content budget going toward live programming.See omnystudio.com/listener for privacy information.
- 3 days ago21 min
Apple Is Ready to Make Long-Awaited Push Into Smart-Home Market
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses Apple planning to make its push into the smart-home market on Oct. 13, with a smart-home hub code-named J490 at the center of the strategy. The company also plans to announce the first update to the HomePod mini since its 2020 debut and its first new TV set-top box since 2022, which will serve as a showcase for Apple's new Siri AI assistant.-Ed Ludlow, Bloomberg Tech Anchor, discusses his interview with OpenAI's CEO Sam Altman. Altman said the company wants to navigate a period of heightened artificial intelligence safety concerns without the pressure of being a newly public company. He said the company is "adjusting" to a "new level" of AI capability and the added safety requirements that coincide with it. OpenAI is holding discussions about a new funding round to raise at least $30 billion from investors at a valuation of around $1.4 trillion.-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses the latest at Paramount-Skydance. Paramount Skydance Corp. is selling debt to fund its Warner Bros. Discovery buyout, but delays have increased the cost of borrowing due to growing fears about global inflation. The company will have more than $87 billion of investment-grade and high-yield debt after the buyout and needs to generate enough earnings and cost savings to pay down its obligations.-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion Contributor, discusses his column: “We Are In an Era of Warped Entrepreneurship.” A New York Times investigation found that DraftKings Inc. built a machine-learning model that scored customers by how much they would lose for each free bet or bonus they received. The model raised concerns that the company was targeting problem gamblers, with a data analyst saying "the best investment would be a problem gambler" due to financial logic.See omnystudio.com/listener for privacy information.
- 4 days ago22 min
Smart Ring Maker Oura Delays IPO
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Oura delaying a US initial public offering, citing uncertainty in the market for first-time share sales. The wearable technology startup and its backers were looking to raise as much as $2.2 billion in the IPO, which had drawn about four times as many orders as there were shares available. -Ed Ludlow, Bloomberg Tech Anchor, discusses OpenAI holding back a version of its Astra model while it establishes stronger safeguards for artificial intelligence development, due to heightened risks after recent rogue AI hacking incidents. The company's head of safety systems, Saachi Jain, said the in-development GPT-6.1 Astra model wasn't as good as the company wanted in terms of "staying within scope and authorization" and communicating with users.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Former Walt Disney CEO Bob Chapek. Chapek talked about his new book detailing his time at Disney. He also discussed former CEO Bob's Iger succession planning and Josh D'Amaro talking the helm. Chapek is currently building a new career in private equity after being fired as CEO of Walt Disney Co. four years ago.-Theo Baker, Author of "How to Rule the World: An Education in Power at Stanford University" & Janet Lorin, Bloomberg News Higher Education Reporter, discuss Theo’s new book. Seventeen-year-old Theo Baker showed up for freshman year at Stanford University as a tech-obsessed coder. It seemed like paradise. There were Rodin sculptures next to nuclear laboratories and inventors lounging with Olympians. But Baker soon discovered a culture that embraced corner-cutting, that vested infinite excess and access in the hands of kids with few safeguards to catch bad behavior. Stanford, he realized, was less a school than a business. Its annual budget was nearly twice that of Harvard or Yale and higher than those of 116 countries.See omnystudio.com/listener for privacy information.
- 5 days ago27 min
Nvidia Boosts Share Buyback Program by $150 Billion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories of the day. Nvidia Corp. increased the size of its share buyback plan by $150 billion, taking the total remaining authorized amount to $235 billion. The company expects to complete the program through fiscal 2028, according to a statement on Monday.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the impact of Muse across media and telecom space. According to Bloomberg Intelligence: Meta's Muse could turn AI from assistant into gatekeeper, creating a new layer of disruption across media and telecom as discovery, comparison and transactions shift away from traditional interfaces. Wireless and broadband look most exposed as agents make shopping, negotiation and switching easier, raising churn and pressuring pricing. -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses research on Paramount-Skydance. According to Bloomberg Intelligence: Paramount Skydance expects to sell about $12.4 billion equivalent of junk-rated second lien notes to help fund its pending $110 billion acquisition of Warner Bros. Discovery, with the amount of dollar-denominated notes issued likely to rival SoftBank Group's $10 billion sale of BB+ rated bonds on Sept. 23. -- Michelle Korsmo, CEO of National Restaurant Association, discuses restaurant industry headwinds. The National Restaurant Association recently launched its “Made in Restaurants,” a new national initiative celebrating the restaurant industry and its role in shaping people, careers and communities. The initiative, built on a combination of first-hand stories and economic research, highlights the role of the industry in driving the economy. Bloomberg Radio has invited Michelle Korsmo to speak on the state of the industry and highlight the new campaign, which shows how restaurants are not only cornerstones of their communities but shape the workforce by providing employees with the skillsets needed to sustain long-term careers both within and outside of the industry.See omnystudio.com/listener for privacy information.
- 1 weeks ago47 min
What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz.See omnystudio.com/listener for privacy information.
- 1 weeks ago18 min
Muse Powers Meta to Cusp of $2 Trillion in Best Month Since 2013
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, Meta Platforms is finally seeing the stock breakout that beleaguered bulls had been banking on. The Facebook parent’s shares had jumped 36% in September through Thursday’s close following the release of its Muse personal AI assistant, which has risen quickly to the top of app charts and muffled concerns that heavy spending on AI won’t pay off. The stock is on pace for its best month since July 2013 and within striking distance of joining an elite group of companies worth at least $2 trillion. Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, Anthropic PBC has signed an $11.6 billion, seven-year contract with Akamai Technologies Inc. for computing power, adding to the AI developer’s growing list of data center deals. Michael Mackenzie, Bloomberg Rates Reporter, As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift. See omnystudio.com/listener for privacy information.
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