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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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- Today23 min
Lululemon Shares Sink to eight Year Low on Disappointing Outlook
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Kristine Aquino- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica shares fell to their lowest level in eight years after the company cut its annual forecast due to deteriorating performance in North America.-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses the top tech stories. Broadcom Inc. CEO Hock Tan said the company is now less focused on dealmaking because AI offers stronger growth potential. Matthew also discusses SpaceX’s IPO.-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SpaceX’s IPO. SpaceX has received orders for more than the shares available in its $75 billion initial public offering, according to people familiar with the matter.-Jessica Nix, Bloomberg Health Reporter, discusses the Bloomberg Big Take story: “Ebola Exposes How Aid Cuts Hollowed Out Global Disease Defenses.” The world's outbreak defenses were rebuilt after the 2014 Ebola epidemic. Now a new crisis in Congo is testing what remains after deep aid cuts and health program rollbacks.See omnystudio.com/listener for privacy information.
- Yesterday19 min
Broadcom Slides by Most in More Than a Year on AI Outlook Miss
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Broadcom’s outlook. Broadcom Inc. shares plunged after the company’s forecast for sales of its artificial intelligence chips disappointed investors. AI semiconductor revenue will be $16 billion in the fiscal third quarter, falling well below analysts’ expectations of $17.2 billion on average.-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SpaceX’s IPO. SpaceX is planning to offer shares at $135 apiece to raise $75 billion in its initial public offering. The IPO is expected to start formal marketing on June 4 and price as early as June 11, with the company making its debut on Nasdaq and Nasdaq Texas under the symbol SPCX.-Gene Munster, Managing Partner at Deepwater Asset Management, also joins to discuss SpaceX’s IPO.See omnystudio.com/listener for privacy information.
- 2 days ago23 min
SpaceX Is Said to Target $75 Billion in IPO at $135 Per Share
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO. The company aims to sell 555.6 million shares in the offering and is targeting a valuation of at least $1.8 trillion. The IPO is expected to start formal marketing on June 4 and price as early as June 11, with the company making its debut on Nasdaq and Nasdaq Texas under the symbol SPCX.-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Opinion column: “C-Suite Throws Governance Out With the Garbage.” Elon Musk will have 85% voting control of SpaceX following its initial public offering and will serve as chairman, CEO, and chief technology officer. Musk will appoint most of the board's directors and cannot be fired, and public investors will waive their rights to jury trials and class actions.-Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses Medtronic earnings. Medtronic forecast adjusted earnings per share for 2027; the guidance missed the average analyst estimate. According to Bloomberg Intelligence: Medtronic's fiscal 2027 organic-growth guidance appears conservative, even when accounting for the year's extra selling week, as its Cardiac Ablation Solutions business continues to outperform peers.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Macy's. Macy’s Inc. lifted its sales outlook for the year, citing its focus on growing its luxury business and improving its product assortment. The company raised its annual guidance for comparable sales to as much as 1.2%, and also upped its projections for net sales and adjusted diluted earnings per share.See omnystudio.com/listener for privacy information.
- 3 days ago22 min
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses Elon Musk’s SpaceX negotiating to pay less than 0.75% for the $75 billion it aims to drum up in an initial public offering this month.-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Google parent Alphabet raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Victoria's Secret. Victoria’s Secret shares soared after the company beat earnings estimates and boosted its outlook, adding to signs of progress for Chief Executive Officer Hillary Super’s turnaround plan.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Hewlett Packard Enterprise shares soaring after the company gave an outlook for annual sales that topped Wall Street’s estimates, citing massive growth in AI-fueled demand for its servers and networking.See omnystudio.com/listener for privacy information.
- 4 days ago20 min
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Barry Diller making an offer for the remaining portion of MGM Resorts International he doesn’t already own through his business empire, People Inc.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the latest at Berkshire Hathaway. Berkshire Hathaway Inc. will acquire Taylor Morrison Home Corp. in an all-cash deal worth about $6.8 billion. The offer of $72.50 per common share represents a 24% premium to the home builder’s latest closing price on Friday.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Nvidia entering the PC market with a new chip called RTX Spark Superchip to loosen Intel Corp.'s stranglehold and modernize machines for the AI era.- Isabelle Lee, Bloomberg Cross Asset Reporter, discusses the Bloomberg Big Take: "SpaceX IPO Forces Wall Street to Reorganize Around.” Even if all SpaceX's IPO does is break the record for the biggest ever listing, the world of finance has already changed. The company’s ambitious listing plan is set to clear the way for other mega-offerings. It also risks threatening the integrity of the market itself.See omnystudio.com/listener for privacy information.
- 1 weeks ago20 min
Dell Soars Most in Two Years on Outlook Fueled by AI Servers
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest at Anthropic. Anthropic PBC raised $65 billion in a funding round that valued the artificial intelligence company at $965 billion including the new investment.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the latest at SpaceX and Blue Origin. SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company.-Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses Bloomberg Intelligence’s Diabetes deep dive. According to BI: Continuous glucose monitors and insulin pumps markets each can generate annual growth rates above double digits through 2030, having emerged as the standard of care. Automated sensing and insulin delivery offer sustainable growth for Dexcom and Abbott Laboratories in CGMs andInsulet, MiniMed, Beta Bionics and Tandem Diabetes Care in pumps.See omnystudio.com/listener for privacy information.
- 1 weeks ago22 min
Caesars Agrees to Be Taken Over by Fertitta in $5.7 Billion Deal
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Tilman Fertitta's firm striking a $5.7 billion, all-cash deal for Caesars Entertainment that will add some 52 casinos in the US to his entertainment empire.-Caroline Hyde, BTech Co-Anchor, discusses Snowflake giving a stronger-than-expected annual outlook and signing a $6 billion multiyear agreement to use Amazon.com Inc.’s cloud services and chips.-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce earnings. Salesforce gave a revenue outlook for the current period that fell just short of analysts’ estimates, with revenue expected to be about $11.3 billion in the fiscal second quarter.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. Kohl’s reported stronger-than-expected sales, as the department chain’s turnaround under Chief Executive Officer Michael Bender beginsSee omnystudio.com/listener for privacy information.
- 1 weeks ago24 min
Memory Chip Frenzy Sends SK Hynix, Micron Intro $1 Trillion Club
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses a surge in memory-chip stocks intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time. Investors are betting the AI boom will lead to a sustained revaluation of the industry.-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing raising production on its 737 Max jet. Boeing CEO Kelly Ortberg said it’s a key step to improve profitability and generate cash.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps earnings from Abercrombie & Fitch. The apparel retailer reported first-quarter adjusted earnings per share that beat and maintained its outlook for the year. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps earnings from Dick's Sporting Goods and Bath & Body works. According to Bloomberg Intelligence: Dick's Sporting Goods' has strong momentum for its legacy business heading into the summer and back-to-school shopping seasons, with the World Cup a possible catalyst for further same-store sales surprises following fiscal 1Q's stronger-than-expected 6% gain.See omnystudio.com/listener for privacy information.
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