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Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.
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- Today30 min
Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged, but a fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting. Officials repeated their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.
- Today20 min
Ford Shares Climb as Profit-Rich SUVs Drive Outlook Higher
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, recaps Ford earnings. Ford Motor raised its profit outlook for the second time this year as consumers continue to buy the automaker’s high-margin sport-utility vehicles. The company's quarterly earnings were better than expected, and it now expects to earn as much as $11 billion before interest and taxes this year, up from its prior forecast.-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, recaps Visa earnings. Visa reported a fiscal third-quarter profit that beat Wall Street estimates, with adjusted net income rising 8% from a year earlier to $6.3 billion. The company will eliminate roughly 2,600 jobs, affecting about 7% of the workforce, as part of an effort to operate more efficiently and focus on its biggest opportunities for growth.-Andrea Felsted, Bloomberg Opinion Columnist, discusses earnings from Hermes and Kering. Shares of Hermès International and Kering diverged by a record margin on Wednesday, marking a dramatic reversal in fortunes for the two luxury goods makers. Hermès shares slumped by as much as 11% to the lowest level since January 2023, after the company's Chief Financial Officer said product price hikes for 2027 would be smaller than this year.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses why Nike and Adidas World Cup sales can last beyond the event. According to Bloomberg Intelligence: Nike and Adidas can turn World Cup kit dominance into post-tournament soccer gains, with Adidas' €1.5 billion in event sales, topping its initial €1 billion expectation, and the Spain-Argentina final all-Adidas matchup reinforcing demand.See omnystudio.com/listener for privacy information.
- Yesterday21 min
Boeing Beats on Cash Flow, Books New Charge on Air Force One
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 earnings from Boeing and JetBlue. Boeing Co. generated better-than-expected cash flow in the second quarter on continued strong demand for its aircraft. JetBlue Airways Corp. shares rose 5% after it reaffirmed its full-year outlook and said it will reach positive cash flow next year, as strong demand helped offset high fuel prices tied to the Iran war.--Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. shares fell after its outlook for volume and profit margins underwhelmed investors, with average US daily package volume expected to decline in the mid-single digits in the third quarter.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola. Coca-Cola Co. raised its full-year outlook, bolstered by demand last quarter while it served as a major sponsor of the FIFA World Cup. The company now sees organic sales growth of 5%, and raised its forecast for earnings-per-share growth to as much as 8%.-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses earnings from PayPal. PayPal Holdings Inc. would “carefully consider” opportunities to create greater value for shareholders if they arise, Chief Executive Officer Enrique Lores said. The company's shares rose 3.6% to $58.08, giving the company a market value of $51 billion, after Lores' remarks on a conference call with analysts. See omnystudio.com/listener for privacy information.
- 2 days ago16 min
Nvidia’s $750 Billion in Deals Reignite Circular AI Fears
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI deals worth more than $750 billion, including a partnership with SK Group to do more than $500 billion in business. Nvidia is in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project and finance $350 billion of OpenAI's purchases of its chips. Separately, CXMT Corp. surged 466% in its Shanghai trading debut to become China’s largest onshore-listed company, valued at about 3.3 trillion yuan.- Laura Martin, Senior Analyst at Needham & Company, discusses her note about Meta’s Culture and the high costs of attracting and keeping top talent. According to Needham: looking across all 12 large cap stocks, META is ranked worst (lowest) in terms of Culture and Values by its employees, according to the most recent Glassdoor ratings.- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the Bloomberg Big Take story: ”America’s Tin Can Industry Buckles Under Trump’s Steel Tariffs.” The price of tin cans in the US soaring offers a cautionary tale on the costs and unfulfilled promises of President Trump's tariffs. See omnystudio.com/listener for privacy information.
- 4 days ago14 min
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.See omnystudio.com/listener for privacy information.
- 4 days ago42 min
Bloomberg Money: Inflation Angst Returns & Micron Millionaires
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset ManagementSee omnystudio.com/listener for privacy information.
- 5 days ago23 min
Amex Expenses Surge 12% as Marketing Costs for Cards Rise
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving.-Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses Intel earnings and the latest in the tech space.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow.See omnystudio.com/listener for privacy information.
- 6 days ago17 min
Instant Reaction: Intel's Revenue Shatters Wall Street Estimates
Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.
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