Podcast · 414 episodes
Bloomberg Intelligence, page 4
by Bloomberg · English
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. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
All episodes, page 4
Instant Reaction: Intel's Revenue Shatters Wall Street EstimatesThis Bloomberg “Instant Reaction” episode covers Intel’s earnings reaction after revenue and its current-period forecast beat Wall Street expectations, driven by a surge in data center spending.23 Jul 2026 · 18 min · 7 chapters
Tesla Plunges Most in a Year on Investor Angst Over AI SpendingThe episode is a Bloomberg Intelligence roundtable covering: (1) Tesla’s latest quarter, where profit fell despite strong EV deliveries, raising investor anxiety about Elon Musk’s pivot toward AI and…23 Jul 2026 · 21 min · 13 chapters
Earnings Roundup: Alphabet Beats on Cloud Sales, Tesla's Profit DisappointsEarnings roundup and AI/cloud implications for Alphabet (Google Cloud growth, Gemini usage, search/backlog concerns) and Tesla (profit/margins, cash flow, capex for AI/robotics, robo-taxi economics,…22 Jul 2026 · 19 min · 4 chapters
AT&T Reports Greater-than-Expected Mobile Subscriber GainsThe episode is a Bloomberg Intelligence earnings-and-policy roundup. Topic 1: AT&T’s mobile subscriber growth.22 Jul 2026 · 21 min · 17 chapters
GM Boosts 2026 Outlook on Premium Pricing for Big TrucksThe episode is a Bloomberg Intelligence discussion spanning auto industry, entertainment M&A, and New York real estate.21 Jul 2026 · 18 min · 12 chapters
Moonshot Plans IPO in Six Months After China AI BreakthroughThe episode is a Bloomberg Intelligence roundtable on (1) AI companies and IPO timing and (2) how AI is being embedded into businesses, plus a separate segment on consumer beauty trends.20 Jul 2026 · 21 min · 18 chapters
Bloomberg Money: The Opportunity Cost of Cautious InvestingThe episode is about “opportunity cost” in investing and retirement planning amid market volatility, inflation, and AI-driven economic change.18 Jul 2026 · 40 min · 23 chapters
Chip Stocks Sink Into Bear Market Territory as AI Rally FizzlesThe episode covers three market/business segments: (1) AI model competition and Chinese tech headlines driving chip stocks into bear-market territory; (2) Apple’s rise to top global market value and…17 Jul 2026 · 18 min · 10 chapters
Instant Reaction: Netflix Disappoints Again with Slow GrowthInstant reaction to Netflix’s disappointing results, focusing on second consecutive quarter of slowing sales growth, investor concerns about future growth, and Netflix’s strategy shift toward a…16 Jul 2026 · 19 min · 11 chapters
Lilly Strikes $3.8 Billion Deal for Psychedelic DrugmakerThe episode covers three health/pharma deal and drug developments plus a brief tech segment.16 Jul 2026 · 17 min · 9 chapters
Morgan Stanley Joins Wall Street Rivals’ Stock-Trading BoonMorgan Stanley’s latest earnings and what they signal for Wall Street trading, investment banking pipelines, and wealth management; also brief comparison to BlackRock.15 Jul 2026 · 6 min · 8 chapters
US Bank Earnings Surpass Wall Street ExpectationsThis Bloomberg Intelligence episode focuses on US big-bank earnings beating Wall Street expectations, with the key question being whether strong results—especially equity trading—can persist in the…14 Jul 2026 · 4 min · 7 chapters
SK Hynix Shares Plunge Most on Record in Deepening Korea SelloffThe episode is a Bloomberg Intelligence tech/markets round-up focused on (1) SK Hynix’s record plunge amid Korea selloff and the AI-memory capex cycle, (2) Apple’s trade-secrets lawsuit against…13 Jul 2026 · 18 min · 11 chapters
Bloomberg Money: SK hynix, Federal Reserve Trust, PrenupsA wide-ranging Bloomberg Money episode covering (1) SK hynix’s U.S.10 Jul 2026 · 39 min · 21 chapters
SK Hynix ADRs Surge After Record $26.5 Billion US OfferingThis Bloomberg Intelligence Podcast episode covers multiple market topics. Main segment: SK Hynix’s ADRs surge after a record $26.5B NASDAQ offering.10 Jul 2026 · 24 min · 25 chapters
Zuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AIMeta’s first pay-to-use tier for its AI models (MuseSpark 1.1), including developer API pricing, and Zuckerberg’s rationale for aggressive AI investment and control; the episode also touches on…9 Jul 2026 · 22 min · 14 chapters
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsThe episode explains why Nvidia’s stock fell about $1 trillion in market value in under two months, arguing the market is anticipating more competition in AI chips.8 Jul 2026 · 17 min · 15 chapters
Microsoft’s Xbox to Cut 3200 Jobs, Divest Studios in OverhaulThe Bloomberg Intelligence Podcast episode covers multiple business stories.6 Jul 2026 · 25 min · 16 chapters
SpaceX Looks to Wall Street to Validate Extreme Market ValuationThe episode is a Bloomberg Intelligence segment focused on how markets and policymakers are reacting to AI-driven business models and related tech supply-chain/policy issues, plus a brief rates and…2 Jul 2026 · 25 min · 11 chapters
Nike Sees Weakness Persisting; US Decides Against Renewing USMCAThe episode covers three main business topics: Nike’s ongoing turnaround (especially China), global energy/oil market conditions and gasoline pricing dynamics, and EV adoption trends, plus a…1 Jul 2026 · 23 min · 15 chapters
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild SwingsThe episode is a Bloomberg Intelligence market wrap focused on AI-driven chip demand, plus separate analyst segments on Nike, Constellation Brands, and consumer confidence.30 Jun 2026 · 23 min · 13 chapters
Supreme Court Thwarts Trump Bid to Oust Fed’s CookThe episode is a Bloomberg Intelligence roundtable covering: (1) a divided U.S.29 Jun 2026 · 21 min · 12 chapters
Instant Reaction: Supreme Court Blocks Trump from Firing Fed's Lisa CookSupreme Court rulings on presidential power over independent agencies, focusing on whether President Trump can immediately fire Federal Reserve Governor Lisa Cook and whether mail ballots can arrive…29 Jun 2026 · 28 min · 18 chapters
AI Cost Reality Check Hits Tech Stocks as Apple Hikes PriceThe episode is a Bloomberg Intelligence market roundup focused on AI’s real-world cost pressures and their spillover into consumer electronics and broader corporate news.26 Jun 2026 · 20 min · 14 chapters