Podcast · 414 episodes
Bloomberg Intelligence, page 5
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 5
Micron Soars After AI-Fueled Forecast Shatters ProjectionsThe episode is a Bloomberg Intelligence earnings-focused discussion spanning semiconductors, restaurants, and autos. Topic 1: Micron’s surge after an AI-driven outlook.25 Jun 2026 · 20 min · 12 chapters
FedEx Slips After First Earnings Since SpinoffThe episode is a Bloomberg Intelligence discussion that moves across three areas: FedEx’s post-earnings stock reaction, AI’s role in weather forecasting (especially hurricanes), and SportsCenter…24 Jun 2026 · 22 min · 13 chapters
Carnival Leads Cruise Stocks Lower on Weak 3Q OutlookCarnival Leads Cruise Stocks Lower on Weak 3Q Outlook. Guests: Brian Negri, senior gaming and lodging analyst at Bloomberg Intelligence; Madison Miller, healthcare reporter at Bloomberg News (later…23 Jun 2026 · 25 min · 17 chapters
Microsoft and Chevron Sign 20-Year Power Deal For Texas Data CenterThe episode is a Bloomberg Intelligence “M&A Monday” roundup plus a macro segment.22 Jun 2026 · 23 min · 24 chapters
Accenture Forecast Sends Stock Tumbling a Record 20%The episode is a Bloomberg Intelligence market discussion focused on how AI spending is reshaping corporate budgets, and how that’s hitting consulting/software stocks.18 Jun 2026 · 26 min · 13 chapters
Instant Reaction: Kevin Warsh's First News Conference as Fed ChairInstant reaction to Fed Chair Kevin Warsh’s first news conference, focusing on a shorter statement (131 vs 341 words previously), a new “framework/regime,” no forward guidance, and a hawkish market…17 Jun 2026 · 32 min · 14 chapters
Instant Reaction: The Fed DecidesInstant reaction to the Fed’s decision to hold the benchmark rate at 3.5%–3.75%, with a hawkish shift in the statement, economic projections, and dot plot.17 Jun 2026 · 30 min · 9 chapters
HPE Boosts Networking Gear for AI Clients, Adds Siemens EnergyThe episode is a wide-ranging Bloomberg Intelligence discussion on how AI is reshaping tech infrastructure and enterprise adoption, plus related market implications.17 Jun 2026 · 24 min · 14 chapters
SpaceX Pounces on $60 Billion Cursor Takeover Days After IPOThe episode is a Bloomberg Intelligence discussion of three themes: SpaceX’s $60B Cursor acquisition, how AI is changing retail shopping (Prime Day), and restaurant industry dealmaking/consumer…16 Jun 2026 · 24 min · 21 chapters
Fox to Buy Roku at $22 Billion Value in Streaming Video PushMedia and tech M&A plus AI regulation and market dynamics. Fox to buy Roku for about $22B to accelerate Fox’s shift from linear TV (about 90% revenue exposure) into digital advertising/streaming…15 Jun 2026 · 23 min · 21 chapters
The Money Show: SpaceX Market Impact and Solving Social SecurityThe episode is a special “Bloomberg Money” segment focused on two themes: SpaceX’s IPO market impact and the urgency of Social Security reform.12 Jun 2026 · 45 min · 20 chapters
SpaceX Jumps in First Trades Following Record $75 Billion IPOThe episode covers SpaceX’s record $75B IPO and its first trading session. Anthony Hughes (Bloomberg U.S.12 Jun 2026 · 24 min · 10 chapters
Oracle Falls Most in Six Months on Mounting Data Center CostsThe episode covers three market/industry segments. First, Oracle’s shares fell after reporting quarterly capital expenditures above estimates; analyst Anurag Rana (Bloomberg Intelligence tech…11 Jun 2026 · 15 min · 10 chapters
Super Micro Falls on $7 Billion Offering to Fund AIThe episode covers three main threads: (1) Super Micro Computer’s $7B equity offering to fund AI server orders, (2) the upcoming SpaceX IPO and related valuation/governance debate, and (3)…10 Jun 2026 · 22 min · 20 chapters
OpenAI Joins a Massive IPO Pipeline Now Worth $3.6 TrillionThe episode covers IPO timing and valuation for OpenAI (and related AI/space listings), plus Apple’s AI strategy impact, Eli Lilly’s obesity-drug leadership, and regulatory/antitrust review of a…9 Jun 2026 · 24 min · 15 chapters
Vimeo Owner Bending Spoons Files for US IPOs as Sales RiseThe episode is about major IPO news and market implications, plus two additional Bloomberg Intelligence segments.8 Jun 2026 · 23 min · 12 chapters
Lululemon Shares Sink to eight Year Low on Disappointing OutlookThe episode is a Bloomberg Intelligence round-up focused on (1) Lululemon’s stock slide to an eight-year low and (2) broader market/tech themes, including SpaceX’s IPO and AI chip demand, plus (3) a…5 Jun 2026 · 24 min · 14 chapters
Instant Reaction: US Adds 172,000 Jobs, Boosting Bets on Fed Rate Hike by Year-EndThis Bloomberg “Instant Reaction” episode reacts to the May U.S. jobs report: non-farm payrolls rose 172,000, far above estimates of 88,000 (and the 99,000 whisper number).5 Jun 2026 · 19 min · 12 chapters
Broadcom Slides by Most in More Than a Year on AI Outlook MissThe episode covers two market storylines: Broadcom’s AI-chip outlook and the upcoming SpaceX IPO. Guest 1: Mandeep Singh, Bloomberg Intelligence global tech research head.4 Jun 2026 · 19 min · 12 chapters
SpaceX Is Said to Target $75 Billion in IPO at $135 Per ShareThe episode is a Bloomberg Intelligence segment covering (1) SpaceX’s unusual IPO process and valuation, (2) governance concerns around SpaceX’s control structure, and (3) quick market updates on…3 Jun 2026 · 24 min · 21 chapters
SpaceX Wants Fee Cut From Bankers Chasing $500 Million WindfallThe episode is about mega-IPO fee negotiations and what investors should watch as multiple large tech listings approach.2 Jun 2026 · 22 min · 16 chapters
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 BillionBarry Diller-controlled People Inc. offers to buy the remaining 73.9% of MGM Resorts for $48.30/share in cash, nearly $19B, likely structured as an LBO that materially increases MGM’s leverage and…1 Jun 2026 · 21 min · 13 chapters
Dell Soars Most in Two Years on Outlook Fueled by AI ServersThe episode is a Bloomberg Intelligence market discussion focused mainly on AI infrastructure demand and its impact on Dell, plus a broader look at the AI “arms race,” including Anthropic’s…29 May 2026 · 21 min · 17 chapters
Caesars Agrees to Be Taken Over by Fertitta in $5.7 Billion DealCaesars’ $5.7B takeover by Tillman Fertitta (Fertitta Entertainment) and the credit/bond-market implications, plus brief market updates on Snowflake, Marvell, Salesforce, and retail earnings…28 May 2026 · 23 min · 16 chapters