Podcast · 414 episodes
Bloomberg Intelligence, page 6
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 6
Memory Chip Frenzy Sends SK Hynix, Micron Intro $1 Trillion ClubThis Bloomberg Intelligence episode covers three main areas: semiconductor memory and AI-chip demand, Boeing’s production ramp and defense outlook, and retail earnings (Abercrombie & Fitch, Dick’s…27 May 2026 · 25 min · 11 chapters
Lilly to Buy Three Vaccine Developers for Up to $3.8 BillionEli Lilly’s planned acquisition of three vaccine developers for up to $3.8B, framed as a strategy to build a post-obesity-growth pipeline amid reduced U.S. vaccine support.26 May 2026 · 23 min · 17 chapters
Estée Lauder and Puig End Merger TalksThe episode covers three market themes: (1) Estee Lauder and Puig merger talks, (2) SpaceX’s IPO filing and space business economics, and (3) commercial real estate leasing demand amid…22 May 2026 · 20 min · 12 chapters
Walmart Flags Higher Fuel Costs Eroding Retailer’s EarningsThe episode is a Bloomberg Intelligence market roundup covering: (1) Walmart’s earnings and how higher fuel costs affect retail margins, (2) NVIDIA’s earnings reaction and investor focus, (3) Deere’s…21 May 2026 · 21 min · 9 chapters
Instant Reaction: Nvidia Gets Tepid Reaction to Forecast, Ups Investor RewardsThe episode is a Bloomberg “Instant Reaction” roundtable on Nvidia’s earnings and outlook.20 May 2026 · 24 min · 10 chapters
Target Tempers Expectations After Best Sales Gain in YearsThe episode is a Bloomberg Intelligence market roundup focused on retail earnings and AI-related legal news. Topic 1: Target’s turnaround and guidance.20 May 2026 · 21 min · 9 chapters
Home Depot’s Sales Fall Short on Lackluster Housing RecoveryThe episode is a Bloomberg Intelligence discussion that links housing and tech/AI investment themes, then broadens into money and currency history.19 May 2026 · 26 min · 11 chapters
Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and ChinaAgentic AI moving from testing to production; on-prem “agents” that do work where data/context live; GPU/CPU/memory and networking demand; supply constraints (especially memory/HBM) and scaling;…18 May 2026 · 21 min · 12 chapters
NextEra to Buy Dominion for $67 Billion to Create U.S Power GiantNextEra Energy’s proposed $67B stock purchase of Dominion Energy to create a larger U.S.18 May 2026 · 19 min · 10 chapters
AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPOBloomberg Intelligence Podcast episode covering multiple business stories: Cerebras’ IPO surge, Figma’s AI-era results, Apple–OpenAI partnership tensions, Boeing’s China order news, Mavericks/Raiders…15 May 2026 · 24 min · 16 chapters
Cisco Jumps Most Since 2011 on Sales OutlookBloomberg Intelligence Podcast episode focused on Cisco’s blowout earnings and sales outlook surge tied to AI data-center infrastructure demand, plus broader tech and travel/consumer impacts.14 May 2026 · 19 min · 8 chapters
Anthropic in Talks to Raise $30 Billion at $900 Billion ValueSilicon Valley/Bay Area AI funding and IPO timing, plus enterprise AI deployment and San Francisco housing/economic policy.13 May 2026 · 19 min · 9 chapters
EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’The episode covers multiple market and business stories. First, it discusses eBay rejecting GameStop’s unsolicited $56B takeover bid, with eBay calling it “neither credible nor attractive.” Key…12 May 2026 · 22 min · 12 chapters
AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPOThe episode is a Bloomberg Intelligence news roundup mixing AI-business, IPO markets, Fed politics, and pharma regulation.11 May 2026 · 18 min · 12 chapters
Lyft Earnings Miss Estimates After Global Expansion PushThe episode is a Bloomberg Intelligence market roundup focused on earnings and outlooks in mobility, travel, restaurants, and semiconductors, plus a separate culture/brand segment about golf.8 May 2026 · 26 min · 12 chapters
Wall Street Poised for Bonus Increases in ‘Year of the Bank’The episode covers “Wall Street poised for bonus increases in ‘year of the bank’,” plus several earnings/market segments.7 May 2026 · 26 min · 14 chapters
AMD Soars as AI Demand Fuels Better-Than-Expected Sales OutlookThe episode is a tech-and-markets roundup focused on AI-driven semiconductors and broader business updates. Topic 1: AMD earnings.6 May 2026 · 21 min · 9 chapters
Apple Weighs Using Intel, Samsung to Build Device ProcessorsThe episode covers tech supply chains, consumer electronics software, and several business/earnings updates.5 May 2026 · 21 min · 9 chapters
Amazon Repackaging of Shipping Services Fuels UPS, FedEx SelloffThe episode is a Bloomberg Intelligence market roundup covering three main stories.4 May 2026 · 21 min · 15 chapters
Spirit Makes Plans to Shutter After Government Rescue FizzlesThe episode covers two main threads. First, Spirit Airlines’ potential shutdown after a proposed U.S.1 May 2026 · 19 min · 6 chapters
Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout QuarterThe episode is a Bloomberg breaking-news earnings analysis of Apple’s second-quarter results.30 Apr 2026 · 16 min · 7 chapters
Alphabet, Amazon Outpace Meta in AI During Earnings BonanzaThe episode is a Bloomberg Intelligence market wrap focused mainly on big-tech earnings and AI capex efficiency, plus shorter segments on crypto, IBM AI use cases, pharma obesity-drug demand, and…30 Apr 2026 · 19 min · 8 chapters
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver EarningsLive earnings reaction and analysis for Meta, Microsoft, Alphabet (Google Cloud), and Amazon, focusing on cloud growth, AI-driven infrastructure spending (CapEx), and whether results justify rising…29 Apr 2026 · 23 min · 10 chapters
Instant Reaction: Jay Powell on the Fed DecisionInstant reaction to Federal Reserve Chair Jay Powell’s press conference after an 8-4 Fed vote, focusing on (1) Powell’s future/independence amid legal attacks and (2) whether the Fed will shift from…29 Apr 2026 · 21 min · 6 chapters