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Podcast · 414 episodes

Bloomberg Intelligence, page 8

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 8

Ackman Pitches $65 Billion UMG Deal to Move Listing to USBill Ackman proposes a financial-engineering takeover of Universal Music Group (UMG), including a US listing move, plus discussion of AI’s impact on music valuations and broader…7 Apr 2026 · 26 min · 12 chapters
Ferraris, Advil, and AI Chips 10 Companies to Watch Right NowThis Bloomberg Intelligence episode discusses “10 Companies to Watch Right Now” and broader market themes.6 Apr 2026 · 18 min · 8 chapters
Tesla’s EV Sales Miss Expectations Again in Deepening SlumpTesla’s missed EV delivery expectations and broader EV/AI/tech-capex and credit themes.2 Apr 2026 · 17 min · 6 chapters
SpaceX Said to File Confidentially for IPO Before AI RivalsThe episode is a Bloomberg Intelligence segment covering multiple business stories. Main topic: SpaceX confidentially filed with the SEC for an IPO, with reporting that it could debut in late June.1 Apr 2026 · 18 min · 11 chapters
Unilever Food Arm to Join McCormick in $44.8 Billion DealThe episode covers multiple business-news segments. First, Unilever’s food arm will combine with McCormick in a $44.8B deal.31 Mar 2026 · 22 min · 13 chapters
Air Canada CEO Quits After Furor Over Crash Condolence VideoAir Canada CEO Michael Rousseau resigns after backlash over a crash condolence video delivered only in English (with only “bonjour/merci” and French captions at the bottom).30 Mar 2026 · 19 min · 7 chapters
Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel CostThe episode is a Bloomberg Intelligence roundtable covering travel and media/legal risks.27 Mar 2026 · 23 min · 11 chapters
Trump Threatens Escalation With Sides at Odds on Peace TalksThe episode covers (1) U.S.-Iran peace talks amid ongoing conflict and Trump’s threats of escalation, and (2) market implications of the Iran-related oil shock.26 Mar 2026 · 11 min · 5 chapters
Merck to Acquire Terns Pharmaceuticals in $6.7 Billion DealThe episode is a Bloomberg Intelligence news-and-markets roundup focused on three main areas: pharma M&A, media/streaming strategy, and consumer/restaurant trends.25 Mar 2026 · 22 min · 11 chapters
Estée Lauder in Talks to Buy Puig to Create Beauty GiantIn this episode of Bloomberg Intelligence, hosts Paul Sweeney and Scarlet Fu delve into various investment topics, with a major focus on Estée Lauder's potential acquisition of Puig Brands, which…24 Mar 2026 · 22 min · 9 chapters
Oil Dives as Trump Backs Off Iran ThreatsThe episode covers three linked themes: Middle East tensions easing after Trump backs off Iran threats, commodity price expectations, and the fallout from U.S. tariffs plus corporate succession talk.23 Mar 2026 · 19 min · 11 chapters
Instant Reaction: Stocks Surge After Trump StatementStocks Surge After Trump Statement23 Mar 2026 · 7 min · 5 chapters
FedEx Raises Profit Outlook on Network OverhaulLee Klaskow, Senior Transport, Logistics and Shipping Analyst at Bloomberg Intelligence20 Mar 2026 · 22 min · 10 chapters
Micron’s Capital Spending Growth Overshadows Booming SalesThe Bloomberg Intelligence podcast focuses on investment news and in-depth company research, hosted by Paul Sweeney and Scarlet Fu.19 Mar 2026 · 20 min · 14 chapters
Instant Reaction: Jay Powell on the Fed DecisionIn this episode of Bloomberg Intelligence, hosts Tom Keene and Jonathan Ferro dissect the remarks made by Federal Reserve Chair Jay Powell following the recent Federal Reserve policy decision.18 Mar 2026 · 26 min · 13 chapters
Instant Reaction: The Fed DecidesDetailed analysis of the Federal Reserve's latest policy decision.18 Mar 2026 · 30 min · 14 chapters
Lululemon’s Disappointing Outlook Adds Urgency to CEO SearchIn this episode, the hosts discuss recent earnings reports and market insights from various companies, focusing on Lululemon, Macy's, Unilever, and General Mills.18 Mar 2026 · 23 min · 14 chapters
Delta Airlines More Upbeat for First Quarter Amid March BookingsInvestment news and detailed company research using Bloomberg Intelligence.17 Mar 2026 · 22 min · 14 chapters
Meta to Spend Up to $27 Billion on Nebius AI InfrastructureIn this episode of Bloomberg Intelligence, hosts Paul Sweeney and Scarlet Fu discuss major investment news and company research, focusing on Meta Platforms' substantial investments in artificial…16 Mar 2026 · 16 min · 12 chapters
Instant Reaction: Judge Rejects Subpoenas of Fed in Powell Case, DOJ to Appeal June Grasso (Bloomberg Legal Analyst and host of Bloomberg Law)13 Mar 2026 · 20 min · 13 chapters
Adobe CEO to Step Down in Face of Investor Concerns Over AIIn this episode, hosts Paul Sweeney and Scarlet Fu, along with guests, delve into the latest developments in the corporate world, focusing on Adobe's leadership changes amid growing concerns about…13 Mar 2026 · 18 min · 7 chapters
Dick’s Projects Sales Growth at Namesake Stores, Foot LockerLindsay Dutch, Consumer Hardlines Senior Analyst12 Mar 2026 · 14 min · 3 chapters
Nvidia Invests $2 Billion in Nebius for New Data Center DealNvidia Invests $2 Billion in Nebius for New Data Center Deal11 Mar 2026 · 28 min · 18 chapters
Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPOIn this episode, hosts Paul Sweeney and Scarlet Fu delve into significant developments in investment news, focusing on Bill Ackman's return to the IPO market with his hedge fund, Pershing Square, as…10 Mar 2026 · 18 min · 10 chapters