Bloomberg Intelligence

• Musk Turns to Tesla and SpaceX to Fuel AI Ambitions

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Tesla shareholders will vote on whether to invest in Elon Musk’s xAI, the billionaire said, after the Wall Street Journal reported that SpaceX agreed to pump $2 billion into the artificial intelligence startup.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses the potential breakup of Kraft Heinz. Kraft Heinz may be preparing to spin off much of its grocery business, as reported by the Wall Street Journal, marking a shift toward higher-growth condiments and away from legacy brands as the company faces volume pressure.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in the biotech sector. The 30-month stay for FDA approval of Mylan's Wegovy generic expired in June, but the US regulator is still prohibited from approving any Wegovy generic based on data exclusivity expiring in December. A trial has been set to start in early March.See omnystudio.com/listener for privacy information.

  --------  

  20:27

  --------

  20:27
• BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and John TuckerOn this podcast:- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI’s “Deep Dive: Trump Antitrust Machine a Work in Progress.”- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave buying Core Scientific in all-stock transaction.- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla investor concerns about CEO Elon Musk’s new political party.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses what President Donald Trump’s tax bill means for pharma companies.- Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the 3rd quarter of 2025.- Mark Douglas, MNTN President and CEO, discusses the company’s recent IPO.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

  --------  

  38:51

  --------

  38:51
• Performance Food Said to Get Takeover Interest From US Foods

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by John Tucker and Isabelle Lee-Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group attracting takeover interest from US Foods Holding. It’s a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss raised its revenue outlook, expecting sales growth to outweigh the effect of President Donald Trump’s tariffs.-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Bloomberg Intelligence’s midyear outlook for global communications and networking equipment. BI says that tariffs and economic uncertainty could trip up the global networking sector's 2H sales recovery and earnings momentum.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Bloomberg Intelligence’s deep dive into the $500 billion pet economy. BI analysis says people are humanizing their pets more than ever, a trend that will help global pet-industry sales increase as much as 36% to reach almost half a trillion dollars by the end of the decade.See omnystudio.com/listener for privacy information.

  --------  

  21:39

  --------

  21:39
• Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John TuckerGeorge Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. Delta Air Lines reinstated a profit outlook for the year, expecting an adjusted profit of $5.25 to $6.25 a share, and said travelers are coming back. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market. Plus, Meta Platforms has made high compensation offers to new members of its "superintelligence" team, including a more than $200 million package for a former Apple distinguished engineer.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest retail and e-commerce news. Amazon expanded its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its web store. Momentum Commerce said its Amazon sales plunged 41% on Tuesday when compared with the start of Prime Day last year.Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail discusses how Ralph Lauren is being impacted by tariffs. Ralph Lauren Chief Executive Officer Patrice Louvet said demand for its signature clothing remains strong.See omnystudio.com/listener for privacy information.

  --------  

  26:01

  --------

  26:01
• Yaccarino Stepping Down as CEO of Musk’s X After Two Years

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah MulindaEd Ludlow, Bloomberg Technology Co-Host, discusses Linda Yaccarino stepping down as CEO of X, according to her post on X. He also previews the Sun Valley Conference.Sally Bakewell, Bloomberg US Finance Team Leader, discusses Goldman Sachs’ plans to ask junior bankers to confirm their loyalty on a regular basis to limit advances from talent-hungry buyout firms.Tim Craighead, Bloomberg Intelligence Chief Content Officer, discusses his research on ten companies to watch right now in Q3.Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence’s deep dive into the antitrust enforcement policies of President Donald Trump's administration.See omnystudio.com/listener for privacy information.

  --------  

  24:58

  --------

  24:58

Weitere Wirtschaft Podcasts

Trending Wirtschaft Podcasts

Über Bloomberg Intelligence

Bloomberg Intelligence: Zugehörige Podcasts