Bloomberg Intelligence

• 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.

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• 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.

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• 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.

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• 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.

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• Boeing Delivers Most Jets in 18 Months

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoGeorge Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the latest on Boeing. Boeing said it delivered 60 aircraft in June, its best showing in 18 months that reflects improvements in its factories and the resumption of US jet exports to China.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple losing its top AI models executive to Meta’s hiring spree. Ruoming Pang, a distinguished engineer and manager in charge of the company’s Apple foundation models team, is departing, according to people with knowledge of the matter.Brandon Daniels, CEO of Exiger, discusses the latest on President Trump’s tariffs. Trump began notifying trading partners of the new rates on Monday ahead of what was initially a deadline this week for countries to wrap up trade negotiations with his administration. See omnystudio.com/listener for privacy information.

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