Bloomberg Intelligence

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney On this podcast:- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the succession plan at Berkshire Hathaway. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings.- Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell’s. -  Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows.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.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings.  Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney  licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan.-Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025.    See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO.- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg Intelligence’s survey on AI’s cross industry disruption. AI is no longer a side project, with C-suites across nine industries racing to wire it into their business cores and 36% making it their top priority, driven more by fear of disruption than promise of growth or head-count cuts, a Bloomberg Intelligence survey finds.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy Inc.’s third-quarter earnings exceeded Wall Street estimates, as its loyalty program and subscription service helped drive faster active customer growth. The results suggest that even budget-pressed shoppers are staying committed to their pets and gravitating toward Chewy’s services, which include the Autoship subscription program and telehealth. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. Cracker Barrel Old Country Store Inc. expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following backlash to its failed logo change earlier this year.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.-Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers Discovery. While Netflix and Paramount Skydance vie for President Donald Trump’s blessings in their competing bids for Warner Bros. Discovery, investors have an irony to consider.-Matthew Griffin, Bloomberg Stocks Reporter, discusses Home Depot offering cautious preliminary guidance for next year, expecting comparable sales growth to be in a range of flat to up 2% for the year.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods. Campbell’s 1Q adjusted EPS and organic sales beat consensus estimates. While the reported number was positive thanks to some holiday inventory build by retailers, without this effect organic sales decline would have been worse. See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets will likely undergo rigorous antitrust scrutiny in the US and elsewhere and it's at risk of antitrust challenges.-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses debt commitments for Warner Brothers Discovery acquisition. According to Bloomberg Intelligence: Netflix net leverage could increase to more than 3x and the raters may put the company on negative outlook, if it were to reach an agreement to buy Warner Bros. studios and streaming operations for about $75 billion in a mostly cash deal.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM buying the data-streaming platform Confluent Inc. for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time. See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah Mulinda On this podcast:- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.- Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings.- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus shares dropping on  report of quality issues on dozens of A320s.- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses latest in real estate.-  Helen Kou, BNEF Head of US Power Markets Research, discusses power demand from AI/data centersBloomberg 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.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery.- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from Hewlett Packard Enterprise. HPE shares dropped after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, according to HPE.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Southwest Airlines lowering its operating profit target for the full year due to the US government shutdown and higher fuel prices. The airline now expects earnings before interest and taxes to be approximately $500 million, compared with its prior expectation of $600 million to $800 million.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce’s outlook for current remaining performance obligation growth still suggests a sequential deceleration, likely on tepid enterprise IT spending,” and “we expect this to pressure the company over the next 6-12 months. However, successful adoption of Agentforce and Data 360 makes us optimistic that these two products can become a larger sales driver from 2H26 onward. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Dick's Sporting Goods earnings amid some consumer pullback - Mark Douglas, MNTN President and CEO, discusses the latest in the media streaming space, including WBD's sale. See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead-up to the holiday shopping season.-Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. Dollar Tree reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses her outlook for luxury in 2026. According to Bloomberg Intelligence: Luxury-goods makers' recovery in 2026 hinges on limited price increases and a shift toward volume-led growth as tariff-linked hikes are largely absorbed and inflation eases.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is cutting the price for introductory doses of its weight-loss drug Zepbound, with the lowest dose vial costing $299 a month for those who pay cash.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus slumping the most since April after Reuters reported the company is facing quality issues on its A320 model, adding to concerns surrounding the popular model following an emergency software update on the jets over the weekend. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for U.S Telecom and Satellite. According to BI: Slowing wireless-service revenue gains and mounting cable competition are prompting a deeper push into broadband for growth as US telecoms enter 2026. The group's adjusted wireless-service revenue may ease to 2.3% from 2.5% in 2025 as subscriber gains moderate, prompting strategic shifts by new CEOs at Verizon and T-Mobile.See omnystudio.com/listener for privacy information.

Join hosts Paul Sweeney and Vonnie Quinn as they discuss markets, the retail space and more on a special edition of the show following the Thanksgiving holiday. They speak with: Jeff Chang, President of Vest Financial Julie Bornstein, Daydream founder and CEO Anddria Clack-Rogers Varnado, Consumer Brands and Retail Expert, GM and Head of Kohler's Consumer Business Ryan Peterson, chairman and CEO of Flexport Inc 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.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s Ozempic pill failing in a long shot Alzheimer’s effort.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses November restaurant sales.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Fitch.- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses research on Cisco's path to growth. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump saying TV networks shouldn’t be able to enlarge.-  Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick’s Sporting Goods and Best Buy.- Jody Lurie, Bloomberg Intelligence Senior Credit Analyst, discusses the Bloomberg Intelligence survey: “Travelers Eye Similar Spending for Vacations in 2026.”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.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere Earnings.  Deere & Co.’s weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals.-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps Dell and HP earnings. Dell Technologies raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom. HP Inc. gave a profit outlook for the current year that fell short of estimates and will cut 4,000 to 6,000 employees through fiscal 2028 by using more AI tools.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, recaps Petco earnings. The pet health and wellness company raised its full-year forecast for adjusted Ebitda.-Matt Britton, CEO of Market Research firm, Suzy, and the author of “Generation AI: Why Generation Alpha and the Age of AI Will Change Everything” discusses the impact of AI on Holiday shopping trends.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being in talks to spend billions on Google’s AI chips, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods and Best Buy.  Dick’s Sporting Goods Inc. raised its outlook again, but investors focused on the costs of trying to turn around the Foot Locker sneaker chain it recently acquired for about $2.5 billion. Best Buy Co. raised its guidance for the current fiscal year, driven by demand for the latest consumer technology.-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Finch. Kohl’s Corp. raised its full-year outlook for the second straight quarter, adding to a steady stream of retailers reporting stronger-than-expected results. Abercrombie & Fitch Co. raised the low end of its full-year sales outlook as its Hollister brand continued to gain momentum. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. Jelly and coffee maker JM Smucker Co. lowered the top end of its full-year guidance after it canceled a planned price increase on coffee in the wake of tariff relief. The company will absorb the $75 million cost of already-incurred tariffs this year, which hurts results this fiscal year.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses while Bitcoin has tumbled more than 30% since October amid a brutal unwinding of speculative excess, gold has quietly held its ground, consolidating above $4,000 after a record-setting rally earlier this year. The crypto crowd has long claimed their investment shares gold’s appeal - a hedge against fiat debasement and inflation - only newer, shinier, and flashier. That thesis has come under serious pressure in macro markets: Year-to-date, gold is up more than 50%, while Bitcoin is down roughly 7%.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses how a pill version of Novo Nordisk's Ozempic failed to slow the progression of Alzheimer’s disease in a pair of long-shot studies that aimed to open up a new use for blockbuster obesity drugs.-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses how for Nexstar, Sinclair and other US media broadcasters, a key opportunity is being pursued in the easing of US regulations on owning TV and radio stations. Though President Trump's Nov. 23 social-media post expressing concern about letting broadcasting networks expand heightens a key risk that we've warned of -- Trump can be unpredictable, and the FCC probably won't deregulate if he is opposed -- we don't yet see Trump's stance as thwarting the FCC's easing of a 39% US ownership cap.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic.- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings.- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe’s earnings. - Anthony Hughes, Bloomberg US ECM Reporter, recaps Klarna earnings.-  Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly’s obesity drug price for cash-pay patients.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps TJX earnings.- Abigail Gilmartin, Bloomberg Intelligence Athleisure and Footwear Analyst, recaps Amer Sports earnings.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.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix Inc., Comcast Corp. and Paramount Skydance Corp. all submitting bids for Warner Bros. Discovery Inc., according to people with knowledge of the matter, setting the stage for one of Hollywood’s biggest companies to be sold. The submissions meet a Nov. 20 deadline for a first round of bids set by the board of Warner Bros. Discovery, the parent of HBO, CNN and the Warner Bros. movie and TV studios. The New York Times reported earlier Thursday that the three companies had put in offers.- Beth Kowitt, Bloomberg Opinion Columnist, discusses her column: “Inside Walmart’s Masterclass in Reputation Rehab: Beth Kowitt.” Walmart Inc. was once criticized for its treatment of workers and impact on communities, but its reputation has been rehabilitated under CEO Doug McMillon. McMillon invested $2.7 billion in Walmart's workers, including pay increases and training, which improved retention and attracted more ambitious employees.-Jody Lurie,  Bloomberg Intelligence Senior Credit Analyst discusses research from Bloomberg Intelligence on vacation budgets. Even amid rising economic concerns, over two-thirds of respondents to BI's proprietary travel survey said they'll spend more to go places in 2026, about the same as last year, according to BI's US proprietary US travel survey conducted Nov. 10-17. Those planning air travel say they favor a better experience, which may aid full-service airlines like American and United vs. Spirit and Frontier. Some 51% of respondents are eyeing hotel chains vs. 48% in 2025, benefiting Hyatt, Marriott, IHG and Hilton. -Calvin Butler, CEO of Excelon, discusses the data center boom, its soaring energy demand, and what it means for the green transition. The electrification push is driving unprecedented demand for cables, transformers, gas turbines, and skilled engineers. This is causing multi-year delays and rising costs globally. The technological challenge of managing an energy grid dominated by intermittent renewables, and the most promising innovations emerging to solve it.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. raised its full-year sales and profit outlook, a sign the world’s biggest retailer is winning over price-sensitive shoppers while absorbing rising costs. The company now sees net sales rising 4.8% to 5.1%, higher than its previous projection in August. It marks a second increase in forecast during the fiscal year. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. The company announced sales will be about $65 billion in the January quarter, and a half-trillion-dollar revenue bonanza due in coming quarters may be even bigger than anticipated. Nvidia's CEO Jensen Huang acknowledged concerns about an AI bubble, but said "from our vantage point, we see something very different" and that the growing role of AI will help maintain demand for Nvidia's products.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses layoffs at Verizon. Verizon Communications Inc. announced wide-ranging layoffs Thursday morning that will shrink the company by as much as 20% of its non-union workforce, a major step in a turnaround plan led by new Chief Executive Officer Dan Schulman.  The largest wireless carrier in the US gave notice that it will begin by cutting more than 13,000 employees, according to an internal message Schulman sent to employees that was seen by Bloomberg News.-Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Abbott Laboratories agreeing to acquire cancer-screening company Exact Sciences Corp., in a deal with a total equity value of about $21 billion. In the biggest health-care deal in two years, Abbott will pay $105 per common share in cash, the companies said Thursday in a statement. The price represents a 51% premium to Exact Sciences’ closing price on Nov. 18, the last full trading day before Bloomberg reported that Abbott was nearing a deal. See omnystudio.com/listener for privacy information.