Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Metsera declining to further raise its offer for the US maker of an experimental weight-loss drug, bringing a bidding war with Pfizer Inc. to an end. Novo Nordisk A/S decided to drop out of the running for Metsera after Pfizer matched its latest offer and Metsera said it got a call from the US Federal Trade Commission flagging potential regulatory risks with the proposed Novo deal structure.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the top tech stories. Taiwan Semiconductor Manufacturing Co. reported a 16.9% rise in sales for October, the slowest pace since February 2024. Separately, Nvidia Corp. Chief Executive Officer Jensen Huang said he had asked Taiwan Semiconductor Manufacturing Co. for more chip supplies as artificial intelligence demand remains strong.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods saying it expects profits to be little changed next year as its beef segment continues to lose money. The company's beef segment is expected to see an adjusted operating loss due to a severe cattle shortage that has driven up prices and constrained volumes.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: - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut.- Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Norwegian Cruise Line earnings.- Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, on Kimberly Clark plans to buy Kenvue. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Warner Bros. Discovery earnings.-  Mandeep Singh. Bloomberg Intelligence Global Tech Research Head, on ride-sharing business.- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, on Berkshire Hathaway earnings.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, breaks down Spotify 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-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Elon Musk’s pay package. Musk's $1 trillion compensation package was approved by Tesla investors, with over 75% of votes cast in favor, and he will need to realize some of his ambitions to lead Tesla to the market value and operational milestones laid out in the pay deal.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two Interactive Software delaying the release of Grand Theft Auto VI by six months to November 2026. The delay is to give the Rockstar Games team additional time to finish the game with a high level of polish.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings.  Wendy’s Co. sales beat estimates by declining less than expected in the third quarter, the latest example of fast food outpeforming as cash-strapped consumers cut back on spending. 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 Warner Bros. Discovery earnings. Warner Bros. Discovery Inc. reported third-quarter revenue of $9 billion, a 6% decrease from a year ago and below Wall Street's estimate of $9.2 billion. She also discusses Walt Disney Co. signing a new multiyear deal to make DraftKings Inc. the official betting site and odds provider for its ESPN sports networks, replacing a venture it had with Penn Entertainment Inc. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest with ridesharing. DoorDash Inc. shares took a record plunge after the company said it will spend more on investments next year to build new products and bolster internal tools, weighing on its earnings forecast. Lyft Inc. projected an acceleration in bookings this quarter, easing concerns about the company’s efforts to expand globally and maintain customer loyalty. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour saying sales might fall as much as 5% this fiscal year, a bigger decline than Wall Street estimated.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 Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, on ISM Services data  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, Bloomberg Intelligence Senior Tech Industry Analyst, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT earnings    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- Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier.- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.- Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate.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:- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts-  Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings- Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AIBloomberg 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 - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected.- Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom-  Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost?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 - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending.-  Geetha Ranganathan, Bloomberg Intelligence Senior US Media Analyst, discusses Comcast shares falling after the company reported its 10th straight quarter of losses in broadband customers and said it doesn’t expect the trend to turn around in the near future.-  Robert Langreth, Bloomberg News Health Care Reporter, discusses making an unsolicited bid for Metsera to buy the company for at least $6.5 billion, seeking to trump an earlier agreed deal with Pfizer. 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 - Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.-  Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, on Caterpillar shares soaring after the company posted stronger-than-expected earnings and revenue due to surging demand from AI data centers for its power-generation equipment-  George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on Boeing shares falling as much as 4.2% after the planemaker recorded a $4.9 billion accounting charge as it delayed the debut of its 777X jetliner, a level that was seen as high. Still, the company recorded positive free cash flow for the first time since the final quarter of 2023.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 Lisa Mateo live from the BAM Mutual offices. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Executive Officer Andy Jassy warned that AI will shrink the company’s workforce.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on United Parcel Service shares soaring after it smashed Wall Street’s profit expectations by cutting costs and eliminating 34,000 jobs this year.- Sean McCarthy, BAM Mutual CEO, on how2 2024 was a record year for muni bond sales, and it looks like 2025 will surpass that.  Will there be a three-peat in 2026?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 - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks discusses how Huntington Bancshares agreed to buy Cadence Bank for $7.4 billion, the Ohio bank’s second major acquisition this year to expand in southern and southeastern states and the latest in a string of deals among US regional lenders.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, on Novartis agreeing to buy Avidity Biosciences in a $12 billion deal that’s the Swiss drugmaker’s biggest acquisition in more than a decade and adds several potential blockbuster treatments as generic competition looms for its current top-sellers.- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, details the impact of Hurricane Melissa on the Caribbean. 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:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings.- Andrea Felsted, Bloomberg Opinion Columnist, discusses how the luxury goods company ‘Kering’ agreed to sell its beauty division to the cosmetics and beauty company’ L’Oreal’ in a $4.7 billion deal.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, recaps AT&T earnings.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps Mattel earnings.-  Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hilton earnings.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps GE Aerospace and RTX 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-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Intel earnings. Intel returned to profitability in the third quarter and posted fourth-quarter sales guidance of roughly $13.3 billion, a higher level than expected.-Craig Trudell, Bloomberg Global Autos Editor, discusses Ford earnings and GM job cuts. Ford’s  sales of high-margin SUVs, such as the Bronco and Expedition, along with solid sales of F-Series pickups fueled an earnings beat.  General Motors cut hundreds of jobs on Friday, just days after raising its profit guidance for the year.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target corporate job cuts. According to Bloomberg Intelligence: Target's announced corporate head-count reductions can remove some cost from the business, but more importantly signals intent for a leaner, more focused strategy.See omnystudio.com/listener for privacy information.

Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker.  Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate. But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast.The shares gained about 3% in late trading after closing at $38.16. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research PartnersSee 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-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business. Musk spent much of Tesla’s third-quarter earnings call discussing ambitious but opaque initiatives, including humanoid robot and artificial intelligence programs, and also pleaded with investors to back his trillion-dollar compensation package.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. gained 1 million new mobile phone subscribers in the third quarter and raised its outlook for the year, buoyed by its recent acquisition of US Cellular.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses airline earnings. American Airlines Group Inc. reported a smaller-than-expected loss in the third quarter, with an adjusted loss of 17 cents a share. Southwest Airlines Co. posted a surprise adjusted profit in the third quarter, boosted by fees from its new policy of charging passengers for bags.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Bloomberg Intelligence’s cloud gaming deep dive. According to BI, The rising adoption of generative AI will push the video-game industry toward cloud-streamed gaming, a market it expects will reach $35 billion in a decade.   See omnystudio.com/listener for privacy information.

Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with: Bloomberg Tech Co-Host Ed Ludlow Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management 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, recaps Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among investors.-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T Inc. reported revenue that fell slightly short of analysts’ estimates in the third quarter due to a heavy promotional campaign.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Mattel earnings. Mattel Inc. shares fell after the company reported third-quarter sales and earnings that missed analysts’ estimates due to US retailers delaying orders over uncertainty about President Donald Trump’s tariff policies.-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. shares climbed Wednesday after the company boosted the lower-end of its full-year outlook for expanding its hotel network.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 Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland*- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery saying it has begun to consider various deal scenarios in light of “unsolicited interest” the media and entertainment conglomerate has received from “multiple parties” for all or part of the company. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from GE Aerospace and RTX. General Electric Co. raised its full-year outlook for a second consecutive quarter due to strong air-travel demand. RTX Corp. raised its full-year profit outlook and reported third-quarter earnings that topped Wall Street expectations as sales and profit rose across its commercial aerospace and military hardware businesses.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps GM earnings. General Motors Co. raised its full-year outlook and posted third-quarter results that topped Wall Street estimates on better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola and Philip Morris. Coca-Cola Co. posted third-quarter sales growth that beat Wall Street expectations, a sign that consumers are snapping up the company’s beverages despite higher prices.  Philip Morris International Inc. nudged up the bottom end of its outlook for this fiscal year off the back of strong demand for its smoke-free products, including Zyn nicotine pouches.      See omnystudio.com/listener for privacy information.