Bloomberg Intelligence

Episodi

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  Bank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends 17.10.2026 41min

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Wells Fargo Chief Economist Tom Porcelli, Miller Samuel Co-Founder Jonathan Miller, and Brown Harris Stevens CEO Bess Freedman.See omnystudio.com/listener for privacy information.
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  Tesla Launches Roadster at SpaceX Site in Latest Merger Hint 16.10.2026 18min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla holding a product reveal for its long-delayed Roadster sports car, showcasing a prototype with air thrusters that performed aerial stunts. The vehicle, designed in collaboration with SpaceX, features two seats and a Cybertruck-style steer-by-wire system, and is expected to start production in 2028. The Roadster is seen as a way to bring back excitement to the Tesla brand, which has experienced consecutive annual sales declines and criticism over a stagnant product lineup.- Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple. Shipping estimates for Apple Inc.'s first folding phone slipped into January within minutes of the company taking preorders on Friday.  Some customers on social media reported delayed delivery dates for the iPhone Duo, even after taking Apple's recommended steps to speed up the buying process. Apple retail stores ran out of launch-day stock of the iPhone Duo almost instantly after preorders began at 8 a.m. in New York.- Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses CoreWeave. CoreWeave Inc. shares plunged 20% in the first three sessions of the week as its debt tumbled to levels that typically indicate distress. The cost of protecting CoreWeave bonds against default rose to the highest intraday level on record, while swaps priced in a more than 60% chance of a default within the next five years. Despite the concerns, some investors and analysts, including Jensen Huang and Deutsche Bank, expressed confidence in the company, citing its strong customer base and demand for AI computing services.  See omnystudio.com/listener for privacy information.
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  CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default 15.10.2026 24min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Hema Parmar, and Charlie Pellett- Vasu Kasibhotla, Bloomberg Intelligence Senior Industry Analyst, discusses CoreWeave. CoreWeave Inc.'s co-founder said the company's goal is to get an investment-grade credit rating and gain the privilege of borrowing "unlimited" pools of money. The comments sent global markets into a tailspin, with CoreWeave shares dropping 6% in premarket trading on Thursday and its debt due in 2032 being quoted at about 78 cents on the dollar.- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic. Anthropic PBC told prospective investors its third-quarter revenue hit $16.8 billion, and the company achieved profitability in the quarter on an adjusted basis. The company is set to begin formally marketing its initial public offering as soon as the week of Nov. 9, and it’s expected to make its debut no later than the end of the year. Investors’ reactions to Anthropic’s update will be critical to the IPO process, with some indicating a fair valuation for the company is in the $1.8 trillion to $2 trillion range.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BIoomberg Intelligence’s deep dive report of cloud gaming. Nathan discusses why cloud gaming is finally becoming credible. BI forecasts the market growing from about $9 billion in 2025 to almost $38 billion by 2035. Cloud gaming adoption stumbled on latency, lagged gameplay experience which ultimately turn gamers off. That will change with better and potentially cheaper compute. Also, gaming is becoming less tied to a physical console: titles can increasingly be streamed across phones, TVs, PCs and handhelds. - Gabrielle Coppola, Bloomberg Auto Reporter, discusses the Bloomberg Big Take story: “VW Wants to Take On Wrangler and Bronco on Their Home Turf.” Volkswagen AG is investing heavily in the US market, which Chief Executive Officer Oliver Blume says is "one big growth opportunity" for the company. The company plans to enter the US market for light trucks and offroad sport utility vehicles, with projects including a software venture with Rivian Automotive Inc. and the revival of heritage brand Scout. Volkswagen aims to field a midsize pickup and an offroad SUV to compete with established US franchises such as General Motors Co.'s Chevrolet Colorado and Ford Motor Co.'s Bronco.See omnystudio.com/listener for privacy information.
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  BofA Shares Tumble After Fines, Weak Trading Drag Down Results 14.10.2026 23min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings. Bank of America Corp.'s stock and fixed-income traders missed estimates, with bond-trading revenue falling 17% to $2.55 billion and equity trading up 10% to $2.51 billion. The company announced a $1.2 billion non-tax-deductible charge for fines related to money laundering and sanctions violations, which cut into net income by 17 cents a share.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses shares of Bending Spoons surging as much as 55% after Berkshire Hathaway Inc. agreed to invest an additional $330 million in the Italian technology conglomerate. The investment brings Berkshire’s stake in Bending Spoons to 4% and gives Bending Spoons more capital to pursue acquisitions. Bending Spoons will issue 10 million ordinary shares to Berkshire at $33 apiece through a private placement, according to a statement Wednesday.-Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Netflix job cuts. Netflix Inc. is cutting 6% of its global staff, or about 1,000 positions, due to slowing growth. The cuts will be in the product, tech, legal and human-resources teams, according to an email from co Chief Executive Officers Greg Peters and Ted Sarandos. Netflix's business is "strong and growing, and we remain on track to deliver our full-year forecast," the executives wrote, despite concerns about growth and weakening subscriber engagement. -Tamlin Bason, Bloomberg Tech Litigation Analyst, discusses Apple and OpenAI heading to court for a hearing in Apple's lawsuit accusing OpenAI of scheming to steal proprietary information about upcoming products. Two critical issues are on the agenda: Apple's request for a court order to stop OpenAI from using allegedly stolen trade secrets and OpenAI's demand to dismiss Apple's lawsuit entirely. OpenAI has denied the allegations, arguing that Apple's lawsuit is an effort to restrain employees from leaving for a competitor and that the company seeks to cast "ordinary job interviews as acts of trade secret misappropriation."    See omnystudio.com/listener for privacy information.
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  US Banks Post Mixed Earnings Results 13.10.2026 22min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu  and Alexis Christoforous-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, recaps U.S bank earnings.Goldman Sachs Group Inc.'s equities traders reported revenue of $6.44 billion for the three months through September, beating the expectations of analysts.JPMorgan Chase & Co. reported a surprise drop in fixed-income trading revenue in the third quarter, the first such decline in more than two years.Citigroup Inc.'s fixed-income traders had their best third quarter in at least a decade, with revenue of $4.4 billion.Wells Fargo & Co. reported third-quarter results that topped Wall Street estimates as consumers and businesses held steady, keeping loan losses in check.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino’s Pizza and his outlook for Jersey Mike’s. Domino’s Pizza Inc.’s US same-store sales grew 0.3% in the third quarter, below the 0.7% Wall Street had expected. The company faces an uphill battle as budget-conscious consumers eat out less and favor chicken amid the “proteinmaxxing” trend.Also, according to Bloomberg Intelligence: Jersey Mike's combination of strong sales growth, 10.4% in 1H, and a 99% franchised system is unique to the restaurant sector, positioning the company to outperform most quick-service peers on the top line and most fast-casual competitors on the bottom line amid inflation.-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. Sales at LVMH's biggest division slumped as worsening economic conditions and a consumer backlash in China hit its key Louis Vuitton brand. Revenue at the fashion and leather goods unit slid 5% in the third quarter on an organic basis, a bigger decline than analysts had forecast. LVMH Chief Financial Officer Cecile Cabanis said the backlash from consumers over the Molly Tea case "had a negative impact, at least at the beginning of the quarter" on Louis Vuitton sales.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Netflix. Netflix Inc. secured exclusive broadcasting rights in Spain and Andorra for the men’s FIFA World Cup in 2030. Terms of the deal that includes all 104 matches weren’t’ disclosed in the company’s press release. Also, according to Bloomberg Intelligence: Netflix's 3Q results may do little to quiet the engagement debate even if revenue lands near guidance.See omnystudio.com/listener for privacy information.
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  Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors 12.10.2026 19min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and Norah Mulinda-Redd Brown, Bloomberg Consumer Reporter, discusses Starbucks saying it’s not buying Chipotle Mexican Grill, tamping down speculation about what could have been one of the restaurant sector’s largest-ever deals.Separately, Redd talks about how California vintners are experimenting with making an American version of tequila due to a drop in wine consumption and state-imposed water restrictions.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. According to Bloomberg Intelligence: AI data-center spending is scaling faster than we expected, with higher hardware content and a broader mix of operators pushing more capital toward compute, memory, storage and networking.Separately, Mandeep also discusses how Microsoft is installing the latest version of its Maia chips in data centers to power its AI software using mostly homegrown hardware.-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses research on how AI is influencing software sectors. According to Bloomberg Intelligence: AI agents are evolving from prompt-based assistants into persistent systems that reason, use tools and execute workflows, putting application software's user interface and distribution at risk while expanding opportunities in agent infrastructure and coordination.See omnystudio.com/listener for privacy information.
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  Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs 10.10.2026 42min

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more. See omnystudio.com/listener for privacy information.
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  OpenAI Expects $70 Billion in Annualized Revenue by End of 2026 09.10.2026 18min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker- Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories. OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, driven largely by growth in its enterprise business.SpaceX is acquiring a crucial swath of spectrum from Grain Management LLC to turn the company into a "major mobile carrier" and provide cell service to devices indoors from its Starlink network.- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reduced its full-year earnings outlook due to elevated jet fuel prices, expecting adjusted earnings of $5.10 to $5.60 per share in 2026. The airline expects to absorb approximately $6 billion in additional fuel costs this year compared with 2025, citing the war in the Middle East as a factor. Delta's Chief Executive Officer Ed Bastian said he expects flying demand to hold up despite higher ticket prices, noting that "the market has accepted these price points" and that travel is a priority for wealthier consumers.- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses ten companies to watch for in 4Q. From elevated crude-tanker rates and slowing pizza sales to movie screens, prediction-market rulings, soft drinks and coal, BI’s 10 Focus Ideas to Watch for 4Q highlight the catalysts that can most reshape market expectations. The research showcases BI analysts' highest-conviction, differentiated fundamental views vs. consensus, including Coca-Cola, Cosco Energy and Kalshi.  See omnystudio.com/listener for privacy information.
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  Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus 08.10.2026 19min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Hema Parmar, and Charlie Pellett-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses how Goldman Sachs’ most senior leaders are set to unlock a special bonus that will rank among the biggest such payouts the firm has ever awarded. About 20 executives are in line for equity awards that will be finalized later this month and exceed $500 million at the current share price, with Chief Executive Officer David Solomon in line for more than $100 million.-Ken Shea, Bloomberg Intelligence Senior Consumer Goods Analyst, recaps PepsiCo earnings. PepsiCo Inc. has concerns over its North American soda business and is working to turn around its snack sales. The company now sees a measure of earnings growing between 1% and 2% for the current fiscal year, down from the previous range of 4% to 6%.-Lily Meier, Bloomberg Retail Reporter, recaps earnings from Levis Strauss. Levi Strauss & Co. posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. Revenue generated from Levi’s own stores and website grew 2% in the third quarter, with the company raising its full-year earnings outlook. She also discussed Lululemon Athletica hiring Maggie Gauger as president and chief product officer, a newly created role, starting Oct. 26. Gauger previously worked as the CEO of Gap's Athleta brand and with Lululemon's new CEO Heidi O'Neill at Nike Inc.    See omnystudio.com/listener for privacy information.
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  SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips 07.10.2026 18min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu & Alexis Christoforous -Ed Ludlow, Bloomberg Tech Host, discusses Elon Musk's SpaceX being in talks with banks and investors to raise $40 billion to buy chips from Nvidia. Management Inc. SpaceX's fundraising discussions are in an early stage and could end without a deal being completed, with Pacific Investment Management Co. and Apollo Global Management Inc. involved. Separately, Apple's upcoming smart home devices will include a doorbell, thermostat, and other accessories developed through a partnership with LG Electronics Inc. The products developed with LG will also include a smart deadbolt lock, indoor security camera, outdoor security camera, and floodlight camera, and will carry the LG brand.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses the latest on restaurants. McDonald’s plan to overhaul its restaurants and menu is sparking angst among US franchisees facing upgrades that will cost at least $800,000 per location. The company needs the backing of its franchisees to help restore investor confidence that has faltered this year, with the company’s shares plunging 32% from a peak in late February through the end of September. Separately, a viral social media hoax claiming discrimination at Texas Roadhouse led to a six-week selloff of the company's shares, which surpassed 20% by the end of September. Analysts on Wall Street see an opportunity to buy into the restaurant chain at an attractive discount, with Evercore ISI and StoneX upgrading the stock this week.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney confirming it will stream Super Bowl LXI on Disney+ in the U.S. and dozens of countries worldwide. Disney+ subscribers in the U.S. will be able to stream the traditional game presentation, as well as the Spanish-language telecast on ESPN Deportes.See omnystudio.com/listener for privacy information.
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  Paramount Closes Warner Merger in Historic Hollywood Deal 06.10.2026 23min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu & Stacey Vanek Smith- Hannah Miller, Bloomberg Media Reporter, discusses Paramount Skydance closing its acquisition of Warner Bros. Discovery, combining two of the five largest Hollywood film studios and uniting major franchises such as Harry Potter and Mission Impossible. The new company, called Skydance, will be home to dozens of TV networks and two major subscription streaming services, Paramount+ and HBO Max, and will be led by David Ellison and Ynon Kreiz as co-chief executive officers.- Natalie Lung, Bloomberg Tech Reporter, discusses Uber Technologies buying ezCater for $2.3 billion in a cash deal to help the Uber Eats delivery platform reach a more corporate clientele. The purchase will boost Uber’s food delivery business, which makes up about nearly half of the company’s overall gross bookings. ezCater generated over $2.5 billion in gross bookings over the trailing 12 months and works with more than 140,000 restaurants nationwide.-- Ed Ludlow, Bloomberg Tech Host, discusses top tech stories. Nvidia is nearing a $6 trillion market capitalization as investors return to the artificial-intelligence chipmaker after a disappointing start to the year.Moonshot AI has closed the final round of private fundraising at a valuation of about $50 billion and is heading toward an initial public offering in Hong Kong in the first quarter of next year.DeepSeek is close to securing at least 80 billion yuan in its latest round of funding, ahead of a landmark initial public offering in early 2027.-- Will Wade, Bloomberg News Energy Reporter, discusses Google parent Alphabet  agreeing to buy nuclear power from Constellation Energy Corp. in a 20-year power-purchase agreement that will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors. The agreement will add 890 megawatts of new reactor capacity and the electricity will start arriving on the grid as soon as 2028. The deal is part of a trend of tech companies investing in nuclear energy to support their operations, with other companies such as Amazon.com Inc., Walmart Inc., and Microsoft Corp. also signing agreements with Constellation and other nuclear power producers.  See omnystudio.com/listener for privacy information.
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  CH Robinson to Buy RXO for $5.8 Billion in Bet on AI Model 05.10.2026 25min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by  Scarlet Fu, Stacey Vanek Smith, & Norah Mulinda-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses CH Robinson Worldwide agreeing to buy trucking brokerage firm RXO in a deal centered around a bet that artificial intelligence can help the companies improve efficiency in a challenging freight market. CH Robinson aims to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery through a cash-and-stock transaction valued at about $5.8 billion.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AstraZeneca investing $2 billion in US biotech Summit Therapeutics Inc. to collaborate on a promising new cancer medicine that could be combined with the British drugmaker’s other treatments. The investment will speed up development of Summit’s experimental ivonescimab, a bispecific antibody drug that aims to better attack cancer cells and stop them growing, and targets two proteins called PD-1 and VEGF.-- Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses his latest credit research on Micron Technology. According to Bloomberg Intelligence: Micron's AI-driven cash surge could make its credit profile materially less cyclical than in prior memory upturns, as stronger pricing, strategic customer agreements and rapidly expanding margins improve earnings visibility. Fiscal 2026 revenue rose 256% to $133.2 billion and adjusted free cash flow reached $62.3 billion, while Bloomberg consensus points to roughly $271 billion of revenue and about $141 billion of free cash flow in fiscal 2027.-- Dylan Sloan, Bloomberg Wealth Reporter, discusses his story about how the world's tech billionaires gained a combined $845 billion through Sept. 30. That’s the most ever for the first nine months of a year, according to the Bloomberg Billionaires Index. Tech billionaires are now worth a combined $4.6 trillion, accounting for 36% of the index's wealth despite making up only about a fifth of its members.See omnystudio.com/listener for privacy information.
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  Employment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling 02.10.2026 39min

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Suzy Welch, NYU Stern School of Business Professor Torsten Slok, Apollo chief economist See omnystudio.com/listener for privacy information.
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  Tesla’s EV Sales Top Estimates With Car Business Stabilizing 02.10.2026 26min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses Tesla deliveries. Tesla Inc. reported better-than-expected sales for the third quarter, delivering 486,532 vehicles worldwide in the period. The results are a boon for Tesla following a period of declining auto sales and a lagging stock, with competition in the crucial China market and sluggish demand in the US pressuring the company.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Nike Inc. is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected.-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories. Anthropic PBC is seeking to go public as soon as the middle of November, with formal marketing for its IPO potentially starting the week of Nov. 9. The company still expects to make its debut no later than the end of the year, despite deliberations being ongoing and the timeline potentially shifting.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines & Beauty Retail Senior Analyst, discusses Mattel takeover interest. Mattel Inc. has drawn takeover interest from Authentic Brands Group, the Wall Street Journal reported Thursday. Authentic has been discussing an offer that could value Mattel at more than $20 a share, the Wall Street Journal reported, citing unnamed people familiar with the matter.See omnystudio.com/listener for privacy information.
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  Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins 01.10.2026 27min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. gave an upbeat forecast for the current quarter, fueled by the AI building frenzy, though the chipmaker warned that rising compensation would weigh on profit margins. Revenue will be about $61.5 billion in the fiscal first quarter, and excluding some items, profit will be about $38.15 a share. The company's gross margins will tighten slightly in the current period due in part to increased worker pay, with the adjusted gross margin expected to narrow to 86.3% in the current quarter.-Sarah Frier, Bloomberg Managing Editor for Technology Coverage, discusses Chipmaker Broadcom agreeing to lend Anthropic as much as $42 billion to lease its chips. The agreement would let Broadcom pick a financing partner and convert the debt instruments into Anthropic shares, according to Reuters. Anthropic has committed to spending more than half a trillion dollars on cloud, computing and infrastructure in the coming years, and its IPO could value the AI company at about $2 trillion.-Ryan Vlastelica, Bloomberg Equities Reporter, discusses Microsoft. Microsoft Corp.'s shares jumped 37.5% from July through September, their best quarterly showing since 1998, adding $1 trillion to the company's market capitalization. The company's earnings in late July showed the fastest cloud growth in four years from strong AI demand, easing concerns about whether Microsoft's heavy AI investments would lead to better growth.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix. Ted Sarandos, co-chief executive officer at Netflix Inc., said the US streaming giant isn’t growing as quickly as he would like. Netflix is expanding beyond its core business of films and TV series, with about 5% of its content budget going toward live programming.See omnystudio.com/listener for privacy information.
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  Apple Is Ready to Make Long-Awaited Push Into Smart-Home Market 30.09.2026 21min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses Apple planning to make its push into the smart-home market on Oct. 13, with a smart-home hub code-named J490 at the center of the strategy. The company also plans to announce the first update to the HomePod mini since its 2020 debut and its first new TV set-top box since 2022, which will serve as a showcase for Apple's new Siri AI assistant.-Ed Ludlow, Bloomberg Tech Anchor, discusses his interview with OpenAI's CEO Sam Altman. Altman said the company wants to navigate a period of heightened artificial intelligence safety concerns without the pressure of being a newly public company. He said the company is "adjusting" to a "new level" of AI capability and the added safety requirements that coincide with it. OpenAI is holding discussions about a new funding round to raise at least $30 billion from investors at a valuation of around $1.4 trillion.-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses the latest at Paramount-Skydance. Paramount Skydance Corp. is selling debt to fund its Warner Bros. Discovery buyout, but delays have increased the cost of borrowing due to growing fears about global inflation. The company will have more than $87 billion of investment-grade and high-yield debt after the buyout and needs to generate enough earnings and cost savings to pay down its obligations.-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion Contributor, discusses his column: “We Are In an Era of Warped Entrepreneurship.” A New York Times investigation found that DraftKings Inc. built a machine-learning model that scored customers by how much they would lose for each free bet or bonus they received. The model raised concerns that the company was targeting problem gamblers, with a data analyst saying "the best investment would be a problem gambler" due to financial logic.See omnystudio.com/listener for privacy information.
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  Smart Ring Maker Oura Delays IPO 29.09.2026 22min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Oura delaying a US initial public offering, citing uncertainty in the market for first-time share sales. The wearable technology startup and its backers were looking to raise as much as $2.2 billion in the IPO, which had drawn about four times as many orders as there were shares available. -Ed Ludlow, Bloomberg Tech Anchor, discusses OpenAI holding back a version of its Astra model while it establishes stronger safeguards for artificial intelligence development, due to heightened risks after recent rogue AI hacking incidents. The company's head of safety systems, Saachi Jain, said the in-development GPT-6.1 Astra model wasn't as good as the company wanted in terms of "staying within scope and authorization" and communicating with users.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Former Walt Disney CEO Bob Chapek. Chapek talked about his new book detailing his time at Disney. He also discussed former CEO Bob's Iger succession planning and Josh D'Amaro talking the helm. Chapek is currently building a new career in private equity after being fired as CEO of Walt Disney Co. four years ago.-Theo Baker, Author of "How to Rule the World: An Education in Power at Stanford University" & Janet Lorin, Bloomberg News Higher Education Reporter, discuss Theo’s new book. Seventeen-year-old Theo Baker showed up for freshman year at Stanford University as a tech-obsessed coder. It seemed like paradise. There were Rodin sculptures next to nuclear laboratories and inventors lounging with Olympians. But Baker soon discovered a culture that embraced corner-cutting, that vested infinite excess and access in the hands of kids with few safeguards to catch bad behavior. Stanford, he realized, was less a school than a business. Its annual budget was nearly twice that of Harvard or Yale and higher than those of 116 countries.See omnystudio.com/listener for privacy information.
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  Nvidia Boosts Share Buyback Program by $150 Billion 28.09.2026 27min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, discusses top tech stories of the day. Nvidia Corp. increased the size of its share buyback plan by $150 billion, taking the total remaining authorized amount to $235 billion. The company expects to complete the program through fiscal 2028, according to a statement on Monday.- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the impact of Muse across media and telecom space. According to Bloomberg Intelligence: Meta's Muse could turn AI from assistant into gatekeeper, creating a new layer of disruption across media and telecom as discovery, comparison and transactions shift away from traditional interfaces. Wireless and broadband look most exposed as agents make shopping, negotiation and switching easier, raising churn and pressuring pricing. -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses research on Paramount-Skydance. According to Bloomberg Intelligence: Paramount Skydance expects to sell about $12.4 billion equivalent of junk-rated second lien notes to help fund its pending $110 billion acquisition of Warner Bros. Discovery, with the amount of dollar-denominated notes issued likely to rival SoftBank Group's $10 billion sale of BB+ rated bonds on Sept. 23. -- Michelle Korsmo, CEO of National Restaurant Association, discuses restaurant industry headwinds. The National Restaurant Association recently launched its “Made in Restaurants,” a new national initiative celebrating the restaurant industry and its role in shaping people, careers and communities. The initiative, built on a combination of first-hand stories and economic research, highlights the role of the industry in driving the economy. Bloomberg Radio has invited Michelle Korsmo to speak on the state of the industry and highlight the new campaign, which shows how restaurants are not only cornerstones of their communities but shape the workforce by providing employees with the skillsets needed to sustain long-term careers both within and outside of the industry.See omnystudio.com/listener for privacy information.
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  What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family 26.09.2026 47min

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz.See omnystudio.com/listener for privacy information.
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  Muse Powers Meta to Cusp of $2 Trillion in Best Month Since 2013 25.09.2026 18min

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, Meta Platforms is finally seeing the stock breakout that beleaguered bulls had been banking on. The Facebook parent’s shares had jumped 36% in September through Thursday’s close following the release of its Muse personal AI assistant, which has risen quickly to the top of app charts and muffled concerns that heavy spending on AI won’t pay off. The stock is on pace for its best month since July 2013 and within striking distance of joining an elite group of companies worth at least $2 trillion. Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, Anthropic PBC has signed an $11.6 billion, seven-year contract with Akamai Technologies Inc. for computing power, adding to the AI developer’s growing list of data center deals.  Michael Mackenzie, Bloomberg Rates Reporter, As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift. See omnystudio.com/listener for privacy information.