Bloomberg Intelligence

Episodes

• 
  Meta Sees Trillion-Dollar Threat in Social Media Trial 18.08.2026 22m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -David Kirkpatrick, Founder of Techonomy, discusses the Meta youth social media addiction trial. Meta Platforms Inc. is facing a jury trial in federal court over claims that it deliberately designed Facebook and Instagram to encourage compulsive use among young users. The top legal officers of 29 states are seeking financial penalties and court orders that could force Meta to change how it operates its platforms, alleging violations of state consumer protection and federal privacy laws.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC is on track to generate annualized revenue of more than $65 billion based on its current performance, up more than sevenfold from its pace at the end of last year.-- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Home Depot earnings. Home Depot Inc.’s results beat estimates in the latest quarter, a sign that spending on improvement projects is holding up despite high borrowing and housing costs. The company’s strategy, which includes expanding its business serving professional contractors and building out its e-commerce offerings, has helped to blunt the impact of a housing market weighed down by high home prices and interest rates.-Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses ten companies to watch in the APAC region. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports BI’s case.  See omnystudio.com/listener for privacy information.
• 
  Family Offices Amass $3.8 Billion SpaceX Bet in Boost for Musk 17.08.2026 24m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-Yiqin Shen, Bloomberg Equities Reporter, discusses 13F filings. Investment firms for ultra-wealthy individuals have built up billions of dollars of exposure to SpaceX, highlighting their ability to muscle in on sought-after business opportunities. More than a dozen family offices held a total of at least $3.8 billion in SpaceX through the first half of 2026, according to US filings.-Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. Alphabet Inc. is looking to raise about A$5 billion in its debut bond offering in Australia, as US tech firms raise debt to fuel AI spending.Separately, AI-linked stocks rose after Anthropic PBC told prospective investors that its preliminary second quarter revenue was $11.5 billion, an at least 14-fold increase versus the same period a year ago.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. AstraZeneca Plc is stopping a clinical trial of the experimental drug volrustomig as it didn’t look set to help fight lung cancer better than existing therapies. The company had two separate late-stage trial successes that strengthen key cancer franchises, including one where patients with non-small cell lung cancer received Tagrisso in combination with Orpathys.-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses the Bloomberg Big Take story: “Big Take: ‘I Hate Losing’: Walter Rushes Makeover as DOJ Probes His Empire.” Description: The CEO of Guggenheim Partners and owner of the LA Dodgers flipped the Lakers within a year and has explored other steps to pay down loans from his insurers.See omnystudio.com/listener for privacy information.
• 
  Bloomberg Money: 'Gold Has Been in Bull Market for 25 Years' 15.08.2026 37m

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Mike Wilson, Morgan Stanley Chief US Equity Strategist/CIO Kristen Bitterly, Citigroup Global Markets Head:Wealth At Work    See omnystudio.com/listener for privacy information.
• 
  OpenAI’s Revenue Run Rate Tops $40 Billion Ahead of IPO 14.08.2026 21m

  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 and Tech Analyst, discusses top tech stories. OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, roughly doubling its run rate from the end of 2025. The company's revenue has accelerated in recent months, driven in part by the growth of its AI coding software, subscription sales, and its nascent advertising business.-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses the potential for a Workday buyout. According to Bloomberg Intelligence: A Workday buyout would signal that AI fears have pushed valuations too low for mission-critical software vendors, potentially setting up a broader sector rerating. Workday's entrenched role as a system of record for enterprises supports our stance that its AI disruption risk is limited.-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: “Big Business Bought Influence. The Bill Is Due.”  A poll found that contributing to the president's new White House ballroom was seen as the most damaging thing a company could do, with a net negative of 37 points. The administration has shown it is willing to inflict damage on companies that fail to bend to its wishes, and the public is watching how companies respond to its requests for donations. Companies that try to stay out of politics by quietly donating to the administration may find that this strategy ultimately hurts them, as the record of their donations will be public and can be used against them in the future.-Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Pet Owners Are Giving Cats and Digs Anti-Aging Drugs.” Pet owners are spending money on experimental treatments they believe will help their pets live better and longer lives, including peptide injections, red-light therapy, and nutritional supplements. Some pet owners are giving their pets rapamycin, a drug that has shown promising anti-aging properties in studies with mice, despite the lack of official results on its effectiveness in dogs and cats. The pet supplement market is growing, with about 10% of pet owners purchasing senior or anti-aging supplements, and companies like Loyal Animal Health Inc. and Elanco Animal Health Inc. are working on developing new drugs to extend pets' lifespans.See omnystudio.com/listener for privacy information.
• 
  Anthropic in Talks to Buy Startup Decart for $6 Billion 13.08.2026 25m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Ed Ludlow, Bloomberg Tech Anchor, discusses Anthropic being in talks to buy Decart AI for about $6 billion, which would be Anthropic's largest known acquisition. Decart makes software that can reduce the cost of training and operating AI by helping chips work more efficiently, and the potential acquisition is intended to help Anthropic's existing computing infrastructure absorb more demand.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Cisco Systems shares falling after the company projected $7.5 billion in AI data center sales this fiscal year, which disappointed investors. AI sales will make up about 10% of Cisco's projected total revenue of $72.2 billion to $73.4 billion in fiscal 2027, according to a company statement.-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses his piece “Apple's Foldable iPhone Can Turn Flat Units to Fast Sales Growth.” According to Bloomberg Intelligence: “Apple's reportedly $2,000 foldable iPhone can almost triple the size of the ultra-premium segment of that market, with our scenario assuming 10-14 million units sold in the first 12 months.”-Sarah Pinto, Head of Robinhood Ventures, discusses Robinhood Ventures Fund II IPO.  Robinhood Ventures Fund II priced IPO of 8m shares at an initial public offering price of $25/shr.See omnystudio.com/listener for privacy information.
• 
  CoreWeave Shares Soar After Booming AI Demand Boosts Outlook 12.08.2026 26m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses CoreWeave earnings and AI. CoreWeave surged after the AI spending frenzy spurred faster sales growth than anticipated, with sales expected to be $3.45 billion to $3.6 billion in the third quarter. The firm's backlog was $104 billion at the end of the quarter, and it inked more than $25 billion in new customer commitments after the period ended, suggesting that “AI demand remains strong”.-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer earnings. Super Micro Computer Inc. shares jumped after the company gave a revenue forecast for the current quarter that topped analysts’ estimates, a sign the booming artificial intelligence market continues to bolster sales of the company’s servers.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses restaurant earnings. Cava Group's sales rose faster than expected due to increased traffic and customers buying higher-priced proteins and extras such as pita chips.Brinker International Inc. said it grew comparable sales of its Chili’s Grill & Bar chain, as the company continues to attract customers to the casual dining restaurants amid a broader industry slowdown.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the latest at Paramount Skydance. According to Bloomberg Intelligence: UK antitrust clearance on Aug. 6 of Paramount's Warner Bros. Discovery purchase leaves US litigation as the final obstacle to closing the $110 billion deal. With trial of a state challenge to the deal set for March 2, risks on both sides could spur settlement, though the states have reportedly resisted talks.See omnystudio.com/listener for privacy information.
• 
  Apollo Inks $2.6 Billion Financing Deal With NY Yankees 11.08.2026 21m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-- Randall Williams, Bloomberg Business of Sports Reporter, discusses Apollo Global Management providing $2.6 billion of financing to the owners of the New York Yankees, consisting of debt and equity. The proceeds will be used to support the growth of the franchise and refinance existing debt, according to a statement.-Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.-Daniela Sirtori, Bloomberg Restaurant Reporter, discusses Chipotle Mexican Grill figuring out that jalapeños were the source of a salmonella outbreak and began an automated recall system to notify restaurants and destroy the tainted peppers. The company was able to identify the problematic ingredient before health agencies announced nationwide recalls, and it quickly replaced the jalapeños with batches from different growers.-Denitsa Tsekova, Bloomberg News Cross Asset Reporter, discusses the Bloomberg Big Take story: “Big Take: AI Dominated Leveraged ETFs Are Rattling Markets.” Description: Leveraged ETFs account for 2% of assets but roughly a fifth of trading volume in the $17 trillion ETF industry. That trading is increasingly concentrated among mega-cap tech and semiconductor names, especially in leveraged ETFs that tracks a single stock. More than 650 such products now exist globally, nearly triple the number at the start of 2025. They have become significant enough that institutional investors now try to time flows around their rebalances and, in some cases, front-run the trades.See omnystudio.com/listener for privacy information.
• 
  Intel to Sell $15 Billion in Stock After AI Boosts Demand 10.08.2026 22m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith-- Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses top tech stories. Intel Corp. plans to offer $15 billion worth of new stock in its first public share sale since 1971 to extend its comeback and capitalize on the AI boom. Separately, Meta Platforms Inc. introduced a new downloadable AI model called Muse Glimmer that can run on a personal computer.-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses top tech stories. Microsoft is planning to “significantly” increase production of its internally designed next-generation AI chips next year, The Information reports, citing people familiar with the matter. Microsoft plans to unveil its new Maia 300 chip this fall, potentially as soon as next month. Separately, Apple was downgraded to an underperform rating at Jefferies due to concerns about the outlook for the company's iPhone.-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest at GameStop and the IPO market. GameStop Corp. is considering withdrawing its $56 billion bid for eBay Inc. and may propose a partnership or joint venture instead.Switch Inc. filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Formlabs, a maker of 3D printers, is in early talks with potential advisers for an initial public offering, according to people familiar with the matter.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Berkshire Hathaway Inc. spent about $4.5 billion to buy back its own shares in the second quarter and purchased nearly $20 billion of equities in the period. Operating earnings climbed 16% in the three months through June to nearly $13 billion, driven in part by gains in the conglomerate’s manufacturing, service and retailing division, as well as at its utilities business.See omnystudio.com/listener for privacy information.
• 
  Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase 08.08.2026 42m

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Meredith Whitney, CEO of  Meredith Whitney Advisory Group David Kelly, Chief Global Strategist of JPMorgan Asset Management Brian Rolapp, PGA Tour CEO  See omnystudio.com/listener for privacy information.
• 
  Under Armour Cuts Sales View on Softer Demand Around the World 07.08.2026 22m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Stacey Vanek Smith, and John Tucker -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour forecasting a sharper revenue decline than previously expected as demand softens in several key regions. The athletic retailer now expects sales to fall by a mid-single digit percentage rate for the year.- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses The Federal Communications Commission voting to repeal a nationwide audience cap that limited the number of TV-viewing households a single broadcaster could reach. FCC Chairman Brendan Carr argued that the rule relaxation is necessary to help broadcasters stay competitive and promote local news coverage.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two earnings. According to Bloomberg Intelligence: Take-Two's fiscal 2Q bookings guidance is 7-10% below consensus as Zynga softness persists, while Grand Theft Auto VI's Nov. 19 launch means revenue is back-loaded in 2H.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Wendy’s and Sweetgreens. The Wendy’s Co. withdrew its 2026 outlook and cut its dividend as its new chief executive devises a recovery plan for the beleaguered brand. Sweetgreen Inc. cut its annual outlook due to reduced consumer demand for fresh prepared foods during the cyclospora outbreak.See omnystudio.com/listener for privacy information.
• 
  Warner Bros. Sales Fall on Loss of NBA, Weak Film Slate 06.08.2026 27m

  Watch Paul and Scarlet 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 earnings from Warner Bros Discovery and Fox. Warner Bros. Discovery Inc. reported a drop in sales due to the loss of National Basketball Association rights and a movie lineup that compared poorly with last year.  Fox Corp reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. In separate news: Britain's antitrust watchdog and culture minister decided against escalating scrutiny of Paramount Skydance Corp.'s takeover of Warner Bros. Discovery Inc.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses Alphabet’s recent departures. Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI. Koray Kavukcuoglu has been appointed to run Google's AI research and operations, while Demis Hassabis has stepped back from day-to-day operations to become chairman of Google DeepMind and Alphabet's Chief Scientist.-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses earnings from Hertz and Six Flags. Hertz Global Holdings Inc. beat Wall Street’s earnings estimates, a boost for the struggling rental car company following an unusual debt-raise maneuver and a warning of weakness in the used-vehicle market.  Six Flags reported net revenue for the second quarter that missed the average analyst estimate.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Burger King. Burger King’s US sales surged last quarter, with comparable sales jumping 8.5% in the three months through June 30. The chain has invested in advertising, restaurant remodels, menu upgrades, and extra training since 2022 to reverse an earlier sales slump, and has launched marketing stunts and limited-time offers.See omnystudio.com/listener for privacy information.
• 
  SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares 05.08.2026 26m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps SpaceX earnings. SpaceX shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company's capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses AMD earnings. Advanced Micro Devices  fell after the company gave an underwhelming sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida.-Lily Meier, Bloomberg Retail Reporter, discusses her story: “Lululemon’s New CEO Has to Contend With Founder Raring to Fight.” Description: The troubled $14 billion athleisure giant has a new CEO and a seemingly fresh start. But the next battle is only beginning.See omnystudio.com/listener for privacy information.
• 
  Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO 05.08.2026 19m

  SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts.  Shares of Elon Musk’s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter.  For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research See omnystudio.com/listener for privacy information.
• 
  Palantir Jumps After ‘Otherworldly Demand Lifts Outlook 04.08.2026 22m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Palantir Technologies Inc. shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as “otherworldly.” Separately, Anthropic has struck a deal for computing capacity from Volta Infra Holdings, a months-old infrastructure startup, to keep pace with demand for its products.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonald's earnings. McDonald's named Skye Anderson as president of its US business to lead turnaround efforts after posting its slowest growth in over a year. Sales at established US restaurants rose 0.8% in the second quarter, partly offset by a decline in visits, and marketing programs didn't meet expectations.-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Carterpillar earnings. Caterpillar reported stronger sales across its businesses and raised its sales outlook, easing concerns that demand for power-generation equipment was beginning to cool. The company's power and energy unit has grown to become its largest by sales, driven by demand for generators, engines, and gas turbines for industrial facilities and large-scale computing centers.Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Auto, discusses the latest in the biotech sector. Pfizer raised the midpoint of its 2026 sales forecast after reporting strong second-quarter demand for older medicines, with sales for the year expected to be $60.5 billion to $62.5 billion. Merck & Co. boosted its 2026 sales outlook after strong demand for newer drugs like Winrevair helped to drive revenues higher in the second quarter. BioNTech SE lowered its revenue outlook as demand for its Covid-19 vaccine shrank more than expected.See omnystudio.com/listener for privacy information.
• 
  Visa to Buy Fraud-Prevention Firm BioCatch for $2.4 Billion 03.08.2026 22m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa striking a deal to buy BioCatch, which uses artificial intelligence to detect fraud, for $2.4 billion in cash. The company is purchasing BioCatch from funds advised by Permira and other shareholders, and the transaction is expected to close in the fiscal second quarter of 2027, according to a statement Monday. BioCatch works with more than 350 banking clients across the world.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott International Earnings. Marriott International shares declined after the company said that room growth for 2026 would likely come in at the lower end of earlier guidance, driven by construction delays in the Middle East. -Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthcare, Defence, Industrials & Autos, discusses AstraZeneca exploring an acquisition of Bristol-Myers Squibb in a potential megadeal that would rank as the largest ever in pharma. The companies have held early-stage discussions about combining, but it’s unclear if discussions are ongoing or whether they will result in a transaction.-Jonathan Kay, Founder & CEO at Apptopia, discusses sports betting and prediction market apps performance and competition. He also talks about Kalshi, and Demographic differences between OSB’s and Prediction markets.See omnystudio.com/listener for privacy information.
• 
  Bloomberg Money: 'Fed Needs Clear Inflation Target and Messaging' 01.08.2026 40m

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests include: Richard Clarida, Former Federal Reserve Vice Chair Lori Calvasina, RBC Capital Markets Head:US Equity Strategy  Hannah Elliot, Hot Pursuit! Podcast co-host See omnystudio.com/listener for privacy information.
• 
  Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook 31.07.2026 17m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu --Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Apple earnings and tech. Apple Inc. tumbled after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron earnings. ExxonMobil and Chevron plowed profits into debt reduction rather than huge buyback increases due to caution about the duration of war-driven price rallies. The biggest US oil companies more than doubled second-quarter net income due to global energy market disruptions stemming from conflicts in the Persian Gulf and Russia.-Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. UEFA approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors. FIFA will proceed with plans to privatize its commercial business, despite threats from regional footballing organizations in Europe, Asia and North America that they could boycott the World Cup. Separately, Randall talks about his conversation with Washington Commanders President Mark Clouse.          See omnystudio.com/listener for privacy information.
• 
  Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast 30.07.2026 10m

  Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech See omnystudio.com/listener for privacy information.
• 
  Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter 30.07.2026 18m

  Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Anurag Rana, Bloomberg Intelligence Senior Technology Analyst See omnystudio.com/listener for privacy information.
• 
  UEFA Votes to Boycott World Cup in Protest to FIFA Selloff 30.07.2026 23m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Randall Williams, Bloomberg Business of Sports Reporter, discusses UEFA’s 55 member nations resolving to boycott FIFA tournaments if President Gianni Infantino proceeds with plans to sell World Cup stakes to private investors. UEFA said in a statement that “The World Cup cannot be treated as an investment product,” and that no UEFA national teams will participate in any FIFA competition for so long as these proposals remain alive.- David Kirkpatrick, Founder of Techonomy, recaps tech earnings. Meta Platforms Inc. gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns that the company isn’t swiftly benefiting from its massive outlay on artificial intelligence. Separately, Microsoft shares soared after the company reported the fastest cloud growth in four years, with Azure cloud revenue rising 43% during the fiscal fourth quarter.-Shiv Verma, Robinhood Chief Financial Officer, discusses Robinhood earnings. Robinhood's July trading activity tracking near 2Q's record average supports early 3Q durability of elevated retail engagement across equities, options and prediction markets.-Redd Brown, Bloomberg Consumer Reporter, discusses earnings from Starbucks and Chipotle. Starbucks and Chipotle Mexican Grill raised their guidance after stronger-than-expected quarters, with sales bolstered by new menu items and revamped loyalty programs.  See omnystudio.com/listener for privacy information.