Bloomberg Intelligence

Episodes

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  CoreWeave Shares Soar After AI Computing Firm Eases Debt Fears 11.11.2026 24m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Avalon Pernell -  Vasu Kasibhotla, Bloomberg Intelligence Senior Industry Analyst, recaps CoreWeave earnings. CoreWeave Inc. shares jumped after the company eased fears about its debt-laden business and signaled strong sales growth despite headwinds facing the data center boom. The company projected revenue of $13 billion to $13.3 billion this year and expects to take out another loan soon that will carry an investment-grade rating.-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion Contributor, discusses Nvidia's investigation of Chief Executive Officer Jensen Huang's affair with an alleged Chinese spy.-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic's upcoming IPO. Anthropic PBC’s initial public offering has drawn multiple times the orders for the shares available, according to people familiar with the matter. The company and its co-founders are seeking to raise as much as $90.4 billion in the IPO and a private placement, its filings show.  The company is targeting a fully diluted valuation of about $1.4 trillion, and reported a revenue run rate of $81 billion as of Oct. 31.-Michael Dean, Bloomberg Intelligence Head of Global Autos, discusses Volkswagen scrapping a major advanced-manufacturing project at its headquarters due to strained finances.  The company will continue work on its next-generation electric platform and models, including the ID. Roc, a planned electric SUV. Volkswagen's works council chief accused the company of a 'flagrant breach' of a December 2024 agreement and labor will resist moving production of the combustion-engine Golf from Wolfsburg to Mexico.See omnystudio.com/listener for privacy information.
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  Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO 10.11.2026 20m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu**Broadcasted LIVE from BAM Mutual in NYC**-  Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Anthropic seeking a valuation of about $1.4 trillion in its initial public offering, in a bid to make history as the first frontier artificial intelligence lab to go public.  The company and its co-founders are seeking to raise as much as $90.4 billion in the IPO and a private placement, with the base offering set to raise up to $64.4 billion.-  Michael Shepard, Bloomberg News Senior Technology Editor, discusses President Donald Trump saying the FBI is looking into Nvidia Corp CEO Jensen Huang's extramarital relationship with a suspected Chinese spy. Trump spoke to Huang and praised him as a "very honorable man," saying he believes Huang didn't know the woman was a spy. The revelations have sent Nvidia's shares plunging and threaten to reverberate across the artificial intelligence industry, with the company's board conducting an investigation into whether Huang was the target of a foreign intelligence effort.-  Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Skydance earnings. Skydance Corp. will release a streaming bundle that includes both the Paramount+ and HBO Max services early next year, offering "even greater value" for consumers. The company reported a 5% increase in revenue overall, with gains in the streaming and studio divisions offsetting a decline at the TV networks, and posted adjusted earnings before interest, taxes, depreciation and amortization of $1 billion.-  Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses earnings from Take-Two Interactive. According to Bloomberg Intelligence: Post-2Q Earnings Outlook: Take-Two's unchanged fiscal 2027 bookings guidance looks increasingly conservative, thanks to GTA VI demand, presaging added upside if launch momentum holds. Management's decision to retain guidance, days before release, reflects timing, rather than weaker demand. Cannibalization is the key risk: NBA 2K27's softer-than-expected sales show consumers are already deferring spending ahead of GTA VI. Still, the 3Q target calls for 12% recurrent consumer-spending gains, reversing declines in the prior two quarters, as GTA VI Ultimate Edition's add-on content lifts recurring-spending mix.See omnystudio.com/listener for privacy information.
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  Nvidia Probe Into CEO Affair Raises Thorny Questions for AI 09.11.2026 27m

  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 Nvidia Corp.'s investigation into Chief Executive Officer Jensen Huang's affair with an alleged Chinese spy. The company's board is assembling a committee of independent directors to investigate the matter, with outside counsel, after Huang disclosed the romantic relationship in a memo to employees. The incident threatens to further roil the AI market, with Nvidia being a key source of financing for AI infrastructure and Huang being a leading voice in the industry, and has led to a slide in Nvidia's shares.-Michael Monaghan, Portfolio Manager and Principal of the Founders 100, gives reaction to Nvidia news. Following news that NVIDIA is launching an investigation into CEO Jensen Huang over his relationship with a woman who intelligence agencies said is a Chinese Spy, Michael Monahgan says he fully supports Jensen staying as CEO. Founder-led companies outperform because one person carries the vision. The same concentration is the risk, and the market is pricing it this week. With Q3 earnings slated to be released on November 17th and a closed-door congressional briefing scheduled for November 18th, Michael expects the business to remain on track.-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses earnings from Berkshire Hathaway. According to Bloomberg Intelligence: Berkshire Hathaway's stock can still behave like an anti-AI trade even while the conglomerate is investing in AI capabilities and owns a major Alphabet position. The company continues to deploy capital, though stock buybacks are likely to decline this quarter after a record $9.6 billion in 3Q.-Jean-Yves Coupin, Bloomberg Intelligence Senior Credit Analyst, discusses the latest at CVS. According to Bloomberg Intelligence: CVS Health's planned split may prove manageable for creditors, as a path to low-3x leverage remains, providing some cushion against uncertainty about the future capital structure. The decision to separate into two entities follows a 2024 review, though regulatory and political headwinds remain a threat to the credit profile.See omnystudio.com/listener for privacy information.
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  Election 'Blue Wave' & Your Wallet; Navigating AI-Driven Market Volatility 07.11.2026 43m

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Citi Wealth Chief Investment Officer Kate Moore and TIAA Financial Literacy Co-Author & Stanford Institute For Economic Policy & Research Annamaria Lusardi.See omnystudio.com/listener for privacy information.
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  Anthropic IPO Buyers See Valuation as Low as $1.1 Trillion 06.11.2026 22m

  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 Anthropic’s upcoming IPO. Anthropic PBC's initial public offering plans have run into a punishing post-election selloff, prompting a rethink among prospective investors of the company's expected valuation.  Potential buyers are discussing a valuation range for the company of $1.2 trillion to $1.3 trillion, with some weighing a value as low as $1.1 trillion. Deliberations are ongoing and no final decisions have been made, with investors considering bids and the company potentially starting formal marketing with a conservative size and valuation target. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses data centers. Around half of planned expansion nationwide is vulnerable to increased scrutiny and pushback from Democrats who clinched historic victories in states like Texas, Georgia and Ohio. Restrictions on development could ultimately reduce the odds of a downturn by keeping the AI investment boom in check, according to economists like Brett Ryan at Deutsche Bank Securities. -Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses the recent tech selloff. US stocks advanced Friday as dip buyers stepped in to support the battered artificial intelligence trade, though the severity of this week’s rout has left investors questioning whether the worst is over.  --Abigail Gilmartin, Bloomberg Intelligence US Retail Analyst Covering Footwear & Athleisure, discusses earnings from Under Armour. Under Armour Inc.’s shares declined after a reduction in its profitability guidance cast more doubt on the sports brand’s turnaround prospects.  The company said gross margin would increase about 220 basis points this fiscal year, which runs through March. That’s a reduction of 50 basis points from August, with the company citing higher costs for freight and fuel and the impact of inventory management.See omnystudio.com/listener for privacy information.
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  Tech Stocks Plunge as Traders Dump Everything With AI Exposure 05.11.2026 22m

  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 technology stocks plummeting as traders assess the implication of a Democratic sweep in the US midterm elections on cloud data centers. Matthew also discusses Qualcomm earnings. Qualcomm Inc. shares tumbled after the company gave a lackluster profit forecast, citing a “broad-based increase” in costs for components and manufacturing.-Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses data centers. According to Bloomberg Intelligence: Hyperscalers like Microsoft, Meta, CoreWeave, Oracle and OpenAI who use data centers in Texas, or have plans to utilize them there, face increased policy risks tied to the facilities with Gina Hinojosa winning the Lone Star State's gubernatorial race.-Nathan Dean, Senior Policy Analyst for Bloomberg Intelligence, discusses President Donald Trump’s corporate influence after the midterm elections. According to Bloomberg Intelligence: With Democrats winning control of Congress, policy risk for US companies may increase as incentives grow for President Donald Trump to rely on public pressure, executive power and federal leverage to advance White House goals. From taking a 10% government stake in Intel to pressing Bank of America and Citigroup on credit-card interest rates and urging Walmart to absorb tariff costs, Trump has consistently been willing to influence companies' conduct even when legislation is unlikely.- Ryan Gallagher, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “Ads in Popular Apps Give Police a Powerful Tool to Spy on Users.” Penlink’s Webloc is sold to police in the US, UK and worldwide. It uses technology found in weather, gaming, email and religious apps to locate people using their cellphones. Webloc can track hundreds of millions of mobile phones across the world. For law enforcement, that’s a powerful capability — made more so by the fact that in the US it can be used without the need for any kind of search warrant or judicial authorization.See omnystudio.com/listener for privacy information.
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  CVS Plans to Break Up $117 Billion Healthcare Conglomerate 04.11.2026 12m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-John Tozzi, Bloomberg Health care Reporter, discusses CVS Health planning to spin off its retail pharmacy business into a new company called CVS Pharmacy in the first half of 2028. The move will separate the drugstore business from the Aetna insurance unit and Caremark prescription benefits division, with both companies to be publicly traded. CVS shares plunged as much as 14% in New York on Wednesday after the announcement, which marks a shift away from the long-term trend of consolidation among major healthcare companies.- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Mandeep discusses the impact of mid-term elections on the tech sector. Separately, he talks about earnings from Uber and AMD. Uber Technologies Inc. shares rose after the company posted quarterly earnings and gross bookings that met expectations. Total gross bookings for the third quarter were $59.8 billion, and adjusted earnings per share were 88 cents, which was about what Wall Street was expecting. Advanced Micro Devices Inc. gave a revenue forecast that exceeded analysts’ estimates, showing that demand for data center processors remains strong. The company’s fourth-quarter revenue will be $17 billion, plus or minus 3%, which easily topped the average analyst estimate of $16.3 billion.See omnystudio.com/listener for privacy information.
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  Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings 03.11.2026 15m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney’s layoff plans. Walt Disney Co. is moving toward thousands of job cuts with managers asked to target 20% in annual cost savings. The savings could come from job eliminations as well as from expense reductions, and some of Disney's operations will be affected disproportionately. Chief Executive Officer Josh D'Amaro aims to reinvest a portion of the savings into film and TV programming, technology and the theme parks and cruise ship businesses.-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple earnings. Apple Inc. delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with tightening profit margins overshadowing an upbeat sales forecast. The company predicted revenue growth of 7% to 10% during the holiday season, but warned that gross margins would be thinner than projected due to higher memory costs and expenses related to the new Siri AI digital assistant. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum! Brands. Taco Bell is showing signs of recovery about three months after a cyclospora outbreak hurt results, with comparable sales rising 1% so far this quarter. Visits by "heavy" Taco Bell users have fully recovered to pre-outbreak levels, while lighter users are tracking to 95% of their prior frequency. Users of Taco Bell's loyalty program returned to the chain twice as fast as nonmembers, with membership growing 25% in the third quarter compared to the prior year.See omnystudio.com/listener for privacy information.
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  Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates 02.11.2026 19m

  Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. Revenue will rise 7% to 10% in the fiscal first quarter, which runs through December, Apple said during an earnings conference call Monday. Analysts had estimated 6.1% on average, according to data compiled by Bloomberg.The shares slumped about 4% in late trading, a sign of the lofty expectations surrounding Apple. After a rally added roughly $1 trillion in market value to the company since late June, investors were betting on a blockbuster report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior tech analyst Anurag Rana and Bloomberg News managing editor for global consumer tech, Mark Gurman. See omnystudio.com/listener for privacy information.
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  Marvell to Acquire Lumentum in Historic $115 Billion Tech Deal 02.11.2026 23m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ryan Gould, Bloomberg Deals Reporter, discusses Marvell Technology agreeing to buy Lumentum at an enterprise value of $115 billion in an all-stock transaction. The merger is expected to be completed in the first half of 2028 and will give Marvell shareholders 67% of the combined business. The deal sparked concerns from investors, who sent shares of both companies sliding, due to the risks of embarking on a massive AI deal at a time when the market is jittery about the industry.-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses Anthropic’s legal risks. According to Bloomberg Intelligence: With US law unsettled on AI oversight, Anthropic faces significant legal risk and enormous potential litigation exposure. Just as President Donald Trump's Commerce Department imposed export controls to halt the AI giant's Fable 5 and Mythos 5 models in June, Anthropic's AI models could similarly be blocked going forward under a legal framework with few clear timelines, precedents or standards.-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Marriott International earnings. Marriott International Inc. reported third-quarter earnings that beat expectations, as bookings surged across the company’s US hotels. The company recorded adjusted earnings per share of $3.02, according to a statement Monday. That was higher than the average analyst estimate of $2.85 in data compiled by Bloomberg.-Roy Strom, Bloomberg Law Correspondent, discusses how a war is brewing in the corporate restructuring world as firms fight to secure talented lawyers specializing in out-of-court debt workouts. Weil Gotshal & Manges is shuttering its operations, putting its top bench of talent within rivals' reach, and intensifying the battle for specialized attorneys. Firms are positioning themselves for an expected economic downturn that will push companies to restructure outside bankruptcy court, with a strong restructuring practice seen as a way to insulate firms from loss of other types of work.See omnystudio.com/listener for privacy information.
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  'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires 31.10.2026 44m

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.  Today's guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author "The Everywhere Millionaire" Owen Zidar.See omnystudio.com/listener for privacy information.
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  Intel Shares Plunge After Outlook Hit by PC Slump, Supply 30.10.2026 21m

  Watch Paul and Scarlet 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, discusses Intel’s shares plummeting after its revenue forecast missed analysts' estimates. The company was hurt by sputtering demand for PC processors and supply-chain problems with its data center components. Intel projects sales in the fourth quarter will be $15 billion to $16 billion, with profit of 25 cents a share, excluding certain items, which is lower than analysts' average estimates.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon earnings. Amazon.com Inc. shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. Revenue at the cloud unit, Amazon Web Services, accelerated for the sixth straight quarter, while online sales gained just 2% to $68.5 billion, the lowest increase since early 2023.-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses earnings from Chevron and Exxon Mobil. ExxonMobil and Chevron beat profit expectations due to conflicts in the Persian Gulf and Russia driving refining results to record highs. The disruptions to global energy markets show little sign of easing, with price volatility forecast to escalate as strategic and commercial stockpiles run low.-Emily Nicolle, Bloomberg Digital Finance Reporter, discusses Bitcoin sinking below $77,000 for the first time in more than a month after Binance Holdings revealed a record hack. The breach, in which attackers siphoned off over $6 billion, is the largest crypto theft on record and raises questions about the security of customer assets. Binance has reserved $6.34 billion of company funds in the wake of the incident, and an analyst said that Binance can absorb the losses.See omnystudio.com/listener for privacy information.
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  Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips 29.10.2026 10m

  Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close. Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston.See omnystudio.com/listener for privacy information.
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  Google Erases a Record $500 Billion as AI Eats Into Sales 29.10.2026 25m

  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 Alphabet earnings. Alphabet Inc.'s shares fell more than 13% after the company reported disappointing search and advertising sales. The Google parent reported sales of $111.2 billion for the third quarter, falling short of analysts' projections, with ad sales from search and other channels growing at the slowest pace in five quarters. The company's future commitments to buy resources such as computing power and energy totaled $924 billion, with upcoming obligations bringing the company's total future obligations to well over $1 trillion. Matthew also recaps earnings from Microsoft.- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, continues the conversation on Alphabet. He also discusses deals in tech. Marvell Technology Inc. is in advanced talks to buy Lumentum Holdings Inc., a data center optics maker, in a potential all-stock transaction. A deal between the two companies would give Marvell greater control of technology critical to powering digital infrastructure and hand it more direct access to Lumentum's technology and manufacturing capacity. Separately, DoorDash Inc. agreed to buy rival Instacart in a deal that values the company at about $17 billion.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar Inc. shares slid after the company posted earnings and sales that only modestly beat expectations, adding to investor jitters about mounting challenges to the artificial intelligence infrastructure boom. The company reported adjusted earnings of $7.20 a share and revenue of $20.68 billion, and told investors that overall revenue growth in the fourth quarter will be “moderate” versus the year-earlier period.-Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses Bloomberg Intelligence’s latest dating survey. According to BI: Gen Z dating behavior is moving closer to millennials as more younger users actively date, views of dating apps improve and paid-app use increases, according to BI's second dating-app survey. Compared with last year's survey, the results ease some concerns about dating-app user growth given increased engagement from Gen Z, especially men.  See omnystudio.com/listener for privacy information.
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  Wendy’s Jumps on Report Trian Offers to Buy for $1.4 Billion 28.10.2026 23m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses news that Trian Fund Management is leading a bid for Wendy's. According to Bloomberg Intelligence: A weak 2027 consumer-spending outlook, particularly among low- and middle-income households, could limit the odds of a competing bid for Wendy's, leaving Trian's $1.4 billion, or $7.35 a share, offer as the likely path forward. Trian's bid values Wendy's at just 15.3x consensus 2026 EPS. As we wrote in August, the odds of Trian taking Wendy's private increased with the hiring of CEO Bob Wright and CFO Steven Cirulis, who led Potbelly's turnaround and eventual sale.-Mustafa Okur, Bloomberg Intelligence Senior Industrials Analyst, discusses GE Vernova agreeing to pay $9 billion to acquire Trench Group to bolster its portfolio of high-voltage power grid equipment. The purchase will be funded equally with both cash and debt, and is expected to close in late 2027, according to a statement Wednesday. The company is raising sales guidance as its customer backlog expanded to $197 billion, and now expects full-year revenue of $46.5 billion to $47.5 billion.-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Visa reporting earnings that exceeded estimates as consumers turned to branded cards to transact. The company's payments volume increased 9% to $4.08 trillion, up from $3.73 trillion during the period last year. Visa Chief Financial Officer Chris Suh said the company's full-year 2027 adjusted net revenue growth is expected to be in the low-double-digits. -Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion Contributor, discusses the Bloomberg Opinion column: “Too Much AI Can Stifle Innovation.” The latest way to sell artificial intelligence is with a high-tech version of the promise that corporate America last bought from Six Sigma, where companies pay for AI agents out of labor and services spending. Process management programs such as Six Sigma reduce variance in a company's routines, but a side effect is that innovation builds on what the company already knows instead of creating new approaches and drawing on new ideas. Separately, Gautam discusses Anthropic.Anthropic PBC is cautioning investors that its advocacy for artificial intelligence safety could make the company a target of government retaliation.See omnystudio.com/listener for privacy information.
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  Boeing Cuts Delivery Target, Sending Shares to 18-Month Low 27.10.2026 22m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Norah Mulinda-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing cutting its full-year aircraft delivery target due to needing more time to accommodate higher production rates. The company will deliver closer to the lower end of its 787 Dreamliner guidance and come short of its target for 500 737 Max jets. Boeing's commercial airplane division posted a $697 million loss, but the company's free cash flow for the third quarter was $464 million, beating analyst estimates.-David Welch, Bloomberg Detroit Bureau Chief, discusses General Motors plans to shift its stock listing to the Nasdaq Global Select Market from the New York Stock Exchange to position the company as a tech-forward company. The company will retain the “GM” ticker symbol when it begins trading on the Nasdaq on Nov. 17, and the new listing offers eligibility for potential inclusion in the Nasdaq-100 Index. The listing shift is an attempt to get investors to view the company differently, as GM has been investing in self-driving systems and software-related services with potential for revenue growth with higher margins.-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps UPS earnings. United Parcel Service Inc. boosted its financial guidance for the year, suggesting the courier expects to benefit from high prices and resilient demand through the holiday season. The company raised its adjusted earnings guidance and reported revenue of $92.6 billion this year, up from a prior forecast of $91.2 billion. UPS Chief Executive Officer Carol Tomé said "US consumers remain resilient and the outlook for holiday demand is strong", despite warning that average daily volumes in the fourth quarter would be down year over year.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, recaps Coca Cola earnings. Coca-Cola Co. raised its 2026 full-year outlook on strong international demand for soda, but notched lower-than-expected sales volume in North America. The company now sees organic sales increasing at least 5% this year, and reported strong growth in its sparkling soft drinks, with a particular boost from zero-sugar soda. Coca-Cola Zero Sugar saw a 16% increase in unit case volume sales, but sales volume in North America was flat, coming in below the average of analysts’ estimates.    See omnystudio.com/listener for privacy information.
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  Anthropic Flags ‘Existential Risks’ in Long-Awaited IPO Filing 26.10.2026 23m

  Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, Bloomberg Tech host, discusses how Anthropic filed for an IPO, warning its technology carried existential risks even as it moved a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. Anthropic filed confidentially in June for a listing.  -Michael Shepard, Bloomberg News senior technology editor, on how the Anthropic IPO is being led by Goldman Sachs Group Inc. and Morgan Stanley, along with 20 other banks, the filing shows. Anthropic and some of its shareholders are offering stock in the IPO, according to the filing. The amount of shares they’re offering will be disclosed in a later filing.-Mark Niquette, Bloomberg News real economy reporter, on President Trump’s affordability crisis and the upcoming midterm elections. -Jody Lurie, Bloomberg Intelligence credit analyst, on how Norwegian Cruise bonds could stay pressured, as net leverage rising to over 6x by year-end suggests a prior goal of 4.5x is unattainable by next year without a large one-time capital infusion. Equity investors' impatience may mean bigger asset sales or other creative steps.See omnystudio.com/listener for privacy information.
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  Affordability In Focus Ahead of Midterms; US National Wealth Tax Debate 24.10.2026 43m

  Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's show features: Whitney Tilson, Stansberry Research Editor Stephanie Guild, Robinhood Chief Investment Officer See omnystudio.com/listener for privacy information.
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  Apple’s $2,000 iPhone Duon Debuts With Limited Supply 23.10.2026 22m

  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, discusses Apple debuting its foldable iPhone Duo, with people lining up overnight to get their hands on it first. The new device is in limited supply, with consumers placing new orders on Apple's website being offered delivery at the end of January, and some stores selling out of certain configurations within the first half hour.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses OpenAI seeking to raise  around $30 billion in a fresh funding round at a valuation of $1.25 trillion, according to people familiar with the matter. The company shifted the value discussed in the talks by $150 billion, from $1.4 trillion, and fundraising discussions are ongoing, said the people.-Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. According to Bloomberg Intelligence: American Express' accelerating card-fee growth and moderating customer-engagement expenses show the benefit of its Platinum refresh, as higher fees can take up to two years to reach earnings while expenses are recognized faster. Card fees are central to AmEx earnings, accounting for a large portion of net income after substantial rewards and marketing costs.-Tamlin Bason, Bloomberg Tech Litigation Analyst, discusses Infosys earnings. Infosys Ltd. lowered its annual sales forecast as clients continue to hold back on technology spending, signaling that a broad-based recovery in IT budgets could prove elusive anytime soon. Revenue will climb 1% to 2% on a constant-currency basis in the year through March 2027, down from its July guidance of 1.5% to 3%.See omnystudio.com/listener for privacy information.
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  Meta Falls After Boosting Spending Plans for AI Bet 22.10.2026 23m

  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 Meta earnings. Meta Platforms Inc. shares fell after Chief Executive Officer Mark Zuckerberg told investors the company would bet even more aggressively on artificial intelligence. The company boosted its capital spending plans for the year and announced a new class of nonvoting stock that could be used to help pay for acquisitions and other expenses.-David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla earnings. Tesla Inc. pulled back its spending plans after investment last quarter trailed expectations, with capital expenditures to be around $20 billion this year. The company had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter, with analysts having expected $7.95 billion on average.-Liam Denning, Bloomberg Opinion Columnist, discusses the column: “SpaceX-Tesla Is a Strange, But Certain, Deal.” Elon Musk confirmed that SpaceX and Tesla have formed special committees to examine a potential merger, with Musk noting his personal preference for a deal. SpaceX's quarterly results eclipsed Tesla's, with SpaceX reporting its first quarterly positive net income of $4.4 billion, compared to Tesla's results.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Comcast earnings. Comcast lost 144,000 residential broadband customers in the third quarter, more than the 133,000 losses predicted by Wall Street. The company's media operations at NBCUniversal are performing well, with Peacock reporting a 17% increase in paid subscribers and Universal seeing its highest grossing film of all time.See omnystudio.com/listener for privacy information.