Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
…
continue reading
Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.
…
continue reading
1
BI Weekend: US Earnings, Kenvue Deal, Ridesharing Latest
38:03
38:03
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
38:03Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut. - Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings. - Brian Egger, Bloomber…
…
continue reading
1
TCW’s Horton on Transforming Legacy Industries
40:23
40:23
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
40:23AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of thematic strategy, speak with Eli Horton…
…
continue reading
1
Musk Offers Loft Promises After $1 Trillion Tesla Payday
23:23
23:23
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
23:23Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Elon Musk’s pay package. Musk's $1 trillion compensation package was approved by Tesla investors, with over 75% of votes cas…
…
continue reading
1
Warner Bros. Revenue Misses Estimates Amid Plans for Sale
17:26
17:26
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
17:26Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery earnings. Warner Bros. Discovery Inc. reported third-quarter revenue of $9 billion, a 6% decrease from a year ago and …
…
continue reading
1
Bank of America's Investor Day, McDonald's Earnings Report, ISM Services Data
13:07
13:07
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
13:07Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, …
…
continue reading
1
Palantir's Premium Valuation, Yum Considers Offloading Pizza Hut, Spotify Rules Audio Streaming
17:43
17:43
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
17:43Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, …
…
continue reading
1
Kimberly-Clark to Buy Tylenol Maker Kenvue for $40 Billion
21:00
21:00
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
21:00Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Ty…
…
continue reading
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings - Anurag Rana, Bloomberg Intelligen…
…
continue reading
1
Amazon Soars on Fastest Cloud Growth in Years
20:20
20:20
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
20:20Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. - Ry…
…
continue reading
1
Chipotle Falls Most Since 2012, Signals Trouble for Fast-Casual
18:36
18:36
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
18:36Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back fro…
…
continue reading
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of de…
…
continue reading
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo live from the BAM Mutual offices. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Execut…
…
continue reading
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks discusses how Huntington Bancshares agreed to buy Cadence Bank for $7.4 billion, the Ohio bank’s second major acquisition this year to expand…
…
continue reading
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. - Andrea Felsted, Bloomberg Opinion Columnist, discusses how the luxury goods company ‘Kering’ agreed to sell its beauty division to the cosmetics…
…
continue reading
1
Intel Returns to Profitability in Third Quarter
17:32
17:32
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
17:32Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Intel earnings. Intel returned to profitability in the third quarter and posted fourth-quarter sales guidance of roughly $13.3 billion, a h…
…
continue reading
1
Instant Reaction: Intel Gives Encouraging Forecast After PC Market Rebounds
8:23
8:23
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
8:23Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimat…
…
continue reading
1
Tesla’s Profit Tumbles as Costs Undermine Record EV Sales
22:21
22:21
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
22:21Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automo…
…
continue reading
1
Instant Reaction: Tesla Earnings Miss Despite A Sales Surge
15:01
15:01
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
15:01Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on ave…
…
continue reading
1
Netflix Shares Fall most Since 2022 as Tax Hit Spooks Investors
26:27
26:27
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
26:27Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among inve…
…
continue reading
1
Warner Bros. Weighs Sale Amid Interest From Several Parties
21:26
21:26
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
21:26Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery …
…
continue reading
1
Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound
16:39
16:39
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
16:39Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry, discusses the latest on Apple. Apple s…
…
continue reading
1
BI Weekend: US Banks, Domino’s, LVMH Earnings
38:31
38:31
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
38:31Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI and Broadcom signing a 10-gigawatt pact for chips and networking. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, d…
…
continue reading
1
Amex Earnings Top Estimates as Platinum Card Demand Surges
18:30
18:30
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
18:30Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. American Express reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card…
…
continue reading
1
Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround
23:57
23:57
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
23:57Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Nestle job cuts. Nestlé SA's new CEO Philipp Navratil announced plans to slash 16,000 jobs to build on a stronger-than-expected increase …
…
continue reading
1
BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet
23:40
23:40
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
23:40Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Caroline Hyde, BTech Co-Anchor, discusses some of the top tech stories of the day. Investors led by BlackRock Inc.'s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal. The buyer…
…
continue reading
1
AMD Says Oracle Is Pledging Widespread Use of New AI Chips
24:40
24:40
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
24:40Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors…
…
continue reading