Bloomberg Intelligence
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Episodes
Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
Bloomberg Intelligence covers Anthropic’s upcoming IPO, detailing its $1.
Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
Bloomberg Intelligence analyzes the fallout from Nvidia’s board investigation into CEO Jensen Huang, assessing key man risk and the industry’s over-reliance on the chipmaker.
Election 'Blue Wave' & Your Wallet; Navigating AI-Driven Market Volatility
This episode of Bloomberg Money covers the post-midterm election landscape, analyzing how Democratic gains impact personal finance, affordability, and market strategy.
Anthropic IPO Buyers See Valuation as Low as $1.1 Trillion
Bloomberg Intelligence analysts discuss Anthropic’s potential IPO amid market volatility, noting its strong growth and high valuation.
Instant Reaction: US Adds 165,000 Jobs, Topping All Forecasts
Bloomberg Intelligence analysts discuss the strong October U.
Tech Stocks Plunge as Traders Dump Everything With AI Exposure
Bloomberg Intelligence analysts discuss how midterm election results are slowing U.
CVS Plans to Break Up $117 Billion Healthcare Conglomerate
Bloomberg Intelligence analyzes CVS Health's surprise decision to spin off its retail pharmacy business, questioning the strategic logic behind the move and noting the market's negative reaction.
Instant Reaction: Democrats Sweep to Control of Congress in Rebuke of Trump
Bloomberg Intelligence covers the historic 2026 midterm elections, where Democrats swept control of both the House and Senate, flipping deep red states like Kansas and South Carolina.
Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
Bloomberg Intelligence analysts discuss Walt Disney’s strategy to cut 20% of costs to fortify its earnings narrative and reinvest in streaming and parks.
Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates
Apple beat Q4 revenue and EPS estimates, driven by strong iPhone 18 Pro sales, though Greater China revenue missed expectations.
Marvell to Acquire Lumentum in Historic $115 Billion Tech Deal
Bloomberg Intelligence covers Marvell’s $115 billion acquisition of Lumentum, a massive move to secure optical solutions for AI data centers.
'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires
This special edition of Bloomberg Money covers the final days before the midterm elections, featuring insights from political economist Henrietta…
Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff
This episode examines SpaceX’s hiring practices, which prioritize hands-on experience and innate intelligence over advanced degrees, while analyzing…
Intel Shares Plunge After Outlook Hit by PC Slump, Supply
Bloomberg Intelligence analysts dissect recent market shocks, including Intel's 28% drop due to PC weakness and memory constraints, and Amazon's share decline driven by soaring capital expenditures.
Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips
Bloomberg Intelligence analysts discuss significant market reactions to recent earnings from Intel and Amazon.
Google Erases a Record $500 Billion as AI Eats Into Sales
Bloomberg Intelligence analysts discuss how AI is disrupting Google’s search monetization and Microsoft’s cloud growth, alongside M&A trends involving Marvell and DoorDash.
Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income
Bloomberg Intelligence analyzes Alphabet's Q3 earnings, noting that revenue and profit missed expectations due to a significant drop in Google Search monetization despite AI-driven query growth.
Instant Reaction: Fed Stands Pat, Says More Data Will Help Next Decision
This Bloomberg segment begins with a report on SpaceX's hiring culture, emphasizing loyalty to Elon Musk and hands-on experience over advanced degrees.
Wendy’s Jumps on Report Trian Offers to Buy for $1.4 Billion
Bloomberg Intelligence analysts discuss Nelson Peltz’s $1.
Boeing Cuts Delivery Target, Sending Shares to 18-Month Low
Bloomberg Intelligence analysts discuss Boeing’s manufacturing delays, which push production targets to 2027 due to supply chain and labor shortages.
Anthropic Flags ‘Existential Risks’ in Long-Awaited IPO Filing
Bloomberg Intelligence analyzes Anthropic’s S-1 filing ahead of its IPO, highlighting massive revenue growth, significant debt obligations, and unique governance structures.
Affordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Bloomberg Money discusses market volatility and the "fire hose" of AI-driven news with Joe Weisenthal, while Whitney Tilson advises long-term…
Apple’s $2,000 iPhone Duon Debuts With Limited Supply
Bloomberg Intelligence analysts discuss the economic implications of Apple’s new $2,000 iPhone Duo, noting its potential to shift customer behavior through leasing models.
Meta Falls After Boosting Spending Plans for AI Bet
Bloomberg Intelligence analysts discuss Meta’s massive AI capex plans and the strategic issuance of non-voting stock to help Mark Zuckerberg avoid selling voting shares for California taxes.
Earnings Special: Meta Boosts Bet on AI With Spending Outlook, New Stock Class
Bloomberg Tech Minute covers SpaceX's demanding hiring culture, which prioritizes raw intelligence and loyalty to Elon Musk over advanced degrees.
SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
This episode analyzes the potential merger between SpaceX and Tesla, driven by Elon Musk’s public enthusiasm and strong SpaceX earnings.
Earnings Special: SpaceX Profit Beats Estimates on Big Jump in AI Revenue
Bloomberg Intelligence analyzes SpaceX’s Q3 earnings, noting that net income significantly exceeded expectations due to Starlink’s economies of scale and strong AI performance.
GM Slides as CEO Barra Warns of ‘Intensifying’ Challenges
Bloomberg Intelligence analyzes General Motors' narrowed profit forecast and $20 billion buyback, noting investor concerns over rising vehicle prices and the company's limited hybrid lineup.
Blackstone Hauls in $8.7 Billion for Energy Transition Fund
Bloomberg Intelligence analysts discuss Blackstone’s new energy fund, noting that data center infrastructure drives global investment despite crowded markets.
Bank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
This Bloomberg Money episode examines the booming wealth management sector, highlighted by Morgan Stanley’s record asset inflows, while contrasting it with stagnant real wages and high inflation.
Tesla Launches Roadster at SpaceX Site in Latest Merger Hint
Bloomberg Intelligence discusses Tesla’s Roadster launch and its impact on EV market dynamics, noting Detroit automakers’ struggles with EV profitability in the US.
CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
Bloomberg Intelligence analysts Vasu Katsubakla and Bailey Lipschultz discuss the Coreweave sell-off, attributing it to rising interest rates and…
BofA Shares Tumble After Fines, Weak Trading Drag Down Results
Bloomberg Intelligence analysts discuss Bank of America’s $1.
US Banks Post Mixed Earnings Results
Bloomberg Intelligence analysts discuss recent earnings from major U.
Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors
Bloomberg Intelligence discusses Starbucks' denial of Chipotle acquisition rumors amid its ongoing turnaround, and California winemakers pivoting to…
Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs
Bloomberg Money discusses the disconnect between strong corporate earnings and low consumer sentiment ahead of the midterm elections, featuring a…
OpenAI Expects $70 Billion in Annualized Revenue by End of 2026
Bloomberg Intelligence analysts discuss OpenAI’s revenue trajectory, clarifying that its $70 billion annualized target aligns with prior expectations despite accounting differences.
Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus
Bloomberg Intelligence discusses Goldman Sachs’ $500 million executive bonus pool, Pepsico’s mixed earnings driven by North American weakness, and Levi Strauss’ marketing missteps.
SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips
Bloomberg Intelligence discusses SpaceX's $40 billion debt raise for data centers, questioning if it sets a troubling precedent for upcoming AI IPOs.
Paramount Closes Warner Merger in Historic Hollywood Deal
The episode covers the $110 billion merger of Paramount Skydance and Warner Bros.
CH Robinson to Buy RXO for $5.8 Billion in Bet on AI Model
Bloomberg Intelligence analysts discuss C.
Employment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling
Bloomberg Money discusses the disconnect between strong macroeconomic data and consumer fatigue, highlighting how rising interest rates and AI-driven…
Tesla’s EV Sales Top Estimates With Car Business Stabilizing
Bloomberg Intelligence discusses Tesla’s delivery results and competitive pressures in China, alongside Nike’s ongoing struggles with sportswear and Jordan brand exclusivity.
Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
This episode features semiconductor analyst Jake Silverman discussing Micron’s AI-driven earnings and the risks of circular financing in the AI sector, alongside Bloomberg Managing Editor Sarah Fryer.
Apple Is Ready to Make Long-Awaited Push Into Smart-Home Market
Bloomberg Intelligence discusses Apple’s new smart home hub strategy and the FTC’s probe into AI safety at OpenAI and Anthropic.
Smart Ring Maker Oura Delays IPO
Bloomberg Intelligence discusses the delayed IPO of a consumer hardware company due to weak investor demand and market uncertainty, alongside…