Watch 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 Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier.

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.

- Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate.

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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 Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts

- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings

- Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AI

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch 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.
- Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom
- Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost?

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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 from eating out, a fresh warning sign for consumer spending.
- Geetha Ranganathan, Bloomberg Intelligence Senior US Media Analyst, discusses Comcast shares falling after the company reported its 10th straight quarter of losses in broadband customers and said it doesn’t expect the trend to turn around in the near future.
- Robert Langreth, Bloomberg News Health Care Reporter, discusses making an unsolicited bid for Metsera to buy the company for at least $6.5 billion, seeking to trump an earlier agreed deal with Pfizer.

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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 deals catapults the artificial intelligence frenzy to new heights.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, on Caterpillar shares soaring after the company posted stronger-than-expected earnings and revenue due to surging demand from AI data centers for its power-generation equipment
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on Boeing shares falling as much as 4.2% after the planemaker recorded a $4.9 billion accounting charge as it delayed the debut of its 777X jetliner, a level that was seen as high. Still, the company recorded positive free cash flow for the first time since the final quarter of 2023.

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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 Executive Officer Andy Jassy warned that AI will shrink the company’s workforce.

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on United Parcel Service shares soaring after it smashed Wall Street’s profit expectations by cutting costs and eliminating 34,000 jobs this year.

- Sean McCarthy, BAM Mutual CEO, on how2 2024 was a record year for muni bond sales, and it looks like 2025 will surpass that. Will there be a three-peat in 2026?

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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 in southern and southeastern states and the latest in a string of deals among US regional lenders.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, on Novartis agreeing to buy Avidity Biosciences in a $12 billion deal that’s the Swiss drugmaker’s biggest acquisition in more than a decade and adds several potential blockbuster treatments as generic competition looms for its current top-sellers.
- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, details the impact of Hurricane Melissa on the Caribbean.

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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 and beauty company’ L’Oreal’ in a $4.7 billion deal.

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings.

- John Butler, Bloomberg Intelligence Senior Telecom Analyst, recaps AT&T earnings.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps Mattel earnings.

- Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hilton earnings.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps GE Aerospace and RTX earnings.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.