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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
George Ferguson, Senior Aerospace Analyst for Bloomberg Intelligence, discusses the revenue growth outlook for SpaceX. Investors have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. That changes next week, when the quiet period ends for analysts at banks that underwrote the $86 billion initial public offering, which was led by Goldman Sachs Group Inc. Morgan Stanley, Bank of America Corp., Citigroup and JPMorgan Chase & Co., with 18 other banks participating. Starting Tuesday, investors should expect a pile of new research, price targets and growth estimates, all of which should help shed light on where the shares are likely headed in the near term and over the next few years. Michael Shepard, Bloomberg News Senior Technology Editor, joins for a chat on the latest tech headlines, including the Financial Times reporting that OpenAI has proposed giving the US government a 5% stake in the company, and Apple seeking the Trump administration’s approval to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist amid a global memory shortage. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, reacts to the June US jobs report. Hiring slowed sharply in June even as the unemployment rate fell, curbing some of the budding momentum in job growth this year. Nonfarm payrolls increased 57,000 last month after downward revisions to the prior two months took some of the shine off recent blockbuster reports, Bureau of Labor Statistics data Thursday showed. The unemployment rate fell to 4.2% as labor force participation plunged, leading investors to scale back bets on Federal Reserve interest-rate increases. Brendan Murray, Bloomberg News Global Trade Editor, shares his thoughts on Washington’s decision not to renew its trade deal with Canada and Mexico - choosing instead to conduct annual reviews of the pact in a decision that risks adding uncertainty for companies producing goods across North America. The US-Mexico-Canada Agreement, or USMCA, will remain in force for another decade provided no one country decides to exit. Opting against a longer-term renewal opens the door to years of contentious negotiations over the rules governing continent-wide supply chains and low tariff levels vital for automakers, farmers, retailers and energy companies.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, joins to recap earnings from Nike. Executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Chief Executive Officer Elliott Hill has led Nike for almost two years and progress toward recapturing growth has dragged on, sparking frustration. Management faces ever-growing pressure to produce results, with the company’s stock down 36% this year through Tuesday’s close, putting the shares on track for a fifth consecutive annual decline. Ellen Wald, President at Transversal Consulting and Senior Fellow at the Atlantic Council, examines the long-term impact of the Iran War on energy markets. Commercial shipping through the Strait of Hormuz has surged over the past few weeks, with American military support helping boost oil flows to more than 10 million barrels per day, a US official said. The increase since President Donald Trump signed an interim peace agreement with Iran represents a big jump in traffic since the war paralyzed flows. Andrew Grant, BloombergNEF Head of Intelligent Mobility, on BNEF’s Long-Term Electric Vehicle Outlook 2026. The annual flagship report includes analysis of EV adoption in passenger vehicles, commercial vans and trucks, two- and three-wheeled vehicles, and buses globally. It also looks at other drivetrains, including hybrids, natural gas and fuel cells, and explores the resulting impacts on demand for electricity, oil, batteries and materials, as well as CO2 emissions. Nick Wadhams, Bloomberg News National Security Team Leader, weighs in on the US deciding against renewing its trade deal with Canada and Mexico. US Trade Representative Jamieson Greer said, choosing instead to conduct annual reviews of the pact in a move that risks adding uncertainty for companies producing goods across North America. The US-Mexico-Canada Agreement, or USMCA, will remain in force for another a decade provided no one country decides to exit. Annual reviews instead of a longer-term renewal open the door to years of contentious negotiations over the rules governing continent-wide supply chains and low tariff levels vital for automakers, farmers, retailers and energy companies.
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Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, weighs in on a record run for semiconductors. Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. The Philadelphia Stock Exchange Semiconductor Index has soared 82% in the second quarter, putting it on track for its best quarter ever with one day to go. The gauge is up 94% in 2026, which if it holds would mark its best year since the dot-com boom in 1999. In contrast, the tech-heavy Nasdaq 100 Index has gained 26% in the second quarter, while the S&P 500 Index has risen 14%. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst for Bloomberg Intelligence, previews earnings from sportswear giant Nike. Investors will look for further signs of progress in the company’s comeback effort as Chief Executive Officer Elliott Hill cements a leadership reset. Traders will also seek details about one-time tariff refunds and demand tied to the FIFA World Cup, as well as clarity on a report saying Nike planned to halt online sales by partners in China. Kenneth Shea, Senior Consumer Products Analyst for Bloomberg Intelligence, looks ahead to earnings from Constellation Brands. The company’s revenue is expected to retreat a fifth quarter in a row, weighed down by weaker wine and spirits sales. Operating margin is seen expanding though the benefits of an improved sales mix were likely offset by higher aluminum can costs. Erin McLaughlin, Senior Economist at the Conference Board, discusses the latest economic data. US consumer confidence edged up in June, as falling gas prices offset concerns about the labor market. The Conference Board’s gauge of confidence increased 0.6 point to 91.2 after a downward revision to the prior month, data released Tuesday showed. The median estimate in a Bloomberg survey of economists was 94.4. An indicator of present conditions fell, while a measure of expectations for the next six months advanced. A metric of perceptions about the job market closely monitored by economists fell to the lowest in more than five years. The report shows that cheaper gas resulting from a truce in the Middle East helped assuage some of the anxiety Americans have expressed about the economy in recent months. However, views of job opportunities deteriorated and consumers expect little improvement in the coming months.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Former Watergate prosecutor Nick Akerman joins to discuss the day’s Supreme Court decisions. A divided US Supreme Court expanded the president’s power to fire top government officials in a blockbuster decision that puts the White House firmly in control of potentially dozens of agencies that have long operated independently. The 6-3 decision overturns a 1935 precedent that laid the legal groundwork for the modern administrative state. The ruling lets President Donald Trump fire Democratic Federal Trade Commission member Rebecca Kelly Slaughter despite a law that says commissioners can be removed only for specified reasons. Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, breaks down the latest in energy markets. Oil rose as traders assessed upcoming peace talks between the US and Iran following a weekend of flare-ups over the Strait of Hormuz, including an attack on a supertanker laden with crude. West Texas Intermediate pared earlier losses, trading above $70 a barrel. Brent was nearly $73 a barrel. Both Tehran and Washington will stand down on their tit-for-tat attacks for now and vessels can move freely through Hormuz, according to a US official who spoke on condition of anonymity. US President Donald Trump said the two sides are set to resume peace talks in Doha on Tuesday. John Butler, Senior Industry Anaylst for Bloomberg Intelligence, discusses the latest headlines in the telecom space. SpaceX could advance its plan to compete directly with incumbent operators after Bloomberg News reported it held talks with Charter to use the latter’s terrestrial network to offer broader coverage. A Charter deal would help SpaceX address a key constraint of current satellite technology: insufficient capacity to support dense urban and suburban traffic. Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, joins for a look at the fate of the revised 21st Century ROAD to Housing Act, which passed Congress with overwhelming bipartisan support. BI expects the bill will likely still become law despite President Trump canceling a signing ceremony on June 24 until the SAVE America Act is passed. Presidents have 10 days to veto legislation -- with some exceptions -- or a bill automatically becomes law.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Ed Ludlow, BTech Anchor discusses the top tech stories. Technology stocks slumped after Apple and Microsoft raised prices for their products, stoking concern that rising component costs will curb demand for devices. Investors are reassessing whether soaring memory prices may begin to choke off spending by raising costs for electronics makers and consumers alike. Separately, OpenAI is leaning toward holding off on an initial public offering until 2027, according to the New York Times, citing three people involved in the company’s deliberations.
-David Welch, Bloomberg Detroit Bureau Chief, discusses Volkswagen looking to cut tens of thousands of additional jobs. The plans include doubling staff reductions and cutting general overhead costs by €11 billion by the end of this decade. Labor leaders have pushed back against the new plans, stating they "unsettle our workforce and the regions where we operate" and vowing to oppose them with all their might.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing securing an order from China Southern Airlines valued at $3.62 billion, marking an important win for the US manufacturer after seeing orders dry up from Asia’s largest aviation market in the past decade.
-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses the latest at JPMorgan Chase. Troy Rohrbaugh was promoted to co-president at JPMorgan and will oversee the bank's consumer business. Rohrbaugh's promotion came after the departure of Marianne Lake, and he will receive a one-time award of $30 million as part of a retention bonus. The move has lifted Rohrbaugh's odds of potentially replacing Jamie Dimon as CEO, with insiders speculating on the rapid rise of Rohrbaugh and Doug Petno, who will have sole charge of the Wall Street operations.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares surged after the company issued a quarterly sales forecast that exceeded Wall Street estimates, signaling that an AI-fueled growth run remains strong. Micron has secured 16 strategic customer agreements, which suggests the company can mitigate the boom-and-bust cycles that have plagued the memory chip industry.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Darden Restaurants. Darden Restaurants Inc. posted a cautious overall profit outlook as same-store sales at Olive Garden trailed expectations. The company sees fiscal 2027 earnings per share from continuing operations between $11.10 and $11.35, below analysts’ forecast.
-Matt Miller, Open Interest Co-Host on Bloomberg Television and Co-Host of the Hot Pursuits Podcast, discusses his interview with Ford CEO Jim Farley. Ford hired veteran engineers to help train younger staff and reprogram artificial intelligence tools to address quality problems. The result of this effort is that Ford is the top mainstream brand in the latest JD Power Initial Quality Survey, with three of its models ranking highest in their respective categories.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx shares fell after the parcel delivery company posted its first earnings report since completing the spinoff of its freight unit earlier this month. Results seem to have fallen short of investor expectations after a strong run-up in the first half of the year.
-Ryan Ward, BloombergNEF Weather Associate, discusses how AI is modeling mega storms with surprising accuracy. AI hurricane forecasts faced a first stress test in 2025: Hurricane Melissa, the strongest Category 5 hurricane in the modern era. AI models are trained on historical data, meaning a storm of this magnitude was not in the training set and potentially not predictable.
-Linda Cohn, ESPN Sportscenter Anchor, discusses retiring after 34 years at ESPN. Hall of Fame sportscaster Linda Cohn has served as a SportsCenter anchor since joining ESPN in 1992. She is ESPN’s longest-tenured SportsCenter anchor and in early 2016 was recognized for anchoring her 5,000th SportsCenter, the most of any anchor in ESPN history. In 2017, she was inducted into the National Sports Media Association (NSMA) Hall of Fame.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. According to Bloomberg Intelligence: Carnival's outlook for 1.75% constant-currency full-year revenue-yield growth (2.25% excluding deployment and loyalty-program changes) reflects a 100-bp guidance reduction since March, due to higher airfare and gas prices amid disruption from conflict in the Middle East.
-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses SpaceX’s historic bond debut. According to Bloomberg Intelligence: SpaceX's inaugural high grade bond offering could draw heavy demand, aided by first-time issuer scarcity and demand for diversified AI-linked credit exposure. Key-person risk, large funding needs and execution challenges tied to space and AI expansion may raise questions about balance-sheet strength and cash-flow generation over time.
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses SpaceX. After pulling off a record $86 billion IPO in mid-June and riding an initial surge, enthusiasm waned for the stock that’s been at the forefront of a retail frenzy in speculative space and AI trades.
-Madison Muller, Bloomberg News Health Reporter, discusses the Bloomberg Big Take: “How Eli Lilly's CEO Plans to Keep the GLP-1 Boom Going.” When Dave Ricks became chief executive officer of Eli Lilly & Co. in 2017, he was facing an industry under siege. Americans held drug companies in lower esteem than airlines, law firms and even the federal government. President Donald Trump, then starting his first term, was excoriating them for their high prices. A mounting number of reports showed that soaring costs were even forcing some diabetics to ration insulin.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes.
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AbbVie agreeing to buy Apogee Therapeutics for $10.9 billion to bolster its anti-inflammatory drug portfolio. The acquisition is expected to close in the third quarter and reflects a roughly 49% premium to Apogee’s closing price of $90.38 on Thursday.
-Spencer Liberman, Bloomberg Intelligence Analyst, Industrials and Materials, discusses CRH agreeing to acquire US construction services company Arcosa for $8.5 billion in what is a record deal for the Irish building materials provider.
-Dennis Lockhart, Former Atlanta Fed President, discusses the life of Alan Greenspan. Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson’s disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it’s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services industry and clients paused business due to the conflict in the Middle East. The company reported a 2% drop in new bookings for the quarter ended May 31, according to a statement Thursday. Accenture shares tumbled 20% in early trading in New York, marking their worst one-day drop on record.
- Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the next steps in US-Iran relations as an interim peace deal is starting to take effect, with focus shifting to the resumption of shipping through the Strait of Hormuz and a complex 60-day negotiating period over Tehran’s nuclear program.
- Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, discusses what Wednesday’s FOMC meeting and remarks from Chair Kevin Warsh signal about the Fed’s policy path ahead. Traders piled into betting on interest-rate hikes as soon as next month after Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won’t tolerate high inflation.
- Ann Miletti, Head of Equity Investments & Chief Diversity Officer at Allspring Global Investments, assess the importance of portfolio diversification and earnings fundamentals as the next phase of AI implementation spurs record capex spending.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Antonio Neri, HPE CEO, discusses the latest company news. Hewlett Packard Enterprise Co. introduced new networking gear for artificial intelligence data centers, building on the products it acquired from Juniper Networks. HPE unveiled networking switches that are specialized for inferencing, or running AI workloads, and said Siemens Energy AG will use a collection of AI technologies it has built with Nvidia Corp. Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest at SpaceX and OpenAI. SpaceX shares declined for the first time since its record initial public offering, snapping a three-day rally that vaulted it past Amazon.com Inc. as the world’s fifth-largest stock. According to Bloomberg Intelligence: OpenAI’s losses of about $34 billion, coupled with the lowering of its token pricing for its latest model, show the company’s focus on expanding beyond consumer and into enterprise use cases, including coding-agent and LLM APIs, where Anthropic and Cursor (bought by SpaceX) have higher market share. Michael Dean, Bloomberg Intelligence Head of Global Autos, discusses BMW saying its profit margin could dwindle to as little as 1% this year due to weakening Chinese demand and fallout from the Middle East conflict. The company plans additional cost savings beyond those announced this year, which will weigh on its business during the second half of the year. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Bloomberg Intelligence’s deep dive into E-Commerce. According to BI: Artificial intelligence is pushing US e-commerce into its next growth phase, with sales topping $2 trillion next year and nearing $2.6 trillion by 2030, despite pressure from tariffs and inflation. Amazon.com remains dominant, but Walmart, EBay, Wayfair, Temu, Shein, Etsy and Shopify-enabled merchants are widening competition through fulfillment, product data and agent-led shopping.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Seth Fiegerman, Bloomberg AI Team Leader, discusses SpaceX agreeing to take over Cursor in a deal that values the startup at $60 billion, part of Elon Musk's efforts to catch up with rivals on coding tools. The deal is expected to close in the third quarter, with Cursor investors having the right to receive SpaceX stock based on the implied $60 billion equity value of the startup.
-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Bloomberg Opinion column: “Trillionaires and Republics Will Be a Toxic Mix.” SpaceX’s initial public offering made Elon Musk the world’s first trillionaire, giving him absolute power. A mega-billionaire has resources that approach or exceed those of many nation-states and can convert their wealth into power. The exchange rate between wealth and power has never been so favorable, with some individuals spending large sums on presidential elections and having significant influence over government decisions.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how AI is pushing US e-commerce into a new growth phase. According to Bloomberg Intelligence: Amazon.com's Prime Day will be an early test of whether AI-driven shopping and bargain hunting can coexist. As inflation, higher gas prices and tariff-related costs keep consumers focused on value, Bloomberg Intelligence's fifth annual proprietary survey suggests shoppers are entering the June 23-26 event seeking deals with convenience and delivery speed defining Prime's core appeal.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum! Brands selling its Pizza Hut division for $2.7 billion to focus on its KFC and Taco Bell chains. Private equity firm LongRange Capital will acquire Pizza Hut excluding China for $1.5 billion, and Yum China Holdings Inc. will buy the rest for $1.2 billion.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Fox agreeing to acquire Roku Inc. in a deal valued at about $22 billion including debt, creating a new television juggernaut and marking a big push into ad-supported streaming.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce agreeing to buy Fin, a firm that develops artificial intelligence-powered customer agents, for about $3.6 billion as the software company works to win new business for enterprise AI.
-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the US government ordering Anthropic to disable access to its most advanced AI platforms for all foreign nationals after discovering it's possible to "jailbreak" the Fable 5 AI model.
-Carmen Reinicke, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: “The $12 Trillion Stock Squeeze Gives Way to IPO Market Boom.” The US stock market is poised to see a surge in new equity issuance, with IPOs, secondary offerings, and other share sales expected to add roughly $1.5 trillion of stock to the market over the next two years. Companies such as SpaceX, OpenAI, and Anthropic are leading the charge, with plans to raise hundreds of billions of dollars in capital to fund their expansion and meet the enormous spending demands of the artificial-intelligence boom.See omnystudio.com/listener for privacy information.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today's guests:
Jim Chanos, Chanos & Company Founder & President Former US Treasury Secretary Jack LewSee omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX’s IPO. Shares of SpaceX climbed in their first day of trading after the company made history with a $75 billion IPO. The stock sold for $150 in its opening trade on Nasdaq, 11% above its $135 offering price, and climbed as high as $168.75.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO. According to Bloomberg Intelligence: The strongest 2Q revenue growth should come from xAI, as the Anthropic data-center deal adds $1.5 billion and propels SpaceX sales to $7.3 billion.
-Ross Hamilton, Chief Operating Officer at Space Network, discusses the broad impact of SpaceX’s IPO, and the space economy.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO. Retail investors bidding for shares in SpaceX’s initial public offering have submitted more than $100 billion in orders, according to people familiar with the matter, as the potentially record-breaking debut enters the home stretch.
-Lily Meier, Bloomberg Retail Reporter, discusses the Bloomberg Big Take story: “Nike’s Savior CEO Is Grappling With a 45% Stock Slump.” Nike CEO Elliott Hill, a longtime company veteran, came out of retirement with much fanfare to right a sinking ship. Over a year in, not much is working – sales and shares are down and new products aren’t resonating. Competitors, meanwhile, are gaining traction among consumers, pushing Nike deeper into a hole with trying stay relevant.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker
- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases to satisfy around $39 billion in AI server orders it has received from customers.
- Caroline Hyde, BTech Co Anchor, discusses SpaceX’s IPO. Gulf wealth funds have put in orders for shares worth several billions of dollars in SpaceX’s initial public offering. Saudi Arabia’s Public Investment Fund and Kuwait Investment Authority have each placed orders for shares worth $1 billion to $5 billion.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses his research on Tesla and SpaceX. According to Bloomberg Intelligence: A Tesla-SpaceX merger looks far from assured in the medium term, widespread market speculation aside, as benefits from Terafab chip work, the Macrohard software development project and any Tesla role in space exploration are years away.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy's earnings. Chewy shares drop after management gave additional guidance metrics on the conference call including cautious comments on customer additions, and profit measures. The company stated that it is seeing a “modest level of incremental pressure on premiumization and product attach rates” from its current customer base.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker
-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses OpenAI becoming the third major artificial intelligence developer to confidentially file for a public listing, joining rivals in an IPO pipeline. The company is working with Goldman Sachs Group Inc. and Morgan Stanley on a potential listing as soon as the fall, according to people familiar with the matter.
-Carmen Arroyo, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “SpaceX IPO Forces Investors to Bet on Musk’s Entangled AI Empire.” Elon Musk’s imperial approach has made it difficult to decipher his companies’ true valuations. With the SpaceX IPO looming, some investors have raised concerns about SpaceX’s accounting practices, corporate governance risks and related-party transactions with other Musk entities. And as Musk aims for the stars, some investors have grown anxious about whether his goals are attainable, or if he’s bending the rules to pursue them.
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in biotech sector. Eli Lilly & Co. presented data showing its next-generation shot, retatrutide, can help patients lose 30% of their body weight over about two years.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Britain’s merger watchdog opening a probe into Paramount Skydance Corp.’s $110 billion takeover of Warner Bros. Discovery Inc. The Competition and Markets Authority has set an initial deadline of August 7 to rule on the deal, which would unite two Hollywood studios and major news networks.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bending Spoons has filing for an initial public offering in New York, joining a string of European tech companies seeking US listings. Bailey also discusses SpaceX’s upcoming IPO.
-Greg Pendy, Director and Equity Analyst at Clear Street, discusses SpaceX’s IPO. SpaceX's initial public offering is well oversubscribed, according to people familiar with the matter, as demand builds for a potentially record-setting debut.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Campbell’s earnings. The canned soup maker reported adjusted earnings per share for the third quarter that beat the average analyst estimate.
-Zachary Mider, Bloomberg Reporter on the Investigations Team, discusses the Bloomberg Big Take: “Top 1% Reap Most From a Tax Loophole Costing $48 Billion a Year.” What was once a minor leak in the US tax system is now a torrent that’s costing the government around $48 billion a year. The industry says estimates of the ETF tax break’s size are overblown, that millions of ordinary investors benefit and that it encourages long-term saving. Yet there’s been little public discussion or debate about the tax break or the rapid growth in its exploitation.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Kristine Aquino
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica shares fell to their lowest level in eight years after the company cut its annual forecast due to deteriorating performance in North America.
-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses the top tech stories. Broadcom Inc. CEO Hock Tan said the company is now less focused on dealmaking because AI offers stronger growth potential. Matthew also discusses SpaceX’s IPO.
-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SpaceX’s IPO. SpaceX has received orders for more than the shares available in its $75 billion initial public offering, according to people familiar with the matter.
-Jessica Nix, Bloomberg Health Reporter, discusses the Bloomberg Big Take story: “Ebola Exposes How Aid Cuts Hollowed Out Global Disease Defenses.” The world's outbreak defenses were rebuilt after the 2014 Ebola epidemic. Now a new crisis in Congo is testing what remains after deep aid cuts and health program rollbacks.See omnystudio.com/listener for privacy information.
- Visa fler
