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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 saying it has begun to consider various deal scenarios in light of “unsolicited interest” the media and entertainment conglomerate has received from “multiple parties” for all or part of the company.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from GE Aerospace and RTX. General Electric Co. raised its full-year outlook for a second consecutive quarter due to strong air-travel demand. RTX Corp. raised its full-year profit outlook and reported third-quarter earnings that topped Wall Street expectations as sales and profit rose across its commercial aerospace and military hardware businesses.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps GM earnings. General Motors Co. raised its full-year outlook and posted third-quarter results that topped Wall Street estimates on better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola and Philip Morris. Coca-Cola Co. posted third-quarter sales growth that beat Wall Street expectations, a sign that consumers are snapping up the company’s beverages despite higher prices. Philip Morris International Inc. nudged up the bottom end of its outlook for this fiscal year off the back of strong demand for its smoke-free products, including Zyn nicotine pouches.

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