Sam Fazeli

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses President Trump’s controversial call to cap credit card interest rates at 10%, which could significantly impact banks like Capital One and AmEx. Sam Fazeli sheds light on the exciting partnership between NVIDIA and Eli Lilly, aimed at accelerating AI-driven drug discovery, while touching on Moderna's challenges. Geetha Ranganathan dives into the heated takeover battle involving Paramount Skydance and Warner Bros. Discovery, revealing the legal maneuvers and shareholder strategies at play.

Sam Fazeli, a pharmaceutical industry expert at Bloomberg Intelligence, discusses Eli Lilly's groundbreaking weight-loss pill, revealing that participants lost an impressive 9.6% of their body weight in trials. Meanwhile, Patricio Alvarez, specializing in Power & Gas Utilities, highlights the regulatory challenges Orsted faces after a construction halt on its offshore wind farm. The conversation also touches on AT&T's $23 billion acquisition of spectrum licenses from EchoStar, exploring its implications for the telecom industry and competition.

Herman Chan, a senior analyst for U.S. regional banks, dives into Huntington Bancshares' $7.4 billion acquisition of Cadence, highlighting its strategic expansion in Texas. Sam Fazeli, director of research for global industries, discusses Novartis' $12 billion purchase of Avidity Biosciences and its post-patent strategy. Lastly, Matthew Palazola, a senior analyst in P&C insurance, analyzes Hurricane Melissa's threat to the Caribbean and the implications for insurance markets, revealing insights on potential economic losses and reinsurance exposures.

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, discusses how Gen Z and millennials are likely to cut holiday spending amidst strong apparel demand. Sam Fazeli breaks down the Pfizer-Metsera bidding war and Pfizer's strategic moves in the obesity drug market. Matthew Palazzola reflects on Warren Buffett's announcement regarding Berkshire Hathaway's future and succession plans. Emily Mason uncovers Circle's challenges and opportunities in the stablecoin market, while Justin Teresi explains the implications of the Visa-Mastercard litigation settlement for merchants and consumers.

Sam Fazeli, Director of Research for Global Industries at Bloomberg Intelligence, discusses how MetSera ended its bidding war with Pfizer after regulatory concerns from the FTC. Mandeep Singh, a senior tech analyst, reveals TSMC's slow sales growth and how Nvidia is pushing for more chip supplies amid AI demand. Jennifer Bartashus, a retail staples analyst, covers Tyson Foods' struggles due to cattle shortages affecting beef prices and hints that turkey prices might rise this Thanksgiving due to avian flu.

Matthew Bloxham, a technology analyst focusing on AI adoption, reveals insights from a survey on corporate AI priorities. Sam Fazeli, a pharmaceuticals expert, discusses FDA safety reviews regarding possible COVID vaccine side effects. Anurag Rana shares Oracle's disappointing cloud earnings and explores its massive order backlog. Lastly, Anna Davies, head of renewable fuels, explains the biofuels market's evolution and policy impacts on domestic production, highlighting the critical role of renewable diesel.

Join Randall Williams, a U.S. sports business reporter, who shares insights on Steve Cohen's new casino project next to Citi Field and how it reshapes the Queens sports landscape. Sam Fazeli, a senior pharmaceutical analyst, discusses Eli Lilly’s price cuts for its weight-loss drug, Zepbound, and competitor dynamics in the GLP-1 market. George Ferguson, an aerospace expert, highlights Airbus's production challenges and quality control issues impacting their A320 model. Lastly, John Butler outlines future growth strategies for U.S. telecoms as they face increased competition.

Sam Fazeli, a senior pharmaceuticals analyst, discusses the setbacks faced by Novo Nordisk’s Alzheimer’s pill trials, emphasizing the challenges in early-stage testing. Michael Halen, a senior restaurant analyst, shares insights on November restaurant sales, noting government shutdown impacts and pricing strategies in quick-service chains. He highlights the inflation in beef costs affecting margins and explores Kohl's comeback with private brands, along with Abercrombie's mixed performance compared to Hollister.

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, explains why gold has reemerged as a superior hedge compared to Bitcoin, especially amid recent market turbulence. Sam Fazeli, Senior Pharmaceuticals Analyst, shares insights on the failed clinical trials of a pill version of Ozempic for Alzheimer's, highlighting the complexities of developing effective treatments. Media analyst Matthew Shettenhelm discusses the implications of easing broadcasting regulations, driven by President Trump's unpredictable tweets, and its impact on industry consolidation.

Sam Fazeli, Director of Research for Global Industries at Bloomberg Intelligence, unpacks Pfizer's ambitious $4.9 billion acquisition of Metsera, aimed at tapping into the booming obesity market. He compares Metsera's long-acting amylin analogs with existing GLP-1 treatments, highlighting efficacy and side effects. The discussion also touches on the impact of H-1B visa costs on pharmaceutical talent. With a deep dive into healthcare innovation, Fazeli’s insights paint a vivid picture of the evolving landscape in obesity treatment.