Bloomberg Intelligence

David Gura, a Bloomberg journalist covering politics and economic policy, and Peter Orszag, Lazard’s CEO and former OMB director, join a wide-ranging discussion. They explore recurring supply shocks, AI’s inflation and financial risks, retirement savings, and the divide between investor optimism and consumer anxiety. The conversation also examines personalized pricing, suburban affordability, childcare costs, and the changing world of youth sports.

Matthew Bloxham, Bloomberg Intelligence’s senior media and technology analyst, explores OpenAI’s push toward $70 billion in annualized revenue and SpaceX’s plan to challenge wireless carriers. Aviation correspondent Sid Philip examines Delta’s fuel-cost squeeze and premium travel demand. Global Chief Content Officer Tim Craighead highlights fourth-quarter investment ideas spanning tankers, soft drinks, coal, movie screens and prediction markets.

Sridhar Natarajan, Bloomberg’s chief Wall Street correspondent, explores Goldman Sachs’ huge executive bonus pool and the competition for banking talent. Ken Shea, a consumer-goods analyst, discusses PepsiCo’s international strength, North American struggles, and shifting snack strategy. Retail reporter Lily Meier covers Levi’s denim marketing misstep and Lululemon’s leadership and product reset.

Ed Ludlow, a Bloomberg technology reporter covering AI and major tech companies, explores SpaceX’s early talks to raise $40 billion for Nvidia chips and Apple’s planned smart-home lineup. Michael Halen, a restaurant industry analyst, examines McDonald’s costly franchise overhaul and Texas Roadhouse’s stock troubles. Geetha Ranganathan, a media analyst, discusses Disney+ streaming the Super Bowl to fuel subscriber growth.

Hannah Miller, a Bloomberg media reporter, explores Paramount Skydance’s $110 billion Warner Bros. Discovery merger and its Hollywood franchises, networks, and streaming services. Natalie Lung, a technology reporter, covers Uber’s $2.3 billion ezCater purchase and its corporate catering push. Will Wade, an energy reporter, examines Google’s nuclear power deal with Constellation as AI drives surging data-center demand.

Norah Mulinda-Lee Klaskow, a transport and logistics analyst, examines CH Robinson’s $5.8 billion RXO deal and its AI-driven efficiency ambitions. Sam Fazeli, a pharmaceuticals analyst, explores AstraZeneca’s $2 billion Summit investment and a promising cancer drug. Robert Schiffman covers Micron’s AI-fueled cash surge. Dylan Sloan reveals how tech billionaires gained $845 billion, and why those fortunes remain volatile.

Suzy Welch, NYU Stern professor and career author, explores Gen Z’s changing workplace values and why passion alone is not a career plan. Apollo chief economist Torsten Slok discusses AI-fueled growth, higher rates, bond strategy, Europe’s capital markets and AI-powered cash management. Bloomberg journalist David Gura examines political strategy, consumer fatigue and anxiety over affordability and AI-driven job disruption.

Craig Trudell, Bloomberg’s global business and auto editor, examines Tesla’s delivery rebound, China’s EV rivals, and the growing focus on AI and robotics. Poonam Goyal explores Nike’s difficult turnaround and crowded sportswear market. Matthew Bloxham previews Anthropic’s potential IPO. Lindsay Dutch weighs takeover interest in Mattel, leadership pressure, and shifting toy trends.

Jake Silverman, Bloomberg’s semiconductor analyst, examines Micron’s AI-fueled outlook, tight memory supply and Broadcom’s unusual Anthropic financing. Sarah Frier, technology editor, explores the economics behind AI’s infrastructure race. Ryan Vlastelica, equities reporter, looks at Microsoft’s soaring shares and costly AI bet. Geetha Ranganathan, media analyst, assesses Netflix’s search for growth through international markets, live programming and potential acquisitions.

Matthew Bloxham, Bloomberg Intelligence’s media and tech analyst, explores Apple’s smart-home ambitions, from a new hub to an AI-powered Siri. Stephen Flynn, a senior credit analyst, examines Paramount Skydance’s massive debt burden and rising financing costs. Yale lecturer and Bloomberg Opinion contributor Gautam Mukunda discusses DraftKings, predatory data science, antitrust, and the future of responsible entrepreneurship.