Bloomberg Intelligence

Mark Gurman, Bloomberg’s global consumer-tech editor, and Anurag Rana, a senior technology analyst, unpack Apple’s earnings beat and disappointing forecast reaction. They examine iPhone Duo demand, supply constraints, China’s importance, memory costs and margins. The conversation also explores Apple’s AI challenges, Google Search revenue risk, upcoming hardware, and the company’s broader product pipeline.

Ryan Gould, a Bloomberg Deals reporter, explores Marvell’s proposed $115 billion Lumentum acquisition and investor concerns over its AI ambitions. Matthew Schettenhelm, a media litigation analyst, examines Anthropic’s legal exposure and the uncertain future of AI regulation. Jody Lurie covers Marriott’s strong earnings and credit strategy, while Roy Strom details the talent war sparked by Weil Gotshal’s collapse.

Henrietta Treyz, co-founder of Veda Partners, explores angry voters, unreliable polls and the fiscal challenges facing Congress. Michael Conrath, J.P. Morgan’s chief retirement strategist, discusses longevity risk, healthcare costs and investing through market turbulence. Owen Zidar, Princeton economist and author of The Everywhere Millionaire, examines how local business ownership can build wealth. They also tackle housing, wages, Social Security and the future of affordability.

Emily Nicolle, a Bloomberg digital finance reporter covering crypto, examines Bitcoin’s slide after Binance suffered a record hack and the security questions it raises. Vincent Piazza, an oil and gas analyst, explores Exxon and Chevron’s refining-fueled results and volatile energy markets. The discussion also covers Intel’s PC slump, supply constraints, and Amazon’s rising cloud investment.

Anurag Rana, Bloomberg Intelligence’s technology analyst, and Kunjan Sobhani, a semiconductor specialist, unpack Intel’s sharp plunge amid weak PC demand, data-center constraints and margin pressure. They examine Intel’s foundry ambitions and whether investors will wait, plus AMD’s looming results. Amazon’s AWS growth, hefty AI spending, funding challenges and data-center risks round out the discussion.

Nicole D’Souza, an internet and software analyst, explores Gen Z’s return to dating apps, Hinge’s relationship-focused strategy and Grindr’s AI-powered features. Mandeep Singh, global technology research chief, examines Alphabet’s search slowdown, Microsoft’s cloud resilience, potential Marvell-Lumentum and DoorDash-Instacart deals. Media analyst Matthew Bloxham compares Alphabet and Microsoft, while Caterpillar’s results test the AI infrastructure boom.

Michael Halen, Bloomberg’s restaurant analyst, examines Trian’s $1.4 billion Wendy’s bid and a potential turnaround. Mustafa Okur, an industrials specialist, explores GE Vernova’s $9 billion Trench acquisition and surging data-center power demand. Fintech analyst Diksha Gera discusses Visa’s earnings and AI-driven payments. Yale lecturer Gautam Mukunda tackles whether too much AI could suppress innovation and reshape work.

Boeing analyst George Ferguson examines production delays, supplier shortages and Airbus’s similar struggles. David Welch, Bloomberg’s Detroit bureau chief, explores GM’s Nasdaq switch, EV ambitions and hybrid gap. Lee Klaskow, a transport analyst, covers UPS’s stronger outlook, profitable shipping mix and labor risks. Ken Shea, a consumer-products analyst, discusses Coca-Cola’s global growth, pricing shift and softer North American demand.

Ed Ludlow, a Bloomberg technology journalist, and Michael Shepard, a senior technology editor, examine Anthropic’s IPO filing, explosive growth, massive costs and existential-risk warnings. Mark Niquette, a real economy reporter, explores inflation, fuel prices and Republican midterm challenges. Credit analyst Jody Lurie discusses Norwegian Cruise Lines’ leverage, bookings, fuel costs and potential asset sales.

Stephanie Guild, Robinhood’s chief investment officer and former JPMorgan leader, joins investor and author Whitney Tilson. They explore election anxiety, AI-driven markets, long-term quality investing, portfolio diversification, and Robinhood’s AI tools. The conversation also tackles housing affordability, national wealth taxes, Democratic centrism, rising health costs, and Apple’s premium foldable iPhone.