Bloomberg Intelligence

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business.- Kristina Peterson,  Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research.- Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts.-  Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoins.”Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.  Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth.-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam’s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US.-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp. gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher. The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020.  - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.  See omnystudio.com/listener for privacy information.

Simon Casey, Managing Editor for Energy and Commodities at Bloomberg News, dives into Trump Media's surprising merger with TAE Technologies, exploring the future of nuclear fusion and the potential hurdles. Jake Silverman highlights Micron's strong earnings and the AI-driven demand impacting memory chip pricing. Poonam Goyal discusses activist investor Elliott Management's substantial stake in Lululemon and its leadership challenges, while Rachel Phua shares insights on Darden Restaurants' success amid changing consumer behavior and a resilient dining market.

Geetha Ranganathan, a Bloomberg Intelligence analyst on U.S. media, dives into Warner Bros.' defensive stance against Paramount's takeover bid, emphasizing valuation issues and contractual ties with Netflix. George Ferguson, an aerospace specialist, discusses the potential Spirit-Frontier merger, citing regulatory clarity and job preservation. Drew Reading reveals Lennar's struggles with disappointing earnings amid housing market pressures, while Jonathan Palmer highlights Medline's impressive IPO, positioning within healthcare, and growth strategy.

Devin Pendleton, a Bloomberg Wealth Reporter, discusses the Olayan sisters, Lubna and Hutham, and their impressive $50 billion fortune. He highlights their rise as powerful global investors with significant stakes in major firms like BlackRock and JPMorgan Chase. The conversation explores their discreet influence in finance and their family's rich business history. Pendleton also shares insights on the challenges of reporting on such private figures, giving listeners a unique glimpse into the world of high-net-worth families and wealth dynamics.

Shridhar Natarajan, Bloomberg's chief Wall Street correspondent, delves into McKinsey's revenue stagnation and massive job cuts amid a slowing consulting market. Jennifer Rie explores Netflix's regulatory hurdles in its bid for Warner Bros. Discovery, examining legal risks and antitrust concerns. Zeke Faux investigates the meme coin phenomenon tied to Trump, revealing a murky trading network. Meanwhile, Drew Reading provides insights on homebuilding forecasts for 2026, shedding light on challenges in the housing market.

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.

Kunjan Sobhani, a Senior Semiconductor Analyst, dives into Broadcom's disappointing earnings and the stock's steep decline due to unmet expectations in AI revenue. Poonam Goyal, a U.S. E-Commerce and Retail Analyst, discusses Lululemon's new CEO announcement and performance challenges. Geetha Ranganathan, a Senior Media Analyst, reveals Disney's bold $1 billion investment in OpenAI and the implications of licensing iconic characters for brand safety. The conversation highlights pivotal moments shaping the tech and retail landscapes.

Anurag Rana, a senior technology analyst, discusses Oracle's significant stock drop linked to rising AI spending and the investor jitters around revenue conversion. Lindsey Dutch, a consumer hardlines expert, shares insights on the expanding retail landscape, anticipating strong revenue growth through 2026. Madison Muller, covering health news, highlights Eli Lilly's groundbreaking obesity drug trials showing remarkable weight loss results, stirring excitement in the pharmaceutical market.

Ed Ludlow, a tech reporter from Bloomberg B-Tech, shares insights on Mark Zuckerberg's hands-on approach to AI at Meta and its shift towards a closed-source model. Matthew Bloxham discusses a significant survey revealing that 36% of businesses prioritize AI mainly due to competitive pressure. Diana Rosero Pena reports on Chewy's success driven by its loyalty program and subscription services, while Michael Halen analyzes Cracker Barrel's declining sales and the company's plans to revitalize its stores.