Free Daily Podcast Summary
Bloomberg Intelligence: Daily Summaries Delivered
by Bloomberg
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday21 min
Boeing Beats on Cash Flow, Books New Charge on Air Force One
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing Co. generated better-than-expected cash flow in the second quarter on continued strong demand for its aircraft. JetBlue Airways Corp. shares rose 5% after it reaffirmed its full-year outlook and said it will reach positive cash flow next year, as strong demand helped offset high fuel prices tied to the Iran war.--Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. shares fell after its outlook for volume and profit margins underwhelmed investors, with average US daily package volume expected to decline in the mid-single digits in the third quarter.-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola. Coca-Cola Co. raised its full-year outlook, bolstered by demand last quarter while it served as a major sponsor of the FIFA World Cup. The company now sees organic sales growth of 5%, and raised its forecast for earnings-per-share growth to as much as 8%.-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses earnings from PayPal. PayPal Holdings Inc. would “carefully consider” opportunities to create greater value for shareholders if they arise, Chief Executive Officer Enrique Lores said. The company's shares rose 3.6% to $58.08, giving the company a market value of $51 billion, after Lores' remarks on a conference call with analysts. See omnystudio.com/listener for privacy information.
- 2 days ago16 min
Nvidia’s $750 Billion in Deals Reignite Circular AI Fears
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI deals worth more than $750 billion, including a partnership with SK Group to do more than $500 billion in business. Nvidia is in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project and finance $350 billion of OpenAI's purchases of its chips. Separately, CXMT Corp. surged 466% in its Shanghai trading debut to become China’s largest onshore-listed company, valued at about 3.3 trillion yuan.- Laura Martin, Senior Analyst at Needham & Company, discusses her note about Meta’s Culture and the high costs of attracting and keeping top talent. According to Needham: looking across all 12 large cap stocks, META is ranked worst (lowest) in terms of Culture and Values by its employees, according to the most recent Glassdoor ratings.- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the Bloomberg Big Take story: ”America’s Tin Can Industry Buckles Under Trump’s Steel Tariffs.” The price of tin cans in the US soaring offers a cautionary tale on the costs and unfulfilled promises of President Trump's tariffs. See omnystudio.com/listener for privacy information.
- 4 days ago14 min
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.See omnystudio.com/listener for privacy information.
- 4 days ago42 min
Bloomberg Money: Inflation Angst Returns & Micron Millionaires
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset ManagementSee omnystudio.com/listener for privacy information.
- 5 days ago23 min
Amex Expenses Surge 12% as Marketing Costs for Cards Rise
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving.-Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses Intel earnings and the latest in the tech space.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow.See omnystudio.com/listener for privacy information.
- 6 days ago17 min
Instant Reaction: Intel's Revenue Shatters Wall Street Estimates
Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.
- 6 days ago20 min
Tesla Plunges Most in a Year on Investor Angst Over AI Spending
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Tynan, Director of Research at The Presidio Group, recaps Tesla earnings. Tesla shares tumbled after disappointing quarterly results raised questions about Elon Musk’s plan to refocus the electric vehicle maker on artificial intelligence and robots. Profit fell short of Wall Street’s estimates for the period as spending on ambitious initiatives surged to $5.8 billion, resulting in Tesla’s first cash burn in two years.-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, recaps Alphabet earnings. Alphabet raised its capital spending forecast to a range of $195 billion to $205 billion this year, up from a previous forecast of $190 billion. The company's quarterly cash flow was negative for the first time since going public, with negative free cash flow of $5.9 billion in the period, and its cloud revenue totaled $24.77 billion, up 82% from a year earlier.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast reported ongoing losses of cable-TV and broadband customers as it prepares to spin out its film and TV business. The company's media division was the clear bright spot in the second quarter, providing a plethora of must-see events that helped boost revenue by 25%.-Madison Muller, Bloomberg News Health Reporter, discusses Eli Lilly’s obesity shot clearing another hurdle. Eli Lilly & Co.'s next-generation weight-loss shot retatrutide didn't increase overall heart risk in a new study, helping dispel concerns over its potential. The company plans to file for US Food and Drug Administration approval early next year, later than investors hoped, due to the complexity of the approval pathway.See omnystudio.com/listener for privacy information.
- 1 weeks ago18 min
Earnings Roundup: Alphabet Beats on Cloud Sales, Tesla's Profit Disappoints
Listen for instant reaction and analysis of megacap tech earnings from Alphabet and Tesla.Alphabet reported second-quarter cloud revenue that far surpassed Wall Street’s expectations and said the division’s backlog of contracted business ballooned to more than $500 billion, offering fresh evidence that the company’s massive AI investments are paying off. Meanwhile, Tesla missed Wall Street’s profit expectations even after a strong quarter of auto sales, a setback for the electric-vehicle maker as it looks to build out new lines of business in robotics, autonomy and AI.To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Keith Naughton, Bloomberg News Auto Reporter Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research See omnystudio.com/listener for privacy information.
Get Bloomberg Intelligence summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Bloomberg Intelligence
Market analysis and financial insights from Bloomberg experts and newsmakers as Wall Street opens.
Bloomberg Tech
Daily news and analysis on global tech companies, innovation, and the future of business.
Bloomberg Surveillance
Covers finance, economics, and investment with analysis and interviews on global market developments.
Bloomberg News Now
A global news report covering politics, markets, technology, and economics from Bloomberg’s worldwide network of journalists.
Bloomberg Talks
Conversations with influential figures in finance, politics, technology, and culture from Bloomberg News.
Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.
CNBC's "Fast Money"
A nightly financial talk show where top traders analyze market action and discuss investment strategies.
Odd Lots
Two financial journalists explore unusual market trends, economic quirks, and interviews with leading finance and economics thinkers.
The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.
Masters in Business
Barry Ritholtz explores the people and ideas influencing markets, investing, and business.
Prof G Markets
Daily market news and analysis covering earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.
Masters in Business
Barry Ritholtz interviews influential figures in markets, investing, and business.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Bloomberg Intelligence in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Bloomberg Intelligence daily summary?
It's a free AI-powered email that summarizes new episodes of Bloomberg Intelligence as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Bloomberg Intelligence podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Bloomberg Intelligence product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Bloomberg.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Bloomberg Intelligence release new episodes?
Bloomberg Intelligence publishes daily. Our AI generates a summary within hours of each new episode.
What topics does Bloomberg Intelligence cover?
Bloomberg Intelligence covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Bloomberg Intelligence summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.