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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.
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- Today12 min
CVS Plans to Break Up $117 Billion Healthcare Conglomerate
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-John Tozzi, Bloomberg Health care Reporter, discusses CVS Health planning to spin off its retail pharmacy business into a new company called CVS Pharmacy in the first half of 2028. The move will separate the drugstore business from the Aetna insurance unit and Caremark prescription benefits division, with both companies to be publicly traded. CVS shares plunged as much as 14% in New York on Wednesday after the announcement, which marks a shift away from the long-term trend of consolidation among major healthcare companies.- Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Mandeep discusses the impact of mid-term elections on the tech sector. Separately, he talks about earnings from Uber and AMD. Uber Technologies Inc. shares rose after the company posted quarterly earnings and gross bookings that met expectations. Total gross bookings for the third quarter were $59.8 billion, and adjusted earnings per share were 88 cents, which was about what Wall Street was expecting. Advanced Micro Devices Inc. gave a revenue forecast that exceeded analysts’ estimates, showing that demand for data center processors remains strong. The company’s fourth-quarter revenue will be $17 billion, plus or minus 3%, which easily topped the average analyst estimate of $16.3 billion.See omnystudio.com/listener for privacy information.
- Yesterday17 min
Instant Reaction: Democrats Sweep to Control of Congress in Rebuke of Trump
Democrats won control of both chambers of the US Congress in a midterm election landslide that amounted to a rejection of President Donald Trump following widespread voter discontent with the economy and the war in Iran. Across the country, Democrats scored victories in GOP strongholds, flipping at least seven Senate seats and winning House races in districts Republicans easily carried in 2024. Several news organizations projected that Democrats would win the House, while Decision Desk HQ projected they took the Senate. For reaction and analysis, hosts David Gura and Kailey Leinz speak with Adam Hodge, Managing Director at Bully Pulpit International and Bloomberg Contributor, Patrick McHenry, Former Republican Congressman from North Carolina, former House Financial Services Committee Chairman, Bloomberg Contributor and Ron Brownstein, Bloomberg Opinion columnist covering politics and policy.See omnystudio.com/listener for privacy information.
- Yesterday15 min
Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney’s layoff plans. Walt Disney Co. is moving toward thousands of job cuts with managers asked to target 20% in annual cost savings. The savings could come from job eliminations as well as from expense reductions, and some of Disney's operations will be affected disproportionately. Chief Executive Officer Josh D'Amaro aims to reinvest a portion of the savings into film and TV programming, technology and the theme parks and cruise ship businesses.-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple earnings. Apple Inc. delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with tightening profit margins overshadowing an upbeat sales forecast. The company predicted revenue growth of 7% to 10% during the holiday season, but warned that gross margins would be thinner than projected due to higher memory costs and expenses related to the new Siri AI digital assistant. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum! Brands. Taco Bell is showing signs of recovery about three months after a cyclospora outbreak hurt results, with comparable sales rising 1% so far this quarter. Visits by "heavy" Taco Bell users have fully recovered to pre-outbreak levels, while lighter users are tracking to 95% of their prior frequency. Users of Taco Bell's loyalty program returned to the chain twice as fast as nonmembers, with membership growing 25% in the third quarter compared to the prior year.See omnystudio.com/listener for privacy information.
- 2 days ago19 min
Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates
Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. Revenue will rise 7% to 10% in the fiscal first quarter, which runs through December, Apple said during an earnings conference call Monday. Analysts had estimated 6.1% on average, according to data compiled by Bloomberg.The shares slumped about 4% in late trading, a sign of the lofty expectations surrounding Apple. After a rally added roughly $1 trillion in market value to the company since late June, investors were betting on a blockbuster report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior tech analyst Anurag Rana and Bloomberg News managing editor for global consumer tech, Mark Gurman. See omnystudio.com/listener for privacy information.
- 2 days ago23 min
Marvell to Acquire Lumentum in Historic $115 Billion Tech Deal
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ryan Gould, Bloomberg Deals Reporter, discusses Marvell Technology agreeing to buy Lumentum at an enterprise value of $115 billion in an all-stock transaction. The merger is expected to be completed in the first half of 2028 and will give Marvell shareholders 67% of the combined business. The deal sparked concerns from investors, who sent shares of both companies sliding, due to the risks of embarking on a massive AI deal at a time when the market is jittery about the industry.-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses Anthropic’s legal risks. According to Bloomberg Intelligence: With US law unsettled on AI oversight, Anthropic faces significant legal risk and enormous potential litigation exposure. Just as President Donald Trump's Commerce Department imposed export controls to halt the AI giant's Fable 5 and Mythos 5 models in June, Anthropic's AI models could similarly be blocked going forward under a legal framework with few clear timelines, precedents or standards.-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Marriott International earnings. Marriott International Inc. reported third-quarter earnings that beat expectations, as bookings surged across the company’s US hotels. The company recorded adjusted earnings per share of $3.02, according to a statement Monday. That was higher than the average analyst estimate of $2.85 in data compiled by Bloomberg.-Roy Strom, Bloomberg Law Correspondent, discusses how a war is brewing in the corporate restructuring world as firms fight to secure talented lawyers specializing in out-of-court debt workouts. Weil Gotshal & Manges is shuttering its operations, putting its top bench of talent within rivals' reach, and intensifying the battle for specialized attorneys. Firms are positioning themselves for an expected economic downturn that will push companies to restructure outside bankruptcy court, with a strong restructuring practice seen as a way to insulate firms from loss of other types of work.See omnystudio.com/listener for privacy information.
- 5 days ago44 min
'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author "The Everywhere Millionaire" Owen Zidar.See omnystudio.com/listener for privacy information.
- 5 days ago3 min
Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff
Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average.For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino.See omnystudio.com/listener for privacy information.
- 5 days ago21 min
Intel Shares Plunge After Outlook Hit by PC Slump, Supply
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel’s shares plummeting after its revenue forecast missed analysts' estimates. The company was hurt by sputtering demand for PC processors and supply-chain problems with its data center components. Intel projects sales in the fourth quarter will be $15 billion to $16 billion, with profit of 25 cents a share, excluding certain items, which is lower than analysts' average estimates.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon earnings. Amazon.com Inc. shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. Revenue at the cloud unit, Amazon Web Services, accelerated for the sixth straight quarter, while online sales gained just 2% to $68.5 billion, the lowest increase since early 2023.-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses earnings from Chevron and Exxon Mobil. ExxonMobil and Chevron beat profit expectations due to conflicts in the Persian Gulf and Russia driving refining results to record highs. The disruptions to global energy markets show little sign of easing, with price volatility forecast to escalate as strategic and commercial stockpiles run low.-Emily Nicolle, Bloomberg Digital Finance Reporter, discusses Bitcoin sinking below $77,000 for the first time in more than a month after Binance Holdings revealed a record hack. The breach, in which attackers siphoned off over $6 billion, is the largest crypto theft on record and raises questions about the security of customer assets. Binance has reserved $6.34 billion of company funds in the wake of the incident, and an analyst said that Binance can absorb the losses.See omnystudio.com/listener for privacy information.
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