Bloomberg Intelligence

• BI Weekend: China Boeing Halt, LVMH Earnings

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast:Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer terminating development of its obesity pill.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about China ordering its airlines to stop taking deliveries of Boeing jets. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the Bloomberg Big Take story: “GM and Its Eight-Year, $35 Billion EV Bet Brace for Tariff Hit.” Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, talks about news that Elliott Investment Management is said to have built a position in H-P-E worth more than $1.5 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management.Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest news on Apple.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.

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• Google Partially Loses Advertising Tech Antitrust Case

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo Today’s Podcast Features are: Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, and Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses a federal judge finding Google guilty of illegally monopolizing online advertising technology markets for advertising exchanges and ad servers. The judge ruled that Google did not meet the definition of a monopoly for tools used by advertisers to buy display ads.Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth Group cutting its annual forecast and reporting its first earnings miss in more than a decade, in a foreboding sign that sent shares across the insurance industry tumbling. The company said it was blindsided by rising medical costs as the first quarter closed, upending a forecast it had affirmed just three months ago.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent comments from Fed Chair Jay Powell in Chicago. Today, President Donald Trump said Powell’s termination from his position can’t come quickly enough, arguing that the US central bank should have lowered interest rates already this year, and in any case should do so now.Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses today’s ECB decision. The European Central Bank lowered interest rates for the seventh time since last June due to global trade tensions threatening the region's economic recovery. See omnystudio.com/listener for privacy information.

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• Chipmakers Lead Tech Stock Rout as Trump Curbs Exports to China

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on global tech. Technology stocks led losses on Wednesday after Nvidia and Advanced Micro Devices said President Donald Trump’s administration has curbed the export of its chips to China.Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose substantially in March on a jump in car purchases and other goods such as electronics, suggesting consumers were scrambling to get ahead of tariffs.Michael Shepard, Bloomberg Senior Editor in Washington, discusses the latest on U.S-China tech. Advanced Micro Devices said it expects to take a charge of as much as $800 million after the Trump administration put new restrictions on semiconductor exports to China. The company came to the conclusion after it completed an initial assessment of a new license requirement for the export of its MI308 products, it said in a filing with the US Securities and Exchange Commission.David Voreacos, Bloomberg Legal Reporter, discusses Harvard University tapping a white-hot lawyer with conservative bona fides to fight the Trump administration’s threat to withhold billions in funding.See omnystudio.com/listener for privacy information.

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• China Orders Boeing Jet Delivery Halt

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China ordering a halt in Boeing jet deliveries. It’s part of the tit-for-tat trade war that’s seen US President Donald Trump levy tariffs of as high as 145% on 5% on Chinese goods, according to people familiar with the matter.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Bank of America Corp.’s stock traders posted a record quarter as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Citigroup Inc. inched closer to a key profitability target in the first quarter as the firm’s traders surpassed expectations and the bank drew a record haul from its wealth and retail businesses.Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses Harvard University President Alan Garber rejecting the Trump administration's demands to combat antisemitism, citing concerns over academic freedom and government interference in higher education. In response, a government task force on antisemitism plans to freeze $2.2 billion of multiyear grants to Harvard, and President Trump threatens to revoke the university's tax-exempt status.See omnystudio.com/listener for privacy information.

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• Intel to Sell 51% Altera Stake to Silverlake

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Emily Grafffeo Today’s Podcast Features are: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management, making good on plans to start spinning off non-core assets. Intel will continue to hold a 49% stake in the business. The deal is expected to close in the second half of 2025. Bloomberg reported previously on the talks between the two companies.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Manager, discusses earnings from Goldman Sachs. Goldman Sachs’ stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war that’s roiled financial markets.Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer halting development of its highest profile experimental drug, an obesity pill aimed at the blockbuster weight-loss market dominated by shots from Novo Nordisk A/S and Eli Lilly & Co., after it was linked to liver damage in a clinical trial. See omnystudio.com/listener for privacy information.

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