Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Alphabet looking to raise about $15 billion from a US high-grade dollar bond sale, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is paying $350 million upfront to collaborate with Innovent Biologics Inc. in developing new treatments for cancer and immune disorders. Novo Nordisk A/S is suing Hims & Hers Health Inc. for breaching its US patent on semaglutide, the active ingredient in medicines like Ozempic and Wegovy.

-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transocean agreeing to acquire the offshore drilling firm in an all-stock transaction valued at approximately $5.8 billion. Valaris shareholders will receive a fixed exchange ratio of 15.235 shares of Transocean stock for each common share of Valaris.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses why a potential antitrust probe into US homebuilders by the Trump Administration -- as reported by Bloomberg News -- may prove to be more political than driven by illicit behavior.
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney saying Parks Chief Josh D’Amaro will succeed Bob Iger as CEO.
- Christian Bruch, Siemens Energy CEO, discusses Siemens Energy investing $1 Billion in the US.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings and obesity data.
- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments.
- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses PayPal earnings.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings.
- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses his 2026 outlook for global communications and networking equipment.

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.
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses big tech. Four of the biggest US technology companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour and Amazon earnings. Under Armour boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate. Amazon.com Inc. shares dropped after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, on Phillip Morris earnings. Philip Morris International reported higher profit in the fourth quarter, helped by strong sales of smoke-free products such as Zyn nicotine pouches.

-Katherine Doherty, Bloomberg News Finance Reporter, discusses JPMorgan Chase., Goldman Sachs Group, and Bank of America boosting their bonus pools for bankers and traders by at least 10%.
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Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated.The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal and James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capita
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Alphabet earnings. Alphabet Inc. is poised to spend more in 2026 than it has invested in the past three years combined to finance an expansion of data centers critical to its artificial intelligence ambitions.

- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Qualcomm’s revenue forecast was weaker than expected. The company said its “near-term handsets outlook is impacted by industry-wide memory supply constraints.”

-Geetha Ranganathan, Bloomberg Intelligence Analyst, recaps Peloton earnings. Peloton Interactive Inc. provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, recaps Estee Lauder earnings. Estée Lauder Cos. shares dropped after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate’s turnaround.
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