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

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Oracle planning to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. He also discusses Elon Musk being in advanced talks to combine Space Exploration Technologies with xAI, according to people familiar with the matter.

-Geetha Ranganathan, Bloomberg Intelligence Analyst discusses Walt Disney earnings. Walt Disney shares slid after the world’s biggest entertainment company gave a tepid forecast for growth in the current period.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Sanofi recently forecasted another year of revenue and earnings growth after sales of Dupixent drove higher-than-expected profit in its latest quarter. Roche recently reported disappointing revenue for a blockbuster eye medicine and lackluster growth predictions for the year.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses BI’s 2026 outlook for global communications and networking equipment. The global networking sector heads into 2026 with multiple spending tailwinds, led by cloud AI-infrastructure build-outs. Outlays in networking gear are expected to grow 20% to $82 billion, according to 650 Group, with AI network-switching sales poised to climb 91% to $21 billion.


See omnystudio.com/listener for privacy information.

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

Hosts: Paul Sweeney and Scarlet Fu
Market news and in-depth company research.
On this podcast:

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings
- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia investing $2 Billion More in CoreWeave.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings.
- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings.
- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.”

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.

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
-Dan Ives, Global Head of Technology Research at Wedbush Securities
-Danielle DiMartino Booth, CEO and Chief Strategist at QI Research
-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst
See omnystudio.com/listener for privacy information.

Breaking news from the White House.

President Donald Trump said he intends to nominate Kevin Warsh to be the next chair of the Federal Reserve, according to a post on his Truth Social platform.

“I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best,” Trump wrote. “On top of everything else, he is ‘central casting,’ and he will never let you down.”

Warsh, who served on the US central bank’s Board of Governors from 2006 to 2011 and has previously advised Trump on economic policy, would succeed Jerome Powell when his term at the helm ends in May. It marks a comeback for Warsh, 55, whom the president passed over for the top job in 2017 when he selected Powell.

If confirmed by the Senate, the former Fed governor will take charge of US monetary policy at a time when many economists and investors see its traditional insulation from elected officials as being under threat from the White House. Warsh aligned himself with the president in 2025 by arguing publicly for lower interest rates, going against his longstanding reputation as an inflation hawk.
See omnystudio.com/listener for privacy information.

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins.

Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.

For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol and Tim speak with:
Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman
Bloomberg Tech Co-Host Ed Ludlow
See omnystudio.com/listener for privacy information.