Bloomberg Intelligence

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: The Fed Decides

Starbucks Sales Accelerate as Turnaround Gains Steam

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

The podcast features discussions with Bloomberg Intelligence analysts on technology, healthcare, and global economics. Anurag Rana discusses Nvidia's investment in CoreWeave, highlighting the cloud computing firm's significant backlog and the gating factors to fulfill revenue, such as data center access and capital. Ra...

TikTok Seals Deal to Operate in the US After Years of Drama

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Paramount Extends Tender Offer for Warner Bros. Shares

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon Outlook

Trump Moves to Have Tech Giants Pay for Surging Power Costs

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

The podcast explores the evolving dynamics within the media and tech industries, focusing on potential mergers, acquisitions, and strategic shifts. It examines Netflix's pursuit of Warner Brothers amidst a bidding war with Paramount Skydance, highlighting the implications for the value of legacy cable channels versus s...

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat