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

Hosts: Paul Sweeney and Alix Steel

On this podcast: Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter of 2025. Chris Gadomski, Bloomberg NEF Lead Nuclear Analyst, discusses the growing enthusiasm for nuclear power. Paige Smith, Bloomberg News Consumer Finance Reporter, discusses Rocket agreeing to buy mortgage firm Mr. Cooper in a $9.4 Billion deal. Jon Lin, Chief Business Officer at Equinix, discusses the future of AI and powering data centers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about the rising costs of food and how that is impacting the consumer. Julie Choi, CMO of Cerebras, discusses generative AI.

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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