Bloomberg Intelligence

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.

Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.

Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.

And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.
Carol and Tim speak with:

• Bloomberg Intelligence Senior Technology Analyst Anurag Rana
• James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital
• Bloomberg News Senior Technology Reporter Kurt Wagner
• Bloomberg Tech Co-Host Ed Ludlow
• Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man

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Bloomberg's Tom Keene and Jonathan Ferro discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments.

The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction.

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Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses  Starbucks Chief Executive Officer Brian Niccol delivering the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.

-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T  reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service. The company added more than half a million fixed and mobile internet subscribers in the quarter.

-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. ASML posted record orders in the fourth quarter, even as the Dutch semiconductor equipment maker’s executives faced questions during a call with analysts about whether it can sustain its artificial intelligence-fueled momentum.  Amazon.com Inc. is cutting 16,000 corporate jobs worldwide in an effort to remove layers of bureaucracy and “increase ownership,” becoming the latest company to target managers for layoffs in recent years.  SoftBank Group Corp. is in discussions to invest as much as $30 billion more in OpenAI, a sharp increase in commitment that reflects founder Masayoshi Son’s ambitions to play a central role in developing artificial intelligence.

-Andrea Felsted, Bloomberg Opinion Columnist, discusses LVMH. -Sales at LVMH’s key fashion unit fell over the holiday season as the Louis Vuitton owner continued to suffer from sluggish demand. Organic sales at the fashion and leather goods division fell 3% in the fourth quarter, LVMH Moët Hennessy Louis Vuitton SE said in a statement Tuesday. Analysts had expected a drop of 2.94%.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings. General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.

- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses earnings from airlines and Boeing. American Airlines Group Inc. reported fourth-quarter results that missed analyst estimates. JetBlue Airways Corp. reported a wider loss than expected last quarter. Boeing Co. generated cash for a second straight quarter and reported a 57% bump in sales during the final three months of 2025.

- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. expects to cut as many as 30,000 positions this year to rein in costs and boost profitability.

-Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.” Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government, led by President Donald Trump, who also withheld billions in federal funding for research—their lifeblood. Now, universities are dumping private equity funds at discounts following years of poor returns, while public stocks have outperformed the asset class.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia, the dominant maker of artificial intelligence chips, investing an additional $2 billion in the cloud computing firm and key customer CoreWeave. He also discusses Microsoft rolling out its second-generation artificial intelligence chip, the Maia 200 chip, to power its services more efficiently and provide an alternative to Nvidia Corp. hardware.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector.  Merck & Co. is no longer in talks to acquire biotech firm Revolution Medicines Inc. after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.

-David Woo, Founder and Strategist at Unbound Retail, discusses his book: “Merry-Go-Round Broke Down: A Novel of Guilt, Greed & Globalization.” Set against pivotal moments from the late 1990s through the 2008 financial crisis, the novel follows interconnected characters including CEOs, financiers, factory owners, and workers whose lives collide as global capital reshapes industries and societies. It offers something rare: a way to talk about systemic risk, incentives, and unintended consequences through story, not abstraction.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.

-Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence.

-Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase & Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.

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

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust space in 2026.
- Sunny Bonnell, Co-founder & CEO of Motto, discusses how AI is changing the way companies build relevance, trust, and long-term value.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on how retailers are embracing AI but impulse buys still require a human touch.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales are set to heat up in 2026.
- Dana Peterson, Chief Economist at Conference Board, discusses new economic data about how CEOs are feeling and their biggest worries in 2026.
- Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands.
- Martin Jarmond, UCLA Athletic Director & Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss uncertainty in college football and leadership.

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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Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.
First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share.

Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback.

Intel shares fell about 5% in extended trading Thursday following the report.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses the latest at Warner Bros Discovery.  Paramount Skydance Corp. again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders.

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses GE Aerospace earnings.  General Electric  tumbled after its full-year outlook underwhelmed investors, a sign of high expectations on the jet-engine maker after a steep rise in the stock last year. 

-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses the latest with Greenland. President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a “framework of a future deal” he said was reached regarding the island.

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