Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI’s US restaurant same-store sales fell 1.1% in December as cold, snow and a 25-year high in flu cases weighed on traffic, but BI’s 2026 outlook remains bright as the industry laps severe 1Q25 weather, flu disruptions, tariffs and the government shutdown.

-Craig Trudell, Bloomberg Global Autos Editor, discusses autos. General Motors will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs. The announcement Thursday brings the total writedowns from GM’s huge bet on battery-electric cars to $7.6 billion, following smaller charges revealed in October.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. According to BI, Constellation Brands is navigating the dual challenge of supporting beer-segment profit amid unusually soft market conditions while incurring significant costs from divesting part of its underperforming wine business.
Ken also discusses his research on a protein drink surge.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses President Donald Trump saying he would move to ban institutional investors from buying single-family homes. The news sent the S&P 1500 Homebuilding Index down, with shares of homebuilders including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc. all down. 

-Zoe Tillman, Bloomberg News Senior Reporter covering Law and Politics, discusses the Bloomberg Big Take story: “More Than 1,000 Firms Join Tariff Suits as Court Ruling Looms.” After months on the sidelines, a flood of businesses spanning the global economy have rushed to stake a claim in the weeks since the justices signaled skepticism of Trump’s signature trade policy during a Nov. 5 hearing. More than 1,000 corporate entities are now involved in the legal fight, court records show, teeing up an unprecedented struggle over what happens next if the administration loses.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery rejecting an amended takeover offer from Paramount Skydance and encouraging shareholders to stick with a deal it has in place with Netflix.

-Caroline Hyde, BTech Co-Anchor, discusses the Consumer Electronics Show. Nvidia CEO Jensen Huang said the company’s revenue forecast has gotten brighter due to strong demand and large customer deals, with increasing uptake of new AI models bringing in more orders than anticipated.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses his research on the five-week run-up to Super Bowl LX on Feb. 8 being a key window for DraftKings and FanDuel to expand distribution of their new prediction-markets app.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses  Alaska Air Group ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversight following Nicolas Maduro's arrest can help mitigate geopolitical risks that drove these companies to largely exit the country years ago.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is beginning to take hold, notably in North America. According to Bloomberg Intelligence: product newness should re-engage consumers and restore momentum in running and lifestyle.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services.’ Amazon Web Services' sales can improve in 2026 by 22.5% in constant currency or 200 bps above consensus, according to Bloomberg intelligence analysis, aided by widening enterprise AI adoption and more data-center capacity coming online.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

On this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.

They speak with:

- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.
US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.
Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips and Exxon Mobil Corp. also rose.

-Will Lee, Bloomberg Intelligence Aerospace and Defense Analyst, and George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on military implications of Venezuela attack.
According to Bloomberg Intelligence: the Jan. 3 operation is unlikely to alter US defense-spending priorities, as it relied on naval and air assets already central to broader power-projection requirements, particularly in the Asia-Pacific.

- Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, on the aftermath of the Venezuela attack.
America's allies offered a measured response after US troops captured Venezuelan leader Nicolas Maduro in a raid, emphasizing diplomacy, dialogue and stability.

-Edward Price, Non-Resident Senior Fellow at NYU, on the aftermath of the Venezuela attack.
President Trump's approach has sent shockwaves around the world, drawing criticism from various countries, and has been seen as a stark lesson in power politics that accelerates a broader trend toward a reconfigured global order.

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On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Hosts Matt Miller and Vonnie Quinn.

- Tesla vehicle sales fell 8.6% last year, dropping the Elon Musk-led company well behind China’s BYD Co. in the global ranks of electric-car makers.

Fourth-quarter deliveries declined 16% to 418,227 vehicles, Tesla said in a statement Friday, trailing analyst estimates compiled by Bloomberg and the company.

On this edition:

Paul, Matt, and Vonnie speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on BYD meeting its full-year sales target and likely surpassing Tesla to become the world’s largest electric-vehicle maker in 2025.

-Ed Ludlow, BTech Co-Anchor, on DeepSeek publishing a paper outlining a more efficient approach to developing AI.

-Bill Shufelt, Athletic Brewing Company Co-Founder & CEO, on the outlook for non-alcoholic beer market in 2026 and consumer trends.

-Dakota Smith, Hopper Co-Founder & President, on his 2026 travel outlook.

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Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.
- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.
- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for US Telecom and Satellite.
- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BI's cloud gaming deep dive for 2026.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses BI’s outlook for U.S machinery in 2026.
- Bill Keenan, Writer/Producer of Bull Run film, Author of Discussion Materials, discusses the film and where it fits in with other movies about Wall Street.

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.

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-  Warner Bros. Discovery plans to once again reject a takeover bid from Paramount Skydance Corp. after the rival media company amended the terms of its offer, according to people familiar with the company’s thinking.

The Warner Bros. board hasn’t made a final determination, but will meet next week, said the people, who asked to not be identified discussing internal deliberations. Among the board’s concerns, Paramount has yet to increase its offer, which Warner Bros. earlier rejected as inferior to one from Netflix.

On this edition:
Paul and Matt speak with:

- Luke Stillman, Madison & Wall Managing Director, on the latest at Warner Bros and Paramount.

- Theresa Payton, Fortalice Solutions CEO, on her cybersecurity outlook for 2026.

-Cathy Seifert, CFRA Analyst, on Berkshire Hathaway entering a new era.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.

By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.

On this edition:
Paul and Matt speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on Tesla.

- Erin Keating, Cox Automotive Executive Analyst, on EVs.

-Amir Vexler, Centrus Energy CEO & President, on nuclear energy and AI demand.

-Paul Larbey, Bango CEO, on the latest at Warner Bros. Paramount.

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On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

-Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.

Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made progress in talks on Sunday with Ukrainian counterpart Volodymyr Zelenskiy at Mar-a-Lago. Zelenskiy said he asked Trump for 30 to 50 years of security guarantees.

Paul and Caroline speak with:

- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, on oil.
- Mike Regan, Bloomberg News Managing Editor for Equities, on Michael Burry, founder of Scion Asset Management, the AI trade and big trades of 2025.
- Katherine Chiglinksy, Bloomberg News Investing Team Leader, on the Bloomberg Big Take story: “It’s Revenge of the Banks’ as Private Creditors Lose Their Edge.”
- Mina Fahmi, Sandbar Co-Founder & CEO, on the company’s AI-powered smart ring product and AI.

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