Bloomberg Intelligence

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

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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills recent earnings. General Mills Inc. posted a solid quarter, but kept its outlook in place as the maker of Cheerios cereal called out consumers being cautious from economic uncertainty.
- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on latest news from TikTok. After more than a year of negotiations, the US and China have struck a framework agreement to hive off the US operations of social media platform TikTok to a consortium that includes software giant Oracle Corp.

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Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest tech companies' moves to power their AI infrastructure

-Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate for 2205 and 2026

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Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee

- Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research discusses China ruling that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump's comments signaling a deal was reached with China on TikTok, giving at least some reason to believe the popular video-sharing app's extended US legal limbo will end.

-Craig Trudell, Bloomberg Global Autos Editor,  discusses Elon Musk buying about $1 billion worth of shares, sending the carmaker’s stock soaring into positive territory for the year.

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Hosts: Scarlet Fu and Norah Mulinda

On this podcast:

- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.
-  John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion.
- Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff.
- Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.”
- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion.
- Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.”

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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Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter.

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Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. 

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate.

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Charlie Kirk, who helped rally young voters to Republican causes and became a close ally of President Donald Trump, died after being shot during an event in Utah. Kirk, executive director of the conservative Turning Point USA advocacy group, was speaking at an outdoor event at Utah Valley University when the fatal incident occurred.  

For instant reaction and analysis, Bloomberg Balance of Power cohosts Joe Mathieu and Kriti Gupta speak with: 

• Bloomberg News senior editor Michael Shepard 
• Bloomberg News White House repoter Kate Sullivan  
• Kristen Hawn, ROKK Solutions Partner and Democratic Strategist 
• Marua Gillespie, Bluestack Strategies Founder and Republican Strategist
• Senator Mike Rounds (R-ND)

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Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle earnings. Oracle shares gained after the company gave an aggressive outlook for its cloud business, cementing its place in the race to support demand for artificial intelligence computing.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk slashing 9,000 jobs globally. The company also cut its profit forecast for the third time this year as it fights to recover ground lost to its rival Eli Lilly & Co. in the obesity drug market.

-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Synopsys earnings. Synopsys shares drop after the chip-design software company reported third-quarter results that featured a weak read on design IP revenue.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy shares sink after the retailer of pet products reported its second-quarter results and gave a disappointing outlook.

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Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill.
According to Bloomberg Intelligence, this appears unlikely to affect the company's go-to-market strategy, despite her leaving a month before Oct. 7's analyst day.

-Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story on President Donald Trump unwinding climate science at a dangerous pace.

-John Buran, CEO at Flushing Financial, discusses the latest on the Fed and regional bank activity.

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