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

Host: Paul Sweeney
On this podcast:
-  Jody Lurie, Bloomberg Intelligence Credit Analyst, on midyear outlook/how summer travel will affect the travel & leisure industry
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Apple's ‘F1’ Movie May Jolt Lackluster Formula 1 US Rights Bids
- Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research on Tesla sales numbers
- Anurag Rana, Bloomberg Intelligence Technology Analyst, on Oracle Signed Cloud Services Worth $30 Billion a Year
- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Apple Weighs Outsources AI Tech for Siri
- Jordan Robertson, Bloomberg News Cybersecurity Reporter, on Big Take: Trio of Hacks at Treasury Exposes Pattern That Has Banks Nervous
- Jack Wittels, Bloomberg News Oil and Shipping Reporter on Big Take: Electronic Warfare Crashes Global Shipping’s Navigation System
- Laura Bliss, Bloomberg Businessweek Editor, on Big Take: America’s Hot Garbage Problem

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

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses OpenAI agreeing d to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative. The rental will total about 4.5 gigawatts of data center power in the US, which could power millions of American homes. Oracle will develop multiple data centers across the US to meet the additional demand from OpenAI, with sites in several states under consideration.
- Reshmi Basu, Bloomberg News Credit Reporter, on JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two
- Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on how the June jobs report could affect Fed, Interest Rates cuts this year

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda. 

-Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research reacts to Tesla's vehicles sales after the company posted a 13% decline in vehicle sales, which was less drastic than analysts had feared. The company delivered 384,122 vehicles during the last three months, and some investors were braced for a more than 20% plunge.
- Matt Winkler, Bloomberg Editor in Chief Emeritus, discusses his column: Let AI Explain Why Tesla's Critics Are Losing
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, on AT&T and Verizon Wireline Sales Hit by Tech Shift, Cannibalization
- and Jeffrey Palma, Senior Vice President and Head of Multi-Asset Solutions at Cohen & Steers on the markets

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

Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst discusses Apple considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, potentially sidelining its own in-house models.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on how the $56 million domestic opening of Apple's "F1: The Movie" could supercharge bidding prospects for F1's US TV rights, which have hit a lull. 

- Stamatis Tsantanis, chairman and CEO of global shipping companies, Seanergy Maritime (NASDAQ: SHIP) and United Maritime (NASDAQ: USEA) on shipping in times of tariffs and geopolitical tensions. 

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal year 2028, Oracle disclosed in a regulatory filing Monday, without naming the customer. 

- Stephanie Diaz, BNEF Senior Associate discusses how nuclear power, after decades of being the clean energy pariah, is now the industry’s darling as it seeks out clean, dispatchable power. With rising power demand, regulatory overhauls and ambitious timelines, the US advanced nuclear industry is changing quickly.

- Michele Martin, President of Prosperity– An EisnerAmper Company, recaps 2025 H1 and then provides her outlook on H2 2025.

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Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar

**Broadcasting live from Michael Loeb’s Annual Uncharted Summit**

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. 

-- Michael Loeb, Founder and CEO, Loeb.nyc & Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it’s like to be an entrepreneur in today’s landscape, and the VC landscape. 

- Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Will Hares, Bloomberg Intelligence Senior Global Energy Analyst, discusses Shell saying it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement.

- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Walgreens earnings. Walgreens Boots Alliance  reported quarterly profit that beat Wall Street's expectations, with adjusted earnings per share of 38 cents and revenue of $39 billion.

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology gave an upbeat forecast for the current quarter, driven by demand for artificial intelligence equipment, particularly high-bandwidth memory.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills projects a lower adjusted profit for the fiscal year ahead due to cautious consumers limiting their grocery expenses.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his outlook for the restaurant industry. Bloomberg Intelligence says restaurant valuations may diverge between market-share winners and losers in 2H, with casual dining outpacing quick service.

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President Donald Trump announced that Israel and Iran had agreed to a tentative ceasefire in their conflict that would begin around midnight Washington time on Monday.

Trump, who made the surprise announcement on his Truth Social platform days after ordering airstrikes on Iran’s nuclear facilities, said the accord is aimed at a lasting end to the fighting.

“On the assumption that everything works as it should, which it will, I would like to congratulate both Countries, Israel and Iran, on having the Stamina, Courage, and Intelligence to end, what should be called “THE 12 DAY WAR.”  

For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Balance of Power cohost Joe Mathieu, and Jonathan Panikoff, director of the Scowcroft Middle East Security Initiative at the Atlantic Council's Middle East Program.  

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ariel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islamic Republic and Israel showed signs of boiling over.

 
Emily Leveille, Chief Investment Officer at New Mexico Climate Investment Center joins to discuss the markets reaction to geopolitical tensions. A rebound in stocks sputtered as oil rose, with investors concerned about a potential Iranian response to US attacks on its nuclear sites.

Amrita Sen, Founder and Director of Market Intelligence at Energy Aspects, discusses the oil reaction to the recent tension in the Middle East. Oil fluctuated as traders wrestled with US President Donald Trump’s call for lower prices amid signs of further escalation in the conflict with Iran.

Terry Haines, founder, Pangaea Policy on the markets joins to discuss market reaction to the middle east and a preview of Fed Chair Jerome Powell testimony before the House Committee on Financial Services.

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