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On the show
From 15 epsHosts
Recent guests
Recent episodes
Apple Weighs Using Intel, Samsung to Build Device Processors
May 5, 2026
21m 18s
Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff
May 4, 2026
20m 50s
Spirit Makes Plans to Shutter After Government Rescue Fizzles
May 1, 2026
18m 47s
Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter
Apr 30, 2026
15m 41s
Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza
Apr 30, 2026
19m 09s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/5/26 | ![]() Apple Weighs Using Intel, Samsung to Build Device Processors✨ | Apple processorsIntel+5 | Caroline HydeGeetha Ranganathan+2 | AppleIntel+6 | — | AppleIntel+8 | — | 21m 18s | |
| 5/4/26 | ![]() Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff✨ | Amazon logisticstransportation stocks+5 | Lee KlaskowJennifer Bartashus+2 | Amazon.com Inc.UPS+6 | — | AmazonUPS+7 | — | 20m 50s | |
| 5/1/26 | ![]() Spirit Makes Plans to Shutter After Government Rescue Fizzles✨ | aviationgovernment rescue+4 | Sid PhilipGene Munster+2 | BloombergDeepwater Asset Management+4 | — | Spirit Aviation Holdingsgovernment rescue+7 | — | 18m 47s | |
| 4/30/26 | ![]() Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter✨ | Earnings AnalysisApple+4 | Ed LudlowAnurag Rana | iPhoneMac+5 | AmericasEurope+2 | AppleEarnings+5 | — | 15m 41s | |
| 4/30/26 | ![]() Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza✨ | AIearnings recap+3 | Mandeep SinghAnurag Rana+1 | Bloomberg IntelligenceMeta Platforms+5 | — | AlphabetAmazon+7 | — | 19m 09s | |
| 4/29/26 | ![]() Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings✨ | earnings analysistechnology+3 | Ed LudlowRon Westfall+2 | Meta PlatformsMicrosoft+2 | — | earningsMeta+5 | — | 23m 26s | |
| 4/29/26 | ![]() Instant Reaction: Jay Powell on the Fed Decision✨ | Federal ReserveJay Powell+3 | — | Federal ReserveBloomberg | — | Jay PowellFederal Reserve+3 | — | 20m 48s | |
| 4/29/26 | ![]() Instant Reaction: Fed Holds Rates, Three Officials Dissent✨ | Federal Reserveinterest rates+4 | — | Federal Reserve | Middle East | Federal Reserveinterest rates+4 | — | 29m 36s | |
| 4/29/26 | ![]() Fed Chair Pick Kevin Warsh Wins Key Senate Committee Vote✨ | Federal ReserveSenate Banking Committee+3 | Enda CurranNiraj Patel | BloombergDepartment of Justice+2 | — | Kevin WarshFederal Reserve+5 | — | 9m 49s | |
| 4/29/26 | ![]() BONUS: Pershing Square Founder & CEO Bill Ackman Talks Public IPO✨ | IPOinvestment strategy+3 | Bill Ackman | Pershing SquareBloomberg | — | Bill AckmanPershing Square+3 | — | 16m 52s | |
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| 4/29/26 | ![]() Instant Reaction: Supreme Court Curbs Use of Race in Drawing Voting Districts✨ | Supreme CourtVoting Rights+3 | — | US Supreme CourtVoting Rights Act | Louisiana | Supreme CourtVoting Rights Act+3 | — | 11m 21s | |
| 4/28/26 | ![]() GM Warns ‘Across the Board’ Inflation to Put a Damper on Profit✨ | GM earningsinflation+5 | Steve ManGeetha Ranganathan+1 | General Motors Co.Bloomberg Intelligence+2 | — | General Motorsinflation+5 | — | 18m 07s | |
| 4/27/26 | ![]() OpenAI Breaks From Exclusive AI Pact With Microsoft✨ | AIMicrosoft+4 | Ed LudlowBailey Lipschultz+1 | MicrosoftOpenAI+4 | — | OpenAIMicrosoft+5 | — | 22m 33s | |
| 4/24/26 | ![]() DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed✨ | Federal ReserveDOJ investigation+4 | Michael McKeeDan Ives+1 | Wedbush SecuritiesNational Restaurant Association+4 | — | DOJPowell+6 | — | 19m 50s | |
| 4/23/26 | ![]() Instant Reaction: Intel Gives Strong AI-Fueled Outlook✨ | AIsemiconductors+3 | Kunjan SobhaniEd Ludlow | IntelBloomberg+2 | — | IntelAI+5 | — | 10m 01s | |
| 4/23/26 | ![]() Warner Bros. Investors Approve $110 Billion Paramount Deal | Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leade discusses the Warner Bros. Discovery Inc. shareholders voted overwhelmingly to approve a takeover by Paramount Skydance Corp., despite widespread opposition to the deal in Hollywood.-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst joins to discuss - Union Pacific who reported adjusted earnings per share that beat estimates. Evercore ISI said expectations for the company’s results are likely to move higher as a result, even though it held guidance steady.- Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst discusses Blackstone Earnings. Blackstone reported a larger-than-expected jump in distributable earnings, boosted by a robust start to dealmaking before the war in Iran rattled investors. With US markets rising and AI ventures preparing to go public, President Jon Gray predicted the firm’s “best year ever” for stock listings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, joins to discuss American Airlines earnings. American Airlines lowered its full-year earnings target, saying it may end 2026 with a loss as the carrier absorbs $4 billion in additional fuel costs from the war in Iran.See omnystudio.com/listener for privacy information. | 21m 10s | ||||||
| 4/22/26 | ![]() Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound | Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations. Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst Ed Ludlow, Bloomberg Tech co-host Ross Gerber, President and CEO at Gerber Kawasaki See omnystudio.com/listener for privacy information. | 15m 16s | ||||||
| 4/22/26 | ![]() Trump Admin Looks to Save Spirit Airlines | Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst discusses the Trump administration looking at a rescue package for Spirit Airlines that could give the US government the option to own as much as 90% of the carrier once it emerges from bankruptcy.- Ed Ludlow, Btech Co-Host joins to discuss how a small group of unauthorized users have accessed Anthropic PBC's new Mythos AI model, which the company says can enable dangerous cyberattacks.- John Butler, Bloomberg Intelligence Senior Telecom Analyst discusses how Deutsche Telekom is discussing a potential combination with its American arm T-Mobile to create the world’s biggest phone company. He also discussed AT&T mixed first-quarter earnings report. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst joins to discuss Philip Morris earnings. Philip Morris' profit rose more than expected in the first quarter on sales of smoke-free products including heated tobacco and nicotine pouches.See omnystudio.com/listener for privacy information. | 22m 10s | ||||||
| 4/20/26 | ![]() Instant Reaction: Apple Names John Ternus Next CEO, Tim Cook Becomes Chairman | Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman.Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent.Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg News Senior Executive Editor for Global Technology Tom Giles Bloomberg Intelligence Global Tech Research Head Mandeep Singh See omnystudio.com/listener for privacy information. | 19m 12s | ||||||
| 4/20/26 | ![]() Honeywell to Sell Productivity Business in $1.4 Billion Deal | Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Honeywell agreeing to divest its productivity solutions and services business to Brady. Brady will pay $1.4 billion in cash for the business, which is expected to be completed in the second half of this year.- Scott Howe, CEO of LiveRamp discusses the role of data collaboration in AI, the shift toward more agentic marketing, and how organizations can evaluate their readiness. - Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the fluxation of oil over the last few days. Oil and natural gas prices jumped after renewed risks to energy flows via the Strait of Hormuz threatened to jeopardize much-anticipated peace talks between the US and Iran.- Uma Moriarity Senior Investment Strategist and Global Head of Sustainability at CenterSquare joins to discuss the state of commercial real estate. In a world of uncertainty, geopolitical risks, inflationary pressures, issues in the private credit space, real estate may be able to offer hard assets, inflation protection, portfolio components of both income and growth, and lower correlation to equities/other asset classes.See omnystudio.com/listener for privacy information. | 22m 38s | ||||||
| 4/17/26 | ![]() White House Works to Give US Agencies Anthropic Mythos AI | Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jake Bleiberg, Bloomberg News Cybersecurity reporter, on how the US government is preparing to make a version of Anthropic PBC’s powerful new artificial intelligence model available to major federal agencies -Mark Douglas, Mark Douglas, MNTN President and CEO, breaks down Netflix Earnings -Randall Williams, Bloomberg News sports reporter, on how LIV Golf, the upstart league that challenged the supremacy of the PGA Tour, might be losing its funding from Saudi Arabia - Jen Rie, Bloomberg Intelligence Antitrust analyst, on Live Nation losing it's antitrust case See omnystudio.com/listener for privacy information. | 22m 57s | ||||||
| 4/16/26 | ![]() Instant Reaction: Netflix Misses, Reed Hastings Steps Down | Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests.Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share for the quarter were $1.23 compared with estimates of 76 cents.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence senior media analyst Geetha Ranganathan Eric Clark, Accuvest Global Advisors CIO and LOGO ETF Portfolio Manager See omnystudio.com/listener for privacy information. | 20m 00s | ||||||
| 4/16/26 | ![]() PepsiCo’s Snacks Business Starts to Rebound After Price Cuts | Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, to recap PepsiCo earnings. PepsiCo Inc. said it’s starting to see salty snack sales grow after the company cut prices earlier this year. The maker of Doritos and Lay’s said its strategy of slashing prices by up to 15% in some brands and reducing internal costs through layoffs and plant closures was starting to pay off. After years of declines, organic revenue in its North American foods division increased 1% and volume grew 2%, the company said in its first quarter earnings Thursday.- Siddharth Phillip, Bloomberg News Chief Correspondent for Global Aviation on Airline Issues, on Spirit Airlines at Risk of Liquidation. is at risk of being liquidated as rising jet fuel prices spurred by the US war with Iran further squeeze the bankrupt budget carrier’s finances, according to people familiar with the matter. Any decision by the company to potentially liquidate could come as soon as this week, said the people, who asked not to be named because the discussions are private. The situation is fluid as Spirit engages in ongoing talks with its creditors, and its plans could still change, they added. A Spirit spokesperson declined to comment. Representatives of creditor groups didn’t return calls seeking comment.-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses U.S bank earnings. U.S. Bancorp posted first-quarter profit that beat estimates, as Chief Executive Officer Gunjan Kedia rounds out her first year leading the largest regional bank and boosting its stock. Net income of $1.84 billion surpassed the $1.78 billion consensus estimate from analysts. The bank also posted net revenue that was up 4.7% to $7.29 billion compared with a year earlier, helped by momentum in capital markets and investment services, according to a statement Thursday.- Matthew Griffin, Bloomberg Equities reporter on Madison Air Prices Biggest US Industrial IPO in Nearly 27 Years. Madison Air Solutions Corp. raised $2.23 billion in the biggest US listing of an industrial company in close to three decades. The Chicago-based provider of ventilation and filtration systems sold 82.7 million shares at $27 each after marketing them for $25 to $27, according to a statement Wednesday. The offering was multiple times oversubscribed, people familiar have said.The pricing gives the company a market value of $13.2 billion based on the number of outstanding shares listed in its filings.See omnystudio.com/listener for privacy information. | 24m 08s | ||||||
| 4/15/26 | ![]() Anthropic Draws Investor Offers at Over $800 Billion Value | Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Anthropic. Anthropic PBC has received offers from investors for a new round of funding that could value the company at about $800 billion or higher. The offers would more than double the $350 billion pre-money valuation Anthropic attached to its $30 billion fundraising in February. Anthropic has so far resisted the offers, and it's not clear if the company will accept investors' terms or raise money at an $800 billion value.- Andrea Felsted, Bloomberg Opinion Columnist, discusses Hermès. Hermès shares tumbled as much as 14% as the disruption from the conflict in the Middle East dented the company’s sales growth. growth. Sales rose 5.6% at constant exchange rates in the first quarter, which was less than the 7.44% gain analysts had expected.-- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Stellantis. Stellantis NV is discussing reviving a partnership with Dongfeng Motor Corp. that would involve joint car production in Europe and China. The companies are in talks about giving Dongfeng access to underused Stellantis factories in Europe, with Dongfeng possibly making cars from selected Stellantis brands in China.-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses U.S bank earnings. Bank of America Corp.'s stock-trading desk set a record, riding a wave of volatility that helped push the bank's earnings to the highest in nearly two decades. Morgan Stanley's stock traders had a record-breaking first quarter, with $5.15 billion from equity trading in the first three months of the year. PNC Financial Services Group Inc.'s $4.1 billion acquisition of FirstBank Holding Co. helped drive its revenue higher in the first quarter while impacting credit quality.See omnystudio.com/listener for privacy information. | 21m 03s | ||||||
| 4/14/26 | ![]() Amazon to Buy Satellite Operator Globalstar for $90 a Share | Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Amazon.com agreeing to acquire satellite operator Globalstar in a roughly $11.6 billion deal to expand the services of its satellite system.-- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses United Airlines Chief Executive Officer Scott Kirby floating a possible combination with American Airlines, which would face intense scrutiny due to antitrust concerns.- Craig Trudell, Bloomberg Global Autos Editor, discusses Lucid Group naming Silvio Napoli as its new chief executive officer and announced $750 million of fresh investment from its two biggest backers.-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses U.S bank earnings. Wall Street banks reported at least $100 billion of exposure to private-credit firms, an industry with many investors on edge over credit quality and the growing impact of artificial intelligence. See omnystudio.com/listener for privacy information. | 24m 01s | ||||||
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