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All Episodes

Bloomberg Intelligence — 1,000 episodes · page 2 of 10

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Title
101

AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price

102

Micron Soars After AI-Fueled Forecast Shatters Projections

103

FedEx Slips After First Earnings Since Spinoff

104

Carnival Leads Cruise Stocks Lower on Weak 3Q Outlook

105

Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center

106

Accenture Forecast Sends Stock Tumbling a Record 20%

107

HPE Boosts Networking Gear for AI Clients, Adds Siemens Energy

108

SpaceX Pounces on $60 Billion Cursor Takeover Days After IPO

109

Fox to Buy Roku at $22 Billion Value in Streaming Video Push

110

The Money Show: SpaceX Market Impact and Solving Social Security

111

SpaceX Jumps in First Trades Following Record $75 Billion IPO

112

Oracle Falls Most in Six Months on Mounting Data Center Costs

113

Super Micro Falls on $7 Billion Offering to Fund AI

114

OpenAI Joins a Massive IPO Pipeline Now Worth $3.6 Trillion

115

Vimeo Owner Bending Spoons Files for US IPOs as Sales Rise

116

Lululemon Shares Sink to eight Year Low on Disappointing Outlook

117

Broadcom Slides by Most in More Than a Year on AI Outlook Miss

118

SpaceX Is Said to Target $75 Billion in IPO at $135 Per Share

119

SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall

120

Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion

121

Dell Soars Most in Two Years on Outlook Fueled by AI Servers

122

Caesars Agrees to Be Taken Over by Fertitta in $5.7 Billion Deal

123

Memory Chip Frenzy Sends SK Hynix, Micron Intro $1 Trillion Club

124

Lilly to Buy Three Vaccine Developers for Up to $3.8 Billion

125

Estée Lauder and Puig End Merger Talks

126

Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings

127

Target Tempers Expectations After Best Sales Gain in Years

128

Home Depot’s Sales Fall Short on Lackluster Housing Recovery

129

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

130

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

131

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO

132

Cisco Jumps Most Since 2011 on Sales Outlook

133

Anthropic in Talks to Raise $30 Billion at $900 Billion Value

134

EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’

135

AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO

136

Lyft Earnings Miss Estimates After Global Expansion Push

137

Wall Street Poised for Bonus Increases in ‘Year of the Bank’

138

AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook

139

Apple Weighs Using Intel, Samsung to Build Device Processors

140

Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff

141

Spirit Makes Plans to Shutter After Government Rescue Fizzles

142

Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter

143

Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza

144

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

145

Instant Reaction: Jay Powell on the Fed Decision

146

Instant Reaction: Fed Holds Rates, Three Officials Dissent

147

Fed Chair Pick Kevin Warsh Wins Key Senate Committee Vote

148

BONUS: Pershing Square Founder & CEO Bill Ackman Talks Public IPO

149

Instant Reaction: Supreme Court Curbs Use of Race in Drawing Voting Districts

150

GM Warns ‘Across the Board’ Inflation to Put a Damper on Profit

151

OpenAI Breaks From Exclusive AI Pact With Microsoft

152

DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed

153

Instant Reaction: Intel Gives Strong AI-Fueled Outlook

154

Warner Bros. Investors Approve $110 Billion Paramount Deal

155

Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

156

Trump Admin Looks to Save Spirit Airlines

157

Instant Reaction: Apple Names John Ternus Next CEO, Tim Cook Becomes Chairman

158

Honeywell to Sell Productivity Business in $1.4 Billion Deal

159

White House Works to Give US Agencies Anthropic Mythos AI

160

Instant Reaction: Netflix Misses, Reed Hastings Steps Down

161

PepsiCo’s Snacks Business Starts to Rebound After Price Cuts

162

Anthropic Draws Investor Offers at Over $800 Billion Value

163

Amazon to Buy Satellite Operator Globalstar for $90 a Share

164

Ackman Starts Marketing Pershing IPO to Raise up to $10 Billion

165

Anthropic Model Scare Sparks Bessent, Powell Warning to Bank CEOs

166

DOJ Opens Probe Into NFL’s Sports TV Deals

167

Delta Predicts $2 Billion Fuel Hit With CEO Cautious on Outlook

168

Ackman Pitches $65 Billion UMG Deal to Move Listing to US

169

Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now

170

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

171

SpaceX Said to File Confidentially for IPO Before AI Rivals

172

Unilever Food Arm to Join McCormick in $44.8 Billion Deal

173

Air Canada CEO Quits After Furor Over Crash Condolence Video

174

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

175

Trump Threatens Escalation With Sides at Odds on Peace Talks

176

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

177

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

178

Oil Dives as Trump Backs Off Iran Threats

179

Instant Reaction: Stocks Surge After Trump Statement

180

FedEx Raises Profit Outlook on Network Overhaul

181

Micron’s Capital Spending Growth Overshadows Booming Sales

182

Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

183

Delta Airlines More Upbeat for First Quarter Amid March Bookings

184

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

185

Adobe CEO to Step Down in Face of Investor Concerns Over AI

186

Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

187

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

188

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

189

Live Nation Reaches DOJ Settlement in Antitrust Case

190

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

191

Morgan Stanley Cuts Jobs Across All of Its Business Lines

192

CrowdStrike Issues Sales Outlook Meeting Wall Street Views

193

Target Surprises With Upbeat Forecast on Improving Demand

194

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

195

Introducing: Bloomberg This Weekend

196

OpenAI Finalizes $110 Billion Funding at $730 Billion Value

197

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

198

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

199

Warner Bros. Says Paramount’s New $31 Offer May Top Netflix

200

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock