Bloomberg Intelligence

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Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker

- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps AMD earnings and talks Texas Instruments. Advanced Micro Devices Inc. suffered its worst stock decline in more than seven years after the chipmaker’s sales forecast underwhelmed investors. Separately, Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Eli Lilly earnings. Eli Lilly & Co. provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.

- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Super Micro earnings and discusses HP’s CEO departure. Super Micro Computer Inc. shares gained after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Separately, HP named Bruce Broussard as interim chief executive officer, effective immediately, replacing Enrique Lores who stepped down to join PayPal.

- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Yum Brands earnings and BI’s latest cruise outlook. Yum reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate. Separately, Walt Disney’s new CEO Josh D'Amaro is bracing for cruise ‘Headwinds.’
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Walt Disney saying Josh D’Amaro will succeed Bob Iger as chief executive officer of the entertainment giant. D’Amaro, a 28-year-veteran of Disney, will succeed Iger effective March 18, the Burbank, California-based company said Tuesday in a statement. Iger will stay on the board and serve as a senior adviser until his retirement on Dec. 31.

- Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses Paypal earnings. PayPal Holdings said HP Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets.

- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is cutting prices by as much as 15% for key brands, including Lay’s and Doritos, to lift sales by offering more affordable products.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Pfizer earnings. Pfizer revealed data from one of its new obesity treatments early Tuesday with little detail, leaving investors wondering if the up to $10 billion it spent purchasing the company that created the medicine will pay off.
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Oracle planning to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. He also discusses Elon Musk being in advanced talks to combine Space Exploration Technologies with xAI, according to people familiar with the matter.

-Geetha Ranganathan, Bloomberg Intelligence Analyst discusses Walt Disney earnings. Walt Disney shares slid after the world’s biggest entertainment company gave a tepid forecast for growth in the current period.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Sanofi recently forecasted another year of revenue and earnings growth after sales of Dupixent drove higher-than-expected profit in its latest quarter. Roche recently reported disappointing revenue for a blockbuster eye medicine and lackluster growth predictions for the year.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses BI’s 2026 outlook for global communications and networking equipment. The global networking sector heads into 2026 with multiple spending tailwinds, led by cloud AI-infrastructure build-outs. Outlays in networking gear are expected to grow 20% to $82 billion, according to 650 Group, with AI network-switching sales poised to climb 91% to $21 billion.


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

Hosts: Paul Sweeney and Scarlet Fu
Market news and in-depth company research.
On this podcast:

- Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses GM earnings
- Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Nvidia investing $2 Billion More in CoreWeave.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings.
- Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings.
- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the Bloomberg Big Take story: “Yale’s Endowment Model Falters at Tough Moment for Universities.”

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.

See omnystudio.com/listener for privacy information.

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
-Dan Ives, Global Head of Technology Research at Wedbush Securities
-Danielle DiMartino Booth, CEO and Chief Strategist at QI Research
-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst
See omnystudio.com/listener for privacy information.