Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonald’s earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, breaks down earnings from New York Community Bank. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses his Bloomberg Big Take story: “Intel is Betting $28 Billion on Making Ohio a Global Chips Capital.” Pol Lezcano, BloombergBNEF Senior Associate, discusses potential US tariffs on solar imports. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. 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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Apple earnings. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing. The results came as a relief to investors, who have been waiting for the iPhone maker to pull out of a long slump. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Bloomberg News Chief Technology Correspondent Mark Gurman and Synovus Trust Senior Portfolio Manager Dan Morgan for analysis and reaction. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businessweek Senior Reporter, talks about his Big Take story “Intel Bets $28 Billion to Make Ohio a Global Chips Hub.” Wetteny Joseph, Chief Financial Officer at Zoetis, discusses company earnings. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today’s Fed meeting and his outlook for the US economy. Priya Misra, Fixed Income Portfolio Manager, at JP Morgan Asset Management, discusses the latest on the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior Technology Analyst Anurag Rana for instant reaction and analysis. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down McDonalds earnings. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior executives — film and kids programming chief Brian Robbins, Showtime/MTV head Chris McCarthy and George Cheeks, who leads CBS — will run the company, according to a statement released Monday. Bloomberg TV and Radio hosts Romaine Bostick, Scarlet Fu, Tim Stenovec and Emily Graffeo discuss the news. Then, Tim and Emily speak with Bloomberg News Entertainment Editor Chris Palmeri for analysis and reaction. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Pol Lezcano, BloombergBNEF Senior Associate, talks about the latest on new US tariffs on solar imports. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, hosts Paul Sweeney and Guest-Host Molly Smith speak with Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, on Tesla earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, talk about how Salesforce’s takeover talks with Informatica are said to be cooling off. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Gregory Korte, Bloomberg News White House and Political Correspondent, talks about the latest Bloomberg News morning consult poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, breaks down Boeing earnings. AstraZeneca CEO Pascal Soriot, discusses earnings from AstraZeneca. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. 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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst (Oil & Gas,) discusses Exxon and Chevron earnings. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recap Microsoft and Alphabet earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market. Hosts: Paul Sweeney and Emily Graffeo See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Kirkpatrick, Founder of Techonomy, recaps Meta earnings, and also previews Alphabet and Microsoft earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss economic data in U.S. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about today’s market selloff. James Abate, Managing Director & Chief Investment Officer, at Centre Asset Management, discusses the latest on the markets. Pascal Soriot, CEO of AstraZeneca, discusses AstraZeneca earnings. Hosts: Paul Sweeney and Molly Smith See omnystudio.com/listener for privacy information.

Meta Platforms Inc. increased its spending estimates for the year and projected second quarter sales that were below Wall Street’s expectations, once again raising questions about whether its futuristic tech bets will pay off for investors. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News contributor Jon Erlichman and Bloomberg Intelligence senior analyst Mandeep Singh for instant analysis and reaction. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to preview Meta earnings and discuss the potential impact of a TikTok ban. Gregory Korte, Bloomberg News White House and Political Correspondent, discusses the latest Bloomberg News morning consult poll. Jennifer Grancio, TCW Global Head of Distribution, discusses her outlook for the ETF sector. Hosts: Paul Sweeney and Molly Smith See omnystudio.com/listener for privacy information.

Tesla says it will accelerate the launch of more affordable models after reporting worse-than-expected profit and revenue for a third consecutive quarter. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology co-host Ed Ludlow for instant analysis and reaction. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple's iPhone sales falling in China. Garrett Nelson, Vice President and Senior Equity Analyst at CFRA Research, previews Tesla earnings after the closing bell. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, talks about S&P Global US Composite PMI data. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. Hosts: Paul Sweeney and Emily Graffeo See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about Verizon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, will discuss why Salesforce’s takeover talks with Informatica are said to be cooling off. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the market. David Doherty, Bloomberg BNEF Head of Oil and Renewable Fuels Research, talks about how mideast tensions are impacting oil prices. Hosts: Paul Sweeney and Manus Cranny See omnystudio.com/listener for privacy information.