Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk. - Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss the latest on TikTok. Although the exact framework surrounding ByteDance’s deal with the US government is yet to be announced, recent reports suggest that the company is planning to divest a key portion of ownership in TikTok to a consortium of US investors. With millions of users, engagement hours, in-app purchase revenue and ad dollars, TikTok appears to be a solid acquisition target. See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s algorithm under a deal taking shape to sell the popular Chinese-owned app to a consortium of American investors. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer agreeing to buy Metsera for an enterprise value of about $4.9 billion to catch up in the booming obesity market. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Oura Health Oy raising $875 million in a new Series E financing round valuing it around $10.9 billion. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile US Inc elevating its chief operating officer, Srini Gopalan, to the chief executive officer spot on Nov. 1, replacing Mike Sievert. See omnystudio.com/listener for privacy information.

President Trump's efforts to redefine federal relations with higher education have major implications for how the US funds research. From his 50-year tenure as President of Bard, Leon Botstein brings a broader perspective to what he believes is at stake for the country. He speaks with David Westin on this special bonus edition of the Bloomberg Wall Street Week podcast. See omnystudio.com/listener for privacy information.

- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. Craig Trudell, Bloomberg Global Autos Editor discusses Elon Musk’s buying $1 billion worth of Tesla shares. - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla Probe by US Safety Agency Derrick Flakoll, BNEF Lead US Policy Analyst, discusses North America's biggest renewable energy conference. - Damian Sassower, Chief EM Strategist with Bloomberg Intelligence and Co-Host of Bloomberg Business of Sports, discusses his research "The $2.65 Trillion Global Business of Sports Getting Bigger Fast. Dimitra Kessenides, Bloomberg News Senior Editor, discusses the Best Business School Ranking by Bloomberg Businessweek See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, with analysts expecting 21,047. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on Nexstar and Sinclair likely keeping their critical push for deregulation on track at the Federal Communications Commission after they promptly followed FCC Chair Brendan Carr's prodding to stop carrying "Jimmy Kimmel Live" on their local broadcast TV stations in response to comments the late-night host made about Charlie Kirk's death. - James Walker, CEO and Board Member at Nano Nuclear Energy, on adopting nuclear reactors in the UK See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. - Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest container gateway in the US held near an all-time record set in July but are set to drop by 10% this month as President Donald Trump’s tariffs bite and trade war uncertainty continues to mount. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses on earnings from Cracker Barrel and Darden Restaurants. Cracker Barrel Old Country Store Inc. slumped after its sales guidance missed expectations, showing the brand is still dealing with the fallout from its controversial and short-lived logo change. Darden Restaurants Inc. rolled out smaller-portioned, lower-priced entrées at select Olive Garden locations during the quarter, part of its strategy to make menus more affordable and boost sales, Chief Executive Officer Rick Cardenas said on an earnings call. 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 on a special edition of Bloomberg Surveillance. Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. Chair Jerome Powell pointed to growing signs of weakness in the labor market to explain why officials decided it was time to cut rates after holding them steady since December amid concerns over tariff-driven inflation. “Labor demand has softened, and the recent pace of job creation appears to be running below the break-even rate needed to hold the unemployment rate constant,” Powell told reporters in his post-meeting press conference. He added, “I can no longer say” the labor market is “very solid.” See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills recent earnings. General Mills Inc. posted a solid quarter, but kept its outlook in place as the maker of Cheerios cereal called out consumers being cautious from economic uncertainty. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on latest news from TikTok. After more than a year of negotiations, the US and China have struck a framework agreement to hive off the US operations of social media platform TikTok to a consortium that includes software giant Oracle Corp. See omnystudio.com/listener for privacy information.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest tech companies' moves to power their AI infrastructure -Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate for 2205 and 2026 See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee - Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research discusses China ruling that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump's comments signaling a deal was reached with China on TikTok, giving at least some reason to believe the popular video-sharing app's extended US legal limbo will end. -Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk buying about $1 billion worth of shares, sending the carmaker’s stock soaring into positive territory for the year. See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Norah Mulinda On this podcast: - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion. - Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff. - Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.” - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion. - Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.” 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 Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter. See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging. -Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate. See omnystudio.com/listener for privacy information.

Charlie Kirk, who helped rally young voters to Republican causes and became a close ally of President Donald Trump, died after being shot during an event in Utah. Kirk, executive director of the conservative Turning Point USA advocacy group, was speaking at an outdoor event at Utah Valley University when the fatal incident occurred. For instant reaction and analysis, Bloomberg Balance of Power cohosts Joe Mathieu and Kriti Gupta speak with: See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle earnings. Oracle shares gained after the company gave an aggressive outlook for its cloud business, cementing its place in the race to support demand for artificial intelligence computing. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk slashing 9,000 jobs globally. The company also cut its profit forecast for the third time this year as it fights to recover ground lost to its rival Eli Lilly & Co. in the obesity drug market. -Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Synopsys earnings. Synopsys shares drop after the chip-design software company reported third-quarter results that featured a weak read on design IP revenue. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy shares sink after the retailer of pet products reported its second-quarter results and gave a disappointing outlook. See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill. According to Bloomberg Intelligence, this appears unlikely to affect the company's go-to-market strategy, despite her leaving a month before Oct. 7's analyst day. -Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story on President Donald Trump unwinding climate science at a dangerous pace. -John Buran, CEO at Flushing Financial, discusses the latest on the Fed and regional bank activity. See omnystudio.com/listener for privacy information.

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates. The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year. Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that. For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with: See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt. -Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expanding across Colorado with the planned takeover of FirstBank Holding Co. -Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector. See omnystudio.com/listener for privacy information.

Hosts: Paul Sweeney and Scarlet Fu Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings. - Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy. - Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure." 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.