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

Hosts: Scarlet Fu and Alexandra Semenova

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses ‘Lululemon’ Athletica saying its’ fourth-quarter sales would land at the higher end of its 2025 guidance.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts.
- Travis Hess, CEO of Commerce, discusses how AI is changing shopping.

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

Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses President Donald Trump and US Northeastern state governors agreeing to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses JB Hunt Transport Services reporting quarterly revenue that missed estimates, underscoring continued weakness in freight demand. Sales were weighed down by a decline in its intermodal division, its largest unit, as well as revenue drops in its integrated capacity solutions.

-Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands. Saks Global Enterprises filed for Chapter 11 bankruptcy protection, a humbling turn in a chapter of the iconic luxury retailer’s history marked by mounting losses, flagging turnaround efforts and substantial merger-related debt.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his research on US restaurant sales. According to Bloomberg Intelligence: December economic data reinforce view that US restaurant same-store sales will accelerate in 1H on easier comparisons, cheaper gas prices and relief from new tax rules.

See omnystudio.com/listener for privacy information.

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

- Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor Zohran Mamdani’s get-tough approach to regulating app-based work.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&A front, most deals likely have a path to clearance, even those that raise concerns.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI.
According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.

See omnystudio.com/listener for privacy information.