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Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance making enhancements to its hostile offer for Warner Bros. Discovery, addressing some of the company’s concerns. She also discusses Spotify Technology adding 38 million new listeners to reach 751 million monthly active users, with paid premium subscriptions increasing 10% to 290 million.
-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Alphabet Inc. raised almost $32 billion in debt in less than 24 hours, showing the enormous funding needs of tech giants competing to build out their artificial intelligence capabilities. Separately, Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro Inc. more than doubled year-over-year revenue from its popular card game Magic: The Gathering in the fourth quarter. Tie-ins from beloved franchises like Avatar: The Last Airbender and Final Fantasy contributed to Magic’s $502.4 million in revenue in the fourth quarter, the company said.
-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola earnings. Coca-Cola Co. offered a 2026 full-year sales outlook with organic sales growth of 4% to 5%, which is lower than the average analyst expectation of 5.01%. The company faces challenges in winning over shoppers with its portfolio of beverages as consumers shift away from traditional full-calorie soft drinks and toward healthier options.
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