Sam Fazeli

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses President Trump’s controversial call to cap credit card interest rates at 10%, which could significantly impact banks like Capital One and AmEx. Sam Fazeli sheds light on the exciting partnership between NVIDIA and Eli Lilly, aimed at accelerating AI-driven drug discovery, while touching on Moderna's challenges. Geetha Ranganathan dives into the heated takeover battle involving Paramount Skydance and Warner Bros. Discovery, revealing the legal maneuvers and shareholder strategies at play.

Anurag Rana, Bloomberg Intelligence tech analyst covering semiconductors and cloud infrastructure. Sam Fazeli, BI director of research focused on biotech and pharma M&A. David Woo, strategist and novelist exploring globalization through fiction. They dive into Nvidia’s $2B push into CoreWeave and AI chip supply constraints. Discussion of hyperscalers building alternatives like Microsoft’s Maia 200. Biotech M&A, pipeline and market outlook are also covered.

Sam Fazeli, a pharmaceutical industry expert at Bloomberg Intelligence, discusses Eli Lilly's groundbreaking weight-loss pill, revealing that participants lost an impressive 9.6% of their body weight in trials. Meanwhile, Patricio Alvarez, specializing in Power & Gas Utilities, highlights the regulatory challenges Orsted faces after a construction halt on its offshore wind farm. The conversation also touches on AT&T's $23 billion acquisition of spectrum licenses from EchoStar, exploring its implications for the telecom industry and competition.

Herman Chan, a senior analyst for U.S. regional banks, dives into Huntington Bancshares' $7.4 billion acquisition of Cadence, highlighting its strategic expansion in Texas. Sam Fazeli, director of research for global industries, discusses Novartis' $12 billion purchase of Avidity Biosciences and its post-patent strategy. Lastly, Matthew Palazola, a senior analyst in P&C insurance, analyzes Hurricane Melissa's threat to the Caribbean and the implications for insurance markets, revealing insights on potential economic losses and reinsurance exposures.

Holly Froum, litigation analyst who breaks down tariff legality and refund procedures. Mary Ross Gilbert, senior retail analyst focused on apparel margins and sourcing shifts. Sam Fazelli, senior pharma analyst specializing in drug pipelines and industry strategy. They discuss Novo Nordisk's next-gen obesity shot underperforming versus Lilly, scientific choices behind the outcomes, and how tariff rulings reshape retailer margins and sourcing.

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, discusses how Gen Z and millennials are likely to cut holiday spending amidst strong apparel demand. Sam Fazeli breaks down the Pfizer-Metsera bidding war and Pfizer's strategic moves in the obesity drug market. Matthew Palazzola reflects on Warren Buffett's announcement regarding Berkshire Hathaway's future and succession plans. Emily Mason uncovers Circle's challenges and opportunities in the stablecoin market, while Justin Teresi explains the implications of the Visa-Mastercard litigation settlement for merchants and consumers.

Sam Fazeli, Director of Research for Global Industries at Bloomberg Intelligence, discusses how MetSera ended its bidding war with Pfizer after regulatory concerns from the FTC. Mandeep Singh, a senior tech analyst, reveals TSMC's slow sales growth and how Nvidia is pushing for more chip supplies amid AI demand. Jennifer Bartashus, a retail staples analyst, covers Tyson Foods' struggles due to cattle shortages affecting beef prices and hints that turkey prices might rise this Thanksgiving due to avian flu.

Jeffrey Langbaum, senior U.S. REIT analyst who focuses on office and senior housing. Sam Fazeli, pharmaceuticals analyst covering biotech trials. Mandeep Singh, head of global tech research on AI and defense. They discuss Warner Bros/Paramount/Netflix deal dynamics. They cover Anthropic’s Pentagon contract and AI guardrails. They explore Moderna/Merck melanoma trial developments and office leasing trends driven by AI.

Matthew Bloxham, senior media and tech analyst focused on music industry strategy. Mandeep Singh, head of global tech research covering AI and infrastructure. Sam Fazeli, senior pharmaceuticals analyst tracking biotech deals and obesity drugs. They debate Ackman’s $65B UMG relisting plan and shareholder playbook. They unpack Anthropic’s Broadcom/Google compute ties and AI winners. They review Gilead’s Tubulis buy and shifting weight‑loss drug pricing.

Diana Gomes, senior equity analyst who covers consumer goods, explains the Unilever–McCormick $44.8B combination and its strategic fit. Sam Fazeli, research director in global industries, reviews recent biotech and pharma M&A. Mandeep Singh, tech research head, breaks down Nvidia’s $2B Marvell tie-up and AI ecosystem moves. Hannah Levitt, senior finance reporter, outlines JPMorgan’s American Dream Initiative and community-focused lending plans.