Bloomberg Intelligence

Ned Segal, San Francisco’s Chief of Housing and Economic Development and former Twitter CFO, talks permitting reform, small business relief, and housing policy. Tarun Raisoni, CEO of Gruve AI, discusses moving enterprises from AI experiments to production, AI-driven security, and the real estate needs for AI infrastructure. Multiple short conversations cover AI funding, infrastructure, and city revitalization.

Gautam Mukunda, a Yale management lecturer and Bloomberg Opinion contributor, explores AI’s limits in weather forecasting. Cecilia D'Anastasio, a Bloomberg video game reporter, breaks down GameStop’s unsolicited $56B bid for eBay and Ryan Cohen’s unclear strategy. They also touch on whether the move was a stock boost, proxy play, or serious takeover attempt.

Katerina Saraiva, a Fed reporter who covers monetary policy, and Carmen Reinecke, an equities reporter focused on IPOs, discuss Cerebras Systems' huge upsized IPO and why investors are paying top dollar. They unpack AI chip demand, data-center needs, pricing dynamics, and the market frenzy around semiconductor offerings.

Mandeep Singh, Bloomberg tech research head covering mobility and AI-driven travel trends. Sarah Frier, tech editor focused on semiconductors and Intel strategy. Michael Halen, restaurant and foodservice analyst tracking chains and distributors. Brian Cox, Bacardi scotch VP on luxury marketing and golf tie-ins. They discuss Lyft’s global push and AV competition, premium-ride segmentation and strategic tie-ups, Airbnb’s expansion, restaurant sector dynamics, and luxury brands courting golf culture.

Katherine Doherty, Bloomberg News finance reporter covering Wall Street and deal activity. Michael Halen, senior restaurant and foodservice analyst on earnings and cost pressures. Geetha Ranganathan, US media analyst on streaming and corporate results. Kunjan Sobhani, senior semiconductor analyst on chips and memory trends. They discuss rising banker pay tied to deal flow and trading, restaurant earnings and beef inflation, media M&A and streaming strategy, and Arm’s mixed quarter and AI-driven memory demand.

Mandeep Singh, global tech research head who tracks ride-share and autonomous vehicle trends. George Ferguson, aerospace and defense analyst focused on SpaceX and supply chains. Kunjan Sobhani, semiconductor analyst specializing in AMD and GPU/CPU markets. They dig into AMD’s surprise data-center CPU strength, NVIDIA’s supply-chain moves for AI infrastructure, and SpaceX’s ambitious chip factory plans.

Diksha Gera, fintech and payments analyst focused on PayPal’s turnaround. Paul Gulberg, equity analyst covering Coinbase’s cuts and AI shifts. Geetha Ranganathan, media analyst tracking Paramount-Skydance and the WBD transaction. They discuss Apple’s talks with Intel and Samsung on chip manufacturing. They cover workforce reductions at Coinbase and PayPal. They review Paramount-Skydance’s financials and merger risks.

Brian Egger, senior gaming and lodging analyst covering cruises; Jennifer Bartashus, senior retail staples analyst focused on protein markets; Lee Glasgow, senior transport and logistics analyst on freight and parcel strategy. They discuss Amazon expanding freight and parcel services and its impact on carriers. They cover how Amazon builds logistics capacity, market reactions, and implications for trucking and B2B verticals.

Sid Philip, Bloomberg aviation correspondent, reports on Spirit Airlines edging toward a potential shutdown amid stalled rescue talks. Gene Munster, tech investor and analyst, breaks down big tech earnings and why AI-driven capex is ramping up. Deborah Aitken, luxury goods analyst, covers Estée Lauder’s cost cuts and uneven recovery across skincare and fragrance.

Anurag Rana, a senior tech analyst focused on hardware and supply chains, and Ed Ludlow, a veteran tech commentator, dig into Apple’s latest results. They debate iPhone demand wording, the MacBook Neo as an entry strategy, pricing versus market share, regional performance swings, services margin dynamics, memory-cost risks, and what to watch for at WWDC and guidance time.