Bloomberg Intelligence

Jennifer Bartashus, retail staples analyst who tracks grocers like Kroger and BJ's. Kunjan Sobhani, semiconductor analyst focused on AI chipmakers and hyperscaler demand. Herman Chan, U.S. banks analyst on strategy and headcount trends. They discuss Morgan Stanley's 3% workforce reduction and AI's role in bank staffing. They review Broadcom's bold AI chip revenue goal and the shifting landscape for grocers and wholesale clubs.

Geetha Ranganathan, media analyst who studies studio deals, explains how a Paramount‑Warner tie-up could reshuffle the industry. Vlad Rikhter, CEO of Fencer focused on defense AI and security, discusses AI use in military settings and related risks. Mandeep Singh, tech research leader on cybersecurity and AI, covers CrowdStrike’s outlook and how AI trends affect enterprise security. Multiple short takes on consolidation, defense AI, and cyber demand.

Nathan Dean, a Washington policy analyst; Kirsten Fontenrose, a Middle East strategy expert; Lee Klaskow, a shipping and logistics specialist; and Emily Cohn, a retail and consumer analyst. They discuss Target’s upbeat profit forecast and turnaround plans. They explore shipping and airfreight disruptions from the US-Iran conflict, rising tanker rates and insurance changes. They cover strategic goals and political signals around military action.

Edward Price, NYU Iran expert, on regime-change risks and diplomatic fallout. Dr Ariel Cohen, Atlantic Council analyst, on the shifting character of the Iran conflict and Strait of Hormuz security. Ellen Wald, energy analyst and Transversal Consulting president, on oil market shocks, OPEC+ reactions, and tanker/LNG disruptions. Multiple short takes on market and regional security repercussions.

Weekend conversations span business, news, lifestyle and culture. Hosts preview interviews with business leaders, lawmakers and cultural icons. Information on where and when to watch and listen is highlighted.

Geetha Ranganathan, media analyst on M&A moves and streaming strategy. Anurag Rana, tech analyst on neo-cloud finances and capex. Woojin Ho, hardware analyst on AI server demand and memory supply. Caroline Hyde, TV co-anchor on big-tech deal dynamics. They discuss OpenAI’s $110B raise and investor mix. They cover AI compute partnerships, Anthropic’s Pentagon refusal, Dell’s AI server outlook, CoreWeave’s spending and neo-cloud risks, and the Warner Bros. bidding saga.

Geetha Ranganathan, media analyst covering Warner Bros. Discovery and Paramount, breaks down M&A tradeoffs and network weakness. Swamy Kotagiri, Magna CEO, explains margins, tariff effects, and auto supplier outlook. Kunjan Sobani, senior semiconductor analyst, examines Nvidia, AI hardware demand, and China export limits. Gene Munster, veteran tech analyst, frames market reaction and AI trade dynamics.

Mandeep Singh, Bloomberg Intelligence tech research chief who tracks margins and product mix. Ed Ludlow, Bloomberg Tech commentator versed in tech markets and AI infrastructure demand. They discuss Nvidia’s bullish revenue guide and data-center strength. They dig into margins, China exposure, supply constraints, and who beyond hyperscalers is buying GPUs.

Geetha Ranganathan, media analyst covering the Warner Bros. Discovery sale process. Drew Redding, homebuilding analyst on Lowe’s results and housing trends. Mary Ross Gilbert, retail analyst on TJX performance and off-price resilience. They debate Paramount’s $31 bid versus Netflix, Lowe’s sales and remodeling demand, and why off-price retail weathers tariffs and shifting shopper behavior.

Drew Reading, a U.S. homebuilding analyst, and Michael Shah, a pharma-biotech analyst, join Geetha Ranganathan, a media analyst, and Ed Ludlow, a tech reporter. They cover Meta’s multibillion-dollar AMD AI infrastructure deal and its data-center scale. They discuss Warner Bros. Discovery takeover interest and Paramount’s raised bid. They also review Novo Nordisk’s planned list-price cuts and Home Depot’s recent sales beat.