Bloomberg Intelligence

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.

Matthew (Matt) Palazzola, Bloomberg Intelligence senior analyst in P&C insurance, breaks down Berkshire Hathaway's latest 13F filings and portfolio moves. He highlights recent trimming of Amazon, larger stakes in Chevron and Chubb, and broader tech repositioning. Short, clear takes on strategic stakes and capital allocation possibilities.

Barry Ritholtz, market commentator and wealth manager. Dan Ives, tech and AI-focused analyst. Steve Mann, autos and industrials researcher. Poonam Goyal, e-commerce and retail analyst. They discuss the Supreme Court tariff ruling’s impact on retailers, which brands raised prices, who absorbed costs, effects on autos and tech supply chains, and how supply-chain shifts and pricing may evolve going forward.

Duncan Fox, Nestlé watcher in London, outlines portfolio refocus and big cost cuts. Jody Lurie, leisure credit analyst, examines Six Flags’ operational woes and debt path. Christopher Ciolino, heavy-equipment expert, breaks down Deere’s upbeat profit outlook and cycle signals. Emily Cohn, consumer team lead, reviews Walmart’s solid quarter, cautious guidance, and investments in automation and e-commerce.

Mandeep Singh, tech research chief exploring AI infrastructure and autonomous mobility. Randall Williams, sports business reporter covering team spin-offs and franchise finances. Matthew Palazola, insurance analyst tracking Berkshire Hathaway moves. They discuss Berkshire’s big trim of Amazon, shifts in energy and insurance stakes, Meta’s deepening Nvidia tie-ups, and Uber’s $100M plan for autonomous charging hubs.

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.

Amanda Agati, CIO at PNC Asset Management Group, leads multi-asset strategy and is integrating crypto into traditional offerings. She discusses why PNC began exploring crypto and regulatory headwinds that stalled progress. She describes the Coinbase partnership, varied client access paths like ETFs and direct coins, and broader blockchain opportunities beyond tokens.

Scott Levine, Senior Energy Services Analyst at Bloomberg Intelligence, explains Transocean’s $5.8B stock deal for Valaris and why combining floater and jackup fleets matters. He outlines timing for an offshore drilling recovery and why regulators are unlikely to block the merger. Short, clear takes on cycle positioning, deal rationale, and regulatory outlook.

Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, breaks down Airbnb’s Q4 strength and moves into hotels and experiences. Anurag Rana, technology analyst, explains investor fears that AI could shrink software demand. Nicole D'Souza, internet and software analyst, covers AI’s role in travel booking and OTA vs direct-booking dynamics. Edward Najarian, consumer finance analyst, looks at Amex’s premium-card economics.

Nathan Naidu, tech research analyst who studies mobile-app marketing, breaks down AppLovin and AI disruption risks. Michael Halen, restaurant and foodservice analyst, covers McDonald’s value-driven US sales and Restaurant Brands’ international mix. Jody Lurie, senior credit analyst, analyzes Hyatt’s earnings and leverage. Woo Jin Ho, hardware and networking analyst, explains DRAM-driven margin pressure hitting Cisco despite AI demand.