Bloomberg Intelligence

Mark Douglas, MNTN CEO, explains how streaming ads and AI are reshaping Performance TV for small businesses. John Butler, senior telecom analyst, breaks down T-Mobile’s subscriber trends and strategic pivots. Brian Egger, senior gaming and lodging analyst, reviews Hilton’s earnings and hotel growth drivers. Kristina Peterson, food industry reporter, covers Kraft Heinz pausing its split and reallocating $600M to R&D, marketing and price moves.

Ken Shea, consumer products analyst known for beverage and staples coverage; Lindsay Dutch, retail and gaming analyst focused on toys and digital trends; Caroline Hyde, B-Tech co-anchor covering tech financing and semiconductors; Geetha Ranganathan, US media analyst specializing in M&A and streaming. They unpack Paramount’s sweeter Warner Bros. bid and financing risks. Spotify’s user surge, Alphabet’s huge AI debt raise, TSMC’s chip demand, Hasbro’s Magic growth, and Coca-Cola’s cautious outlook.

Rob Schiffman, senior tech credit analyst, breaks down Alphabet’s ~$15B U.S. bond sale and why tech borrowers keep issuing long-term debt. Sam Fazeli, pharma research director, covers big biotech deals, circular RNA moves and patent fights over obesity drugs. Scott Levine, energy services analyst, explains the Transocean-Valaris all-stock deal and offshore drilling dynamics. Drew Reading, U.S. homebuilding analyst, discusses potential antitrust scrutiny and mortgage-driven demand constraints.

Ken Shea, consumer products analyst who tracks PepsiCo and snack trends. Geetha Ranganathan, U.S. media analyst who covers Disney leadership and strategy. They discuss Disney’s parks-led succession and strategic shifts. They explore PepsiCo’s pricing moves, activist influence, and potential breakups. Short, sharp takes on corporate strategy and sector shakeups.

Katherine Doherty, finance reporter on Wall Street pay; Ken Shea, consumer-products analyst; Poonam Goyal, e-commerce and retail analyst; Mandeep Singh, global tech research head. They dig into huge AI-driven CapEx plans and investor anxiety. They talk Amazon’s $200B shock, whether hyperscaler spending can sustain, retail winners versus headwinds, and rising Wall Street bonus pools.

Deborah Aitken, luxury goods analyst in London, offers quick takes on Estée Lauder and travel-retail trends. Kunjan Sobhani, senior semiconductor analyst, explains Qualcomm’s weak handset outlook and memory constraints. Mandeep Singh, global tech research head, breaks down Alphabet’s record AI data center spending and what it means for cloud and hyperscaler suppliers.

Kunjan Sobhani, semiconductor analyst focused on GPUs and China export rules. Woo Jin-ho, hardware analyst tracking AI servers and DRAM trends. Sam Fazeli, pharma analyst covering Lilly and GLP-1s. Jody Lurie, credit analyst on restaurants, cruises, and franchise models. They discuss AMD’s forecast-led sell-off and GPU demand, China export licenses, Supermicro’s AI server strength, DRAM price effects, Lilly’s guidance, and Yum and Disney developments.

Geetha Ranganathan, U.S. media analyst known for media strategy calls out Josh D’Amaro’s parks-led succession and questions network spin-offs. Diksha Gera, fintech analyst, breaks down PayPal’s miss and leadership shake-up. Ken Shea, consumer products analyst, explains PepsiCo’s tactical price cuts and activist pressure. Sam Fazeli, pharma analyst, flags Pfizer’s pricey obesity buy and pipeline questions.

Mandeep Singh, Global Tech Research Head focused on cloud and AI infrastructure; Geetha Ranganathan, U.S. media analyst covering entertainment companies; Sam Fazeli, pharma research director tracking biotech and vaccine trends; Woo Jin Ho, hardware and networking analyst on communications gear. They discuss Oracle’s plan to raise massive capital for cloud expansion. They cover Disney’s mixed results and strategy. They review pharma earnings, obesity drug dynamics, and AI-driven networking demand.

Janet Lorin, higher education finance reporter who breaks down Yale’s endowment model and its private equity strains. John Butler, senior telecom analyst who examines AT&T’s fiber push, Lumens plans, and broadband competition. They discuss Yale’s liquidity and tax pressures, and the race between fiber, cable, and fixed wireless in broadband.