Bloomberg Intelligence

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.

Dan Ives, tech analyst at Wedbush, warns Apple’s AI playbook and memory cost pressures could cap upside despite China tailwinds. Danielle DiMartino Booth, former Dallas Fed staffer and macro strategist, discusses Kevin Warsh, Fed policy leanings, and balance sheet debates. Vincent Piazza, Bloomberg Intelligence energy analyst, breaks down Exxon and Chevron’s upstream strength and natural gas tailwinds.

Ed Ludlow, San Francisco tech journalist who tracks hardware and supply chains, and Mark Gurman, Bloomberg’s lead Apple reporter, unpack Apple’s record quarter and upbeat outlook. They discuss iPhone-driven momentum, rising component costs and supply-chain tactics. Conversation also covers Apple’s interim AI work with Google, small AI buys and why China sales surprised.

Christopher Ciolino, Senior U.S. Machinery Analyst—covers Caterpillar’s surge from AI data-center power orders and record backlogs. Mandeep Singh, Global Tech Research Head—breaks down AI-driven ad trends, Meta’s revenue beat and guidance. They dig into cloud spending, GPU allocation, AI ad execution, and how data centers and ad platforms are reshaping revenue streams.

Ed Ludlow, Bloomberg Tech co-host covering tech and autos on the ground. James Chakmok, CIO at Clockwise Capital with portfolio and big-tech investment perspective. Anurag Rana, BI senior tech analyst focused on cloud and AI research. They discuss Microsoft’s Azure growth and record spending. They examine Meta’s ad strength and rising capex. They unpack Tesla’s surprise xAI funding and robo-taxi plans.

Andrea Felsted, Bloomberg Opinion columnist analyzing luxury trends. Caroline Hyde, tech journalist covering chipmakers, Amazon and AI. John Butler, telecom analyst on AT&T and broadband strategy. They discuss Starbucks’ turnaround and cost plans. They cover AT&T’s fiber push and telecom competition. They dig into ASML’s record orders, Amazon’s corporate cuts and SoftBank’s big AI moves, plus LVMH’s mixed holiday sales.

Janet Lorin, higher education finance reporter, on Yale’s endowment strains and tax pressures. Sid Philip, aviation tracker, on airline divergences, Boeing’s cash rebound and production ramp. Steve Mann, autos analyst, on GM’s $2B profit upside, buybacks and ICE-heavy vs EV mix. They cover endowment sales, airline recoveries, and automakers’ strategies in short, punchy conversations.

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.

Matthew Schettenhelm, media litigation analyst, explains the TikTok/ByteDance deal and its legal and operational twists. Angelo Zino, equity analyst, breaks down Intel’s weak guidance, manufacturing struggles and memory bottlenecks. Elliott Stein, litigation analyst, walks through Trump’s $5 billion suit against JPMorgan and the contractual and regulatory hurdles involved.

Rania Sedhom, managing partner who advises brands on bankruptcy risks, explains how the Saks collapse affects vendors, consignments and consumer access to luxury goods. Sunny Bonnell, branding CEO and author, explores AI’s threat to brand differentiation and why authenticity and a clear point of view matter. They spar over legal fallout and how brands can preserve meaning while navigating AI-driven content overload.