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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Michael McKee, Bloomberg International Economics and Policy Correspondent joins to discuss on the DOJ dropping the probe into Powell.The Justice Department is ending a controversial investigation into building-renovation cost overruns by the Federal Reserve, potentially clearing a path to confirmation for Kevin Warsh, President Donald Trump’s pick to be the next chair of the central bank.

- Dan Ives, Global Head of Technology Research at Wedbush Securities discusses the latest in the tech space. Intel Corp. shares hit their highest level ever after the chipmaker delivered a sales forecast that shattered Wall Street expectations. As well as how Tesla has started manufacturing its Cybercab robotaxi, Chief Executive Officer Elon Musk said Friday on his social media site X, fulfilling a long-promised launch at a time when the company’s global sales have slumped.
- Chad Moutray, Chief Economist at the National Restaurant Association joins to discuss the restaurant industry headwinds. He also discusses w hat's driving that gap, what it means for business growth and economic expectations across the sector, and what policy changes could reverse the trend before the shortage becomes structural.

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Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.

Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents.

The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations.

Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani
• Bloomberg Tech co-host Ed Ludlow

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leade discusses the Warner Bros. Discovery Inc. shareholders voted overwhelmingly to approve a takeover by Paramount Skydance Corp., despite widespread opposition to the deal in Hollywood.
-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst joins to discuss - Union Pacific who reported adjusted earnings per share that beat estimates. Evercore ISI said expectations for the company’s results are likely to move higher as a result, even though it held guidance steady.
- Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst discusses Blackstone Earnings. Blackstone reported a larger-than-expected jump in distributable earnings, boosted by a robust start to dealmaking before the war in Iran rattled investors. With US markets rising and AI ventures preparing to go public, President Jon Gray predicted the firm’s “best year ever” for stock listings.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, joins to discuss American Airlines earnings. American Airlines lowered its full-year earnings target, saying it may end 2026 with a loss as the carrier absorbs $4 billion in additional fuel costs from the war in Iran.

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Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business.

Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations.

Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst
• Ed Ludlow, Bloomberg Tech co-host
• Ross Gerber, President and CEO at Gerber Kawasaki

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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst discusses the Trump administration looking at a rescue package for Spirit Airlines that could give the US government the option to own as much as 90% of the carrier once it emerges from bankruptcy.
- Ed Ludlow, Btech Co-Host joins to discuss how a small group of unauthorized users have accessed Anthropic PBC's new Mythos AI model, which the company says can enable dangerous cyberattacks.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst discusses how Deutsche Telekom is discussing a potential combination with its American arm T-Mobile to create the world’s biggest phone company. He also discussed AT&T mixed first-quarter earnings report.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst joins to discuss Philip Morris earnings. Philip Morris' profit rose more than expected in the first quarter on sales of smoke-free products including heated tobacco and nicotine pouches.

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Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman.

Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent.

Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg News Senior Executive Editor for Global Technology Tom Giles
• Bloomberg Intelligence Global Tech Research Head Mandeep Singh

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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Honeywell agreeing to divest its productivity solutions and services business to Brady. Brady will pay $1.4 billion in cash for the business, which is expected to be completed in the second half of this year.
- Scott Howe, CEO of LiveRamp discusses the role of data collaboration in AI, the shift toward more agentic marketing, and how organizations can evaluate their readiness.
- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the fluxation of oil over the last few days. Oil and natural gas prices jumped after renewed risks to energy flows via the Strait of Hormuz threatened to jeopardize much-anticipated peace talks between the US and Iran.
- Uma Moriarity Senior Investment Strategist and Global Head of Sustainability at CenterSquare joins to discuss the state of commercial real estate. In a world of uncertainty, geopolitical risks, inflationary pressures, issues in the private credit space, real estate may be able to offer hard assets, inflation protection, portfolio components of both income and growth, and lower correlation to equities/other asset classes.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Jake Bleiberg, Bloomberg News Cybersecurity reporter, on how the US government is preparing to make a version of Anthropic PBC’s powerful new artificial intelligence model available to major federal agencies

-Mark Douglas, Mark Douglas, MNTN President and CEO, breaks down Netflix Earnings

-Randall Williams, Bloomberg News sports reporter, on how LIV Golf, the upstart league that challenged the supremacy of the PGA Tour, might be losing its funding from Saudi Arabia

- Jen Rie, Bloomberg Intelligence Antitrust analyst, on Live Nation losing it's antitrust case

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