Publisher's summary

Listen for investment news and in-depth company research.

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

2026 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
Episodes
  • Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal
    Mar 25 2026

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

    Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

    -Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Merck agreeing to buy Terns Pharmacueticals for $6.7 billion, giving the company access to a promising new leukemia treatment. The acquisition is expected to close in the second quarter, with Merck paying $53 per share in cash for Terns, a 6% premium to its closing price on Tuesday.

    -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Walt Disney and Netflix. Walt Disney Co. Chief Executive Officer Josh D’Amaro has seen two billion-dollar technology bets falter, with one of them unraveling entirely, just days into his new job. Separately, Netflix Inc.'s push into livestreaming mega events in Asia is set to accelerate, buoyed by hits from the World Baseball Classic to BTS's comeback show.

    -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy forecast sales for the year that beat analyst estimates, suggesting the online pet retailer expects strong demand to more than make up for headwinds including inflation and tariff uncertainty.

    -Justin Pridon, VP, Consulting Services at Revenue Management Solutions, discusses restaurant trends from the BI Farm, Food & Fuel Conference. He talks about what restaurant menus reveal about where food demand is headed, why protein is winning, and how demand might change with rising gas prices.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    22 mins
  • Estée Lauder in Talks to Buy Puig to Create Beauty Giant
    Mar 24 2026

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

    Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

    -Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Estée Lauder being in talks to buy Puig Brands, which would create a cosmetics giant with about $20 billion in annual sales. A takeover of Puig would give Estée Lauder well-known perfume and fashion brands such as Rabanne, Jean Paul Gaultier and Carolina Herrera.

    -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why a prolonged war with recession threatens a 15% drop in auto sales. According to Bloomberg Intelligence: a sustained spike in Brent crude oil above $100 a barrel favors automakers like Toyota, Tesla and Rivian due to their many hybrids and affordable battery electric vehicles.

    -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence research on why Nexstar’s Tegna acquisition appears to be at risk of legal pause. Nexstar closed its purchase of Tegna on March 19 after being cleared by the FCC and Justice Department, yet the deal isn't free from risk due to lawsuits to unwind it by eight states and DirecTV.

    -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Pfizer said its experimental Lyme disease vaccine was 73% effective against the tick-borne illness, a lackluster result as fewer-than-expected infections in the pivotal study made its potency hard to evaluate.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    22 mins
  • Oil Dives as Trump Backs Off Iran Threats
    Mar 23 2026

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

    Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

    -Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses oil falling sharply after President Donald Trump said his team held discussions about ending the conflict with Iran, though Tehran denied any such dialog.

    - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big Take story: “Apple’s Heir Apparent Ready to Step Into the Spotlight.” Story description: John Ternus, the likely successor to Tim Cook as Apple CEO, is a lot like the current boss: a low-key, hardware-focused guy who can keep things chugging along. But as Apple turns 50, its success may rely more on the continued expansion of its software services businesses and how it adapts to artificial intelligence.

    -Steve Lamar, President and CEO of the American Apparel & Footwear Association, discusses the impact of tariffs. He discusses the industry reaction to the SCOTUS decision on IEEPA. He also talks about how the supply chain crisis caused by the war with Iran is impacting the industry.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    19 mins
No reviews yet