Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok. TikTok and its Chinese parent ByteDance Ltd. have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Intel earnings. Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.

-Ed Ludlow, BTech Co-Anchor, discusses news that Chinese officials have told the country's largest tech firms they can prepare orders for Nvidia Corp.'s H200 AI chips. This suggests Beijing is close to formally approving imports of components essential to powering artificial intelligence.

-Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses President Donald Trump suing JPMorgan Chase & Co. and its CEO Jamie Dimon for $5 billion, accusing them of illegally "debanking" his businesses due to his politics.
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Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust space in 2026.
- Sunny Bonnell, Co-founder & CEO of Motto, discusses how AI is changing the way companies build relevance, trust, and long-term value.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on how retailers are embracing AI but impulse buys still require a human touch.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales are set to heat up in 2026.
- Dana Peterson, Chief Economist at Conference Board, discusses new economic data about how CEOs are feeling and their biggest worries in 2026.
- Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands.
- Martin Jarmond, UCLA Athletic Director & Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss uncertainty in college football and leadership.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.


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Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.
First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share.
Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback.
Intel shares fell about 5% in extended trading Thursday following the report.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses the latest at Warner Bros Discovery. Paramount Skydance Corp. again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders.

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses GE Aerospace earnings. General Electric tumbled after its full-year outlook underwhelmed investors, a sign of high expectations on the jet-engine maker after a steep rise in the stock last year.

-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses the latest with Greenland. President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a “framework of a future deal” he said was reached regarding the island.
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from Charles Schwab. Charles Schwab reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.

-David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses President Donald Trump’s speech at the World Economic Forum in Davos. President Donald Trump said he was seeking immediate talks on the US acquiring Greenland while saying he did not plan to use force. Trump cast the American acquisition of Greenland as essential to collective security and downplayed the danger it would pose to NATO.

-Nikki Lanier, Former St Louis Federal Reserve Senior Vice President, discusses Lisa Cook’s hearing. The US Supreme Court is weighing whether President Donald Trump can fire Fed Governor Lisa Cook over mortgage-fraud allegations that she denies.
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