Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-David Kirkpatrick, Founder of Techonomy, discusses the Meta youth social media addiction trial. Meta Platforms Inc. is facing a jury trial in federal court over claims that it deliberately designed Facebook and Instagram to encourage compulsive use among young users. The top legal officers of 29 states are seeking financial penalties and court orders that could force Meta to change how it operates its platforms, alleging violations of state consumer protection and federal privacy laws.

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Anthropic PBC is on track to generate annualized revenue of more than $65 billion based on its current performance, up more than sevenfold from its pace at the end of last year.

-- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Home Depot earnings. Home Depot Inc.’s results beat estimates in the latest quarter, a sign that spending on improvement projects is holding up despite high borrowing and housing costs. The company’s strategy, which includes expanding its business serving professional contractors and building out its e-commerce offerings, has helped to blunt the impact of a housing market weighed down by high home prices and interest rates.

-Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses ten companies to watch in the APAC region. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports BI’s case.

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Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

-Yiqin Shen, Bloomberg Equities Reporter, discusses 13F filings. Investment firms for ultra-wealthy individuals have built up billions of dollars of exposure to SpaceX, highlighting their ability to muscle in on sought-after business opportunities. More than a dozen family offices held a total of at least $3.8 billion in SpaceX through the first half of 2026, according to US filings.

-Ed Ludlow, Bloomberg Tech Anchor, discusses top tech stories. Alphabet Inc. is looking to raise about A$5 billion in its debut bond offering in Australia, as US tech firms raise debt to fuel AI spending.
Separately, AI-linked stocks rose after Anthropic PBC told prospective investors that its preliminary second quarter revenue was $11.5 billion, an at least 14-fold increase versus the same period a year ago.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. AstraZeneca Plc is stopping a clinical trial of the experimental drug volrustomig as it didn’t look set to help fight lung cancer better than existing therapies. The company had two separate late-stage trial successes that strengthen key cancer franchises, including one where patients with non-small cell lung cancer received Tagrisso in combination with Orpathys.

-Sridhar Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses the Bloomberg Big Take story: “Big Take: ‘I Hate Losing’: Walter Rushes Makeover as DOJ Probes His Empire.” Description: The CEO of Guggenheim Partners and owner of the LA Dodgers flipped the Lakers within a year and has explored other steps to pay down loans from his insurers.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
This week's guests include:
Mike Wilson, Morgan Stanley Chief US Equity Strategist/CIO
Kristen Bitterly, Citigroup Global Markets Head:Wealth At Work


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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

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses top tech stories. OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, roughly doubling its run rate from the end of 2025. The company's revenue has accelerated in recent months, driven in part by the growth of its AI coding software, subscription sales, and its nascent advertising business.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses the potential for a Workday buyout. According to Bloomberg Intelligence: A Workday buyout would signal that AI fears have pushed valuations too low for mission-critical software vendors, potentially setting up a broader sector rerating. Workday's entrenched role as a system of record for enterprises supports our stance that its AI disruption risk is limited.

-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: “Big Business Bought Influence. The Bill Is Due.” A poll found that contributing to the president's new White House ballroom was seen as the most damaging thing a company could do, with a net negative of 37 points. The administration has shown it is willing to inflict damage on companies that fail to bend to its wishes, and the public is watching how companies respond to its requests for donations. Companies that try to stay out of politics by quietly donating to the administration may find that this strategy ultimately hurts them, as the record of their donations will be public and can be used against them in the future.

-Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Pet Owners Are Giving Cats and Digs Anti-Aging Drugs.” Pet owners are spending money on experimental treatments they believe will help their pets live better and longer lives, including peptide injections, red-light therapy, and nutritional supplements. Some pet owners are giving their pets rapamycin, a drug that has shown promising anti-aging properties in studies with mice, despite the lack of official results on its effectiveness in dogs and cats. The pet supplement market is growing, with about 10% of pet owners purchasing senior or anti-aging supplements, and companies like Loyal Animal Health Inc. and Elanco Animal Health Inc. are working on developing new drugs to extend pets' lifespans.
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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

-Ed Ludlow, Bloomberg Tech Anchor, discusses Anthropic being in talks to buy Decart AI for about $6 billion, which would be Anthropic's largest known acquisition. Decart makes software that can reduce the cost of training and operating AI by helping chips work more efficiently, and the potential acquisition is intended to help Anthropic's existing computing infrastructure absorb more demand.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Cisco Systems shares falling after the company projected $7.5 billion in AI data center sales this fiscal year, which disappointed investors. AI sales will make up about 10% of Cisco's projected total revenue of $72.2 billion to $73.4 billion in fiscal 2027, according to a company statement.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses his piece “Apple's Foldable iPhone Can Turn Flat Units to Fast Sales Growth.” According to Bloomberg Intelligence: “Apple's reportedly $2,000 foldable iPhone can almost triple the size of the ultra-premium segment of that market, with our scenario assuming 10-14 million units sold in the first 12 months.”

-Sarah Pinto, Head of Robinhood Ventures, discusses Robinhood Ventures Fund II IPO. Robinhood Ventures Fund II priced IPO of 8m shares at an initial public offering price of $25/shr.
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