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Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker

- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest at Anthropic. Anthropic PBC raised $65 billion in a funding round that valued the artificial intelligence company at $965 billion including the new investment.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the latest at SpaceX and Blue Origin. SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company.

-Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses Bloomberg Intelligence’s Diabetes deep dive. According to BI: Continuous glucose monitors and insulin pumps markets each can generate annual growth rates above double digits through 2030, having emerged as the standard of care. Automated sensing and insulin delivery offer sustainable growth for Dexcom and Abbott Laboratories in CGMs andInsulet, MiniMed, Beta Bionics and Tandem Diabetes Care in pumps.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Tilman Fertitta's firm striking a $5.7 billion, all-cash deal for Caesars Entertainment that will add some 52 casinos in the US to his entertainment empire.

-Caroline Hyde, BTech Co-Anchor, discusses Snowflake giving a stronger-than-expected annual outlook and signing a $6 billion multiyear agreement to use Amazon.com Inc.’s cloud services and chips.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce earnings. Salesforce gave a revenue outlook for the current period that fell just short of analysts’ estimates, with revenue expected to be about $11.3 billion in the fiscal second quarter.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. Kohl’s reported stronger-than-expected sales, as the department chain’s turnaround under Chief Executive Officer Michael Bender begins

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Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses a surge in memory-chip stocks intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time. Investors are betting the AI boom will lead to a sustained revaluation of the industry.

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing raising production on its 737 Max jet. Boeing CEO Kelly Ortberg said it’s a key step to improve profitability and generate cash.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps earnings from Abercrombie & Fitch. The apparel retailer reported first-quarter adjusted earnings per share that beat and maintained its outlook for the year.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps earnings from Dick's Sporting Goods and Bath & Body works. According to Bloomberg Intelligence: Dick's Sporting Goods' has strong momentum for its legacy business heading into the summer and back-to-school shopping seasons, with the World Cup a possible catalyst for further same-store sales surprises following fiscal 1Q's stronger-than-expected 6% gain.

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Bloomberg Intelligence hosted by Paul Sweeney, Alexis Christoforous, and Stacey Vanek Smith

-Madison Muller, Bloomberg News Health Reporter, discusses news that Eli Lilly & Co. is buying three clinical-stage vaccine developers for as much as $3.8 billion to establish itself as a leader in other areas and become a major player in infectious diseases.

-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Quantinuum seeking to raise $1.05 billion in its US initial public offering, capitalizing on investor enthusiasm for quantum computing technology.

-Craig Trudell, Bloomberg Managing Editor of Global Business Coverage, discusses Ferrari shares falling almost 8% after critics panned the look of its first fully electric vehicle, a setback for the Italian super-car maker’s controversial push into EVs.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses research: "World Cup's $80 Billion Prize Hinges on Fans Not Crying Foul." FIFA's nearly $9 billion expected revenue take from this year's World Cup may understate the tournament's broader economic impact, with US legal betting alone set to top $2 billion, based on Bloomberg Intelligence's analysis.

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Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estée Lauder and Puig ending merger talks. Estée Lauder said it remains focused on its Beauty Reimagined strategy.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO.
According to Bloomberg Intelligence: SpaceX dominates global spaceflight, but most missions support its own satellite-internet business rather than external customers, slowing launch-revenue growth in 2026 despite a $4.1 billion base in 2025.

-Liz Hart, President of Leasing for North America at Newmark, discusses the state of commercial real estate. Topics include economic uncertainty, consumer sentiment, and office space.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Walmart earnings. Walmart warned that fuel costs are squeezing the company’s bottom line and could lead to higher prices for shoppers. The company said comparable sales in US stores rose 4.1%, excluding fuel, in the latest quarter, and forecast adjusted profit for the second quarter that missed analysts’ expectations.

-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Nvidia earnings. Nvidia aims to rely less on giant data center operators and predicts other businesses and governments will become a bigger source of revenue for its chips and computing products to support artificial intelligence ambitions. The company faces growing competition from chipmakers trying to carve out a piece of the AI computing business, and major buyers of Nvidia's technology are developing their own in-house components.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, recaps Deere earnings. Deere shares fell sharply as farm machinery sales stayed sluggish, raising questions on when the agriculture economy will start getting better. The company kept its profit outlook unchanged as it reported fiscal second-quarter results, with net sales in its top segment of production and precision agriculture falling 14% in the second quarter.

-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses the future SpaceX IPO. SpaceX has pulled back the curtain on a business empire with ballooning losses and debt after acquiring a cash-hungry startup and pumping billions of dollars into futuristic endeavors. The company's prospectus filed for an IPO reveals concerns over whether private companies are reaching unjustified valuations, with SpaceX seeking to achieve a $2 trillion valuation from the outset.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Target earnings. Target Corp.'s comparable sales jumped 5.6% last quarter, the biggest increase since the end of 2021 and triple the gain analysts were expecting. The company raised its annual revenue guidance by 2 percentage points to about 4%, but executives warned of tougher comparisons and more cost challenges ahead.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Earnings. TJX Cos. raised its sales growth expectations for the year as cautious shoppers spend on lower priced goods at the company's discount chains. The company's comparable sales from its stores and e-commerce sites are now seen expanding as much as 4%, up from previous guidance for an increase of as much as 3%.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Lowe’s Cos. reported sales growth in the first quarter that just missed estimates, with comparable sales rising 0.6% during the period. The company kept its full-year outlook unchanged, citing productivity boosts from artificial intelligence, and expects to offset higher transportation costs through productivity initiatives.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses a jury rejecting Elon Musk's claims that OpenAI betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company. The verdict is a major relief for OpenAI as it eyes a potential initial public offering, and Musk and his lawyers have vowed an appeal.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, leading Americans to take on smaller projects instead of extensive remodels.

-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Meta Platforms is reassigning workers to new jobs related to artificial intelligence as part of a broad corporate restructuring. Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone Inc.

-Riley Griffin, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “Meta’s $200 Billion Data Center Rises From the Bayou.” Meta’s $50 billion "Project Sucre" data center is rapidly transforming Richland Parish, Louisiana—one of the nation's poorest regions—into a massive construction hub the size of Manhattan.

-Brendan Greeley, Author of "The Almighty Dollar: 500 Years of the World's Most Powerful Money" and contributing editor at the Financial Times, discusses his new book. In THE ALMIGHTY DOLLAR, Financial Times journalist and Princeton financial historian Brendan Greeley argues that the dollar is not fundamentally a U.S. creation or a state-controlled currency.

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