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 (http://bit.ly/3vTiACF).
Anthropic IPO Buyers See Valuation as Low as $1.1 Trillion
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses Anthropic’s upcoming IPO. Anthropic PBC's initial public offering plans have run into a punishing post-election selloff, prompting a rethink among prospective investors of the company's expected valuation. Potential buyers are discussing a valuation range for the company of $1.2 trillion to $1.3 trillion, with some weighing a value as low as $1.1 trillion. Deliberations are ongoing and no final decisions have been made, with investors considering bids and the company potentially starting formal marketing with a conservative size and valuation target.
-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses data centers. Around half of planned expansion nationwide is vulnerable to increased scrutiny and pushback from Democrats who clinched historic victories in states like Texas, Georgia and Ohio. Restrictions on development could ultimately reduce the odds of a downturn by keeping the AI investment boom in check, according to economists like Brett Ryan at Deutsche Bank Securities.
-Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses the recent tech selloff. US stocks advanced Friday as dip buyers stepped in to support the battered artificial intelligence trade, though the severity of this week’s rout has left investors questioning whether the worst is over.
--Abigail Gilmartin, Bloomberg Intelligence US Retail Analyst Covering Footwear & Athleisure, discusses earnings from Under Armour. Under Armour Inc.’s shares declined after a reduction in its profitability guidance cast more doubt on the sports brand’s turnaround prospects. The company said gross margin would increase about 220 basis points this fiscal year, which runs through March. That’s a reduction of 50 basis points from August, with the company citing higher costs for freight and fuel and the impact of inventory management.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
5 Nov 2026TRANSCRIPT
Tech Stocks Plunge as Traders Dump Everything With AI Exposure
Paul Sweeney and Scarlet Fu interview Matthew Bloxham, Justin Teresi, Nathan Dean, and Ryan Gallagher about tech stock plunges, data center policy risks, Trump's corporate influence, and police use of app-based surveillance.
4 Nov 2026TRANSCRIPT
CVS Plans to Break Up $117 Billion Healthcare Conglomerate
Paul Sweeney and Scarlet Fu interview John Tozzi, Bloomberg Healthcare Reporter, about CVS Health's plan to separate its pharmacy business from its insurance and PBM units.
Who has been a guest on Bloomberg Intelligence
Names identified in recent episode analyses. Showing up to five guests.
Matthew Bloxham
Justin Teresi
Nathan Dean
Ryan Gallagher
John Tozzi
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
948,387
Score snapshot 15 Sept 2025
Apple Podcasts (US)
3.8 / 5
390 ratings
Spotify
4.3 / 5
71 ratings
Podcast Authority Score: 98 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
100
Social presence
100
YouTube
93
Engagement
99
Contact Bloomberg Intelligence
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
