Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-Randall Williams, Bloomberg Business of Sports Reporter, discusses news that the US Justice Department has opened an investigation into whether the National Football League is engaging in anticompetitive tactics that drive up the cost for consumers of watching games. That’s according to a person familiar with the matter. The Wall Street Journal reported earlier on the opening of the investigation.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses recent news of the DOJ’s NFL probe. She also discusses a recent report that Walt Disney is planning job cuts under its’ new CEO.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon CEO Andy Jassy’s letter to shareholders. He also discusses CoreWeave striking a $21 billion deal to supply computing power to Meta Platforms through 2032.

-Redd Brown, Bloomberg Consumer Reporter, discusses earnings from Constellation Brands. Constellation Brands projected slower-than-expected growth for its beer business this year, renewing concern that declines in alcohol consumption have yet to hit their floor.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel prices is forcing carriers to weigh how much of the higher expense they can pass on through fares without dampening bookings.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss & Co. raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions.

-Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses SpaceX’s planned IPO. Elon Musk is racing toward an initial public offering for SpaceX that could value it at around $2 trillion, despite the company's core business not changing much. Musk's attempt to capitalize on AI-related hype has led to a significant increase in SpaceX's valuation, with the company's revenue "approaching $20 billion" and its satellite internet service provider Starlink growing.
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The US and Iran agreed to a two-week ceasefire that’s expected to halt the American-Israeli military campaign in exchange for Tehran reopening the Strait of Hormuz.

President Donald Trump announced the agreement Tuesday on social media hours after Pakistan, a mediator in talks, implored the US leader to back off his deadline to unleash massive devastation on Iran if it did not meet his demands. The deal buys time for the two sides to reach a longer agreement to end the six-week-old war, which has killed thousands of people and sparked a global energy crisis.
Trump said he had agreed “to suspend the bombing and attack of Iran for a period of two weeks” as long as Iran agrees to “the COMPLETE, IMMEDIATE, and SAFE OPENING of the Strait of Hormuz.”

For instant reaction and analysis, Bloomberg Radio host Doug Krizner speaks with:

Bloomberg State Department and Foreign Policy Reporter Eric Martin
Bloomberg This Weekend co-host Christina Ruffini
Bloomberg White House and Washington correspondent Jeff Mason
Terry Haines, founder of Pangea Policy
Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center
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Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Bill Ackman's investment firm Pershing Square Capital Management pitching a deal to combine Universal Music Group with an acquisition vehicle publicly traded in the US.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Broadcom. Anthropic confirmed plans to work with Broadcom and Google to power its operations.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Gilead Sciences agreed to buy private German biotech Tubulis GmbH in a deal worth up to $5 billion to boost its portfolio in cancer drug development. Novo Nordisk will price its new high-dose Wegovy shot at $399 a month for cash-pay patients, undercutting the cost of most doses of rival Eli Lilly & Co.’s Zepbound.
-Lloyd Arnold, BNEF Data Center Reporter, discusses data centers. The digital infrastructure boom is continuing apace despite jitters in equity markets and fears of a “bubble”. The capital expenditure of the 14 largest publicly owned data center operators globally is seen close to $750 billion this year against a little less than $450 billion last year.
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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch right now in 2Q. 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.

- Youkyung Lee, Bloomberg Asia Stocks Reporter, discusses Micron Technology. Micron Technology is facing challenges in the stock market, with its shares down nearly 20% since hitting a high three weeks ago due to concerns about the memory sector and uncertainty in the broader market.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple and how the company could boost its AI standing with the revamp of its Siri virtual assistant in June. Anurag also discusses Oracle naming Hilary Maxson as CFO, effective April 6th.

-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses JPMorgan Chase CEO Jamie Dimon’s letter to shareholders Monday, saying the US needs to “get stronger” in order to maintain its military and economic might.
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