Bloomberg Intelligence

• Kimberly-Clark to Buy Tylenol Maker Kenvue for $40 Billion

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier.- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.- Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate.See omnystudio.com/listener for privacy information.

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• Caterpillar, European, and Big Tech Earnings

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings- Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AIBloomberg 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.See omnystudio.com/listener for privacy information.

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• Amazon Soars on Fastest Cloud Growth in Years

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected.- Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom- Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost?See omnystudio.com/listener for privacy information.

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• Instant Reaction: Apple Shares Gain as Sales Top Estimates

  Apple's fourth-quarter revenue edged past analysts’ estimates despite a surprise sales decline in China, where it’s been struggling to stage a comeback. Total sales rose 7.9% to $102.5 billion in the period, which ended Sept. 27, the company said in a statement Thursday. That slightly beat the $102.2 billion average estimate. The company benefited from stronger-than-expected services growth, helping offset the China slowdown. The Mac and wearables division also performed better than anticipated. Apple shares gained more than 3% in late trading after the results were released. They had been up 8.4% this year through the close.For more, Bloomberg Businessweek Daily spoke with Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners and Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech.See omnystudio.com/listener for privacy information.

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• Instant Reaction: Amazon Jumps After Sales, Profit Tops Estimates

  Amazon's cloud unit posted the strongest growth rate in almost three years, reassuring investors concerned that the largest seller of rented computing power was losing ground to rivals. Amazon Web Services posted revenue of $33 billion, an increase of 20% from the prior year and the biggest year-over-year rise since the end of 2022. Analysts, on average, estimated 18% growth. The shares jumped about 10% in extended trading after closing at $222.86 on Thursday. The stock has lagged behind that of its industry peers this year, with investors worrying that the company has yet to benefit enough from its AI products. Microsoft Corp. and Alphabet Inc.’s Google have both generated faster growth in their cloud computing businesses than AWS. For reaction, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal, Ed Ludlow, host of Bloomberg Tech Ed Ludlow, and Eric Clark, Chief Investment Officer at Accuvest Global Advisors.See omnystudio.com/listener for privacy information.

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