Bloomberg Intelligence

• Oracle Slides by Most Since January on Mounting AI Spending

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan.-Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025. See omnystudio.com/listener for privacy information.

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• Instant Reaction: Jay Powell on the Fed Decision

  Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026. The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its statement suggesting greater uncertainty about when it might cut rates again. Speaking to reporters after the meeting, Chair Jerome Powell suggested the Fed had now done enough to bolster against the threat to employment while leaving rates high enough to continue weighing on price pressures: “This further normalization of our policy stance should help stabilize the labor market while allowing inflation to resume its downward trend toward 2% once the effects of tariffs have passed through,” he said.See omnystudio.com/listener for privacy information.

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• Instant Reaction: The Fed Decides

  Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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• Zuckerberg Directs Pivot Away From Open Source AI At Meta

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO.- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg Intelligence’s survey on AI’s cross industry disruption. AI is no longer a side project, with C-suites across nine industries racing to wire it into their business cores and 36% making it their top priority, driven more by fear of disruption than promise of growth or head-count cuts, a Bloomberg Intelligence survey finds.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy Inc.’s third-quarter earnings exceeded Wall Street estimates, as its loyalty program and subscription service helped drive faster active customer growth. The results suggest that even budget-pressed shoppers are staying committed to their pets and gravitating toward Chewy’s services, which include the Autoship subscription program and telehealth. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. Cracker Barrel Old Country Store Inc. expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following backlash to its failed logo change earlier this year.See omnystudio.com/listener for privacy information.

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• Trump Nvidia Deal Reshapes US’s China Strategy

  Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.-Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers Discovery. While Netflix and Paramount Skydance vie for President Donald Trump’s blessings in their competing bids for Warner Bros. Discovery, investors have an irony to consider.-Matthew Griffin, Bloomberg Stocks Reporter, discusses Home Depot offering cautious preliminary guidance for next year, expecting comparable sales growth to be in a range of flat to up 2% for the year.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods. Campbell’s 1Q adjusted EPS and organic sales beat consensus estimates. While the reported number was positive thanks to some holiday inventory build by retailers, without this effect organic sales decline would have been worse. See omnystudio.com/listener for privacy information.

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