Bloomberg Intelligence

• Harley Davidson Shares Soar on Captive Deal

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker-Joel Levington, Bloomberg Intelligence Global Director of Credit Research, discusses Harley Davidson earnings. Harley-Davidson shares rose after the sale of a minority stake in its captive-finance unit to KKR and Pimco.-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz earnings. Kraft Heinz Co. used price increases to help offset volume declines as the company continues a strategic review of its brands. The company beat Wall Street sales estimates, with organic revenue in the second quarter declining 2%, aided by pricing rising 0.7 percentage points.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Starbucks. Starbucks Corp. sales and profit fell more than anticipated, with comparable sales dropping 2% in the fiscal third quarter. Chief Executive Officer Brian Niccol said the turnaround efforts are “ahead of schedule,” and he vowed to unleash “a wave of innovation in 2026.”-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Tesla agreeing to buy $4.3 billion worth of US-built batteries from LG Energy Solution Ltd., according to a person familiar with the matter.See omnystudio.com/listener for privacy information.

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• Novo Falls by Record After Wegovy Maker Slashes Forecast, Names New CEO

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk shares falling by a record. The company named Maziar Mike Doustdar as chief executive officer after a profit warning due to slumping weight-loss drug sales.-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific agreeing to acquire Norfolk Southern in a $72 billion cash-and-stock transaction, forming the only US transcontinental railroad.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing almost halted its cash burn in the second quarter, generating cash from operations for the first time since 2023 and consuming just $200 million in free cash flow. JetBlue Airways shares climbed after the carrier posted a smaller-than-expected loss in the second quarter as demand rebounded and efforts to turn around the struggling carrier gained traction.See omnystudio.com/listener for privacy information.

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• Samsung to Make Tesla AI Chips in Multiyear Texas Deal

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John Tucker-Craig Trudell, Bloomberg Global Autos Editor, discusses Samsung making Tesla AI chips in a multiyear Texas deal. Samsung Electronics will produce AI semiconductors for Tesla in a new $16.5 billion pact that marks a win for its underperforming foundry division.-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. Heineken saw a decline in beer volumes due to retailer disputes across Europe that dragged on sales and limited its ability to take advantage of the summer heat wave.-Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “Trump Tariffs Are Already Stunting World Growth as Markets Shrug.” As President Donald Trump barrels toward his latest tariff deadline, the damage to the global economy from American protectionism is becoming increasingly evident, even if financial markets seem to have decided they can live with it.See omnystudio.com/listener for privacy information.

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• BI Weekend: Alphabet, GM Earnings, Musk Empire

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings.- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton Worldwide earnings.- David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings.- Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses the Bloomberg Big Take story: “Elon Musk’s Empire Is Creaking Under the Strain of His Antics.”Bloomberg 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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• Charter Shares Fall on Internet Customer Losses, Profit Miss

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Isabelle LeeGeetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s shares tumbled after CEO Lip-Bu Tan sparked concerns that he is more focused on cost cutting than restoring the chipmaker's technological edge.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Puma shares plunging after the company slashed its profit forecast due to weak demand for its sports and exercise gear and growing concerns about US tariffs. Poonam also discusses the latest news at Amazon.- Brett Gibbs, Bloomberg Intelligence Refining & Renewable Fuels Analyst, discusses Phillips 66 earnings. Phillips 66 is maximizing diesel production to take advantage of strong demand and says it would consider investing in projects that give its refineries the flexibility to make more of the fuel.See omnystudio.com/listener for privacy information.

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