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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO. Retail investors bidding for shares in SpaceX’s initial public offering have submitted more than $100 billion in orders, according to people familiar with the matter, as the potentially record-breaking debut enters the home stretch.

-Lily Meier, Bloomberg Retail Reporter, discusses the Bloomberg Big Take story: “Nike’s Savior CEO Is Grappling With a 45% Stock Slump.” Nike CEO Elliott Hill, a longtime company veteran, came out of retirement with much fanfare to right a sinking ship. Over a year in, not much is working – sales and shares are down and new products aren’t resonating. Competitors, meanwhile, are gaining traction among consumers, pushing Nike deeper into a hole with trying stay relevant.

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

- Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases to satisfy around $39 billion in AI server orders it has received from customers.

- Caroline Hyde, BTech Co Anchor, discusses SpaceX’s IPO. Gulf wealth funds have put in orders for shares worth several billions of dollars in SpaceX’s initial public offering. Saudi Arabia’s Public Investment Fund and Kuwait Investment Authority have each placed orders for shares worth $1 billion to $5 billion.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses his research on Tesla and SpaceX. According to Bloomberg Intelligence: A Tesla-SpaceX merger looks far from assured in the medium term, widespread market speculation aside, as benefits from Terafab chip work, the Macrohard software development project and any Tesla role in space exploration are years away.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy's earnings. Chewy shares drop after management gave additional guidance metrics on the conference call including cautious comments on customer additions, and profit measures. The company stated that it is seeing a “modest level of incremental pressure on premiumization and product attach rates” from its current customer base.

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Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker

-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses OpenAI becoming the third major artificial intelligence developer to confidentially file for a public listing, joining rivals in an IPO pipeline. The company is working with Goldman Sachs Group Inc. and Morgan Stanley on a potential listing as soon as the fall, according to people familiar with the matter.

-Carmen Arroyo, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “SpaceX IPO Forces Investors to Bet on Musk’s Entangled AI Empire.” Elon Musk’s imperial approach has made it difficult to decipher his companies’ true valuations. With the SpaceX IPO looming, some investors have raised concerns about SpaceX’s accounting practices, corporate governance risks and related-party transactions with other Musk entities. And as Musk aims for the stars, some investors have grown anxious about whether his goals are attainable, or if he’s bending the rules to pursue them.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in biotech sector. Eli Lilly & Co. presented data showing its next-generation shot, retatrutide, can help patients lose 30% of their body weight over about two years.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Britain’s merger watchdog opening a probe into Paramount Skydance Corp.’s $110 billion takeover of Warner Bros. Discovery Inc. The Competition and Markets Authority has set an initial deadline of August 7 to rule on the deal, which would unite two Hollywood studios and major news networks.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bending Spoons has filing for an initial public offering in New York, joining a string of European tech companies seeking US listings. Bailey also discusses SpaceX’s upcoming IPO.

-Greg Pendy, Director and Equity Analyst at Clear Street, discusses SpaceX’s IPO. SpaceX's initial public offering is well oversubscribed, according to people familiar with the matter, as demand builds for a potentially record-setting debut.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Campbell’s earnings. The canned soup maker reported adjusted earnings per share for the third quarter that beat the average analyst estimate.

-Zachary Mider, Bloomberg Reporter on the Investigations Team, discusses the Bloomberg Big Take: “Top 1% Reap Most From a Tax Loophole Costing $48 Billion a Year.” What was once a minor leak in the US tax system is now a torrent that’s costing the government around $48 billion a year. The industry says estimates of the ETF tax break’s size are overblown, that millions of ordinary investors benefit and that it encourages long-term saving. Yet there’s been little public discussion or debate about the tax break or the rapid growth in its exploitation.

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Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Kristine Aquino

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica shares fell to their lowest level in eight years after the company cut its annual forecast due to deteriorating performance in North America.

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses the top tech stories. Broadcom Inc. CEO Hock Tan said the company is now less focused on dealmaking because AI offers stronger growth potential. Matthew also discusses SpaceX’s IPO.

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SpaceX’s IPO. SpaceX has received orders for more than the shares available in its $75 billion initial public offering, according to people familiar with the matter.

-Jessica Nix, Bloomberg Health Reporter, discusses the Bloomberg Big Take story: “Ebola Exposes How Aid Cuts Hollowed Out Global Disease Defenses.” The world's outbreak defenses were rebuilt after the 2014 Ebola epidemic. Now a new crisis in Congo is testing what remains after deep aid cuts and health program rollbacks.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Broadcom’s outlook. Broadcom Inc. shares plunged after the company’s forecast for sales of its artificial intelligence chips disappointed investors. AI semiconductor revenue will be $16 billion in the fiscal third quarter, falling well below analysts’ expectations of $17.2 billion on average.

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SpaceX’s IPO. SpaceX is planning to offer shares at $135 apiece to raise $75 billion in its initial public offering. The IPO is expected to start formal marketing on June 4 and price as early as June 11, with the company making its debut on Nasdaq and Nasdaq Texas under the symbol SPCX.

-Gene Munster, Managing Partner at Deepwater Asset Management, also joins to discuss SpaceX’s IPO.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO. The company aims to sell 555.6 million shares in the offering and is targeting a valuation of at least $1.8 trillion. The IPO is expected to start formal marketing on June 4 and price as early as June 11, with the company making its debut on Nasdaq and Nasdaq Texas under the symbol SPCX.

-Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his Opinion column: “C-Suite Throws Governance Out With the Garbage.” Elon Musk will have 85% voting control of SpaceX following its initial public offering and will serve as chairman, CEO, and chief technology officer. Musk will appoint most of the board's directors and cannot be fired, and public investors will waive their rights to jury trials and class actions.

-Matt Henriksson, Bloomberg Intelligence Senior Equity Analyst, discusses Medtronic earnings. Medtronic forecast adjusted earnings per share for 2027; the guidance missed the average analyst estimate. According to Bloomberg Intelligence: Medtronic's fiscal 2027 organic-growth guidance appears conservative, even when accounting for the year's extra selling week, as its Cardiac Ablation Solutions business continues to outperform peers.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Macy's. Macy’s Inc. lifted its sales outlook for the year, citing its focus on growing its luxury business and improving its product assortment. The company raised its annual guidance for comparable sales to as much as 1.2%, and also upped its projections for net sales and adjusted diluted earnings per share.

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses Elon Musk’s SpaceX negotiating to pay less than 0.75% for the $75 billion it aims to drum up in an initial public offering this month.

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Google parent Alphabet raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Victoria's Secret. Victoria’s Secret shares soared after the company beat earnings estimates and boosted its outlook, adding to signs of progress for Chief Executive Officer Hillary Super’s turnaround plan.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Hewlett Packard Enterprise shares soaring after the company gave an outlook for annual sales that topped Wall Street’s estimates, citing massive growth in AI-fueled demand for its servers and networking.

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