Bloomberg Talks

Reddit COO Jen Wong discusses growing advertising deals driving its growth. Wong spoke with Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

Blue Owl Capital Co-CEO Marc Lipschultz discusses earnings after joining forces with Meta on AI dats centers as it continues to reinforce its long term pipline. Lipschultz spoke with Bloomberg's Dani Burger and Matt Miller.See omnystudio.com/listener for privacy information.

Dan Ives, global head of tech research at Wedbush Securities, give his take on the week's megacap tech earnings. Ives spoke with Bloomberg's Paul Sweeney and Alexis Christoforous.See omnystudio.com/listener for privacy information.

"Our consistently strong performance reinforces that Zillow can grow regardless of what the residential real estate market is doing," Zillow CEO Jeremy Wacksman and CFO Jeremy Hofmann wrote in a letter to shareholders. Zillow CEO Jeremy Wacksman is joined by Bloomberg's Romaine Bostick.See omnystudio.com/listener for privacy information.

“Our third-quarter results demonstrate the tremendous progress we’ve made toward our goal of capturing 10% of the global gaming market. Our platform and creator ecosystem are healthier than ever before, driven by broad-based strength, new viral hits, and our strategic investments in creator economics, platform performance, discovery, and the virtual economy,” said David Baszucki, founder and CEO of Roblox. He is joined by Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Starbucks Corp. Chief Executive Officer Brian Niccol says the "Back to Starbucks" plan is working to drive sales and improve service. Sales at established locations rose 1% in the most recent quarter. He talks about renovating restaurants, how more customers are adding protein to their drinks and growing the business in China. He speaks to Bloomberg's Romaine Bostick.See omnystudio.com/listener for privacy information.

US Energy Secretary Chris Wright said he is headed to Asia in a few weeks or possibly even sooner after President Donald Trump said China agreed to purchase more US energy as part of a wider trade truce, following talks with Chinese counterpart Xi Jinping. Wright also discussed handling electricity needs for artificial intelligence and US energy exports to Europe.See omnystudio.com/listener for privacy information.

Airbus CEO Guillaume Faury tells Katie Greifeld and Romaine Bostick on “The Close” that Airbus expects to meet engine targets for 2025, but foresees continued shortages into 2026 and 2027. Faury discusses his company's strong quarterly earnings that beat estimates.See omnystudio.com/listener for privacy information.

Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro 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. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop up the labor market. The central bank reduced its benchmark lending rate to 3.75%-4% in its second straight cut — though two officials dissented. “A further reduction in the policy rate at the December meeting is not a foregone conclusion, far from it,” Powell said in the opening comments of his press conference. In their post-meeting statement, Fed policymakers on Wednesday repeated their assessment that “job gains have slowed” and said “risks to employment rose in recent months.”See omnystudio.com/listener for privacy information.

Nvidia CEO Jensen Huang and Nokia CEO Justin Hotard discuss Nvidia's plans to make a $1 billion equity investment in Nokia, 6G, AI developments, and the impact of the Trump administration.Huang and Hotard spoke with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Tesla Chairman of the Board Robyn Denholm discusses Elon Musk's proposed $1 trillion compensation package and CEO Elon Musk's future at the company after the vote on that compensation package. Denholm spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

JPMorgan Asset & Wealth Management CEO Mary Erdoes discusses Saudi Arabia, the current state of the credit market, the impact AI can have on the banking industry, and the US economy. Erdoes spoke with Bloomberg's Joumanna Bercetche.See omnystudio.com/listener for privacy information.

Goldman Sachs CEO David Solomon discusses Goldman Sachs' expansion in Saudi Arabia, the US economy, and the credit environment. Solomon spoke with Bloomberg's Joumanna Bercetche.See omnystudio.com/listener for privacy information.

Citigroup CEO Jane Fraser and Barclays CEO CS Venkatakrishnan discuss the impact AI will have on financial services, private credit, and private markets. Fraser and Venkatakrishnan spoke with Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

United States Senator Gary Peters (D) talks with Bloomberg's David Gura about the Government shutdown/See omnystudio.com/listener for privacy information.

Wikipedia Founder Jimmy Wales talks to Bloomberg’s Carol Massar and Tim Stenovec about his new book “The Seven Rules of Trust”.See omnystudio.com/listener for privacy information.

VanEck CEO Jan van Eck speaks to Bloomberg's Carol Massar and Tim Stenovec market catalysts as traders count down to Wednesday's Fed decision. He speaks with hosts Carol Massar and Tim StenovecSee omnystudio.com/listener for privacy information.

Barclays CEO C.S. Venkatakrishnan speaks to Bloomberg's Joumanna Bercetche on the sidelines of the Future Investment Initiative summit. He discusses the bank's plans to expand business operations in the Middle East as well as the outlook for the US economy.See omnystudio.com/listener for privacy information.

David Kelly, chief global strategist at JPMorgan Asset Management, breaks down the US CPI report for September as he expects the Federal Reserve to “keep on cutting rates.” He speaks with Bloomberg's Jonathan Ferro and Annemarie Hordern. See omnystudio.com/listener for privacy information.

Former Federal Reserve Governor Betsy Duke previews CPI data and speaks on the current state of inflation and how the Fed should act to tackle it. She speaks with Bloomberg's Jonathan Ferro and Annemarie HordernSee omnystudio.com/listener for privacy information.

Blackstone President and COO Jon Gray discussed the outlook for deals, tariff and inflation risks, and the state of private credit after distributable earnings surged 48% in the third quarter. He spoke Thursday with Bloomberg's Dani Burger.See omnystudio.com/listener for privacy information.

House Minority Leader Hakeem Jeffries teased a public endorsement in the hotly contested New York City mayor’s race in coming days, praising Democratic nominee Zohran Mamdani’s commitment to leaving the current police commissioner in place. The top House Democrat, a Brooklyn native, said that Mamdani took a “strong step” in Wednesday night’s debate by saying he would retain Jessica Tisch to lead the Police Department, if elected. Jeffries has avoided weighing in on the race for months but promised an endorsement before early voting starts on Saturday. “I think that probably will provide a lot of comfort to the people throughout the city of New York. She’s done a great job,” Jeffries said of Tisch during a Thursday interview with Bloomberg’s Big Take Podcast.See omnystudio.com/listener for privacy information.

Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his expectation for Friday’s US CPI report.See omnystudio.com/listener for privacy information.

Volvo shares surged after the automaker reported better-than-expected profit in the third quarter, benefiting from its 18 billion-kronor cost-saving program. The results suggest that a restructuring started by Chief Executive Officer Hakan Samuelsson is making an impact, with the CEO pushing to rebuild Volvo’s profitability with the efficiency program. He speaks with Bloomberg's Lizzy BurdenSee omnystudio.com/listener for privacy information.

Democratic Senator Catherine Cortez Masto (NV) says that when it comes to shutdown negotiations, "Donald Trump has to be a part of this conversation." Cortez Masto discusses the standstill that prevents the parties from reopening the government, and how the shutdown is impacting nuclear sites in her state of Nevada.See omnystudio.com/listener for privacy information.

Senator Ron Johnson (R-Wisconsin) discusses whether or not it is time to vote on secondary sanctions against Russia. The Senator also talks about the ongoing government shutdown and the need to pay federal employees. He speaks with Joe Mathieu and Julie Fine on the late edition of Bloomberg's "Balance of Power."See omnystudio.com/listener for privacy information.

Amazon Robotics Chief Technologist Tye Brady discusses Amazon's new robotics announcements, people and machines working together, Amazon's goal with robotics, and how robotics will change the workplace and labor force. Brady spoke with Bloomberg's Tim Stenovec and Carol Massar.See omnystudio.com/listener for privacy information.

Republican US Representative Jason Smith speaks with Bloomberg's Joe Mathieu and Tyler Kendall on the government shutdown and the long-term stopgap fundingSee omnystudio.com/listener for privacy information.

Jim Chanos, President and Founder of Chanos & Company speaks with Bloomberg's Scarlet Fu on private credit markets, which company has 'Lots of Red Flags' and his feelings on bitcoin, and more. See omnystudio.com/listener for privacy information.

AT&T CEO John Stankey speaks on the company's latest earnings report, his perspective on the pricing environment for wireless services, and more. He speaks with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Barclays Chief Executive Officer CS Venkatakrishnan says he’s “not happy” about the lender’s exposure to subprime auto lender Tricolor Holdings which filed for bankruptcy last month. “We are looking at what lessons we have learned and we have looked at it and applied it across our portfolio,” Venkatakrishnan speaks with Bloomberg's Guy Johnson, Kriti Gupta, and Anna EdwardsSee omnystudio.com/listener for privacy information.

Ireland's Minister of State for EU Affairs and Defence Thomas Byrne discusses EU plans to impose further sanctions on Russia, plus how the bloc should respond to China's rare earth export curbs. He spoke to Stephen Carroll on "Bloomberg Daybreak Europe" in Brussels.See omnystudio.com/listener for privacy information.

Republican Congressman representing Wisconsin's 1st District Bryan Steil discusses the government shutdown, President Trump's involvement, healthcare premiums, and the impact of the shutdown on Wisconsin farmers. Steil spoke with Bloomberg's Joe Mathieu and Tyler Kendall.See omnystudio.com/listener for privacy information.

Atlas CEO Bob Diamond discusses regional banks, bank consolidation, and the current environment for banks. Diamond spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

General Motors CFO Paul Jacobson discusses the volatile automotive industry, GM's resilience, and the changes to the supply chain for auto parts. Jacobson spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Jemma Conner, Associate Director at polling company YouGov, discusses their new survey of public opinion across nine European countries. It found that people generally have a gloomy outlook for the EU economy, but agreed on regulating artificial intelligence. She joined host Stephen Carroll on "Bloomberg Daybreak Europe".See omnystudio.com/listener for privacy information.

Democratic Former Congressman from Texas and US Senate Candidate Colin Allred discusses how Democrats can convert the turnout of the No Kings protests into voter action. He speaks with Bloomberg's Joe Mathieu and Julie Fine.See omnystudio.com/listener for privacy information.

Republican Senator from Texas Ted Cruz discusses the government shutdown, the No Kings rallies this past weekend, and the factors that can end this shutdown. Cruz spoke with Joe Mathieu and Julie Fine. See omnystudio.com/listener for privacy information.

Groq's CEO Jonathan Ross and IBM's Senior Vice President of Software and Chief Commercial Officer discuss the partnership between Groq and IBM, the financial implications for IBM in the deal, and how this partnership will provide greater access to AI . Ross and Thomas spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Todd McKinnon, CEO of cybersecurity company Okta, discusses the earlier AWS outages, Okta's growth and AI usage, and the growing potential of AI cybersecurity threats. McKinnon spoke with Bloomberg's Vonnie Quinn.See omnystudio.com/listener for privacy information.

Ahead of the United States Grand Prix, Carlyle CEO Harvey Schwartz and Red Bull Team Principal Laurent Mekies discuss their F1 partnership, the growing investment into the sport around the world, and their recent success. Schwartz and Mekies spoke with Bloomberg's Dani Burger.See omnystudio.com/listener for privacy information.