Bloomberg Talks

Evercore Chairman Emeritus on AI: "Cisco had to capture 150% of the global router market"

4 takeaways: why the midterm result buys dealmakers a two-year window, why he calls the US fiscal path "totally unsustainable," and his dot-com-bubble…

1 hr ago • Scuttlebutt

Roblox CEO on AI: "Steal An Egg and Hustle Valley hit the top 20, mostly created by AI"

5 takeaways: a $1.7B quarter above the high end of guidance, India up 37%, an over-18 market about 4x the under-18, 40% of top games under 3 months old…

Oct 31 • Scuttlebutt

Starbucks could go multi-brand, but it needs no M&A to hit its targets — its CEO

6 takeaways: a year ahead of its fiscal 2028 guidance, 300 new US stores, 22,000 stores abroad that could double, and 5% international growth excluding…

Oct 31 • Scuttlebutt

$923B of addressable market remains after the Amazon pullback, UPS CEO finds

9 numbers: healthcare revenue up from under $6B to over $13B, a 25% holiday volume jump, a $15B data-center shipping lane, and why she won't automate…

Oct 28 • Scuttlebutt

Once Upon a Farm co-founder: half of parents found no sugar-free kids' electrolyte drink

3 takeaways: why she still visits farms herself after the IPO, and what a WIC-certified product has to do with growing up in West Virginia

Oct 27 • Scuttlebutt

Moderna's melanoma vaccine beat Keytruda by 42% — its CEO

3 takeaways: why a leaked "landmark" survived Wall Street's shrug, and why the mechanism could reach kidney cancer next

Oct 27 • Scuttlebutt

Main Street is beating Wall Street at predicting inflation, says Kalshi CEO

4 takeaways: why Kalshi calls itself pro-regulation, its near-$1 trillion in annualized volume, and why he won't discuss IPO timing despite a $40…

Oct 24 • Scuttlebutt

Rivals entering BNPL is proof it already won — Affirm CEO

4 takeaways: Affirm becomes Sam's Club's exclusive BNPL provider, why its zero-interest offers carry no fine print, and what rising usage says about…

Oct 23 • Scuttlebutt

70% of the web runs on PHP, the bug an OpenAI model found alone, Bloomberg Talks finds

5 numbers: why Cloudflare's attack count exploded within hours, what Greg calls the defender's window, and how agentic AI is already catching phishing…

Oct 23 • Scuttlebutt

Skullcandy, Bose's 3rd acquired brand, is a growth buy and not a cost play, its CEO finds

5 arguments: why Skullcandy keeps its brand and its Park City team, why other Bose licensing partners need not worry, and how Bose is holding prices as…

Oct 22 • Scuttlebutt

United Airlines CEO on fuel: "We've passed about 72% of the increase in fuel price"

5 insights: why he expects full fuel recovery in Q1, why economy seats grew faster than premium, and why he calls untaxed passive income unfair

Oct 22 • Scuttlebutt

Safe tanker passage is all that keeps Kuwait from 2.7M barrels a day, says KPC's CEO

6 takeaways: why diesel and jet fuel are scarcer than crude, a $16B pipeline deal signed under missile fire, and a 4M-barrel-a-day target for 2035

Oct 22 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts