Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
CoreWeave Shares Soar After Booming AI Demand Boosts Outlook | Bloomberg Intelligence
Posted
August 12, 2026
Views
218
Likes
7
Comments
2
Engagement
August 12, 2026
218
7
2
4.13%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Episode Timeline
Every episode in order around the one you’re watching — click any card and the page flips straight to it.
26:11Now PlayingWatch Paul and Scarlet LIVE every day on YouTube
Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith
-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses CoreWeave earnings and AI. CoreWeave surged after the AI spending frenzy spurred faster sales growth than anticipated, with sales expected to be $3.45 billion to $3.6 billion in the third quarter. The firm's backlog was $104 billion at the end of the quarter, and it inked more than $25 billion in new customer commitments after the period ended, suggesting that “AI demand remains strong”.
-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, discusses Super Micro Computer earnings. Super Micro Computer Inc. shares jumped after the company gave a revenue forecast for the current quarter that topped analysts’ estimates, a sign the booming artificial intelligence market continues to bolster sales of the company’s servers.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses restaurant earnings. Cava Group's sales rose faster than expected due to increased traffic and customers buying higher-priced proteins and extras such as pita chips.
Brinker International Inc. said it grew comparable sales of its Chili’s Grill & Bar chain, as the company continues to attract customers to the casual dining restaurants amid a broader industry slowdown.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the latest at Paramount Skydance. According to Bloomberg Intelligence: UK antitrust clearance on Aug. 6 of Paramount's Warner Bros. Discovery purchase leaves US litigation as the final obstacle to closing the $110 billion deal. With trial of a state challenge to the deal set for March 2, risks on both sides could spur settlement, though the states have reportedly resisted talks.
See omnystudio.com/listener () for privacy information.
Paul Sweeney and the Bloomberg News team cover the day's market action, with analysis from Bloomberg Intelligence analysts, Bloomberg Opinion writers and influential newsmakers.
Watch us LIVE on YouTube
Subscribe to Bloomberg Podcasts
Listen to more Bloomberg Intelligence
#News #Markets #Bloomberg #Podcast #Business #Finance
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
