BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth | Bloomberg Intelligence

Bloomberg Audio Studios podcasts radio news. This is Bloomberg Intelligence — With Scarlett Fu and Paul Sweeney. — How do you think the Fed is looking at tariffs, the uncertainty of tariffs? — Let's take a look at the sectors and how they perform.

A lot of investors getting whipsawed every day by news events — Breaking market headlines — And corporate news from across the globe. — Could we see a market disruption, a market event? Are people just too exuberant out there? — You see some so-called lowquality stocks driving this short-term rally. Bloomberg Intelligence

With Scarlet Fu and Paul Sweeney — On Bloomberg Radio, YouTube, and Bloomberg Originals. — On today's Bloomberg Intelligence Show, we dig inside the big business stories impacting Wall Street and the global markets. — Each and every week, we provide in-depth research and data on some of the 2,000 companies and 130 industries our analysts cover worldwide. Today, we'll look at why a turnaround at the footwear giant Nike is beginning to take hold in North America.

Plus, a look at why Amazon cloud sales may get a push from AI in 2026. — But first, recently on Bloomberg Intelligence, we discuss HBO show Industry. — Industry is a high stakes drama following young graduates competing for careers in a prestigious London investment bank.

Now, in season 4 this year, the bank has folded and some of these junior bankers have become power players in finance, business, and politics. For more on the show, we sat down with Mickey Down and Conrad Kay, co-creators, writers, and executive producers of the HBO show industry. We began by asking Mickey Down about the theme for season 4.

Wow, what a big question. Um, I think the theme of season 4 is, as you said, you know, these characters didn't have power and it was about them acrewing power.