Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnings and consumer outlook for the holidays. Dan Morgan, Senior Portfolio Manager at Synovus Trust, breaks down Nvidia earnings. Blink CEO Brendan Jones discusses the global EV charging market.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnings and consumer outlook for the holidays. Dan Morgan, Senior Portfolio Manager at Synovus Trust, breaks down Nvidia earnings. Blink CEO Brendan Jones discusses the global EV charging market. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

OpenAI Drama Casts a Shadow on Tech Industry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/49e10c8e-5d54-4b1f-850d-b0c1016a3749/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Qualcomm shares jumped after the chipmaker forecast annual sales of more than $15 billion from artificial intelligence components in data centers by fiscal 2029. This year Qualcomm’s gains have lagged a general rally by chip stocks as investors concentrated on names more closely associated with spending on AI components.

Qualcomm’s new priority is to win business from the biggest investors in data center gear, joining the competition to cut into Nvidia lead in what has become the most lucrative opportunity in the history of the semiconductor industry. 

On this episode, Carrol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech Host
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Mark Pincus, Founder of Zynga and author of the new book 'Life at the Speed of Play: Launch Products People Love!'

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Qualcomm shares jumped after the chipmaker forecast annual sales of more than $15 billion from artificial intelligence components in data centers by fiscal 2029. This year Qualcomm&rsquo;s gains have lagged a general rally by chip stocks as investors concentrated on names more closely associated with spending on AI components.
Qualcomm&rsquo;s new priority is to win business from the biggest investors in data center gear, joining the competition to cut into Nvidia lead in what has become the most lucrative opportunity in the history of the semiconductor industry.&nbsp;
On this episode, Carrol Massar and Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech Host</li>
<li>Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research</li>
<li>Mark Pincus, Founder of Zynga and author of the new book 'Life at the Speed of Play: Launch Products People Love!'</li>
</ul>

Qualcomm Jumps on $15 Billion Data Center Sales Projection

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1dc298c2-db36-47f8-8350-b474017910cb/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Latham Group (SWIM), the largest designer, manufacturer, and marketer of in-ground, residential swimming pools in North America, Australia, and New Zealand, and produces custom pool liners and automatic safety covers. Nearer and longer-term driver remains the structural shift toward fiberglass pools, which continues to take share from concrete. Fiberglass represents approximately 76% of Latham’s pool sales, yet remains underpenetrated in key growth markets

For more, Carol Massar Tim Stenovec speak with Sean Gadd, CEO at Latham Group.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Latham Group (SWIM), the largest designer, manufacturer, and marketer of in-ground, residential swimming pools in North America, Australia, and New Zealand, and produces custom pool liners and automatic safety covers. Nearer and longer-term driver remains the structural shift toward fiberglass pools, which continues to take share from concrete. Fiberglass represents approximately 76% of Latham&rsquo;s pool sales, yet remains underpenetrated in key growth markets For more, Carol Massar Tim Stenovec speak with Sean Gadd, CEO at Latham Group.

Fiberglass Versus Concrete in Pools

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ab29a7a-c78e-4dac-b6b9-b473014cd589/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Micron Technology Inc., the largest US maker of computer memory chips, delivered a sales forecast that topped Wall Street estimates after AI-fueled shortages of the components sent prices soaring.
Revenue will be approximately $50 billion in the fiscal fourth quarter, which runs through August, the company said in a statement Wednesday. Analysts estimated $43.2 billion on average. Excluding some items, profit will be about $31 a share, compared with a projection of $25.31.

The shares climbed about 5% in late trading after the report was released. They had already more than tripled this year, outpacing all other major chip stocks.

Micron and its peers in the memory space — Samsung Electronics Co. and SK Hynix Inc. — have become major beneficiaries of the artificial intelligence boom. A spending spree by data center operators has stoked the appetite for both conventional memory and a newer variety called high-bandwidth memory, or HBM, that works with AI systems.

On this episode, Carol Massar Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech Host AND Jake Silverman, Bloomberg Intelligence Semiconductor Analyst
Katie Hubbard, President, U.S. Capital Markets for Walton Global on state of the US housing market
Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council
Len Tannenbaum, Founder, Tannenbaum Capital Group AND James Crombie, Bloomberg News Senior Editor, Credit on private credit latest

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Micron Technology Inc., the largest US maker of computer memory chips, delivered a sales forecast that topped Wall Street estimates after AI-fueled shortages of the components sent prices soaring. Revenue will be approximately $50 billion in the fiscal fourth quarter, which runs through August, the company said in a statement Wednesday. Analysts estimated $43.2 billion on average. Excluding some items, profit will be about $31 a share, compared with a projection of $25.31. The shares climbed about 5% in late trading after the report was released. They had already more than tripled this year, outpacing all other major chip stocks. Micron and its peers in the memory space &mdash; Samsung Electronics Co. and SK Hynix Inc. &mdash; have become major beneficiaries of the artificial intelligence boom. A spending spree by data center operators has stoked the appetite for both conventional memory and a newer variety called high-bandwidth memory, or HBM, that works with AI systems. On this episode, Carol Massar Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech Host AND Jake Silverman, Bloomberg Intelligence Semiconductor Analyst</li>
<li>Katie Hubbard, President, U.S. Capital Markets for Walton Global on state of the US housing market</li>
<li>Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council</li>
<li>Len Tannenbaum, Founder, Tannenbaum Capital Group AND James Crombie, Bloomberg News Senior Editor, Credit on private credit latest</li>
</ul>

Micron Sales Forecast Tops Estimates on Insatiable Memory Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c2b78116-c979-4d9b-b9da-b4730159224e/transcript

OpenAI Drama Casts a Shadow on Tech Industry

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