Dell CFO David Kennedy talks with Bloomberg's Ed Ludlow on the Evening Edition of Balance of Power to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal.

Dell CFO David Kennedy talks with Bloomberg's Ed Ludlow on the Evening Edition of Balance of Power to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal.

Listen for top interviews from Bloomberg News. 

Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen for top interviews from Bloomberg News. Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen to top interviews from Bloomberg News.

Bloomberg Talks

Dell CFO David Kennedy Talks Earnings Call

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/11204716-afae-4d56-bd20-b4580176be08/transcript

Listen for news and analysis on global technology companies and investors. 

Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

Nikki Haley, Trump's ambassador to the UN in his first term, discuss the latest in the Middle East. She said the Trump should stop negotiating with Iran and urged him to "go finish what you started." She speaks with Bloomberg's Joe Mathieu and Kailey Leinz. 

Nikki Haley, Trump's ambassador to the UN in his first term, discuss the latest in the Middle East. She said the Trump should stop negotiating with Iran and urged him to "go finish what you started." She speaks with Bloomberg's Joe Mathieu and Kailey Leinz.&nbsp;

Nikki Haley Talks War in the Middle East

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0118c090-0fa2-4b3f-a147-b465015cd2f4/transcript

Morgan Stanley Chief US Equity Strategist Mike Wilson sees stocks continuing to rise until the end of the year despite the recent tech selloff. Speaking to Matt Miller on Bloomberg Open Interest, Wilson also sees forward earnings growth estimates for 2027 rebounding as projections for this year continue to climb.

Morgan Stanley Chief US Equity Strategist Mike Wilson sees stocks continuing to rise until the end of the year despite the recent tech selloff. Speaking to Matt Miller on Bloomberg Open Interest, Wilson also sees forward earnings growth estimates for 2027 rebounding as projections for this year continue to climb.

Morgan Stanley's Mike Wilson Talks Forward Earnings, Market Swings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f91e372b-9dfc-4478-9106-b46500f51a24/transcript

Jim Bianco, founder at Bianco Research, talks about why he's long called financial conditions too loose, whether he's still in the rate hike camp, and the ramifications of a post-pandemic economy. Jim also discusses how the Knicks compare to the 2016 Chicago Cubs. He speaks with Bloomberg's Tom Keene and Paul Sweeney.

Jim Bianco, founder at Bianco Research, talks about why he's long called financial conditions too loose, whether he's still in the rate hike camp, and the ramifications of a post-pandemic economy. Jim also discusses how the Knicks compare to the 2016 Chicago Cubs. He speaks with Bloomberg's Tom Keene and Paul Sweeney.

Jim Bianco Talks Resilient Inflation, Restructured Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/537abf1e-ed97-4210-bca2-b46500ee8a97/transcript

Dell CFO David Kennedy Talks Earnings Call

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