Morgan Stanley strategist Michael Wilson cuts his 2025 earnings-per-share forecast for S&P 500 firms to $257 from $271 due to tariffs uncertainty. 
Wilson’s team also revises its 2026 EPS forecast down to $281 from $303. Wilson speaks with Bloomberg's John Tucker about his forecast. 

Morgan Stanley strategist Michael Wilson cuts his 2025 earnings-per-share forecast for S&amp;P 500 firms to $257 from $271 due to tariffs uncertainty.&nbsp; Wilson&rsquo;s team also revises its 2026 EPS forecast down to $281 from $303. Wilson speaks with Bloomberg's John Tucker about his forecast.&nbsp;

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Morgan Stanley's Mike Wilson on Tariffs and Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5228420b-09fe-4674-92c3-b2c000eccd90/transcript

Amazon Robotics Chief Technologist Tye Brady joins Bloomberg's Carol Massar and Tim Stenovec to discuss the advancements of physical AI and what Amazon Robotics is working on researching and developing.

Amazon Robotics Chief Technologist Tye Brady joins Bloomberg's Carol Massar and Tim Stenovec to discuss the advancements of physical AI and what Amazon Robotics is working on researching and developing.

Amazon Robotics Chief Technologist Tye Brady Talks Physical AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4406ec85-1bbc-4e18-a41c-b3b801532623/transcript

The decision to permit exports of Nvidia’s H200 semiconductors to China is a “standalone” matter within the broader US-China trading relationship, US Trade Representative Jamieson Greer says on Bloomberg. He discusses this, tariffs and the latest in the TikTok deal with hosts Lisa Abramowicz and Dani Burger.

The decision to permit exports of Nvidia&rsquo;s H200 semiconductors to China is a &ldquo;standalone&rdquo; matter within the broader US-China trading relationship, US Trade Representative Jamieson Greer says on Bloomberg. He discusses this, tariffs and the latest in the TikTok deal with hosts Lisa Abramowicz and Dani Burger.

US Trade Representative Jamieson Greer Talks Trade, TikTok & Nvidia 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/27e7b4a8-ce0f-4ecb-807f-b3b801213c83/transcript

Chief Economist at Wolfe Research Stephanie Roth discusses the November US CPI report. Roth spoke with Bloomberg's Tom Keene and Paul Sweeney.

Chief Economist at Wolfe Research Stephanie Roth discusses the November US CPI report. Roth spoke with Bloomberg's Tom Keene and Paul Sweeney.

Chief Economist at Wolfe Research Stephanie Roth Talks November US CPI Report

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/58fd406f-a88d-4e6d-a1c4-b3b7010d01c1/transcript

Morgan Stanley's Mike Wilson on Tariffs and Earnings

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