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

Michael Dell, chairman and CEO of Dell Technologies, and Darío Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow.

Michael Dell, chairman and CEO of Dell Technologies, and Dar&iacute;o Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow.

Dell and DOE Talk Partnering on Building AI Infrastructure

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/26ef547b-f3cd-42d9-bfeb-b40b01034f05/transcript

Mattel CEO Ynon Kriez says it's too soon tell how the war in Iran is impacting the company, but he says their supply chain is diversified and flexible. He also talks about explosive demand for Hot Wheels and Barbie dolls, and how its partnership with OpenAI is working.

Mattel CEO Ynon Kriez says it's too soon tell how the war in Iran is impacting the company, but he says their supply chain is diversified and flexible. He also talks about explosive demand for Hot Wheels and Barbie dolls, and how its partnership with OpenAI is working.

Mattel CEO Ynon Kreiz Talks Toy Industry, Supply Chain

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/97e06d31-4c22-4d65-bc89-b40b00f3a937/transcript

Korey Dropkin, US Olympic Curling Silver Medalist, speaks on curling's rise in popularity and the launch of Rock League with Bloomberg's Tom Keene and Alexis Christophorous

Korey Dropkin, US Olympic Curling Silver Medalist, speaks on curling's rise in popularity and the launch of Rock League with Bloomberg's Tom Keene and Alexis Christophorous

US Olympic Silver Medalist Korey Dropkin Talks Curling, Rock League

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7529d6c-2acc-4b67-a9d3-b40b00f3a936/transcript

Morgan Stanley's Mike Wilson on Tariffs and Earnings

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