Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Nathan Hager. 

Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Nathan Hager.&nbsp;

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Bloomberg Talks

Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0380b1b0-d894-45b0-8737-b496010c6c3e/transcript

Texas Agriculture Commissioner Sid Miller discusses President Trump's push to bring in more foreign beef, and says it is hurting US ranchers and could cost Republicans support in the midterm elections. Miller, also said he had a "heated discussion" with Agriculture Secretary Brooke Rollins over the policy and calls for mandatory country-of-origin labeling for beef. Miller spoke with Bloomberg's Joe Mathieu and Tyler Kendall.

Texas Agriculture Commissioner Sid Miller discusses President Trump's push to bring in more foreign beef, and says it is hurting US ranchers and could cost Republicans support in the midterm elections. Miller, also said he had a "heated discussion" with Agriculture Secretary Brooke Rollins over the policy and calls for mandatory country-of-origin labeling for beef. Miller spoke with Bloomberg's Joe Mathieu and Tyler Kendall.

Texas Department of Agriculture Commissioner Sid Miller Talks Beef Industry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4fd605af-2e52-4cc9-9253-b4b301792b81/transcript

Angelo Zino, SVP and Tech Lead at CFRA Research talks about Nvidia's blowout revenue forecast, the AI tech trade and more. He speaks with hosts Paul Sweeney and Alexis Christoforous.

Angelo Zino, SVP and Tech Lead at CFRA Research talks about Nvidia's blowout revenue forecast, the AI tech trade and more. He speaks with hosts Paul Sweeney and Alexis Christoforous.

CFRA Research's Angelo Zino Talks Nvidia's Revenue Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c043f1e7-a8ac-47ee-ae76-b4b3016195a5/transcript

Qantas Airways will retire its Airbus A380s from 2028 and phase out its A330 fleet, replacing them with more fuel-efficient aircraft. Vanessa Hudson, Qantas Group CEO, speaks to host Guy Johnson about the challenges and opportunities facing the business and more.

Qantas Airways will retire its Airbus A380s from 2028 and phase out its A330 fleet, replacing them with more fuel-efficient aircraft. Vanessa Hudson, Qantas Group CEO, speaks to host Guy Johnson about the challenges and opportunities facing the business and more.

Qantas Airways CEO Vanessa Hudson Talks Revamping Fleet & New Routes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/868d49b7-21f7-47e7-b4c0-b4b3015fd027/transcript

Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech Trade

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