David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Jennifer Rie, Senior Litigation Analyst of Antitrust with Bloomberg Intelligence, joins to discuss her note on Amazon’s legal risks and potential break up. Geetha Ranganthan, US Media Analyst with Bloomberg Intelligence, joins to discuss Lions Gate buying eOne and her note on Barbie. Will Lansing, CEO of FICO (NYSE: FICO), discusses his industry, consumer health, and earnings. Hosted by Paul Sweeney and Jess Menton. 

David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Jennifer Rie, Senior Litigation Analyst of Antitrust with Bloomberg Intelligence, joins to discuss her note on Amazon’s legal risks and potential break up. Geetha Ranganthan, US Media Analyst with Bloomberg Intelligence, joins to discuss Lions Gate buying eOne and her note on Barbie. Will Lansing, CEO of FICO (NYSE: FICO), discusses his industry, consumer health, and earnings. Hosted by Paul Sweeney and Jess Menton.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Big Tech, Bank of England, Amazon, and Barbie

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3ef3d138-7421-45ba-a978-b053012cb7cb/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AbbVie agreeing to buy Apogee Therapeutics for $10.9 billion to bolster its anti-inflammatory drug portfolio. The acquisition is expected to close in the third quarter and reflects a roughly 49% premium to Apogee’s closing price of $90.38 on Thursday.

-Spencer Liberman, Bloomberg Intelligence Analyst, Industrials and Materials, discusses CRH agreeing to acquire US construction services company Arcosa for $8.5 billion in what is a record deal for the Irish building materials provider. 

-Dennis Lockhart, Former Atlanta Fed President, discusses the life of Alan Greenspan. Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson’s disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -Kevin Crowley, Bloomberg News Big Oil Reporter, discusses Chevron Corp. signing a 20-year deal with Microsoft Corp. to provide natural-gas fired power for a proposed West Texas data center. The proposed plant, Project Kilby, is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses AbbVie agreeing to buy Apogee Therapeutics for $10.9 billion to bolster its anti-inflammatory drug portfolio. The acquisition is expected to close in the third quarter and reflects a roughly 49% premium to Apogee&rsquo;s closing price of $90.38 on Thursday. -Spencer Liberman, Bloomberg Intelligence Analyst, Industrials and Materials, discusses CRH agreeing to acquire US construction services company Arcosa for $8.5 billion in what is a record deal for the Irish building materials provider.&nbsp; -Dennis Lockhart, Former Atlanta Fed President, discusses the life of Alan Greenspan. Alan Greenspan, the former Federal Reserve chairman, has died at the age of 100 due to complications of Parkinson&rsquo;s disease. Greenspan served as Fed chief for 18 years, from 1987 to 2006, and was known for guiding a record US economic expansion, but his legacy was later dimmed by the financial crisis that erupted after he stepped down.

Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c5351eb0-7676-4bc5-8803-b4710110e6c2/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it’s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services industry and clients paused business due to the conflict in the Middle East. The company reported a 2% drop in new bookings for the quarter ended May 31, according to a statement Thursday. Accenture shares tumbled 20% in early trading in New York, marking their worst one-day drop on record. 

- Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the next steps in US-Iran relations as an interim peace deal is starting to take effect, with focus shifting to the resumption of shipping through the Strait of Hormuz and a complex 60-day negotiating period over Tehran’s nuclear program. 

- Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, discusses what Wednesday’s FOMC meeting and remarks from Chair Kevin Warsh signal about the Fed’s policy path ahead. Traders piled into betting on interest-rate hikes as soon as next month after Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won’t tolerate high inflation. 

- Ann Miletti, Head of Equity Investments & Chief Diversity Officer at Allspring Global Investments, assess the importance of portfolio diversification and earnings fundamentals as the next phase of AI implementation spurs record capex spending.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp;
- Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence, joins to discuss the latest tech headlines. Accenture Plc said it&rsquo;s expecting to reel in less revenue in the coming months, as artificial intelligence upends the consulting services industry and clients paused business due to the conflict in the Middle East. The company reported a 2% drop in new bookings for the quarter ended May 31, according to a statement Thursday. Accenture shares tumbled 20% in early trading in New York, marking their worst one-day drop on record.&nbsp;
- Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the next steps in US-Iran relations as an interim peace deal is starting to take effect, with focus shifting to the resumption of shipping through the Strait of Hormuz and a complex 60-day negotiating period over Tehran&rsquo;s nuclear program.&nbsp;
- Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, discusses what Wednesday&rsquo;s FOMC meeting and remarks from Chair Kevin Warsh signal about the Fed&rsquo;s policy path ahead. Traders piled into betting on interest-rate hikes as soon as next month after Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won&rsquo;t tolerate high inflation.&nbsp;
- Ann Miletti, Head of Equity Investments &amp; Chief Diversity Officer at Allspring Global Investments, assess the importance of portfolio diversification and earnings fundamentals as the next phase of AI implementation spurs record capex spending.

Accenture Forecast Sends Stock Tumbling a Record 20%

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b92a84dd-9df8-49a0-860e-b46d011e9507/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 
Antonio Neri, HPE CEO, discusses the latest company news. Hewlett Packard Enterprise Co. introduced new networking gear for artificial intelligence data centers, building on the products it acquired from Juniper Networks. HPE unveiled networking switches that are specialized for inferencing, or running AI workloads, and said Siemens Energy AG will use a collection of AI technologies it has built with Nvidia Corp. 
Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest at SpaceX and OpenAI. SpaceX shares declined for the first time since its record initial public offering, snapping a three-day rally that vaulted it past Amazon.com Inc. as the world’s fifth-largest stock. According to Bloomberg Intelligence: OpenAI’s losses of about $34 billion, coupled with the lowering of its token pricing for its latest model, show the company’s focus on expanding beyond consumer and into enterprise use cases, including coding-agent and LLM APIs, where Anthropic and Cursor (bought by SpaceX) have higher market share. 
Michael Dean, Bloomberg Intelligence Head of Global Autos, discusses BMW saying its profit margin could dwindle to as little as 1% this year due to weakening Chinese demand and fallout from the Middle East conflict. The company plans additional cost savings beyond those announced this year, which will weigh on its business during the second half of the year. 
Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Bloomberg Intelligence’s deep dive into E-Commerce. According to BI: Artificial intelligence is pushing US e-commerce into its next growth phase, with sales topping $2 trillion next year and nearing $2.6 trillion by 2030, despite pressure from tariffs and inflation. Amazon.com remains dominant, but Walmart, EBay, Wayfair, Temu, Shein, Etsy and Shopify-enabled merchants are widening competition through fulfillment, product data and agent-led shopping.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp;
<ul>
<li>Antonio Neri, HPE CEO, discusses the latest company news. Hewlett Packard Enterprise Co. introduced new networking gear for artificial intelligence data centers, building on the products it acquired from Juniper Networks. HPE unveiled networking switches that are specialized for inferencing, or running AI workloads, and said Siemens Energy AG will use a collection of AI technologies it has built with Nvidia Corp.&nbsp;</li>
<li>Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest at SpaceX and OpenAI. SpaceX shares declined for the first time since its record initial public offering, snapping a three-day rally that vaulted it past Amazon.com Inc. as the world&rsquo;s fifth-largest stock. According to Bloomberg Intelligence: OpenAI&rsquo;s losses of about $34 billion, coupled with the lowering of its token pricing for its latest model, show the company&rsquo;s focus on expanding beyond consumer and into enterprise use cases, including coding-agent and LLM APIs, where Anthropic and Cursor (bought by SpaceX) have higher market share.&nbsp;</li>
<li>Michael Dean, Bloomberg Intelligence Head of Global Autos, discusses BMW saying its profit margin could dwindle to as little as 1% this year due to weakening Chinese demand and fallout from the Middle East conflict. The company plans additional cost savings beyond those announced this year, which will weigh on its business during the second half of the year.&nbsp;</li>
<li>Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Bloomberg Intelligence&rsquo;s deep dive into E-Commerce. According to BI: Artificial intelligence is pushing US e-commerce into its next growth phase, with sales topping $2 trillion next year and nearing $2.6 trillion by 2030, despite pressure from tariffs and inflation. Amazon.com remains dominant, but Walmart, EBay, Wayfair, Temu, Shein, Etsy and Shopify-enabled merchants are widening competition through fulfillment, product data and agent-led shopping.</li>
</ul>

HPE Boosts Networking Gear for AI Clients, Adds Siemens Energy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/01a6de29-8ccf-46bb-8b72-b46c01196b0f/transcript

Big Tech, Bank of England, Amazon, and Barbie

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