Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market’s recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market’s recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.

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

Breaking Down Jackson Hole and Jay Powell (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23e4bd3a-6a44-45b6-9cdb-b0690117681f/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI deals worth more than $750 billion, including a partnership with SK Group to do more than $500 billion in business. Nvidia is in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project and finance $350 billion of OpenAI's purchases of its chips. Separately, CXMT Corp. surged 466% in its Shanghai trading debut to become China’s largest onshore-listed company, valued at about 3.3 trillion yuan.

- Laura Martin, Senior Analyst at Needham & Company, discusses her note about Meta’s Culture and the high costs of attracting and keeping top talent. According to Needham: looking across all 12 large cap stocks, META is ranked worst (lowest) in terms of Culture and Values by its employees, according to the most recent Glassdoor ratings.

- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the Bloomberg Big Take story: ”America’s Tin Can Industry Buckles Under Trump’s Steel Tariffs.” The price of tin cans in the US soaring offers a cautionary tale on the costs and unfulfilled promises of President Trump's tariffs.

 

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; - Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI deals worth more than $750 billion, including a partnership with SK Group to do more than $500 billion in business. Nvidia is in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project and finance $350 billion of OpenAI's purchases of its chips. Separately, CXMT Corp. surged 466% in its Shanghai trading debut to become China&rsquo;s largest onshore-listed company, valued at about 3.3 trillion yuan. - Laura Martin, Senior Analyst at Needham &amp; Company, discusses her note about Meta&rsquo;s Culture and the high costs of attracting and keeping top talent. According to Needham: looking across all 12 large cap stocks, META is ranked worst (lowest) in terms of Culture and Values by its employees, according to the most recent Glassdoor ratings. - Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the Bloomberg Big Take story: &rdquo;America&rsquo;s Tin Can Industry Buckles Under Trump&rsquo;s Steel Tariffs.&rdquo; The price of tin cans in the US soaring offers a cautionary tale on the costs and unfulfilled promises of President Trump's tariffs.
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Nvidia’s $750 Billion in Deals Reignite Circular AI Fears

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bca0abce-ecc1-45c0-8558-b4940111cf6e/transcript

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.

In this special bonus episode, Bloomberg Tech&rsquo;s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says &ldquo;this is the golden ages for Korea&rdquo; after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. &ldquo;Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.&rdquo; Huang speaks to Ludlow after the CEO&rsquo;s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia&rsquo;s investment in South Korea and the latest in the AI space.

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcd4a0cd-1e80-428d-8a5d-b49200f1ed00/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving.

-Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co, discusses Intel earnings and the latest in the tech space.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses earnings from American Express. American Express Co. said second-quarter expenses surged 12% as it spent more on marketing to attract and retain premium cardholders. Chief Financial Officer Christophe Le Caillec anticipates marketing expenses to be up around 10% in the second half of 2026 from the same period a year earlier. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s quarterly report beat Wall Street estimates, but a major question remains about when the company will secure outside customers for its factories. Intel has been trying to transform itself into a foundry, but major customers for that operation have yet to materialize, with a signed external foundry customer not yet arriving. -Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives &amp; Co, discusses Intel earnings and the latest in the tech space. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Charter Communications. Charter Communications shares fell after the cable company reported second-quarter results that missed expectations on key metrics, including adjusted Ebitda and free cash flow.

Amex Expenses Surge 12% as Marketing Costs for Cards Rise 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2582e680-331b-474a-8e03-b491011528f9/transcript

Breaking Down Jackson Hole and Jay Powell (Podcast)

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