(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
SMALL BUSINESS: Victoria Cole, CEO of Designers On A Dime, on her global consignment business, which sells merchandise via an e-commerce platform.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.

GUEST:
SMALL BUSINESS: Victoria Cole, CEO of Designers On A Dime, on her global consignment business, which sells merchandise via an e-commerce platform.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: <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

Designers On A Dime’s Cole on Global Consignment Company(Audio)

Designers On A Dime's Cole on Global Consignment Company(Audio)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/41336197-877e-4758-92ea-ae3c00900da9/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce’s outlook for current remaining performance obligation growth still suggests a sequential deceleration, likely on tepid enterprise IT spending,” and “we expect this to pressure the company over the next 6-12 months. However, successful adoption of Agentforce and Data 360 makes us optimistic that these two products can become a larger sales driver from 2H26 onward.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Dick's Sporting Goods earnings amid some consumer pullback 

- Mark Douglas, MNTN President and CEO, discusses the latest in the media streaming space, including WBD's sale. 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce&rsquo;s outlook for current remaining performance obligation growth still suggests a sequential deceleration, likely on tepid enterprise IT spending,&rdquo; and &ldquo;we expect this to pressure the company over the next 6-12 months.&nbsp;However, successful adoption of Agentforce and Data 360 makes us optimistic that these two products can become a larger sales driver from 2H26 onward.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Dick's Sporting Goods earnings amid some consumer pullback&nbsp; - Mark Douglas, MNTN President and CEO, discusses the latest in the media streaming space, including WBD's sale.&nbsp;

Zuckerberg Plans to Cut Metaverse Group's Budget Up to 30%

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f4a4617c-ea7f-4b6e-9654-b3a901238d47/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead-up to the holiday shopping season.

-Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. Dollar Tree reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers. 

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses her outlook for luxury in 2026. According to Bloomberg Intelligence: Luxury-goods makers' recovery in 2026 hinges on limited price increases and a shift toward volume-led growth as tariff-linked hikes are largely absorbed and inflation eases.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the&nbsp;cloud unit&rsquo;s marketplace for artificial intelligence models and agents. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy&rsquo;s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead-up to the holiday shopping season. -Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. Dollar Tree reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers.&nbsp; -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses her outlook for luxury in 2026. According to Bloomberg Intelligence: Luxury-goods makers' recovery in 2026 hinges on limited price increases and a shift toward volume-led growth as tariff-linked hikes are largely absorbed and inflation eases.

Microsoft Slips on Report of Lower Demand for Some AI Tools 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/537b71fb-c19e-4c86-915c-b3a80120ec6c/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon&rsquo;s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from&nbsp;Nvidia Corp.&nbsp;and Google. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence: Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.

 Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/165fc0b9-7113-4a20-9ec6-b3a701273d93/transcript

Designers On A Dime's Cole on Global Consignment Company(Audio)

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