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

Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp; Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space. Hosts: Paul Sweeney and Alix Steel

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

Global Tech Selloff, DeepSeek Buzz 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c386ca9-9d09-4546-92ce-b27201216c7f/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, joins to recap FedEx earnings. FedEx Corp. raised its full-year profit forecast, sending the courier’s shares up the most in 10 months and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. 
- Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, joins to discuss the latest from Unilever. Unilever is in talks to sell its food business to McCormick & Co., with the food business having a potential equity value of as much as €29 billion. A sale would mark the biggest transaction in McCormick's history and transform Unilever into a major household and personal care company, ending its competition with Big Food rivals.
- Jody Lurie, Bloomberg Intelligence Credit Analyst joins to discuss the latest on the cruise industry, Caesars, Six Flags, and other companies that have come under pressure. A potential take-private acquisition of Caesars by Tilman Fertitta shows rising risk for its bonds and those of others in leisure, gaming and related sectors, including Penn Entertainment, Norwegian Cruise Line, Hertz, Avis, United Parks and Six Flags.
- Randall Williams, Bloomberg Business of Sports Reporter joins to discuss the start of March Madness and the latest from the WNBA. The WNBA and Women’s National Basketball Players Association reached a verbal agreement on the terms for a new collective bargaining agreement early Wednesday reported by ESPN. 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, joins to recap FedEx earnings. FedEx Corp. raised its full-year profit forecast, sending the courier&rsquo;s shares up the most in 10 months and signaling the plan to restructure its delivery network is gaining traction despite economic volatility.&nbsp; - Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, joins to discuss the latest from Unilever. Unilever is in talks to sell its food business to McCormick &amp; Co., with the food business having a potential equity value of as much as &euro;29 billion. A sale would mark the biggest transaction in McCormick's history and transform Unilever into a major household and personal care company, ending its competition with Big Food rivals. - Jody Lurie, Bloomberg Intelligence Credit Analyst joins to discuss the latest on the cruise industry, Caesars, Six Flags, and other companies that have come under pressure. A potential take-private acquisition of Caesars by Tilman Fertitta shows rising risk for its bonds and those of others in leisure, gaming and related sectors, including Penn Entertainment, Norwegian Cruise Line, Hertz, Avis, United Parks and Six Flags. - Randall Williams, Bloomberg Business of Sports Reporter joins to discuss the start of March Madness and the latest from the WNBA. The WNBA and Women&rsquo;s National Basketball Players Association reached a verbal agreement on the terms for a new collective bargaining agreement early Wednesday reported by ESPN.&nbsp;

FedEx Raises Profit Outlook on Network Overhaul

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f4d0f3c-5c39-46a8-8853-b41301168ed9/transcript

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings.
Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants
Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings.
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed. 

Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
<ul>
<li>Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings.</li>
<li>Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants</li>
<li>Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings.</li>
<li>Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed.&nbsp;</li>
</ul>

Micron’s Capital Spending Growth Overshadows Booming Sales

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7c94f247-7517-448a-ab67-b412010b67a2/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the average of estimates compiled by Bloomberg.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s shares rose after the company forecasted stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend.

-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever  considering a separation of its food assets to focus on beauty, personal care and wellbeing brands. The company is studying options such as spinning off the food business as a whole, or keeping some marquee brands while separating the rest.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills reported results for last quarter that missed Wall Street projections, weighed down by a decision to lower prices. The company said sales declines in North America for the current quarter were largely in line with internal expectations after shaving prices across two-thirds of its portfolio and divesting its yogurt business.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the average of estimates compiled by Bloomberg. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy&rsquo;s shares rose after the company forecasted stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend. -Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever &nbsp;considering a separation of its food assets to focus on beauty, personal care and wellbeing brands. The company is studying options such as spinning off the food business as a whole, or keeping some marquee brands while separating the rest. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills reported results for last quarter that missed Wall Street projections, weighed down by a decision to lower prices. The company said sales declines in North America for the current quarter were largely in line with internal expectations after shaving prices across two-thirds of its portfolio and divesting its yogurt business.

 Lululemon’s Disappointing Outlook Adds Urgency to CEO Search 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/03fb8229-b0ef-427d-8963-b41101107bfa/transcript

Global Tech Selloff, DeepSeek Buzz

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