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.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth “double-digit billions” of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery considering a new takeover bid from Paramount Skydance Corp., with its board set to review the proposal and respond.

-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses  Novo Nordisk plans to slash the US list prices for its blockbusters Wegovy and Ozempic next year as the drugmaker struggles to claw back a larger share of the obesity market. 

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.

Watch Scarlet and Paul LIVE every day on YouTube:&nbsp;<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 -Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth &ldquo;double-digit billions&rdquo; of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery considering a new takeover bid from Paramount Skydance Corp., with its board set to review the proposal and respond. -Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses &nbsp;Novo Nordisk plans to slash the US list prices for its blockbusters Wegovy and Ozempic next year as the drugmaker struggles to claw back a larger share of the obesity market.&nbsp; -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7836550a-cbc0-4e8f-85ef-b3fb011f0e9d/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

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s next-generation obesity shot delivering less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in the weight-loss market.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino’s Pizza. Domino’s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses how tariffs are being impacted by the Supreme Court’s recent ruling on tariffs. According to Bloomberg Intelligence: Gap, Aritzia and Urban Outfitters are among apparel retailers that should see margins expand, with the US' global tariff set at 15% -- vs. an average 20% for the sector after the Supreme Court struck down President Donald Trump's sweeping levies.

-Holly Froum, Bloomberg Intelligence Litigation Analyst, discusses the legality of President Trump’s tariffs. According to Bloomberg Intelligence: the US Supreme Court's Feb. 20 ruling that the Trump administration's fentanyl trafficking and reciprocal tariffs are unlawful prompted President Trump to invoke Trade Act Section 122 to impose a 10% tariff effective Feb. 24.

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 -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk&rsquo;s next-generation obesity shot delivering less weight loss than&nbsp;Eli Lilly &amp; Co.&rsquo;s rival blockbuster in yet another blow to the Danish company&rsquo;s attempts to regain lost ground in the weight-loss market. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino&rsquo;s Pizza. Domino&rsquo;s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain&rsquo;s budget-friendly pies.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses how tariffs are being impacted by the Supreme Court&rsquo;s recent ruling on tariffs. According to Bloomberg Intelligence: Gap, Aritzia and Urban Outfitters are among apparel retailers that should see margins expand, with the US' global tariff set at 15% -- vs. an average 20% for the sector after the Supreme Court struck down President Donald Trump's sweeping levies. -Holly Froum, Bloomberg Intelligence Litigation Analyst, discusses the legality of President Trump&rsquo;s tariffs. According to Bloomberg Intelligence: the US Supreme Court's Feb. 20 ruling that the Trump administration's fentanyl trafficking and reciprocal tariffs are unlawful prompted President Trump to invoke Trade Act Section 122 to impose a 10% tariff effective Feb. 24.

Novo Next-Generation Obesity Shot Falls Short of Lilly Rival 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b16bb9c2-9ec7-4b96-9a08-b3fa012455e3/transcript

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

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings.
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings.
- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts.
- Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express.
-  Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter.
- Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting  its’ Knicks and Rangers businesses.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings. - Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts. - Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express. -&nbsp; Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter. - Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting&nbsp; its&rsquo; Knicks and Rangers businesses. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7b879b3a-f614-4de2-9a0d-b3f7015a0450/transcript

Global Tech Selloff, DeepSeek Buzz

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