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 Scarlet Fu, Tom Keene, and Matt Miller

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses  JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell’s. Campbell’s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

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 Scarlet Fu, Tom Keene, and Matt Miller -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses &nbsp;JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell&rsquo;s. Campbell&rsquo;s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.&nbsp;

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0a99cf8-0881-4129-979a-b40a011152e0/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 Scarlet Fu and John Tucker

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 shares of the closed-end fund IPO purchased receiving 20 shares in the management company.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. Kohl’s rebounded after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.

-Matthew Griffin, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: “Iran War, AI and Private Credit Shocks Press on Market Weakness.” 
The war in the Middle East has injected a new shock into the global economy, with oil prices skyrocketing and stock futures plunging before partially recovering. Multiple forces are creating new fragilities in global markets, including the emergence of AI, soured loans in the private-credit industry, a softening US job market, and stubbornly high inflation.

 

 

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 Scarlet Fu and John Tucker -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 shares of the closed-end fund IPO purchased receiving 20 shares in the management company. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl&rsquo;s earnings. Kohl&rsquo;s rebounded after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates. -Matthew Griffin, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: &ldquo;Iran War, AI and Private Credit Shocks Press on Market Weakness.&rdquo; The war in the Middle East has injected a new shock into the global economy, with oil prices skyrocketing and stock futures plunging before partially recovering. Multiple forces are creating new fragilities in global markets, including the emergence of AI, soured loans in the private-credit industry, a softening US job market, and stubbornly high inflation.
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Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ca65ba6e-bbf8-4bd7-b10e-b4090112dd1b/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 Scarlet Fu and Alexis Christoforous

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation Entertainment and its Ticketmaster subsidiary reaching a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls.

-Madison Muller, Bloomberg News Health Reporter, discusses Novo Nordisk and Hims & Hers Health working together to sell obesity drugs, including Ozempic and Wegovy, on the Hims platform. Hims will no longer advertise its copies of the Novo medicines and will only sell compounded versions of Wegovy and Ozempic if a doctor deems them necessary for a patient.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses the impact of the war in the Middle East on the luxury sector. According to Bloomberg Intelligence: Luxury-goods sector global 2026 organic growth could fall 150 bps for every 10% slowdown in Middle East sales and 1% elsewhere, if the US-Israeli war on Iran is prolonged.

-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the latest in the residential housing market. According to Bess, geopolitical instability always introduces caution into financial markets, and real estate is no exception. That said, New York has historically been viewed as a safe haven during global uncertainty. We often see capital move toward stability and prime U.S. real estate is considered a stable asset class.

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 Scarlet Fu and Alexis Christoforous -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation Entertainment and its Ticketmaster subsidiary reaching a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls. -Madison Muller, Bloomberg News Health Reporter, discusses Novo Nordisk and Hims &amp; Hers Health working together to sell obesity drugs, including Ozempic and Wegovy, on the Hims platform. Hims will no longer advertise its copies of the Novo medicines and will only sell compounded versions of Wegovy and Ozempic if a doctor deems them necessary for a patient. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses the impact of the war in the Middle East on the luxury sector. According to Bloomberg Intelligence: Luxury-goods sector global 2026 organic growth could fall 150 bps for every 10% slowdown in Middle East sales and 1% elsewhere, if the US-Israeli war on Iran is prolonged. -Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the latest in the residential housing market. According to Bess, geopolitical instability always introduces caution into financial markets, and real estate is no exception. That said, New York has historically been viewed as a safe haven during global uncertainty. We often see capital move toward stability and prime U.S. real estate is considered a stable asset class.

 Live Nation Reaches DOJ Settlement in Antitrust Case 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a038a311-0230-4338-b097-b4080112cab8/transcript

Global Tech Selloff, DeepSeek Buzz

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