Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger’s extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger’s extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.

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

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cdb4a419-8723-4950-a4e3-b03e0111d733/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SK Hynix’s U.S listing. SK Hynix Inc.'s American depositary receipts surged above their offering price after the company raised $26.5 billion in the largest-ever US listing by a foreign company. The ADRs are trading at a premium over the closing price of the Seoul-listed common stock due to restrictions on exchanging the South Korean stock for the US instruments.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines Inc. reaffirmed its full-year profit guidance, citing strong demand for premium, corporate and international travel. The airline's revenue rose 14% from a year earlier, with capacity increasing just 1%, and it earned an adjusted $1.56 a share in the second quarter.

-Beth Kowitt, Bloomberg Opinion Columnist, discusses her column: “Meta Ushers In the Era of the K-Shaped Company.” A new class divide is emerging in Big Tech, between those at the top of the artificial intelligence hierarchy and everyone else, with the former receiving high salaries and resources and the latter being viewed as disposable.

-Kevin Near, Bloomberg Intelligence Senior Equity Research Analyst, discusses how a fuller release slate is helping push domestic box office toward $10 billion this year or next. According to Bloomberg Intelligence: longer exclusive theatrical windows are broadening big-screen demand for AMC, Cinemark and other leading North American exhibitors.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SK Hynix&rsquo;s U.S listing. SK Hynix Inc.'s American depositary receipts surged above their offering price after the company raised $26.5 billion in the largest-ever US listing by a foreign company. The ADRs are trading at a premium over the closing price of the Seoul-listed common stock due to restrictions on exchanging the South Korean stock for the US instruments. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines Inc. reaffirmed its full-year profit guidance, citing strong demand for premium, corporate and international travel. The airline's revenue rose 14% from a year earlier, with capacity increasing just 1%, and it earned an adjusted $1.56 a share in the second quarter. -Beth Kowitt, Bloomberg Opinion Columnist, discusses her column: &ldquo;Meta Ushers In the Era of the K-Shaped Company.&rdquo; A new class divide is emerging in Big Tech, between those at the top of the artificial intelligence hierarchy and everyone else, with the former receiving high salaries and resources and the latter being viewed as disposable. -Kevin Near, Bloomberg Intelligence Senior Equity Research Analyst, discusses how a fuller release slate is helping push domestic box office toward $10 billion this year or next. According to Bloomberg Intelligence: longer exclusive theatrical windows are broadening big-screen demand for AMC, Cinemark and other leading North American exhibitors.
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SK Hynix ADRs Surge After Record $26.5 Billion US Offering

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e6dbc01e-d54f-490a-afdd-b4830119e9de/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Jess Menton

-Kurt Wagner, Bloomberg Senior Reporter covering social media, discusses Meta Platforms unveiling a version of its AI model, Muse Spark 1.1, that includes a new paid tier for developers, marking the first time Meta has charged businesses for access to its models. The new model's standout improvement is in its agentic capabilities, with "state-of-the-art or very close to it" agentic reasoning and tool use, and is also greatly improved when it comes to coding.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, recaps PepsiCo earnings. PepsiCo Inc. said consumers pulled back in the second quarter as gas prices rose, slowing its efforts to revitalize its North American snack business. The company saw a decline in revenue in its North American food business and flat volume after cutting prices by as much as 15% in some brands.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps earnings from Levis Strauss. Levi Strauss & Co. raised its full-year projections for a second straight quarter due to an expanded selection of apparel and a focus on its own stores and website. Net revenue is now projected to grow 7% to 7.5% for the full year, up from the previous range of 5.5% to 6.5%, according to a statement.

-Daniela Sirtori, Bloomberg Restaurants Reporter, discusses Starbucks developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp. The coffee chain is building alternatives to a Microsoft system that tracks inventory and an IBM tool that manages maintenance, according to an internal presentation reviewed by Bloomberg News.

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Jess Menton -Kurt Wagner, Bloomberg Senior Reporter covering social media, discusses Meta Platforms unveiling a version of its AI model, Muse Spark 1.1, that includes a new paid tier for developers, marking the first time Meta has charged businesses for access to its models. The new model's standout improvement is in its agentic capabilities, with "state-of-the-art or very close to it" agentic reasoning and tool use, and is also greatly improved when it comes to coding. -Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, recaps PepsiCo earnings. PepsiCo Inc. said consumers pulled back in the second quarter as gas prices rose, slowing its efforts to revitalize its North American snack business. The company saw a decline in revenue in its North American food business and flat volume after cutting prices by as much as 15% in some brands. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps earnings from Levis Strauss. Levi Strauss &amp; Co. raised its full-year projections for a second straight quarter due to an expanded selection of apparel and a focus on its own stores and website. Net revenue is now projected to grow 7% to 7.5% for the full year, up from the previous range of 5.5% to 6.5%, according to a statement. -Daniela Sirtori, Bloomberg Restaurants Reporter, discusses Starbucks developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp. The coffee chain is building alternatives to a Microsoft system that tracks inventory and an IBM tool that manages maintenance, according to an internal presentation reviewed by Bloomberg News.
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&nbsp;

 Zuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AI 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/50b4801e-738c-47b9-88bd-b4820114b5be/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Nvidia Corp.'s stock is the cheapest it's been since before the AI boom, after losing roughly $1 trillion in market value in less than two months. The AI rotation trade is also gathering pace in Asia as investors pull money from chipmakers and hunt for cheaper ways to play the technology boom.

-Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Amazon’s debt sale. Amazon.com is tapping the US high-grade bond market for the second time this year even after issuing more than $60 billion across currencies and accumulating nearly $155 billion in pro forma cash, underscoring the scale of its AI funding needs.

-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple saying its expanded agreement with Broadcom is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, and Apple will help Broadcom upgrade its production facilities in Colorado.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. Nvidia Corp.'s stock is the cheapest it's been since before the AI boom, after losing roughly $1 trillion in market value in less than two months. The AI rotation trade is also gathering pace in Asia as investors pull money from chipmakers and hunt for cheaper ways to play the technology boom. -Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, discusses Amazon&rsquo;s debt sale. Amazon.com is tapping the US high-grade bond market for the second time this year even after issuing more than $60 billion across currencies and accumulating nearly $155 billion in pro forma cash, underscoring the scale of its AI funding needs. -Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses Apple saying its expanded agreement with Broadcom is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, and Apple will help Broadcom upgrade its production facilities in Colorado.
&nbsp;

Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3245157d-9b25-46a6-898e-b4810115a4a5/transcript

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

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