James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.

James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy &amp; Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman &amp; Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.

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

Retailers Face Long, Tough Road As Unsold Inventory Builds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b988ae75-2b1f-4d7a-a238-ae3c00469f96/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors raised its full-year profit forecast by another $500 million after beating second-quarter earnings estimates, powered by stronger margins on its largest vehicles and lower tariff costs. The company now expects its earnings before interest and taxes of as much as $16 billion this year, and Chief Executive Officer Mary Barra said she sees that positive momentum continuing into next year.

-Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses a federal judge temporarily pausing Paramount Skydance Corp.’s takeover of Warner Bros. Discovery Inc., saying it “likely” violates antitrust law. The judge ordered the companies to hold off on consummating the deal for 14 days and scheduled an Aug. 3 hearing on whether to extend the hold for longer. A group of states sued Paramount Skydance Corp. seeking to block its bid to buy Warner Bros. Discovery Inc., alleging the deal would leave viewers with higher prices and fewer choices for movies and television.

-Scott Rechler, CEO and Chairman at RXR, discusses the state of commercial real estate. He discusses the NYC office market, the rise of AI, NYC’s competitiveness, and how RXR is capitalizing in the NYC market and across the country.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors raised its full-year profit forecast by another $500 million after beating second-quarter earnings estimates, powered by stronger margins on its largest vehicles and lower tariff costs. The company now expects its earnings before interest and taxes of as much as $16 billion this year, and Chief Executive Officer Mary Barra said she sees that positive momentum continuing into next year. -Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses a federal judge temporarily pausing Paramount Skydance Corp.&rsquo;s takeover of Warner Bros. Discovery Inc., saying it &ldquo;likely&rdquo; violates antitrust law. The judge ordered the companies to hold off on consummating the deal for 14 days and scheduled an Aug. 3 hearing on whether to extend the hold for longer. A group of states sued Paramount Skydance Corp. seeking to block its bid to buy Warner Bros. Discovery Inc., alleging the deal would leave viewers with higher prices and fewer choices for movies and television. -Scott Rechler, CEO and Chairman at RXR, discusses the state of commercial real estate. He discusses the NYC office market, the rise of AI, NYC&rsquo;s competitiveness, and how RXR is capitalizing in the NYC market and across the country.

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1d34e723-2db9-486b-bbcd-b48e0113e623/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Moonshot AI telling investors it's preparing to list in as early as six months, seeking to tap capital markets after its latest model upended industry perceptions of China's artificial intelligence capabilities.

-Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses DeepSeek preparing for a IPO. DeepSeek has begun preparations for an initial public offering and may file as soon as this year, setting the stage for what could be a landmark debut for the country’s technology industry.

-Surabhi Gupta, Chief Technology Officer of Klaviyo (NYSE: KVYO,) discusses AI. Generative AI is reshaping how companies build software and engage customers, and Klaviyo is putting that technology at the heart of its B2C CRM platform. Surabhi joins to discuss what that transformation looks like in practice.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s latest beauty survey. According to BI: Gen Z stands out in the June beauty survey, with signs of strengthening demand and possibly expanding baskets for the cohort in 2H, in contrast to broader survey results. These young shoppers skew to using a lot of product and favor specialty retailers Ulta Beauty and Sephora rather than the dominant mass channels, likely reflecting unique, on-trend assortments and preference to shop in-store.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Moonshot AI telling investors it's preparing to list in as early as six months, seeking to tap capital markets after its latest model upended industry perceptions of China's artificial intelligence capabilities. -Seema Shah, Vice President of Research and Insights at Sensor Tower, discusses DeepSeek preparing for a IPO. DeepSeek has begun preparations for an initial public offering and may file as soon as this year, setting the stage for what could be a landmark debut for the country&rsquo;s technology industry. -Surabhi Gupta, Chief Technology Officer of Klaviyo (NYSE: KVYO,) discusses AI. Generative AI is reshaping how companies build software and engage customers, and Klaviyo is putting that technology at the heart of its B2C CRM platform. Surabhi joins to discuss what that transformation looks like in practice. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence&rsquo;s latest beauty survey. According to BI: Gen Z stands out in the June beauty survey, with signs of strengthening demand and possibly expanding baskets for the cohort in 2H, in contrast to broader survey results. These young shoppers skew to using a lot of product and favor specialty retailers Ulta Beauty and Sephora rather than the dominant mass channels, likely reflecting unique, on-trend assortments and preference to shop in-store.

Moonshot Plans IPO in Six Months After China AI Breakthrough 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1b8f6f2a-0094-4665-ab17-b48d01137a75/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett

-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses tech. Moonshot's new Kimi K3 model rivals the strongest offerings from OpenAI and Anthropic PBC, sparking concerns about the industry's spending spree. The launch of Kimi K3 led to a decline in AI and semiconductor stocks, with Bloomberg's Asian semiconductor index sliding more than 6% and Nasdaq 100 futures falling 2%.

-Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple. Apple Inc. is again the biggest company in the world after wresting the title from Nvidia Corp. Apple's stock climbed 0.4%, putting its valuation at $4.9 trillion, while Nvidia shares sank 3.7% to bring the chipmaker’s market capitalization down to $4.8 trillion.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix earnings. Netflix Inc. shares fell after the company forecast a second consecutive quarter of slowing sales growth, contributing to investor anxiety about the streaming giant’s future. The company projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts’ expectations.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses tech. Moonshot's new Kimi K3 model rivals the strongest offerings from OpenAI and Anthropic PBC, sparking concerns about the industry's spending spree. The launch of Kimi K3 led to a decline in AI and semiconductor stocks, with Bloomberg's Asian semiconductor index sliding more than 6% and Nasdaq 100 futures falling 2%. -Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple. Apple Inc. is again the biggest company in the world after wresting the title from Nvidia Corp. Apple's stock climbed 0.4%, putting its valuation at $4.9 trillion, while Nvidia shares sank 3.7% to bring the chipmaker&rsquo;s market capitalization down to $4.8 trillion. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix earnings. Netflix Inc. shares fell after the company forecast a second consecutive quarter of slowing sales growth, contributing to investor anxiety about the streaming giant&rsquo;s future. The company projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts&rsquo; expectations.
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Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/deba1be7-56be-4eb6-81f5-b48a0113729b/transcript

Retailers Face Long, Tough Road As Unsold Inventory Builds

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