Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.

Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.

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

Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

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Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.

Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents.

The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations. 

Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani
Bloomberg Tech co-host Ed Ludlow

Intel&nbsp;gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average,&nbsp;estimated&nbsp;$13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents. The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year &mdash; helping to strengthen the company&rsquo;s balance sheet &mdash; Thursday&rsquo;s results suggest he&rsquo;s now delivering on a promise to improve its operations. Intel shares rose 14% in extended trading. The&nbsp;stock&nbsp;had gained 81% this year before the results were released, closing at $66.78. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani</li>
<li>Bloomberg Tech co-host Ed Ludlow</li>
</ul>

Instant Reaction: Intel Gives Strong AI-Fueled Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4fe02024-02dd-4314-b708-b43501718c87/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leade discusses the Warner Bros. Discovery Inc. shareholders voted overwhelmingly to approve a takeover by Paramount Skydance Corp., despite widespread opposition to the deal in Hollywood.
-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst joins to discuss - Union Pacific who reported adjusted earnings per share that beat estimates. Evercore ISI said expectations for the company’s results are likely to move higher as a result, even though it held guidance steady.
- Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst discusses Blackstone Earnings. Blackstone reported a larger-than-expected jump in distributable earnings, boosted by a robust start to dealmaking before the war in Iran rattled investors. With US markets rising and AI ventures preparing to go public, President Jon Gray predicted the firm’s “best year ever” for stock listings. 
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, joins to discuss American Airlines earnings. American Airlines lowered its full-year earnings target, saying it may end 2026 with a loss as the carrier absorbs $4 billion in additional fuel costs from the war in Iran.

Watch Paul and Scarlet 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 - Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leade discusses the Warner Bros. Discovery Inc. shareholders voted overwhelmingly to approve a takeover by Paramount Skydance Corp., despite widespread opposition to the deal in Hollywood. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst joins to discuss - Union Pacific who reported adjusted earnings per share that beat estimates. Evercore ISI said expectations for the company&rsquo;s results are likely to move higher as a result, even though it held guidance steady. - Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst discusses Blackstone Earnings. Blackstone reported a larger-than-expected jump in distributable earnings, boosted by a robust start to dealmaking before the war in Iran rattled investors. With US markets rising and AI ventures preparing to go public, President Jon Gray predicted the firm&rsquo;s &ldquo;best year ever&rdquo; for stock listings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, joins to discuss American Airlines earnings. American Airlines lowered its full-year earnings target, saying it may end 2026 with a loss as the carrier absorbs $4 billion in additional fuel costs from the war in Iran.

Warner Bros. Investors Approve $110 Billion Paramount Deal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/68579792-bce5-489f-bce0-b435011387d7/transcript

Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business.

Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations.

Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years. 

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst
Ed Ludlow, Bloomberg Tech co-host
Ross Gerber, President and CEO at Gerber Kawasaki 

Tesla beat Wall Street&rsquo;s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business.
Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It&rsquo;s the second straight quarter Tesla&rsquo;s earnings have exceeded expectations.
Tesla said it &ldquo;saw continued growth in demand for our vehicles&rdquo; in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years.&nbsp;
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst</li>
<li>Ed Ludlow, Bloomberg Tech co-host</li>
<li>Ross Gerber, President and CEO at Gerber Kawasaki&nbsp;</li>
</ul>

Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c44e9e5b-63f2-48d3-b162-b43401631d57/transcript

Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

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