Marker 01

Marker 02

Marker 03

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

Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Laura Davison, Bloomberg Politics Editor, talks about Kamala Harris tapping Minnesota Governor Tim Walz as her running mate. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discuses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a DOJ antitrust suit.

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>. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Laura Davison, Bloomberg Politics Editor, talks about Kamala Harris tapping Minnesota Governor Tim Walz as her running mate. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discuses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a DOJ antitrust suit. Hosts: Paul Sweeney and Alix Steel

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: <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 Rise as Dip Buyers Emerge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/45050681-485f-404f-9d3e-b1c401144088/transcript

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins.

Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.

For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol and Tim speak with:
Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman
Bloomberg Tech Co-Host Ed Ludlow

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street &mdash; showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter. For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol and Tim speak with:
<ul>
<li>Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman</li>
<li>Bloomberg Tech Co-Host Ed Ludlow</li>
</ul>

Instant Reaction: Apple Delivers Upbeat Forecast

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/61cd3bf8-8a4c-4661-a9d3-b3e101861304/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. International Business Machines Corp. is looking to raise a maximum of €3.5 billion from a four-part euro debt offering to be used for general corporate purposes.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Meta earnings. Meta Platforms Inc. topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, recaps Tesla earnings. Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines to ramp up production of cars, batteries and robots across half a dozen plants.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar Inc. got an earnings boost from selling power generation equipment to AI data centers in its fourth quarter, helping drive quarterly results that topped Wall Street’s expectations.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. International Business Machines Corp. is looking to raise a maximum of &euro;3.5 billion from a four-part euro debt offering to be used for general corporate purposes. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Meta earnings. Meta Platforms Inc. topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, recaps Tesla earnings. Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines to ramp up production of cars, batteries and robots across half a dozen plants. -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar Inc. got an earnings boost from selling power generation equipment to AI data centers in its fourth quarter, helping drive quarterly results that topped Wall Street&rsquo;s expectations.

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9b4144d0-4457-4ed6-89b6-b3e1012326d5/transcript

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.

Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.

Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.

And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.
Carol and Tim speak with:
Bloomberg Intelligence Senior Technology Analyst Anurag Rana
James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital
Bloomberg News Senior Technology Reporter Kurt Wagner
Bloomberg Tech Co-Host Ed Ludlow
Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube. Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company&rsquo;s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York. Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company&rsquo;s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate. And Tesla plans to invest about $2 billion into xAI, giving Elon Musk&rsquo;s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading. Carol and Tim speak with:
<ul>
<li>Bloomberg Intelligence Senior Technology Analyst Anurag Rana</li>
<li>James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital</li>
<li>Bloomberg News Senior Technology Reporter Kurt Wagner</li>
<li>Bloomberg Tech Co-Host Ed Ludlow</li>
<li>Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man</li>
</ul>

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/df7ad454-b763-4176-9b4a-b3e001744926/transcript

Stocks Rise as Dip Buyers Emerge

In 1 playlist(s)

Bloomberg Intelligence

Social links

Follow podcast

Recent clips