Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows.Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Chieh Huang, CEO of BOXED (NASDAQ: BOXD), joins the show to discuss managing his company amid inflation, cuts to tech, and why he anticipates a strong year in 2023 for BOXED. Hosted by Paul Sweeney and Matt Miller.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Chieh Huang, CEO of BOXED (NASDAQ: BOXD), joins the show to discuss managing his company amid inflation, cuts to tech, and why he anticipates a strong year in 2023 for BOXED. 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

Treasuries, ETFs, GE, and Private Credit (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6dd3c75b-484e-4392-97d5-af940116aa87/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing Co. generated better-than-expected cash flow in the second quarter on continued strong demand for its aircraft. JetBlue Airways Corp. shares rose 5% after it reaffirmed its full-year outlook and said it will reach positive cash flow next year, as strong demand helped offset high fuel prices tied to the Iran war.

--Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. shares fell after its outlook for volume and profit margins underwhelmed investors, with average US daily package volume expected to decline in the mid-single digits in the third quarter.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola. Coca-Cola Co. raised its full-year outlook, bolstered by demand last quarter while it served as a major sponsor of the FIFA World Cup. The company now sees organic sales growth of 5%, and raised its forecast for earnings-per-share growth to as much as 8%.

-Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses earnings from PayPal. PayPal Holdings Inc. would “carefully consider” opportunities to create greater value for shareholders if they arise, Chief Executive Officer Enrique Lores said. The company's shares rose 3.6% to $58.08, giving the company a market value of $51 billion, after Lores' remarks on a conference call with analysts.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing Co. generated better-than-expected cash flow in the second quarter on continued strong demand for its aircraft. JetBlue Airways Corp. shares rose 5% after it reaffirmed its full-year outlook and said it will reach positive cash flow next year, as strong demand helped offset high fuel prices tied to the Iran war. --Thomas Black, Bloomberg Opinion Columnist, discusses UPS earnings. United Parcel Service Inc. shares fell after its outlook for volume and profit margins underwhelmed investors, with average US daily package volume expected to decline in the mid-single digits in the third quarter. -Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola. Coca-Cola Co. raised its full-year outlook, bolstered by demand last quarter while it served as a major sponsor of the FIFA World Cup. The company now sees organic sales growth of 5%, and raised its forecast for earnings-per-share growth to as much as 8%. -Diksha Gera, Bloomberg Intelligence Global Fintech and Payments Analyst, discusses earnings from PayPal. PayPal Holdings Inc. would &ldquo;carefully consider&rdquo; opportunities to create greater value for shareholders if they arise, Chief Executive Officer Enrique Lores said. The company's shares rose 3.6% to $58.08, giving the company a market value of $51 billion, after Lores' remarks on a conference call with analysts.
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Boeing Beats on Cash Flow, Books New Charge on Air Force One 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0ae53eb6-8e49-4701-a82c-b4950115d6ba/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI deals worth more than $750 billion, including a partnership with SK Group to do more than $500 billion in business. Nvidia is in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project and finance $350 billion of OpenAI's purchases of its chips. Separately, CXMT Corp. surged 466% in its Shanghai trading debut to become China’s largest onshore-listed company, valued at about 3.3 trillion yuan.

- Laura Martin, Senior Analyst at Needham & Company, discusses her note about Meta’s Culture and the high costs of attracting and keeping top talent. According to Needham: looking across all 12 large cap stocks, META is ranked worst (lowest) in terms of Culture and Values by its employees, according to the most recent Glassdoor ratings.

- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the Bloomberg Big Take story: ”America’s Tin Can Industry Buckles Under Trump’s Steel Tariffs.” The price of tin cans in the US soaring offers a cautionary tale on the costs and unfulfilled promises of President Trump's tariffs.

 

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; - Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI deals worth more than $750 billion, including a partnership with SK Group to do more than $500 billion in business. Nvidia is in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project and finance $350 billion of OpenAI's purchases of its chips. Separately, CXMT Corp. surged 466% in its Shanghai trading debut to become China&rsquo;s largest onshore-listed company, valued at about 3.3 trillion yuan. - Laura Martin, Senior Analyst at Needham &amp; Company, discusses her note about Meta&rsquo;s Culture and the high costs of attracting and keeping top talent. According to Needham: looking across all 12 large cap stocks, META is ranked worst (lowest) in terms of Culture and Values by its employees, according to the most recent Glassdoor ratings. - Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the Bloomberg Big Take story: &rdquo;America&rsquo;s Tin Can Industry Buckles Under Trump&rsquo;s Steel Tariffs.&rdquo; The price of tin cans in the US soaring offers a cautionary tale on the costs and unfulfilled promises of President Trump's tariffs.
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Nvidia’s $750 Billion in Deals Reignite Circular AI Fears

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bca0abce-ecc1-45c0-8558-b4940111cf6e/transcript

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.

In this special bonus episode, Bloomberg Tech&rsquo;s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says &ldquo;this is the golden ages for Korea&rdquo; after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. &ldquo;Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.&rdquo; Huang speaks to Ludlow after the CEO&rsquo;s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia&rsquo;s investment in South Korea and the latest in the AI space.

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcd4a0cd-1e80-428d-8a5d-b49200f1ed00/transcript

Treasuries, ETFs, GE, and Private Credit (Podcast)

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