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

Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s tariff threat. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Biden administration proposing a rule to require the US government to cover weight-loss drugs. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Best Buy and Dick’s Sporting Goods.

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>. Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s tariff threat. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Biden administration proposing a rule to require the US government to cover weight-loss drugs. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Best Buy and Dick’s Sporting Goods. Hosts Paul Sweeney and Alix Steel

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

Trump Tariff Threat, Retail Earnings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/38b3f0fd-7087-4812-b67d-b23401212d1e/transcript

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.

The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.

Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.



For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
Bloomberg Tech Co-Host Ed Ludlow
Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
Bloomberg Intelligence senior tech industry analyst Mandeep Singh
Bloomberg Intelligence Senior Technology Analyst Anurag Rana

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.
The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.
Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items. 
For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
<ul>
<li>Bloomberg Tech Co-Host Ed Ludlow</li>
<li>Jay Goldberg, Senior Analyst, Semiconductors &amp; Electronics with Seaport Research Partners</li>
<li>Bloomberg Intelligence senior tech industry analyst Mandeep Singh</li>
<li>Bloomberg Intelligence Senior Technology Analyst Anurag Rana</li>
</ul>

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/37817172-0056-4eee-8b3a-b3fc016e5837/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Paramount and Warner Bros. Discovery. Warner Bros. Discovery Inc. said a new buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix Inc.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe's earnings. Lowe’s forecast sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. TJX reported sales during the holiday-shopping season above Wall Street expectations, but its forecast for this year shows growth slowing down, a sign the discount retailer’s boost from shoppers looking for deals may be fading. 

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses his research on AI disruption. Bloomberg Intelligence's AI disruption framework favors dominant platform-software providers selling into large corporations over point-solution companies whose main clients are smaller businesses.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Paramount and Warner Bros. Discovery. Warner Bros. Discovery Inc. said a new buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix Inc. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe's earnings. Lowe&rsquo;s forecast sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. TJX reported sales during the holiday-shopping season above Wall Street expectations, but its forecast for this year shows growth slowing down, a sign the discount retailer&rsquo;s boost from shoppers looking for deals may be fading.&nbsp; -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses his research on AI disruption. Bloomberg Intelligence's AI disruption framework favors dominant platform-software providers selling into large corporations over point-solution companies whose main clients are smaller businesses.

Warner Bros. Says Paramount’s New $31 Offer May Top Netflix 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4a11fc46-bef5-42ea-b1f3-b3fc012195c0/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth “double-digit billions” of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery considering a new takeover bid from Paramount Skydance Corp., with its board set to review the proposal and respond.

-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses  Novo Nordisk plans to slash the US list prices for its blockbusters Wegovy and Ozempic next year as the drugmaker struggles to claw back a larger share of the obesity market. 

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.

Watch Scarlet and Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth &ldquo;double-digit billions&rdquo; of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery considering a new takeover bid from Paramount Skydance Corp., with its board set to review the proposal and respond. -Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses &nbsp;Novo Nordisk plans to slash the US list prices for its blockbusters Wegovy and Ozempic next year as the drugmaker struggles to claw back a larger share of the obesity market.&nbsp; -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7836550a-cbc0-4e8f-85ef-b3fb011f0e9d/transcript

Trump Tariff Threat, Retail Earnings

In 1 playlist(s)

Bloomberg Intelligence

Social links

Follow podcast

Recent clips