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

Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S presidential race. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. Chris Wright, CEO of Liberty Energy, discusses the energy sector. Kevin Tynan, Director of Research at The Presidio Group, previews Tesla earnings, and discusses the state of auto industry.

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>. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S presidential race. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. Chris Wright, CEO of Liberty Energy, discusses the energy sector. Kevin Tynan, Director of Research at The Presidio Group, previews Tesla earnings, and discusses the state of auto industry.   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

UPS Shares Fall, Harris Campaign

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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, Isabelle Lee, and John Tucker

-Caroline Hyde, BTech Co-Anchor, discusses the top  tech stories. OpenAI will raise $110 billion in new investment at a $730 billion pre-money valuation. Anthropic also rejected the Pentagon's latest offer in a dispute over safeguards around the use of its artificial intelligence technology by the US military.

-Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies Inc. shares jumped after the company gave an outlook for sales of its artificial intelligence servers that exceeded estimates.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps CoreWeave earnings. CoreWeave Inc. fell by the most in more than six months after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix pulling out of the Warner Bros Discovery bidding war. Paramount Skydance Corp. has agreed to pay $111 billion for Warner Bros. Discovery Inc., outmaneuvering rival Netflix Inc. after a months-long battle.

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, Isabelle Lee, and John Tucker -Caroline Hyde, BTech Co-Anchor, discusses the top&nbsp; tech stories. OpenAI will raise $110 billion in new investment at a $730 billion pre-money valuation. Anthropic also rejected the Pentagon's latest offer in a dispute over safeguards around the use of its artificial intelligence technology by the US military. -Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, recaps Dell earnings. Dell Technologies Inc. shares jumped after the company gave an outlook for sales of its artificial intelligence servers that exceeded estimates. -Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps CoreWeave earnings. CoreWeave Inc. fell by the most in more than six months after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix pulling out of the Warner Bros Discovery bidding war. Paramount Skydance Corp. has agreed to pay $111 billion for Warner Bros. Discovery Inc., outmaneuvering rival Netflix Inc. after a months-long battle.

OpenAI Finalizes $110 Billion Funding at $730 Billion Value 

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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 Isabelle Lee

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Nvidia Corp., the dominant maker of artificial intelligence chips, suffered its worst stock decline in three months after the company’s latest forecast failed to dispel fears of an AI bubble.

-Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Nvidia earnings. Investors are seeking stronger assurances that booming AI spending can be maintained, with lingering questions over whether the current AI spending wave can sustain growth beyond the next few years.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media,  discusses the latest art Warner Bros Discovery and Paramount. Warner Bros. Discovery Inc. reported lower fourth-quarter sales and earnings, with fourth-quarter revenue declining 6% to $9.46 billion and adjusted earnings before interest, taxes depreciation and amortization shrinking to $2.22 billion. Paramount Skydance Corp. reported fourth-quarter sales and earnings that beat Wall Street projections, with revenue of $8.15 billion and adjusted operating income of $612 million.

-- Swamy Kotagiri, Magna International CEO, discusses Q4 results and the outlook for 2026 in the face of flat global vehicle production and ongoing cost pressures. According to Bloomberg Intelligence: Magna's 2026 earnings growth will likely track midteens, supported by higher vehicle content and margin expansion driven by cost-saving initiatives, despite a flat production outlook.

 

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 Isabelle Lee -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Nvidia Corp., the dominant maker of artificial intelligence chips, suffered its worst stock decline in three months after the company&rsquo;s latest forecast failed to dispel fears of an AI bubble. -Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Nvidia earnings. Investors are seeking stronger assurances that booming AI spending can be maintained, with lingering questions over whether the current AI spending wave can sustain growth beyond the next few years. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media,&nbsp; discusses the latest art Warner Bros Discovery and Paramount. Warner Bros. Discovery Inc. reported lower fourth-quarter sales and earnings, with fourth-quarter revenue declining 6% to $9.46 billion and adjusted earnings before interest, taxes depreciation and amortization shrinking to $2.22 billion. Paramount Skydance Corp. reported fourth-quarter sales and earnings that beat Wall Street projections, with revenue of $8.15 billion and adjusted operating income of $612 million. -- Swamy Kotagiri, Magna International CEO, discusses Q4 results and the outlook for 2026 in the face of flat global vehicle production and ongoing cost pressures. According to Bloomberg Intelligence: Magna's 2026 earnings growth will likely track midteens, supported by higher vehicle content and margin expansion driven by cost-saving initiatives, despite a flat production outlook. &nbsp;

Chipmakers Sink as Nvidia Fails to Dispel AI Worry 

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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

UPS Shares Fall, Harris Campaign

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