Bloomberg Intelligence25 Marras 2025

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being in talks to spend billions on Google’s AI chips, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods and Best Buy. Dick’s Sporting Goods Inc. raised its outlook again, but investors focused on the costs of trying to turn around the Foot Locker sneaker chain it recently acquired for about $2.5 billion. Best Buy Co. raised its guidance for the current fiscal year, driven by demand for the latest consumer technology.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Finch. Kohl’s Corp. raised its full-year outlook for the second straight quarter, adding to a steady stream of retailers reporting stronger-than-expected results. Abercrombie & Fitch Co. raised the low end of its full-year sales outlook as its Hollister brand continued to gain momentum.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. Jelly and coffee maker JM Smucker Co. lowered the top end of its full-year guidance after it canceled a planned price increase on coffee in the wake of tariff relief. The company will absorb the $75 million cost of already-incurred tariffs this year, which hurts results this fiscal year.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(3506)

Macy’s Falls on Guidance Despite Sales Beat, Better Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Cohn, Bloomberg Consumer Team Leader, recaps Macy’s earnings....

10 Syys 23min

Chewy Shares Slump as Executives Say Consumers Remain Pressured

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst,...

9 Syys 16min

GE to Buy Consolidated Precision Products for $11.75 Billion

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,...

8 Syys 22min

Introducing: Bloomberg Money

Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Frid...

7 Syys 30s

Bloomberg Money: Premium Travel, Fast Fashion, Luxury at the US Open & The Cost of College

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: The Points Guy Founder Brian Kelly and Telsey Advisory Group CEO & Chief Resear...

5 Syys 44min

Anthropic Finalizing $15 Billion Pre-IPO Credit Facility

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, di...

4 Syys 23min

Broadcom Slides After AI Chip Forecast Underwhelms Investors

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, di...

3 Syys 20min

Chevron to Invest $7 Billion to Double Its Venezuelan Output

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kevin Crowley, Bloomberg Senior Oil Reporter, discusses Chevron ...

2 Syys 23min