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

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.

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Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Enova International (ENVA).See omnystudio.com/listener for privacy information.

29 Huhti 201612min

S&P's Stovall Says Better Off Rotating Than Retreating (Audio)

S&P's Stovall Says Better Off Rotating Than Retreating (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sam Stovall, US Equity Strategist for S&P Capital IQ, for a look at the US stock market and his current investment strategies.See omnystudio.com/listener for privacy information.

29 Huhti 201611min

Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)

Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Libby Toudouze, Partner and Portfolio Manager at Cushing Asset Management, on Exxon and Chevron earnings.See omnystudio.com/listener for privacy information.

29 Huhti 201611min

Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)

Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Greg Lambrecht Founder & Chairman of Coravin, on their technology that allows you to pour your favorite wine by the glass without pulling the cork, and the new Coravin Model Two system.See omnystudio.com/listener for privacy information.

29 Huhti 20168min

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on the statements in Valeant's annual report filed today.See omnystudio.com/listener for privacy information.

29 Huhti 20164min

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Arthur Kroeber, Founding Partner of Gavekal Dragonomics, a China-focused economic research consultancy in Beijing, and a fellow of the Brookings-Tsinghua Center for Public Policy, on his new book, "China's Economy: What Everyone Needs To Know."See omnystudio.com/listener for privacy information.

29 Huhti 201611min

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kit Juckes, Global Strategist at Societe Generale, for a look at currencies, and the dollar hitting lows.See omnystudio.com/listener for privacy information.

29 Huhti 20168min

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

(Corrects ticker in headline) (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Steiner, CEO of Waste Management, on the company’s strong earnings, and focus to "have destiny in its own hands" by building water treatment plants to tackle leachate.See omnystudio.com/listener for privacy information.

28 Huhti 201611min

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