Tesla Estimates Cut Further, Trump Tariffs

Tesla Estimates Cut Further, Trump Tariffs

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

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Craig Trudell, Bloomberg Global Autos Editor, discusses the impact of tariffs on autos. Tesla's first-quarter vehicle deliveries were far below estimates, confirming "unprecedented brand damage" due to car-buyer backlash against Elon Musk.

Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses the impact of tariffs on regional banks. Knock-on effects from tariffs and weaker economic activity are introducing greater risks to regional banks' top lines, while credit quality could weaken from shakier consumer trends and rising commercial-loan losses.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply chain disruptions.

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how TV ads can be influenced by auto tariffs. With tariffs upending auto supply chains and raising production costs, local TV may face declines in its largest advertising category in 2025.

See omnystudio.com/listener for privacy information.

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Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, and David Wilson, Bloomberg stocks editor, discuss Amazon's blowout earnings, aided by the growth of its profitable cloud business.See omnystudio.com/listener for privacy information.

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Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)

Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Weatherley-White, Managing director of The Caprock Group and the architect of their Impact Platform, discusses the energy landscape and the emerging outline of a post-carbon era.See omnystudio.com/listener for privacy information.

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Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)

Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jeff Morris, Head of US Equities at Standard Life Investments, on US Equities, focusing on banking, industrial, and aerospace/defense stocks.See omnystudio.com/listener for privacy information.

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Bloomberg's Halperin on Trump's Appeal: People Like Fun (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Boehner won't back "Lucifer" Cruz; the deal to stop Trump may be backfiring; Carly Fiorina joining Ted Cruz.See omnystudio.com/listener for privacy information.

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Bloomberg's Damouni on Abbott's 'Transformational' Deal (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Sasha Damouni, Bloomberg First Word Health Care reporter, on Abbott buying St Jude Medical for $25 Billion in a record deal.See omnystudio.com/listener for privacy information.

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