CoreWeave Shares Tumble After Loss Widens on AI Buildout Costs

CoreWeave Shares Tumble After Loss Widens on AI Buildout Costs

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave shares falling after the company reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion pressuring profit margins.

-Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear agreeing to buy Hanesbrands Inc. for about $2.2 billion in cash and stock, aiming to double its annual sales

-Sagit Manor, Nayfax Chief Financial Officer, discusses Nayfax earnings.

-Brian Hefty, Co-host of Ag PhD TV and Radio, and CEO of Hefty Seed Company, discusses macro AG trends.

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CVS Ousts CEO, China Data, Netflix Earnings

CVS Ousts CEO, China Data, Netflix Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS ousting its’ CEO Karen Lynch. Gerard Dipippo, Senior Geo-Economics Analyst for Bloomberg Economics, talks about China moving to support markets after recent data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Jonathan Schanzer, Senior Vice President for Research at the Nonpartisan Foundation for Defense of Democracies think tank, discusses recent news out of Israel. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Raul Martynek, CEO of DataBank, discusses recent funding news.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

18 Loka 202441min

Instant Reaction: Netflix Records Another Strong Quarter

Instant Reaction: Netflix Records Another Strong Quarter

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. See omnystudio.com/listener for privacy information.

17 Loka 20248min

US Retail Sales, TSMC Earnings

US Retail Sales, TSMC Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks TSMC earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Josh Zegen, Managing Principal, Co-Founder at Madison Realty Capital, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. James Thornton, CEO of Intrepid Travel, joins to discuss outlook for corporate travel and efforts to limit the carbon footprint of traveling.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

17 Loka 202441min

Morgan Stanley Shares Soar on Trading Surge

Morgan Stanley Shares Soar on Trading Surge

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasting live from Wells Fargo’s Women in Leadership Summit at Kiawah Island in South Carolina*Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Morgan Stanley earnings. Danielle Squires, Managing Director and Head of Diverse Segments at Wells Fargo, and Maria Menendez, Chief Financial Officer, at GL Homes of Florida Holding Corporation Sunrise Florida, discuss the importance of the Wells Fargo summit. Suzanne Morrison, Head of Commercial Banking & Wealth Partnerships & Executive Vice President at Wells Fargo, and Jessica Murphy, Managing Director, Southeast Division Executive, Commercial Banking at Wells Fargo, discuss the importance of providing differentiated products and services to clients and future clients in the context of true relationship banking. Kwanza Jones, CEO and Co-Founder of the Kwanza Jones & José E. Feliciano Initiative, and Julie Caperton, Head of The Private Bank and Wells Fargo Partnerships for Wealth & Investment Management, talk about how Wells Fargo helps clients achieve their philanthropic goals. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

16 Loka 202457min

ASML Guidance Cut, US Bank Earnings

ASML Guidance Cut, US Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering lowering guidance for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing planning to raise as much as $25 billion to boost liquidity. Dan Pickering, Chief Investment Officer at Pickering Energy Partners, discusses the latest on the energy sector. David Auerbach, Chief Investment Officer at Hoya Capital, discusses the state of commercial real estate. Oliver Crook, Bloomberg Europe Correspondent, discusses the Bloomberg Big Take story: "VW and Mercedes Are Getting Left in the Dust by China’s EVs."Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

15 Loka 202444min

S&P 500 Earnings Outlook

S&P 500 Earnings Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloomberg US Deals Reporter, talks about Elliott Investment Management calling for a special shareholder meeting at Southwest Airlines. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Rich Greenfield, Partner and Co-Founder at LightShed Partners discusses recent media news. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Kyle Harrison, BNEF's Head of Sustainability Research, talks about the latest sustainable finance trends.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

14 Loka 202450min

Consumer Sentiment, Bank Earnings, Litigation Latest

Consumer Sentiment, Bank Earnings, Litigation Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich.  Alison Williams, Bloomberg Intelligence Senior Analyst,  on U.S bank earnings. Elliot Stein, Bloomberg Intelligence Litigation Analyst, and Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, on  TD Bank being Hit With $450 Million OCC Penalty  Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, on markets/Fed.   Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, on Google Breakup Probably Won't Be Search Remedy Hosts: Alix Steel and Paul Sweeney See omnystudio.com/listener for privacy information.

13 Loka 202435min

Instant Reaction: Boeing Cuts Workforce By 10%

Instant Reaction: Boeing Cuts Workforce By 10%

Boeing plans to cut its workforce by about 10%, as the planemaker faces a drawn-out strike by workers and a worsening cash crunch. Hosts Matt Miller and Katie Greifeld discuss with Bloomberg Intelligence senior aerospace and airlines analyst George Ferguson. See omnystudio.com/listener for privacy information.

11 Loka 202410min

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