Caterpillar Warns Tariff Impact Bigger Than Previously Seen

Caterpillar Warns Tariff Impact Bigger Than Previously Seen

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Bloomberg Intelligence hosted by Paul Sweeney

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.

Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.
Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.

Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.

See omnystudio.com/listener for privacy information.

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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

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.

28 Huhti 201612min

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.

28 Huhti 20168min

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.

28 Huhti 201611min

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