BI Weekend: Nvidia, Retail Earnings Results
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie earnings. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
29 Elo 38min
Caterpillar Warns Tariff Impact Bigger Than Previously Seen
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul SweeneyWoo 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.
29 Elo 24min
Nvidia Forecasts Decelerating Growth After Two-Year AI Boom
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts.See omnystudio.com/listener for privacy information.
28 Elo 21min
Kohl’s Jumps on Outlook Boost in Sign of Consumer Resilience
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year. Abercrombie & Fitch Co. raised its full-year sales guidance following a stronger-than-expected quarter at the teen-focused Hollister brand.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. Williams-Sonoma Inc. raised its full-year sales growth target after a strong second-quarter showing across all brands.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Cracker Barrel Old Country Store getting rid of a new logo that sparked controversy and prompted a slump in its share price.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. JM Smucker Co. shares fell after it reported that first-quarter net sales were weighed down by decreased sales of certain products.See omnystudio.com/listener for privacy information.
27 Elo 22min
AT&T to Buy EchoStar Spectrum Licenses for About $23 Billion
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use.-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly & Co.'s experimental obesity pill helping patients lose 9.6% of their body weight in a trial.-Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, discusses EssilorLuxottica exploring a potential deal to increase its stake in Nikon Corp., people with knowledge of the matter said.-Patricio Alvarez, Bloomberg Intelligence Equity Research Analyst, Power & Gas Utilities, discusses how Orsted is being impacted after President Donald Trump's administration ordered construction to halt on an almost-finished offshore wind farm.See omnystudio.com/listener for privacy information.
26 Elo 23min
Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push.-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations.See omnystudio.com/listener for privacy information.
25 Elo 22min
BI Weekend: Target, Home Depot, Retail Earnings
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings.- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings.- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings.- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.- Matt Henricksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings.- Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk news.- Ana Davies, BNEF's Head of Renewable Fuels, discusses renewable fuels.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
22 Elo 38min
