Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks.

See omnystudio.com/listener for privacy information.

Jaksot(3279)

Bloomberg's Halperin on Kasich, Cruz Exiting Race (Audio)

Bloomberg's Halperin on Kasich, Cruz Exiting Race (Audio)

(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: John Kasich and Ted Cruz dropping out of race; Trump moving ahead; Clinton vs Sanders.See omnystudio.com/listener for privacy information.

4 Touko 20165min

Bloomberg's Webb on Apple Revamping Its Music Service (Audio)

Bloomberg's Webb on Apple Revamping Its Music Service (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Alex Webb, Bloomberg Tech reporter covering all things Apple, on revamping Apple music service and the sputtering smartphone market.See omnystudio.com/listener for privacy information.

4 Touko 20164min

Fed's Williams Supports June Hike, Sees 2% GDP Growth (Audio)

Fed's Williams Supports June Hike, Sees 2% GDP Growth (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010John Williams, President and CEO of the San Francisco Federal Reserve Bank, on the economy, rate hikes, inflation and jobs.See omnystudio.com/listener for privacy information.

3 Touko 201626min

Bloomberg's Butler: Cautious of Sprint's Network Upgrade(Audio)

Bloomberg's Butler: Cautious of Sprint's Network Upgrade(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Sprint's earnings and the FCC's upcoming spectrum auction.See omnystudio.com/listener for privacy information.

3 Touko 20168min

Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)

Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Cuggino, President of Pacific Heights Asset Management and portfolio manager at Permanent Portfolio Family of Funds, for a look at the markets and where he sees opportunities.See omnystudio.com/listener for privacy information.

3 Touko 201611min

Fed's Fernald on Changing Nature of Productivity in U.S.(Audio)

Fed's Fernald on Changing Nature of Productivity in U.S.(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Fernald, Senior Research Advisor at the San Francisco Fed, discusses productivity and the economy.See omnystudio.com/listener for privacy information.

3 Touko 20168min

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: P.H. Glatfelter (GLT).See omnystudio.com/listener for privacy information.

3 Touko 201612min

Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)

Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan based research firm focused on automotive, for analysis of April auto sales.See omnystudio.com/listener for privacy information.

3 Touko 201611min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-lahtijat
oppimisen-psykologia
rss-sisalto-kuntoon
rss-neuvottelija-sami-miettinen
pomojen-suusta
lakicast
asuntoasiaa-paivakirjat
rss-uskalla-yrittaa
rss-laakispodi
rss-startup-ministerio
rss-lentopaivakirjat
rss-karon-grilli
rss-paasipodi
rss-yritys-ja-erehdys
rss-40-ajatusta-aanesta