Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

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Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.

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Episoder(3322)

BNY Mellon's Loh Sees Bond Yields Continuing to Fall  (Audio)

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Borthwick Sees Great Dollar Weakness In Next Year Or So (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at currencies and implications of a Brexi...

15 Jun 20169min

Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)

Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Vincent Reinhart, Chief Economist, Standish Mellon Asset Management, and former head of the Federal Reserve’s monetary division, on ...

15 Jun 201611min

Signet CEO Light: We Are Investigating Every Complaint (Audio)

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Jim Bianco on the FOMC Meeting: Fed Confusion Reigns (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim Bianco, President and Founder of Bianco Research, with a big picture look at the global markets following the FOMC decision.See ...

15 Jun 20168min

Larry Rosenthal: Near Term Cautious, More Optimistic Q4 (Audio)

Larry Rosenthal: Near Term Cautious, More Optimistic Q4 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Larry Rosenthal, President of Rosenthal Wealth Management Group, on the markets, investing, and why he's short-term cautious.See omn...

14 Jun 201611min

ACG's McDonald on Central Banks: Witnessing Pure Evil (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Larry McDonald, Head of Global Macro Strategy at ACG Analytics, on the German bund going negative and what it signals to global bond...

14 Jun 201611min

Bloomberg's Schettenhelm: Court Upholds Net Neutrality (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Schettenhelm, Communications Litigation Analyst for Bloomberg Intelligence, on a federal court upholding the FCC regulations...

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