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(3319)

Novak on Culture of Recognition (Audio)

Novak on Culture of Recognition (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David C Novak Chairman Yum Brands Inc David Novak, Former CEO of YUM! Brands, on his new role as founder of OGO (O Great One!), a br...

12 Mai 201611min

Teucrium's Gilbertie Sees Continued Strength in Corn (Audio)

Teucrium's Gilbertie Sees Continued Strength in Corn (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sal Gilbertie, President and Founder of Teucrium Trading LLC—which trades corn, wheat, soybeans, sugar – on the jump in soybeans and...

12 Mai 201611min

GlobalReach's Mulhall on BOE, Sees Further GPB Strength (Audio)

GlobalReach's Mulhall on BOE, Sees Further GPB Strength (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ciaran Mulhall, Chief Investment Officer at Dublin-based GlobalReach Securities Ltd., on the Bank of England’s rate decision and Bre...

12 Mai 20168min

Desh Deshpande: Boston is Blessed With Problem Solvers (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Desh Deshpande, President and Chairman of the Sparta Group LLC and a trustee at the Despande Foundation, on the Bost...

11 Mai 20166min

SRG's Flickinger Says Legal Strategy Erred on ODP-SPLS (Audio)

SRG's Flickinger Says Legal Strategy Erred on ODP-SPLS (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Burt Flickinger, Managing Director, Strategic Resource Group, on Macy's earnings, and the failed Office Depot- Staples merger.See om...

11 Mai 20168min

FBB's Bailey Likes Consumer Staples, Looking at Tobacco (Audio)

FBB's Bailey Likes Consumer Staples, Looking at Tobacco (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike Bailey, Director of Research at FBB Capital Partners, on earnings, what’s driving the markets, and the latest in the Google/Ora...

11 Mai 201611min

Dollar Shave Club's Dubin, Mourad on New Grooming Line (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Dubin, CEO and Co-Founder of Dollar Shave Club, and Fadi Mourad, Chief Product Innovation Officer, on disrupting the razor i...

11 Mai 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

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(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: Fogo de Chao (FOGO).See omnystudio.com...

11 Mai 201612min

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