Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google
Bloomberg Intelligence2 Des 2025

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

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

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.

See omnystudio.com/listener for privacy information.

Episoder(3326)

Amazon Growth, Crypto ETF Latest

Amazon Growth, Crypto ETF Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg’s Paul Sweeney and Guest-host Molly Smith speak with Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, ...

29 Jan 202434min

BONUS EPISODE: A Conversation About Middle East Boycotts Hitting Global Brands

BONUS EPISODE: A Conversation About Middle East Boycotts Hitting Global Brands

Many shoppers in the Middle East, as well as in Muslim nations like Pakistan are shunning big foreign brands, driven by a wellspring of anger against Western countries for their support of Israel duri...

28 Jan 202412min

IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus

IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     On this week's podcast, we recap IBM earnings with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Bloomberg Int...

26 Jan 202439min

Rail Company Earnings, Regional Banks Report, Super Bowl in Vegas

Rail Company Earnings, Regional Banks Report, Super Bowl in Vegas

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow joins to discuss earnings from Norfolk Southern, ...

26 Jan 202442min

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerosp...

25 Jan 202435min

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence S...

24 Jan 202440min

Netflix, WWE Deal, GE Earnings, and Market Outlook

Netflix, WWE Deal, GE Earnings, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations fo...

23 Jan 202435min

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloo...

22 Jan 202430min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-fa-makro
lydartikler-fra-aftenposten
boligbobla
rss-andelige-tanker-med-camillo