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

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)

Boeing, Copper, and Weight Loss

Boeing, Copper, and Weight Loss

George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark N...

8 Jan 202436min

Jobs, Munis, and Ozempic

Jobs, Munis, and Ozempic

Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to disc...

5 Jan 202448min

APA, TikTok, and Regional Banks

APA, TikTok, and Regional Banks

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloom...

4 Jan 202442min

Morgan Stanley, Harvard, and Disney

Morgan Stanley, Harvard, and Disney

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay steppin...

3 Jan 202444min

Equities, Tesla, and Geopolitics

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with...

2 Jan 202439min

Markets, Trump, and Travel

Markets, Trump, and Travel

Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump be...

29 Des 202334min

Hedge Funds, Eco, and AI

Hedge Funds, Eco, and AI

Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potent...

28 Des 202342min

Red Sea, Markets, and Media

Red Sea, Markets, and Media

Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomber...

27 Des 202332min

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