Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell’s. Campbell’s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.

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Episoder(3409)

Apple Weighs Using Intel, Samsung to Build Device Processors

Apple Weighs Using Intel, Samsung to Build Device Processors

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5 Mai 21min

Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff

Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff

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4 Mai 20min

Spirit Makes Plans to Shutter After Government Rescue Fizzles

Spirit Makes Plans to Shutter After Government Rescue Fizzles

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1 Mai 18min

Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter

Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter

Apple delivered second-quarter revenue that edged past analysts’ estimates, helped by demand for the iPhone and Mac, while failing to produce the blowout results that some investors were anticipating....

30 Apr 15min

Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza

Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence,...

30 Apr 19min

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the y...

29 Apr 23min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene and Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveill...

29 Apr 20min

Instant Reaction: Fed Holds Rates, Three Officials Dissent

Instant Reaction: Fed Holds Rates, Three Officials Dissent

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left intere...

29 Apr 29min

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