Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

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Episoder(3470)

Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook

Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu --Gene Munster, Managing Partner at Deepwater Asset Management, jo...

31 Jul 17min

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will ...

30 Jul 10min

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% ...

30 Jul 18min

UEFA Votes to Boycott World Cup in Protest to FIFA Selloff

UEFA Votes to Boycott World Cup in Protest to FIFA Selloff

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Randall Williams, Bloomberg Business of Sports Reporter, discusse...

30 Jul 23min

Earnings Roundup: Meta, Microsoft & Qualcomm

Earnings Roundup: Meta, Microsoft & Qualcomm

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investo...

29 Jul 17min

Ford Shares Climb as Profit-Rich SUVs Drive Outlook Higher

Ford Shares Climb as Profit-Rich SUVs Drive Outlook Higher

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Craig Trudell, Bloomberg Managing Editor of Global Business Cover...

29 Jul 20min

Boeing Beats on Cash Flow, Books New Charge on Air Force One

Boeing Beats on Cash Flow, Books New Charge on Air Force One

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense...

28 Jul 21min

Nvidia’s $750 Billion in Deals Reignite Circular AI Fears

Nvidia’s $750 Billion in Deals Reignite Circular AI Fears

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI...

27 Jul 16min

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