Activision CEO, First Republic, Earnings, and Stock Picks

Activision CEO, First Republic, Earnings, and Stock Picks

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. 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. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3360)

BI Weekend: GM, Starbucks, UPS Earnings

BI Weekend: GM, Starbucks, UPS Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research.On this podcast:- Steve Man, Bloomberg Intelligence Global Aut...

31 Jan 39min

 Apple’s Upbeat Forecast Clouded by Cost Fears

Apple’s Upbeat Forecast Clouded by Cost Fears

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet FuOn this podcast: -Dan Ives, Global Head of Technology Research...

30 Jan 21min

Instant Reaction: Apple Delivers Upbeat Forecast

Instant Reaction: Apple Delivers Upbeat Forecast

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins.Revenue ...

29 Jan 18min

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg In...

29 Jan 20min

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.Microsoft's spending surged to a rec...

28 Jan 33min

Starbucks Sales Accelerate as Turnaround Gains Steam

Starbucks Sales Accelerate as Turnaround Gains Steam

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodser...

28 Jan 22min

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Steve Man, Bloomberg Intelligence Global Autos and Industrials Ana...

27 Jan 28min

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses N...

26 Jan 15min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-politisk-preik