Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Investor Solutions, joins to discuss the firms’ Capital Market Assumptions report and outlook for a soft landing in the US. Ed Harrison, Senior Editor at Bloomberg News and author of the “Everything Risk” column and Liz McCormick, Chief Correspondent of Macro Markets at Bloomberg News, join for a roundtable discussion on risk assets, the 20-year-bond treasury auction, and outlook for bond and equity markets. Matt Sigel, Head of Digital Assets at VanEck, joins to discuss the Wall Street Journal report on Binance CEO CZ Zhao agreeing to step down and plead guilty. Hosted by Paul Sweeney and Bailey Lipschultz

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Episoder(3356)

Alphabet Plans Record Spending in Race to Win AI Customers

Alphabet Plans Record Spending in Race to Win AI Customers

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AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

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, Scarlet Fu, and John Tucker- Kunjan Sob...

4 Feb 22min

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

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- Geetha Ranganathan, Bloo...

3 Feb 25min

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

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- Mandeep Singh, Global Te...

2 Feb 25min

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

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