BI Weekend: Nvidia Earnings, Paramount Saga

BI Weekend: Nvidia Earnings, Paramount Saga

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

On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Skydance Media, Paramount news. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, talks about Eli Lilly selling vials of its blockbuster weight-loss drug to patients at a 50% discount to its’ shots. Gene Seroka, Executive Director of the Port of Los Angeles, discusses his forecast for cargo volumes and the shipping industry. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses U.S Retail earnings. Tai Liu, BNEF Global Oil Supply Specialist, talks about the impact of a falling rig count on oil production.

Hosts: Paul Sweeney and Emily Graffeo

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Episoder(3303)

Bloomberg Bonus Episode: Apple and Intel Earnings

Bloomberg Bonus Episode: Apple and Intel Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.

30 Jan 202534min

Deadly Plane Crash Near DC Airport; Tesla Earnings

Deadly Plane Crash Near DC Airport; Tesla Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla EarningsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

30 Jan 202519min

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

29 Jan 202552min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene, 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 Surveillance.See omnystudio.com/listener for privacy information.

29 Jan 202526min

 T-Mobile Earnings Beat Projections

T-Mobile Earnings Beat Projections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

29 Jan 202511min

US Consumer Confidence Falls

US Consumer Confidence Falls

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual*Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

28 Jan 202544min

Global Tech Selloff, DeepSeek Buzz

Global Tech Selloff, DeepSeek Buzz

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

27 Jan 202520min

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

27 Jan 20258min

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