Caterpillar Warns Tariff Impact Bigger Than Previously Seen

Caterpillar Warns Tariff Impact Bigger Than Previously Seen

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Bloomberg Intelligence hosted by Paul Sweeney

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.

Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.
Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.

Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.

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Episoder(3360)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor on today's market winners, losers, and Stock of the Day: KLX Inc. (KLXI).See omnystudio.com/listener for pri...

23 Mai 201612min

BNY's La Salla on Brexit Uncertainty Impacting Investing(Audio)

BNY's La Salla on Brexit Uncertainty Impacting Investing(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Frank La Salla, Chief Executive Officer, Global Structured Products and Alternative Investment Services for BNY Mellon, on the marke...

23 Mai 201611min

Hedgemark's Lapkin on Challenges to Hedge Fund Investing(Audio)

Hedgemark's Lapkin on Challenges to Hedge Fund Investing(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Andrew Lapkin, CEO of HedgeMark International, on the hedge fund landscape and the top drivers of hedge fund investors. Broadcasting...

23 Mai 201611min

Bloomberg's Damouni on Valeant, Allergan, Medivation (Audio)

Bloomberg's Damouni on Valeant, Allergan, Medivation (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sasha Damouni, First Word health care reporter for Bloomberg, on the latest news at the UBS health care conference in NYC: Valeant, ...

23 Mai 20168min

BNY Mellon's Pandiri on Real Time Data For Asset Flows (Audio)

BNY Mellon's Pandiri on Real Time Data For Asset Flows (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Samir Pandiri, Executive Vice President and Global CEO of Asset Servicing at BNY Mellon, on regulation, big data and the fintech cha...

23 Mai 201611min

Bloomberg's Miner on Bayer's $62 Billion Monsanto Bid (Audio)

Bloomberg's Miner on Bayer's $62 Billion Monsanto Bid (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jason Miner, Senior Global Chemicals Analyst for Bloomberg Intelligence, on Bayer's $62 billion cash bid for Monsanto. Broadcasting ...

23 Mai 201611min

BNY Mellon's Shea: Enabling Global Investment in China (Audio)

BNY Mellon's Shea: Enabling Global Investment in China (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Brian Shea, Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Services, on the future vision for the investment ...

23 Mai 201620min

Trulia's McLaughlin on Rise of Million Dollar Homes (Audio)

Trulia's McLaughlin on Rise of Million Dollar Homes (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Ralph McLaughlin, Chief Economist at Trulia.com, on million dollar homes becoming commonplace in several of America's largest housin...

20 Mai 20168min

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