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.

See omnystudio.com/listener for privacy information.

Episoder(3296)

Bloomberg's Halen on JAB Holding Buying Krispy Kreme (Audio)

Bloomberg's Halen on JAB Holding Buying Krispy Kreme (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on Krispy Kreme being bought by JAB Holding for $21 a share.See omnystudio.com/listener for privacy information.

9 Mai 20166min

David McCourt on Trends Impacting the Telecom Industry (Audio)

David McCourt on Trends Impacting the Telecom Industry (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David McCourt, Chairman and CEO of Granahan McCourt Capital, on the telecommunications landscape and the three biggest trends that will impact today’s telecom industries.See omnystudio.com/listener for privacy information.

9 Mai 201611min

Logic's O'Neill: Global Oil Demand is Underestimated (Audio)

Logic's O'Neill: Global Oil Demand is Underestimated (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bill O'Neill, Founder and Partner at Logic Advisors, on the oil markets and the new Saudi oil minister's statement that they will not be cutting back on production.See omnystudio.com/listener for privacy information.

9 Mai 20168min

1-800-Flowers.com's McCann on Using AI to Place Orders (Audio)

1-800-Flowers.com's McCann on Using AI to Place Orders (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim McCann, Founder and CEO of 1-800-Flowers.com, on their recent technology announcements with Facebook, Amazon and IBM, and their forecast for Mother's Day.See omnystudio.com/listener for privacy information.

6 Mai 20168min

BlackRock's Winshel: Millenials Driving Impact Investing(Audio)

BlackRock's Winshel: Millenials Driving Impact Investing(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Deborah Winshel, Global Head of Impact Investing for BlackRock Inc., on their new Impact ETF, and why sustainable investing represents a growing portion of the investment universe.See omnystudio.com/listener for privacy information.

6 Mai 201611min

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 David Wilson on today's market winners, losers, and Stock of the Day: DeVry Education Group (DV).See omnystudio.com/listener for privacy information.

6 Mai 201612min

Satish Jindel Says Amazon Will Crush Other Retailers (Audio)

Satish Jindel Says Amazon Will Crush Other Retailers (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Satish Jindel, President of SJ Consulting Group, on what Amazon is doing with its logistics capabilities to change the retail sector.See omnystudio.com/listener for privacy information.

6 Mai 201611min

Starburst's Espahbodi on Growing Investment in Aerospace(Audio)

Starburst's Espahbodi on Growing Investment in Aerospace(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Van Espahbodi, Partner and Co-Founder of Starburst Accelerator, on the state of the aerospace, defence and space markets in the US, and venture capital's growing interest in the market.See omnystudio.com/listener for privacy information.

6 Mai 20168min

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