Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate.

-- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio.

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Episoder(3356)

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

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16 Mar 15min

Adobe CEO to Step Down in Face of Investor Concerns Over AI

Adobe CEO to Step Down in Face of Investor Concerns Over AI

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Isabelle Lee- Anurag Rana, B...

13 Mar 18min

Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Alexandra Semenova-Lindsay D...

12 Mar 14min

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller-Mandeep Singh,...

11 Mar 27min

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker-Bailey Lipschultz, Bloombe...

10 Mar 17min

 Live Nation Reaches DOJ Settlement in Antitrust Case

Live Nation Reaches DOJ Settlement in Antitrust Case

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Jennifer Rie, Blo...

9 Mar 22min

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

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 Kristine Aquino-Brian Chappatta, Blo...

6 Mar 20min

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Morgan Stanley Cuts Jobs Across All of Its Business Lines

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 Isabelle Lee-Herman Chan, Senior Ana...

5 Mar 24min

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