Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being in talks to spend billions on Google’s AI chips, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods and Best Buy. Dick’s Sporting Goods Inc. raised its outlook again, but investors focused on the costs of trying to turn around the Foot Locker sneaker chain it recently acquired for about $2.5 billion. Best Buy Co. raised its guidance for the current fiscal year, driven by demand for the latest consumer technology.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Finch. Kohl’s Corp. raised its full-year outlook for the second straight quarter, adding to a steady stream of retailers reporting stronger-than-expected results. Abercrombie & Fitch Co. raised the low end of its full-year sales outlook as its Hollister brand continued to gain momentum.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. Jelly and coffee maker JM Smucker Co. lowered the top end of its full-year guidance after it canceled a planned price increase on coffee in the wake of tariff relief. The company will absorb the $75 million cost of already-incurred tariffs this year, which hurts results this fiscal year.

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Boston Chamber's Singh on Boston's Thriving Tech Scene (Audio)

Boston Chamber's Singh on Boston's Thriving Tech Scene (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Nav Singh, Managing Partner at the McKinsey Boston office and Chair of the Boston Chamber of Commerce, on this year's annual event and the evolution of the Boston tech and biotech scene. Broadcasting live from the Boston Convention and Exhibition Center.See omnystudio.com/listener for privacy information.

10 Maj 20168min

Joel Stern Says Fed Raising Rates Will Cause a Recession(Audio)

Joel Stern Says Fed Raising Rates Will Cause a Recession(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Joel Stern, Chairman and CEO of Stern Value Management, on the Fed's monetary policy, and what he forecasts for the June FOMC meeting.See omnystudio.com/listener for privacy information.

9 Maj 20168min

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, Stock of the Day: Wayfair (W).See omnystudio.com/listener for privacy information.

9 Maj 201612min

Motley Fool's Barker on Stocks: Likes Tractor Supply (Audio)

Motley Fool's Barker on Stocks: Likes Tractor Supply (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bill Barker, co-portfolio manager of Motley Fool Asset Management, on the markets, their investment strategy and stocks.See omnystudio.com/listener for privacy information.

9 Maj 201611min

Direct Lending's Ross on LendingClub's Loan Sale Abuse (Audio)

Direct Lending's Ross on LendingClub's Loan Sale Abuse (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Brendan Ross, Founder and CEO of Direct Lending Investments, LLC, on LendingClub plunging after findings of loan-sale abuse, and a look at the lending landscape.See omnystudio.com/listener for privacy information.

9 Maj 201611min

Bloomberg's Papadopolous on Derby Winning Horse Nyquist (Audio)

Bloomberg's Papadopolous on Derby Winning Horse Nyquist (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Papadopolous, Managing Editor for Bloomberg News, recaps this year's Kentucky Derby and outlook for the winning horse, Nyquist.See omnystudio.com/listener for privacy information.

9 Maj 20168min

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 Maj 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 Maj 201611min

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