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.

See omnystudio.com/listener for privacy information.

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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 Maj 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 Maj 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 Maj 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 Maj 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 Maj 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 Maj 20168min

Senator Lieberman Advises Against Any Business With Iran(Audio)

Senator Lieberman Advises Against Any Business With Iran(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Former Senator Joe Lieberman, Chairman of UANI-United Against Nuclear Iran, discusses why his organization is warning companies that re-entering the Iranian market is risky business.See omnystudio.com/listener for privacy information.

6 Maj 201611min

DOL's Shierholz: Increase in Hours Offsets Job Growth (Audio)

DOL's Shierholz: Increase in Hours Offsets Job Growth (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Heidi Shierholz, Labor Secretary Tom Perez's Chief Economist at the Department of Labor, on the April jobs report.See omnystudio.com/listener for privacy information.

6 Maj 201611min

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