Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

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

Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.

See omnystudio.com/listener for privacy information.

Avsnitt(3335)

Mortgages, ETFs, Autos, Munis, and Aviation (Podcast)

Mortgages, ETFs, Autos, Munis, and Aviation (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss the housing market, mortgage rates, and outlook for home buying. Sylvia Jablonkski, CIO at Defiance, joins the ...

3 Mars 202341min

Tesla, Enbridge, Wall Street, and ETFs (Podcast)

Tesla, Enbridge, Wall Street, and ETFs (Podcast)

Dan Ives, Senior Equity Analyst with Bloomberg Intelligence, joins the program after he attended Tesla Investor Day and has the latest on what we learned and what we didn’t learn from the event. Juan ...

2 Mars 202340min

Bridgewater, Coinbase, China, and Commodities (Podcast)

Bridgewater, Coinbase, China, and Commodities (Podcast)

Erik Schatzker, editor-at-large with Bloomberg TV, discusses Bridgewater’s major revamp post-Ray Dalio. Andrea Auerbach, head of private investments at Cambridge Associates, joins the program to discu...

1 Mars 202355min

The Fed, Insurance, VR, and Goldman (Podcast)

The Fed, Insurance, VR, and Goldman (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, Treasuries, and dollar strength. Pat Gallagher, CEO of Gallagher Insurance, joins the program to discuss th...

28 Feb 202344min

COVID Origins, Ohio Train, ETFs, and Goldman (Podcast)

COVID Origins, Ohio Train, ETFs, and Goldman (Podcast)

Sam Fazeli, Head of Euro Research and Pharma Analyst for Bloomberg Intelligence, joins the program to discuss Pfizer’s potential acquisition of Seagan. Tony Hatch, consultant and analyst with ABH Cons...

27 Feb 202341min

Ukraine, Inflation, ETFs, and Adobe (Podcast)

Ukraine, Inflation, ETFs, and Adobe (Podcast)

One year since Russia’s invasion, Bloomberg TV’s Maria Tadeo joins from Kyiv to discuss what’s happening on the ground, her interview with Kyiv’s mayor, Europe’s view on the conflict, and outlook. Kev...

24 Feb 202349min

Markets, Gender Equality, Equities, and Hostess (Podcast)

Markets, Gender Equality, Equities, and Hostess (Podcast)

Matt Luzzetti, Chief US Economist at Deutsche Bank, shares his views on the economy and breaks down the recent Fed Minutes. Doug Baker, portfolio manager and head of Preferred Securities Sector Team a...

23 Feb 202343min

Supply Chain, Housing, Tesla, and WWE (Podcast)

Supply Chain, Housing, Tesla, and WWE (Podcast)

Gene Seroka, Executive Director of the Port of LA, joins the show to discuss the latest on deliveries, shipments, and supply chain bottlenecks. Aoifinn Devitt, CIO at Moneta, joins the program to disc...

22 Feb 202345min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-inga-dumma-fragor-om-pengar
rss-borsens-finest
avanzapodden
svd-tech-brief
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
fill-or-kill
montrosepodden
24fragor
borsmorgon
dynastin
rss-dagen-med-di
market-makers
tabberaset
kapitalet-en-podd-om-ekonomi