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.

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Morningstar's Wasiolek Says Priceline is Well Positioned(Audio)

Morningstar's Wasiolek Says Priceline is Well Positioned(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dan Wasiolek, Senior Equity Analyst at Morningstar, on Priceline earnings, how the company benefits from scale and international bookings, and general travel outlook.See omnystudio.com/listener for privacy information.

4 Maj 20168min

Stanford's Taylor Sees Advantage in Normalizing Rates (Audio)

Stanford's Taylor Sees Advantage in Normalizing Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: John Taylor, Professor of Economics at Stanford University and Senior Fellow in Economics at the Hoover Institution, on global financial instability and the roles central banks play.See omnystudio.com/listener for privacy information.

4 Maj 201619min

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, loses, and Stock of the Day: Glaukos (GKOS).See omnystudio.com/listener for privacy information.

4 Maj 201612min

Bloomberg's Halperin on Kasich, Cruz Exiting Race (Audio)

Bloomberg's Halperin on Kasich, Cruz Exiting Race (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: John Kasich and Ted Cruz dropping out of race; Trump moving ahead; Clinton vs Sanders.See omnystudio.com/listener for privacy information.

4 Maj 20165min

Bloomberg's Webb on Apple Revamping Its Music Service (Audio)

Bloomberg's Webb on Apple Revamping Its Music Service (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Alex Webb, Bloomberg Tech reporter covering all things Apple, on revamping Apple music service and the sputtering smartphone market.See omnystudio.com/listener for privacy information.

4 Maj 20164min

Fed's Williams Supports June Hike, Sees 2% GDP Growth (Audio)

Fed's Williams Supports June Hike, Sees 2% GDP Growth (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010John Williams, President and CEO of the San Francisco Federal Reserve Bank, on the economy, rate hikes, inflation and jobs.See omnystudio.com/listener for privacy information.

3 Maj 201626min

Bloomberg's Butler: Cautious of Sprint's Network Upgrade(Audio)

Bloomberg's Butler: Cautious of Sprint's Network Upgrade(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Sprint's earnings and the FCC's upcoming spectrum auction.See omnystudio.com/listener for privacy information.

3 Maj 20168min

Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)

Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Cuggino, President of Pacific Heights Asset Management and portfolio manager at Permanent Portfolio Family of Funds, for a look at the markets and where he sees opportunities.See omnystudio.com/listener for privacy information.

3 Maj 201611min

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