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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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: P.H. Glatfelter (GLT).See omnystudio.com/listener for privacy information.

3 Maj 201612min

Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)

Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan based research firm focused on automotive, for analysis of April auto sales.See omnystudio.com/listener for privacy information.

3 Maj 201611min

San Fran Fed's Williams, Daly, on Wage Growth and Labor (Audio)

San Fran Fed's Williams, Daly, on Wage Growth and Labor (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mary Daly, Senior Vice President and Associate Director of Research at the Federal Reserve Bank of San Francisco, joins Fed President John Williams to discuss wage growth and the labor market.See omnystudio.com/listener for privacy information.

3 Maj 201611min

Lountzis Says Buffett Remains Overwhelmingly Positive (Audio)

Lountzis Says Buffett Remains Overwhelmingly Positive (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Paul Lountzis, Founder of Lountzis Asset Management, on Berkshire Hathaway's annual shareholders’ meeting in Omaha, Nebraska.See omnystudio.com/listener for privacy information.

2 Maj 20168min

Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)

Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Noel Goldfarb, Financial Advisor with National Financial Network, LLC, on investing for individuals, maximizing wealth, and impact of fiduciary rules.See omnystudio.com/listener for privacy information.

2 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: Haemonetics (HAE).See omnystudio.com/listener for privacy information.

2 Maj 201612min

Maglan's Tawil on Puerto Rico: Infrastructure at Risk (Audio)

Maglan's Tawil on Puerto Rico: Infrastructure at Risk (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Tawil, President and Co-Founder of Maglan Capital, with analysis of Puerto Rico's default.See omnystudio.com/listener for privacy information.

2 Maj 201611min

S&P's Glickman on Halliburton: US Focus Still Poses Risk(Audio)

S&P's Glickman on Halliburton: US Focus Still Poses Risk(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Stewart Glickman, Equity Analyst and Group Head of Energy and Materials from S&P Capital, on Halliburton and Baker Hughes quitting their $28 Billion merger.See omnystudio.com/listener for privacy information.

2 Maj 20168min

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