Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.

-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements.

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate.

-- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio.

See omnystudio.com/listener for privacy information.

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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

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

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