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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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

Predicteform's Zucker Favors Nyquist, Outwork for Derby (Audio)

Predicteform's Zucker Favors Nyquist, Outwork for Derby (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dan Zucker, Co-Founder of Predicteform.com, on what his proprietary models are forecasting for the Kentucky Derby.See omnystudio.com/listener for privacy information.

6 Maj 20168min

Ballotcraft's Jiang on Creating a Fantasy Politics Game (Audio)

Ballotcraft's Jiang on Creating a Fantasy Politics Game (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Dennis Jiang, CEO and Founder of Ballotcraft, a fantasy politics game founded by two Stanford grads, where thousands of players use fake money to buy "shares" in candidates.See omnystudio.com/listener for privacy information.

4 Maj 20168min

Roger McNamee Says Replace Alfalfa Fields With Marijuana(Audio)

Roger McNamee Says Replace Alfalfa Fields With Marijuana(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Roger McNamee, Founding Partner of venture capital firm, Elevation Partners, on Facebook and Apple, why the collapse of the unicorn bubble shouldn't worry investors, and the cannabis industry.See omnystudio.com/listener for privacy information.

4 Maj 201611min

Lord Browne on 'The Glass Closet': Inclusion is the Key (Audio)

Lord Browne on 'The Glass Closet': Inclusion is the Key (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Lord John Browne, executive chairman of L1 Energy and former CEO of BP, and author of "The Glass Closet" on the business embargo in North Carolina over its current anti-LGBT laws, and why it's good for companies to be LGBT friendly.See omnystudio.com/listener for privacy information.

4 Maj 201611min

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

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