Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks.

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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

Vertical's Dillon on IP Buying WY Pulp Asset: 'Win Win' (Audio)

Vertical's Dillon on IP Buying WY Pulp Asset: 'Win Win' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Chip Dillon, Partner and Head of Global Paper and Packaging Practice at Vertical Research Partners, on International Paper buying Weyerhaeuser's pulp business for $2.2 billion.See omnystudio.com/listener for privacy information.

2 Maj 20164min

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