Bloomberg Intelligence BI Weekend: Rocket Deal, Restaurant Spending, Gen AI
Apr 4, 2025
Julie Choi, CMO of Cerebras, dives into the transformative world of generative AI and its computing requirements. She discusses how AI advancements are reshaping industries and the urgent demand for high-performance computing. The conversation highlights the growing importance of quick inference speeds in meeting customer expectations. Additionally, the integration of AI in sectors like finance and culinary arts illustrates the vast potential and challenges that come with this technology revolution.
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Companies to Watch in Q2 2025
- Tim Craighead discusses 10 companies with high-conviction, out-of-consensus views.
- These focus ideas highlight companies where upcoming catalysts can shift market perspectives.
Tesla's Potential
- Despite Tesla's stock price drop and concerns about Elon Musk, the company has potential.
- Improved sales are expected with the new Model Y and a growing battery storage business.
Cracker Barrel's Transformation
- Cracker Barrel has undergone significant changes, including menu revamps and store remodeling.
- Despite estimate cuts, there's potential for upside due to the business improvements.