Bloomberg Intelligence Amazon Earnings, Musk in China, Intel in Ohio
May 3, 2024
Bloomberg Intelligence podcast features Anurag Rana on Amazon's AI growth, Craig Trudell on Tesla in China, Michael Halen on McDonald's strategy against competitors, and Herman Chan on New York Community Bank's challenges. Max Chafkin discusses Intel's $28B investment in Ohio, and Pol Lezcano talks about potential US tariffs on solar imports.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Amazon's Growth in Cloud Services and AI Development
01:32 • 11min
Analysis of Tesla's Move to China and Stock Swings
12:16 • 2min
Quarterly Sales Performance and Strategy Analysis
14:16 • 11min
Analyzing Short-term Rates and Regional Bank Performance
25:36 • 2min
Intel's $28 Billion Investment in Ohio Chip Factory
27:43 • 6min
Challenges in Powering Fabs and Solar Tariffs
33:33 • 2min
Solar Panel Manufacturing, Tariffs, and Supply Chain Efficiency Discussion
35:37 • 2min
Analyzing the Impact of Tariffs on Solar Panel Costs and Manufacturing Landscape
38:06 • 3min