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Duncan Fox
Bloomberg Intelligence Senior Consumer Staples Analyst. He discusses Heineken earnings and the impact of price disputes on beer volumes.
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Jul 28, 2025
• 20min
Samsung to Make Tesla AI Chips in Multiyear Texas Deal
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Duncan Fox, a Senior Consumer Staples Analyst at Bloomberg Intelligence, discusses the dip in Heineken's beer volumes due to retail disputes in Europe, while Brendan Murray, the Global Trade Editor, highlights the adverse effects of Trump tariffs on global growth. The conversation also dives into Samsung's landmark $16.5 billion deal to produce AI chips for Tesla and its implications for the tech industry. As investment costs rise, they explore how shifting market dynamics are reshaping both the beverage and tech sectors.
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