Kunjan Sabani

Kunjan Sabani, a senior semiconductor analyst, provides insights on NVIDIA's earnings and the challenges of balancing supply and demand amid shifting China relations. Jen Bartaschus discusses Target's adaptive strategies in a tough retail environment, while elaborating on Walmart's competitive edge. Suzanne Lynch analyzes the European Business Summit's focus on regulatory issues and EU competitiveness. Paul Jackson highlights Japan's anticipated GDP contraction and the impacts of tariffs and a weak yen on the economy.

Arthur Mensch, CEO of Mistral AI, shares insights on their innovative AI Studio platform designed for enterprise clients, emphasizing data ownership and customizable tools. Pierre Ferragu analyzes Intel's surprising return to profitability and the competitive landscape against rivals. Kunjan Sabani discusses Intel's recovery driven by demand in PCs and data centers. Anurag Rana explains a massive $38 billion debt offering for data-center projects, highlighting market risks and the implications for AI infrastructure.

Kunjan Sabani, a Senior semiconductor analyst at Bloomberg Intelligence, dives into NVIDIA's earnings and the impact of AI demand on supply chains. Suzanne Lynch, Brussels Bureau Chief, discusses the EU's competitiveness challenges and its relationship with the U.S. Lastly, Paul Jackson, a Bloomberg reporter, analyzes Japan's expected GDP contraction, inflation trends, and the effects of tariffs on various industries. Together, they unravel the complexities of tech, policy, and economic forecasts shaping the global landscape.