Poonam Goyal

Geetha Ranganathan, a U.S. media analyst, dissects Disney's disappointing Q4 results, emphasizing challenges in studio expenses versus the success of parks and streaming. Woo Jin Ho, a senior tech analyst, highlights Cisco's positive earnings and its potential to capture AI spending, projecting significant revenue growth. Poonam Goyal, an e-commerce analyst, explores the athleisure market, pointing to Adidas's resurgence and Nike's continued dominance while analyzing competitive pressures and product innovations. Their insights reveal the evolving dynamics of these major industries.

Join Poonam Goyal and Lindsay Dutch, seasoned retail analysts at Bloomberg Intelligence, as they dissect Black Friday trends, focusing on resilient consumer spending and in-demand items like gaming and apparel. Scott Martin, Chief Investment Officer at Kingsview Wealth Management, offers insights into market volatility and highlights opportunities amid recent stock weakness. Jennifer Rhee, Antitrust Analyst, shares the latest on major tech antitrust cases, including Google and Meta, revealing how outcomes may shape the industry. A must-listen for holiday shoppers and investors!

Poonam Goyal is a Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, and Angelo Zino is a Senior VP and Equity Analyst at CFRA Research. They dive into Amazon's surprising stock declines fueled by disappointing profit forecasts and challenges in its AWS cloud performance. The duo contrasts Amazon’s retail growth with its lackluster cloud margins, discussing competitive pressures from rivals like Microsoft. They also explore how shifting consumer behavior might impact the retail landscape during the back-to-school season.

Poonam Goyal, senior analyst at Bloomberg Intelligence, shares insights on the leadership shakeup at Lululemon and the need for innovative product strategies to revitalize the brand. Wayne Sanders discusses the complexities of missile defense systems and the pressing need for improved interoperability. Stephanie Guild, Chief Investment Officer at Robinhood, explores shifting investor behaviors, highlighting trends in AI trades and macroeconomic factors impacting consumer sentiment. Together, they dissect the challenges and opportunities in today's market landscape.

Kunjan Sobhani, a Senior Semiconductor Analyst, dives into Broadcom's disappointing earnings and the stock's steep decline due to unmet expectations in AI revenue. Poonam Goyal, a U.S. E-Commerce and Retail Analyst, discusses Lululemon's new CEO announcement and performance challenges. Geetha Ranganathan, a Senior Media Analyst, reveals Disney's bold $1 billion investment in OpenAI and the implications of licensing iconic characters for brand safety. The conversation highlights pivotal moments shaping the tech and retail landscapes.

The podcast discusses post-pandemic retail challenges, focusing on athleisure trends and AI solutions. Topics include rise of resale brands, sustainability in retail, Amazon's dominance, generative AI impact, and revolutionizing retail feedback with social commerce and customer insights.

eBay Chief AI Officer Nitzan Mekel-Bobrov and Bloomberg Intelligence senior analyst Poonam Goyal discuss the importance of AI in driving e-commerce growth, eBay's AI investment strategy, deciding whether to build or buy technology solutions, future opportunities in e-commerce, and embracing the AI disruption.

Simon Casey, Managing Editor for Energy and Commodities at Bloomberg News, dives into Trump Media's surprising merger with TAE Technologies, exploring the future of nuclear fusion and the potential hurdles. Jake Silverman highlights Micron's strong earnings and the AI-driven demand impacting memory chip pricing. Poonam Goyal discusses activist investor Elliott Management's substantial stake in Lululemon and its leadership challenges, while Rachel Phua shares insights on Darden Restaurants' success amid changing consumer behavior and a resilient dining market.

Mandeep Singh, a senior tech analyst, dives into Amazon's race to launch a competitive AI chip, aiming to rival Nvidia and Google. Poonam Goyal discusses Cyber Monday shopping trends, noting that major retailers maintained deals, influencing margins. Geetha Ranganathan shares insights on the second round of high-stakes bids for Warner Bros. Discovery, indicating potential industry shifts. Brian Egger highlights New York City's awarding of casino licenses, questioning the ROI for the winners. Exciting strategies and market dynamics unfold!

Poonam Goyal, a senior analyst at Bloomberg Intelligence specializing in e-commerce and athleisure, dives into Amazon's recent financial performance. She highlights AWS's impressive 20% revenue growth, the strongest in nearly three years. Goyal also discusses challenges in retail margins and pricing strategies, as well as ongoing investments in automation and fulfillment. The conversation touches on the booming advertising revenue, which is growing at 22%, and the impact of AI on Amazon's operational efficiency and long-term profitability.