Bloomberg Intelligence

Ed Ludlow, Bloomberg Tech co-host covering tech and autos on the ground. James Chakmok, CIO at Clockwise Capital with portfolio and big-tech investment perspective. Anurag Rana, BI senior tech analyst focused on cloud and AI research. They discuss Microsoft’s Azure growth and record spending. They examine Meta’s ad strength and rising capex. They unpack Tesla’s surprise xAI funding and robo-taxi plans.

Michael McKee, a Fed correspondent who reported live from the press conference; Jeffrey Rosenberg, a BlackRock senior investment pro on bonds and macro; Stephanie Roth, a Wolf Research analyst focused on labor and inflation. They dissect Powell’s cautious tone and the Fed holding rates. Conversation covers bond market reactions, wealth effects from tech gains, sticky inflation risks, and implications for labor and nominal GDP.

Torsten Slok, Apollo chief economist who studies labor, immigration and AI-driven growth; Diane Swank, KPMG chief economist and labor-market expert; Bob Michael, J.P. Morgan fixed income strategist on rates and portfolio positioning; Richard Clarida, former Fed Vice Chair on monetary policy and yield curves. They debate the Fed decision, market and yield curve reactions, AI and productivity, immigration’s labor effects, and investor flows into U.S. assets.

Andrea Felsted, Bloomberg Opinion columnist analyzing luxury trends. Caroline Hyde, tech journalist covering chipmakers, Amazon and AI. John Butler, telecom analyst on AT&T and broadband strategy. They discuss Starbucks’ turnaround and cost plans. They cover AT&T’s fiber push and telecom competition. They dig into ASML’s record orders, Amazon’s corporate cuts and SoftBank’s big AI moves, plus LVMH’s mixed holiday sales.

Janet Lorin, higher education finance reporter, on Yale’s endowment strains and tax pressures. Sid Philip, aviation tracker, on airline divergences, Boeing’s cash rebound and production ramp. Steve Mann, autos analyst, on GM’s $2B profit upside, buybacks and ICE-heavy vs EV mix. They cover endowment sales, airline recoveries, and automakers’ strategies in short, punchy conversations.

Anurag Rana, Bloomberg Intelligence tech analyst covering semiconductors and cloud infrastructure. Sam Fazeli, BI director of research focused on biotech and pharma M&A. David Woo, strategist and novelist exploring globalization through fiction. They dive into Nvidia’s $2B push into CoreWeave and AI chip supply constraints. Discussion of hyperscalers building alternatives like Microsoft’s Maia 200. Biotech M&A, pipeline and market outlook are also covered.

Matthew Schettenhelm, media litigation analyst, explains the TikTok/ByteDance deal and its legal and operational twists. Angelo Zino, equity analyst, breaks down Intel’s weak guidance, manufacturing struggles and memory bottlenecks. Elliott Stein, litigation analyst, walks through Trump’s $5 billion suit against JPMorgan and the contractual and regulatory hurdles involved.

Rania Sedhom, managing partner who advises brands on bankruptcy risks, explains how the Saks collapse affects vendors, consignments and consumer access to luxury goods. Sunny Bonnell, branding CEO and author, explores AI’s threat to brand differentiation and why authenticity and a clear point of view matter. They spar over legal fallout and how brands can preserve meaning while navigating AI-driven content overload.

Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners, joins the discussion to unravel Intel's latest downturn. He emphasizes that the company's challenges go beyond quarterly issues, rooted in structural problems. Feinseth highlights how U.S. government investment has positively influenced Intel's prospects, while addressing its strategic partnerships with Nvidia and Apple. He discusses the critical need for expanded foundry customers and advocates for a bullish long-term outlook despite current manufacturing yield struggles.

Seema Shah, VP of Research and Insights at Sensor Tower, delves into Paramount’s ongoing battle for Warner Bros. Discovery shares, highlighting why Paramount’s need for the deal contrasts with Netflix's strengths. Sid Philip discusses GE's disappointing full-year earnings amid supply-chain challenges in the aerospace sector. Gautam Mukunda analyzes the geopolitical ramifications surrounding the U.S. approach to Greenland, suggesting that recent actions may undermine trust with allies and provoke economic pushback from Europe.