Bloomberg Intelligence

Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.

Joanne Hsu, Surveys of Consumers Director at the University of Michigan, discusses the recent rise in consumer sentiment and its economic implications. Nathan Dean, Senior Policy Analyst, analyzes how the U.S. election may impact key industries. Victoria Fernandez, Chief Market Strategist, provides insights on market trends. Deborah Aitken, Luxury Goods Analyst, outlines the consequences of a court ruling on Tapestry's acquisition. Justina Lee shares tax-aware strategies for wealthy investors looking to minimize taxes.

Craig Trudell, Bloomberg's Global Autos Editor, discusses Tesla's impressive quarterly earnings that caused a stock surge and hints at future growth prospects. Jessica Kriegel, Chief Scientist of Workplace Culture at Culture Partners, highlights Boeing's labor contract issues and the cultural shifts influencing the company. Lee Klaskow analyzes UPS's earnings, shedding light on changing consumer behaviors. Finally, Terence Kawaja delves into the transformation in the digital ad tech industry, exploring the impact of AI and the evolving landscape.

In this discussion, industry expert Ross Gerber, CEO of Gerber Kawasaki, and Bloomberg Technology cohost Ed Ludlow delve into Tesla's impressive earnings beyond Wall Street expectations. They analyze the rebound in demand for electric vehicles and the company's projected growth in vehicle deliveries. The conversation also highlights the impact of declining production costs, the need for focused leadership amid political distractions, and the implications of new product strategies on Tesla's market standing. Expect engaging insights about the future of the EV giant!

Michael Halen, a seasoned analyst in the foodservice industry, discusses the implications of a recent E. coli outbreak at McDonald's and its effects on consumer trust. George Ferguson shares insights into Boeing's struggles with debt and cash flow amid their latest earnings report. Carol Pepper provides a market outlook focused on growth stocks, while Wendy Thomas, CEO of SecureWorks, talks about their acquisition by Sophos and the evolving cybersecurity landscape. Kiel Porter highlights safety challenges at Rivian's manufacturing plant.

Mandeep Singh, a senior tech industry analyst, discusses ASML's challenges as U.S. restrictions on China intensify. Tomasz Noetzel analyzes HSBC's restructuring efforts amid economic pressures. Jill Castilla sheds light on community banking in Edmond and its vital role in local economies. David Welch explores GM's push towards electric vehicles, noting their rise in U.S. EV sales. Rich Hill examines the commercial real estate market, highlighting ongoing challenges and potential investment opportunities.

George Ferguson, a senior aerospace analyst, discusses the critical wage deal negotiations at Boeing, highlighting a proposed 35% increase amid ongoing strikes. Phil Orlando shares his cautious market outlook, while Ned Lazarus analyzes the escalating tensions in the Mideast, emphasizing the need for diplomatic action. Tim O'Brien reflects on Trump's ongoing influence, and Chris Gadomski explores the future of nuclear energy, particularly the promise of Small Modular Reactors in the clean energy transition.

Mandeep Singh, a Senior Tech Analyst at Bloomberg Intelligence, dives into ASML's lowered guidance and its ripple effects on the semiconductor industry. Kyle Harrison, Head of Sustainability Research at BNEF, discusses the surge in corporate clean energy purchases driven by major polluters. Alison Williams highlights strong bank earnings, especially Morgan Stanley's impressive performance. Deborah Aitken examines LVMH's struggles in China, while Gautam Naik addresses the role of catastrophe bonds in climate risk management, and Oliver Crook reveals how cheap Chinese EVs challenge European automakers.

Jonathan Palmer, a healthcare analyst at Bloomberg Intelligence, scrutinizes CVS's CEO ousting amid its financial struggles. Gerard Dipippo provides insights on China's economic adjustments and the potential need for stimulus. Geetha Ranganathan discusses Netflix's impressive earnings and growth strategies, while Jonathan Schanzer analyzes geopolitical crises in the Middle East. Sylvia Jablonski shares market outlooks, and Raul Martynek explores trends in the data center industry, focusing on sustainability and investment opportunities.

Dan Morgan, a senior portfolio manager at Synovus Trust, shares keen insights on Netflix's impressive growth, adding over 5 million subscribers despite industry challenges. He discusses the implications of Netflix's advertising strategy and potential revenue shifts, especially with an evolving pricing model. Morgan emphasizes the company's shift away from publicizing subscriber counts, highlighting new financial metrics such as earnings multiples. Additionally, he evaluates Netflix's recent stock performance and the complexities for investors in this dynamic landscape.