Bloomberg Intelligence

Jay Goldberg, a senior analyst at Seaport Research Partners, shares insights on Intel's recent upbeat revenue forecast spurred by a rebound in PC demand. He explains how new 18A manufacturing techniques and collaborations with TSMC have boosted Intel's performance. Other fascinating topics include the challenges of Intel's foundry strategy, the impact of U.S. government investments, and the cultural changes under CEO Pat Gelsinger. Goldberg poses a critical question about the future of Intel Foundry, sparking a thoughtful discussion on pivoting to competitiveness.

Steve Mann, a Global Autos and Industrials Research Analyst, dissects Tesla's surprising profit drop despite record sales, highlighting costs that crimped margins. He also debates Tesla's reliance on car sales amid ambitious AI projects. John Butler, a Senior Telecom Analyst, shares insights on T-Mobile's solid subscriber growth and the impact of promotions on pricing. Finally, George Ferguson, a Senior Aerospace Analyst, discusses American Airlines' unexpected loss and Southwest's shift towards monetizing its services with new fees.

Ed Ludlow, co-host of Bloomberg Tech and a savvy technology reporter, dives into Tesla's latest quarterly results, revealing a profit miss amidst strong sales. He explores factors behind the surprising free cash flow and how inventory issues and discounts impact margins. Ed also discusses the potential of Tesla's Optimus robot and the effects of tariffs on EV production. Joined by Ross Gerber, they debate the future of full self-driving technology and the viability of Tesla's ambitious robo-taxi plans.

Join John Butler, a Senior Telecom Analyst at Bloomberg Intelligence, as he dissects AT&T's recent quarterly results, highlighting revenue misses amid aggressive promotional efforts. He also explores AT&T's strategic shift towards fiber broadband and its implications in the competitive landscape. The discussion dives into Netflix's precarious situation due to a tax surprise in Brazil and its potential interest in acquiring Warner Bros. assets, all while keeping an eye on evolving trends in the telecom sector.

George Ferguson, a senior analyst at Bloomberg Intelligence focusing on aerospace and defense, dives into GE Aerospace's remarkable earnings, driven by soaring air-travel demand and improved supply chains. He also highlights RTX's strong defense divisions and increasing federal contracts. The conversation touches on strategic potential sales from Warner Bros. Discovery, including competitive bids and Comcast's interest, hinting at the shifting landscape of media and entertainment.

Apple's stock has surged as iPhone 17 sales outpace expectations, especially in China. Experts discuss advancements in the new model, including efficiency upgrades and the need for Apple's AI strategy. Meanwhile, Kering's sale of its beauty division to L’Oreal signifies a shift back to focusing on its core brand, Gucci, amid market challenges. In wealth management, discussions revolve around how AI is enhancing client interactions, while emphasizing the irreplaceable human touch in advisory roles.

Get the inside scoop on OpenAI's groundbreaking deal with Broadcom for custom AI chips! Domino's promotional strategies boost sales, while big banks exceed earnings expectations through strong trading and management growth. Luxury goods show signs of recovery, especially LVMH, as sales rebound in China and the U.S. Plus, Kellogg's adds protein to Pop-Tarts to meet consumer trends, and competition in AI chips heats up with Oracle's commitment to AMD. It's a whirlwind of insights across tech, food, finance, and luxury!

American Express reports a surge in demand for its revamped Platinum card, doubling new account acquisitions. Experts discuss the rising risks of auto loans as delinquencies spike while car prices soar. There's a spotlight on Arthur Blank's $50 million donation aimed at helping Pell grant recipients graduate from HBCUs, shedding light on the financial struggles of many students. The conversation also touches on how automakers are navigating the challenges of high vehicle prices and what this means for the used car market.

Lee Klaskow, a senior analyst at Bloomberg Intelligence, shares insights on J.B. Hunt, highlighting a remarkable jump in shares due to strong earnings driven by cost cuts and a robust intermodal strategy. He delves into the complexities of the freight market, discussing driver supply issues and turnover rates that could impact capacity significantly. Klaskow also touches on regulations that may diminish driver availability, making these dynamics crucial for the industry.

BlackRock is making headlines with a massive $40 billion acquisition of Aligned Data Centers, signalling soaring demand for data infrastructure. LVMH surprises the market with a return to sales growth, hinting at a potential luxury sector recovery. Meanwhile, Grindr's shareholders are exploring a move to take the company private, while Apple is gearing up to expand its manufacturing in Vietnam, seeking to diversify away from China. The discussions also touch on the evolving landscape of AI investments and digital advertising opportunities, especially for niche apps.