Bloomberg Intelligence

Bloomberg Intelligence podcast features insights from experts like Nvidia's earnings, small cap stocks, private credit markets, and portfolio alternatives like gold, copper, and crypto. They discuss tech stocks driving market performance, utility sector growth potential, and challenges/opportunities for electric vehicles. The podcast also previews the auto industry conference, delves into electric cars' impact on finance companies, and explores Indy 500, car preferences, and industry challenges.

Bloomberg Intelligence hosts instant reaction to Nvidia's bullish sales forecast with guests Kunjan Sobhani, semiconductor analyst, and Dan Morgan, portfolio manager. They discuss Nvidia's AI computing strength, gaming revenue, data center success, revenue forecasts, stock split purpose, Blackwell chip impact, AI evolution, high margins, and competitive edge in AI investments.

Grant Sporre talks about BHP's bid for Anglo American. Jennifer Bartashus discusses Target earnings. Sylvia Jablonski shares market outlook. Jodi Schneider breaks down UK election news. Hosts cover various financial and political topics.

Guests discuss Macy's and Lowe's earnings, Volta's battery technology, chip-making machines in geopolitical context, and business risks in China. Insights on lithium industry, ASML's technology, and Federal Reserve minutes

Analyzing JPMorgan investor day, market outlook, Iran's political turmoil, and Qatar economic forum. Insightful discussions on commodities, board meetings revolution, AI tools for governance, and diverse tech topics with Edward Norton.

Experts like Jennifer Bartashus, Drew Reading, and Steve Mills discuss Walmart and Home Depot earnings, China tariffs, and AI ethics in business. They dive into retail trends, e-commerce, homebuilding, and the risks of AI. The podcast offers insights on Tesla's competition in the US market and President Biden's tariffs on China.

Guests like Bailey Lipschultz and Shelby McFaddin discuss GameStop, meme stock mania, market outlooks, and the Reddit-OpenAI pact. Topics include box shipments, ESG ETFs, market challenges, retail dynamics, digital payments, and Reddit's role in training language models for OpenAI.

Retail and investment experts discuss Walmart and Deere earnings, commercial real estate challenges, and CEO priorities for 2024, including AI scaling and climate action. Insights on market trends, stock evaluations, and economic outlooks are covered, highlighting the importance of technology, ESG, and decisive actions in navigating uncertainties.

Bailey Lipschultz discusses meme stock mania, Lydia Boussour talks U.S CPI data, Mari Shor shares insights on U.S Retail Sales, James Demmert gives market outlook, and Sharon Marcil explains Generative AI's impact on CEOs.

Ira Jersey discusses Fed Chair Jay Powell's patience strategy. Eric Martin talks about President Biden's China tariffs. Patrick Kennedy covers private credit and investing in sports teams. Drew Reading analyzes Home Depot earnings. Brian Collie explores electric vehicle adoption.