Bloomberg Intelligence

Guests, including experts in technology and finance, discuss Peloton's struggles, Qualcomm's market performance, Apple's AI strategy, market trends, Intel's manufacturing shift, Zoetis in animal health industry, and the importance of sustainable semiconductor fab facilities.

Federal Reserve Chair Jay Powell's remarks on Fed policy are analyzed, including market reactions, economic policy stance, balance sheet runoff, U.S. Treasury yield curve dynamics, and implications of high non-farm payrolls number on market and inflationary pressures.

Timothy Fiore analyzes ISM manufacturing data, Dennis Lockhart discusses the Fed meeting, Jeffrey Cleveland talks US economy outlook, Priya Misra shares market insights. Topics include inflation, Fed policy, market expectations, interest rates, credit risk, AI impact, cloud market dynamics.

Bloomberg Intelligence analysts discuss Amazon's strong cloud unit sales driven by rising AI demand, highlighting robust AWS growth, advertising impact, CapEx projections, regulatory risks, and the role of generative AI in retail.

Chief Economist Dana Peterson discusses US consumer confidence trends, while Gene Munster previews Amazon and Apple earnings. Media analyst Geetha Ranganathan recaps Paramount earnings. Market strategist Chris Watling dives into market trends and investment strategies, including tech stock volatility and potential market correction.

Former Paramount CEO Bob Bakish steps down, leading to new management committee. Discussion on skepticism towards new leadership but recognizing their expertise. Exploration of implications for potential sale, company structure changes, and financial performance. Analysis of shifting leadership dynamics and a complicated three-part deal involving Paramount, sparking controversy.

Bloomberg Intelligence podcast features insights on Elon Musk's China visit boosting Tesla, EU rules affecting Apple's iPad, market outlook with Margie Patel, and fixed income updates with RJ Gallo. Discussions include Tesla's driver assistance in China, Full Self-Driving features, market analysis focusing on tech giants like Apple and Amazon, and implications of potential tariff hikes on solar equipment.

Global analysts from Bloomberg Intelligence discuss Tesla earnings, Salesforce-Informatica takeover talks, UPS earnings, Boeing earnings, morning consult poll, and AstraZeneca earnings. Topics include Tesla's future strategies, Datadog growth potential, UPS challenges post-pandemic, Biden administration's messaging challenges, Boeing's financial struggles, Boeing's financing options, Airbus comparison, and oncology innovations for early cancer diagnosis.

Vincent Piazza discusses Exxon and Chevron earnings, Sarah Ponczek shares market outlook, Anurag Rana and Mandeep Singh recap Microsoft and Alphabet earnings, Anna Rathbun talks about the latest in the markets. Topics cover tech earnings, green energy investments, market insights, AI strategies, and municipal bond trends.

Gene Munster, Managing Partner at Deepwater Asset Management, and Dan Ives, Senior Equity Analyst at Wedbush Securities, discuss Microsoft and Google's AI and cloud investments, predicting a bullish market for AI applications. They explore tech giants' investments in AI technology, Apple's AI strategy, enterprise AI trends, and the growth potential of leading tech companies in the AI era.