Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana discuss Amazon's strong cloud unit sales growth, margin trends, AI investments, market dominance, and the role of generative AI in retail and e-commerce optimization. They also analyze Amazon's earnings report and regulatory risks.

Guests discuss Fed's rate decisions, Lilly's drug performance, AI advancements, and city sustainability. They touch on data centers, GenAI, and the challenges faced by pharmaceutical companies regarding drug pricing. Insights on building resilient communities, promoting growth, earnings reports, and market trends. Overall, a diverse range of topics covered with industry experts and insightful discussions.

New York Times White House and National Security Correspondent David Sanger discusses the emergence of a new Cold War involving China and Russia, challenging the West. The podcast explores geopolitical tensions, nuclear threats, alliances, and the evolving dynamics of U.S. rivalries with China and Russia.

Former Paramount Global CEO Bob Bakish is replaced, leading to a management committee taking over. Discussion revolves around potential change in control, company structure, financial results, stock impact, negotiations with David Ellison, and implications of the Skydance deal.

Bloomberg Economics Chief Economist discusses Powell's hawkish pivot post-dovish stance. Bloomberg News Power Editor talks about nuclear power's evolving US future. The Venetian Resort CEO shares plans for a $1.5 billion reinvestment project. Susan Kennedy, CEO of Cadiz, dives into the business of water storage. Hosts Carol and Tim lead a dynamic discussion with expert insights on critical economic topics.

Dr. Kandi Wiens, Director of UPenn's Master’s in Medical Education, talks about preventing burnout by developing emotional intelligence. Topics include childhood influences on work ethic, work-life balance, stress management, and personal renewal in the workplace.

Explore topics like Amazon's dominance across industries, Mattel's expansion beyond toys, climate change impact on tourism, regenerative farming practices in wine production, and the challenges faced by women in the CIA.

Columbia University Professor and Nobel Laureate Economist Joseph Stiglitz shares insights on the US economy and his book. Discussion on Intel's struggles in the chip industry. Investing in early-stage women-led companies. Market analysis and potential Fed policy impacts.

Gwendal Poullennec, CEO of The Michelin Guide, discusses awarding Michelin Keys to US hotels. They explore the rigorous process of awarding keys, the independence of Michelin inspectors, and the challenges of expanding in the US. Michelin focuses on consistent experiences and the human element in their evaluations.

Gene Munster and Dan Ives discuss Microsoft and Google's AI and cloud investments leading to remarkable earnings growth, with insights on CapEx impact, Apple's AI strategies, and the competitive advantage in the tech sector amidst regulatory challenges.