Showing posts with label Bloomberg Podcasts. Show all posts

#netflix #tesla #meta - Week Ahead: Netflix, Tesla, and Meta | Stock Movers: Bloomberg Podcasts

18 October 2026

Bloomberg’s Nathan Hager focuses on three stocks for the week ahead. They include: Netflix, Tesla, and Meta. Nathan previews what to expect from these companies in the week ahead with Ann Gehan, Bloomberg Earnings Reporter..

#investment - ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers: Bloomberg Podcasts

14 October 2026

On this episode of Stock Movers:

BlackRock (BLK) shares are responding to this morning's earnings. BlackRock reported assets under management that met the average analyst estimate and adjusted EPS and Sales beat estimates.
ASML (ASML) shares are rising this morning after the company said it's searching for ways to produce more chip-making machines over the next two years due to soaring artificial intelligence spending. ASML said its current supply plans mean it won’t be able to fully meet demand in 2027 and 2028, and it's investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated.

#usa #markets #podcast - Stocks Rise as Oil Drop Offsets Europe Debt Worry: Bloomberg Podcasts

5 October 2026

A drop in oil prices brought some relief to Wall Street, tempering concerns over Europe’s public finances that sent the euro to its weakest level since May 2025.

Jack Manley, Global Market Strategist at JPMorgan Asset Management, discusses Euro contagion risk, the Fed, and outlook for US equities and bonds.

#oil #energy #middleast - JPMorgan Says No Clear Endgame for Oil Markets: Bloomberg Podcasts

19 September 2026

An attack on Saudi Arabia’s East-West pipeline has disrupted a crucial route around the Strait of Hormuz, threatening crude deliveries to Europe and adding pressure to already tight diesel markets. On Bloomberg

This Weekend, Bloomberg Economics Statecraft Lead Chris Kennedy discusses how JPMorgan says it no longer has a baseline view for oil markets as the Iran conflict, attacks on Russian energy infrastructure, and uncertainty over Chinese demand make the outlook increasingly difficult to model.

#OpenAI #ai #artificialintelligence - Limits of Human Control Tested by AI Agents: Bloomberg Podcasts

12 September 2026

Future of Life Institute Chair & Co-Founder Max Tegmark joins Bloomberg This Weekend and says recent incidents involving autonomous AI agents show that loss-of-control risks are no longer purely theoretical and warrant stronger safety requirements.

Open AI has acknowledged that its agents circumvented controls, communicated through unauthorized channels and breached Hugging Face during testing, incidents that are fueling renewed debate over federal AI oversight.

#Lululemon #analyst #investing - Lululemon Drops to Eight-Year Low With New CEO Inheriting a Mess: Bloomberg Podcasts

4 September 2026

Lululemon Athletica Inc. lowered its full-year outlook for a second straight quarter, reflecting the deepening challenges incoming Chief Executive Officer Heidi O’Neill will face when she takes over the top job next week. Sales are now projected to be in a range of $10.35 billion to $10.5 billion in the current fiscal year that ends in early 2027. That’s down from June’s annual forecast, which was itself reduced from the previous view. The company also trimmed its outlook for earnings per share after reporting its first decline in comparable sales since the pandemic when they temporarily stopped reporting the measure. We get reaction from Poonam Goyal, Senior US Retail Analyst for Bloomberg Intelligence

lululemon athletica inc. (LULU)

Lululemon jumps into growing used clothing resale game

Following other big brands like IKEA and Canada Goose, Canadian sports apparel giant Lululemon is jumping into the growing used clothing resale market with its new 'Like New' program that offers refurbished items at lower prices. 3 September 2026

#news #finance #A1 - Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis | Wall Street Week: Bloomberg Podcasts

5 September 2026

On this fan favorite edition of the show for the long holiday weekend, former IBM CEO Sam Palmisano discusses why companies may benefit from having a “Plan B” for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations.

Plus, Canada may have dodged Trump’s newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West’s demand?

One of the most iconic brands in finance returns for today's issues and today's media world. David Westin hosts a new look at the financial stories that shape our world as seen through the eyes of people whose perspective we value. Each week, join David as he sits down with newsmakers and a rotating panel of influential voices including thought leaders, CEOs, policy makers and economists.

#Dell #BloombergIntelligence - Dell Boosts Sales Outlook by $25 Billion: Bloomberg Podcasts

2 September 2026

Dell shares jumped after the company boosted its annual sales forecast by $25 billion in a further sign of surging demand for servers to run artificial intelligence tasks.

Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, the Texas-based company said Tuesday in a statement. That’s up from an outlook in May of about $167 billion and topped analysts’ average projection of $173.8 billion, according to data compiled by Bloomberg.

The AI server forecast represents a threefold increase over the prior year. This is the fifth straight quarter that Dell’s fiscal year revenue outlook topped estimates. Bloomberg Intelligence Senior Hardware and Networking Analyst said memory inflation is factoring into their guidance.

Bloomberg Intelligence

Dell Technologies Inc. (DELL)

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