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Bloomberg Intelligence hosted by Paul Sweeney
Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.
Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals.
Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain.
Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts.
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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous
-- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year. Abercrombie & Fitch Co. raised its full-year sales guidance following a stronger-than-expected quarter at the teen-focused Hollister brand.
-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. Williams-Sonoma Inc. raised its full-year sales growth target after a strong second-quarter showing across all brands.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Cracker Barrel Old Country Store getting rid of a new logo that sparked controversy and prompted a slump in its share price.
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. JM Smucker Co. shares fell after it reported that first-quarter net sales were weighed down by decreased sales of certain products.
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Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous
-John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use.
-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly & Co.'s experimental obesity pill helping patients lose 9.6% of their body weight in a trial.
-Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, discusses EssilorLuxottica exploring a potential deal to increase its stake in Nikon Corp., people with knowledge of the matter said.
-Patricio Alvarez, Bloomberg Intelligence Equity Research Analyst, Power & Gas Utilities, discusses how Orsted is being impacted after President Donald Trump's administration ordered construction to halt on an almost-finished offshore wind farm.
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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous
-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement.
-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push.
-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations.
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Hosts: Paul Sweeney and Lisa Mateo
On this podcast:
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings.
- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings.
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings.
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.
- Matt Henricksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings.
- Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk news.
- Ana Davies, BNEF's Head of Renewable Fuels, discusses renewable fuels.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
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Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.
They speak with:
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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo
-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. shares fell after profit missed expectations for the first time in three years, due to a rise in insurance claims, legal charges and restructuring costs.
-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo agreeing to buy Dayforce Inc. for $70 a share in cash, according to a statement. The deal values Dayforce at $12.3 billion including debt and includes a significant minority investment from a wholly-owned subsidiary of the Abu Dhabi Investment Authority.
-Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing heading closer to finalizing a deal with China to sell aircraft, according to people familiar with the matter, which would end a sales drought that stretches back to US President Donald Trump’s last visit in 2017.
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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous
- Todd Gillespie, Bloomberg Finance Reporter, discusses Citigroup hiring law firm Paul Weiss to investigate complaints about the behavior of Andy Sieg, the bank's wealth-management chief, according to people with direct knowledge of the matter.
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target Corp. naming Michael Fiddelke as its next chief executive officer, who will start in February and also join Target's board. She also discusses second quarter earnings.
-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe’s Cos. agreeing to buy Foundation Building Materials for about $8.8 billion in cash to accelerate its push to serve more professional customers.
-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Cos. raising its full-year earnings per share outlook after better-than-expected results, a sign that shoppers wary of economic uncertainty are turning to discounters.
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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo
-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump administration being in discussions to take a stake of about 10% in Intel Corp. by converting grants made under the US Chips and Science Act into equity.
-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot Inc. sales returned to growth in the second quarter as shoppers invested in smaller projects, such as lighting and gardening.
-Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings. Medtronic reported profit that beat estimates and lifted full-year earnings guidance. Medtronic Plc will expand its board after Elliott Investment Management became one of its biggest investors, and will appoint medical technology veterans John Groetelaars and Bill Jellison as independent directors.
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Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo
-Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk A/S slashing the cost of Ozempic for cash-paying patients to $499 a month. - Novo Nordisk A/S shares also advanced after the drugmaker’s blockbuster weight-loss drug Wegovy received US approval to treat a serious form of liver disease.
-Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo being in talks to acquire Dayforce Inc., a human resources management software provider, according to people familiar with the matter.
-- Francis Duflot, Bloomberg Intelligence Airlines/Aerospace Equity Analyst, discusses Air Canada pulling its financial guidance through year-end, citing the impact of a strike by flight attendants that has caused the airline to cancel hundreds of flights.
-- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses current and former OpenAI employees planning to sell approximately $6 billion worth of shares to an investor group that includes Thrive Capital, SoftBank Group Corp. and Dragoneer Investment Group.
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