Analysis: Interviews

Nvidia's Results Aren't 'Impressive Enough,' Seaport's Goldberg Says

Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Nvidia's second-quarter earnings and sales forecast on Bloomberg The Close. ...

The Key Takeaways From Nvidia's Results

Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Bloomberg Intelligence's Mandeep Singh discusses the key takeaways...

Data Center 'Backlash Is Very Real': Goodpaster

Maria Goodpaster, partner at McKinsey & Company, Kate Dorsey, managing director at Stonepeak, and Melissa Kalka, M&A, private equity partner Kirkland & Ellis, join Dani Burger on Bloomberg Deals....

Buyers Circle Warner Assets Amid Paramount Legal Fight

Bloomberg's Hannah Miller joins Dani Burger on Bloomberg Deals. Paramount has acknowledged that it's considering a wide range of options to settle lawsuits challenging its $110 billion acquisition...

Oura Is Said to Seek Up to $3B in IPO

Oura, a maker of smart rings that track health, fitness and sleep, and some of its backers are seeking to raise as much as $3 billion in a US IPO, according to people familiar with the matter....

Meta Settlement Sets Blueprint for TikTok, YouTube

Meta has agreed to pay up to $18 billion over ten years and adopt new protections for teenage users as part of a landmark settlement with states over its social media platforms. The company was...

How 'AI-Pilled' Companies Are Rewriting the Startup Playbook

AI isn't just changing what startups build, it's changing how the companies themselves operate. Floodgate co-founder and Partner Ann Miura-Ko explains her thesis around the AI-pilled organization,...

Nvidia Holders to Focus on AI Data, Mizuho's Rakesh Says

Nvidia Corp.'s outlook for artificial intelligence spending and revenue will be the focus for investors and analysts in Wednesday's earnings results, according to Mizuho Securities analyst Vijay...

CityPickle Rides Pickleball Boom

CityPickle hosts the Major League Pickleball Championship finals at Wollman Rink in Central Park. CityPickle has been expanding rapidly this year, opening a flagship location in Times Square and...

Abercrombie Soars on Guidance Lift, Flagship Brand Growth

Abercrombie & Fitch Co. shares rallied after revenue topped estimates and the retailer raised its annual earnings guidance, suggesting the preppy apparel company is regaining some momentum even...

Bessent 'Economic D-Day' Seen as Warning Shot

The US economic D-Day against Iran turned out to be less Normandy and more Grenada, with Scott Bessent providing few details on how the administration's new initiative would achieve any of Donald...

Treasury Yields Rise as Data Keep Fed Bets in Play

Wall Street traders sent bonds lower and stocks wavered, with the latest economic reports doing little to alter bets the Federal Reserve will raise interest rates this year. Michael Purves, CEO and...

Modest Inflation, Soft Spending Support Fed Hold

July's personal income and outlays report indicates the underlying pace of inflation increased relatively modestly. Real spending also came in soft. The weakness was exaggerated by temporary...

JM Smucker Rises on Outlook; Intuit Down on Full-Year Forecast | Stock Movers

On this episode of Stock Movers: - Intuit shares are down after the tax-preparation software company gave a full-year forecast for both adjusted earnings and revenue that was weaker than...

Why Vanguard Is Buying Wealth Platform Altruist

Vanguard CEO Salim Ramji and Altruist CEO Jason Wenk explain why they decided to combine assets. Speaking with Dani Burger on Bloomberg Open Interest, Ramji and Wenk say they're focused on making...

Getting Harder for Nvidia to Compete, Says Seaport's Goldberg

Jay Goldberg, senior analyst at Seaport, says, there's a lot more that can go wrong here than go right, as he previews earnings from Nvidia. ...

US Core PCE Rises 0.2% in July, Consumer Spending Stalls

The Federal Reserve's preferred inflation metric, the so-called core PCE price index, which excludes food and energy items, rose 0.2% in July and advanced 3.3% from a year ago. Inflation-adjusted...

BofA's Ike: Economic Stability Driving Africa IPO Boom

Improving economic conditions are driving renewed activity in Africa's capital markets according to Yvonne Ike at Bank of America . She spoke to Chief Africa correspondent Jennifer Zabasajja on...

Miller Tabak's Maley on Nvidia Expectations, Kevin Warsh

Matt Maley, Chief Market Strategist at Miller Tabak, joins Bloomberg's Vonnie Quinn on Bloomberg Brief to discuss how Nvidia's results will impact the AI trade. ...