#Bloomberg Intelligence
20 articles with this tag
Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play
Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.
OpenAI Revenue Surges Past $40B, Rivaling Anthropic
OpenAI's revenue is soaring past $40 billion, but Anthropic leads. Experts discuss the AI race and enterprise adoption.
Cisco's AI Sales Forecast Sparks Investor Concern
Cisco's AI sales forecast of $7.5 billion disappoints investors, raising concerns about gross margins despite a strong market position in optics and networking silicon.
CoreWeave's AI Surge Fuels $3.6B Outlook Amidst Tech Sector Shifts
Anurag Rana of Bloomberg Intelligence discusses CoreWeave's surging AI infrastructure demand, driving a $3.6B sales outlook. Super Micro and Paramount deals also covered.
Nvidia's AI Deals and "Circular AI" Fears
Bloomberg's Businessweek Daily podcast discusses Nvidia's AI deals, market concerns, and the future of work with AI.
Moonshot AI Eyes Hong Kong IPO as China AI Race Heats Up
Moonshot AI, a Chinese AI startup, is reportedly planning a Hong Kong IPO within six months, aiming for a $30 billion valuation amid a competitive AI funding landscape.
AI Stocks: Fundamentals vs. Fear, Says Mandeep Singh
Mandeep Singh of Bloomberg Intelligence discusses AI market volatility, the rise of open-weight models, and the impact of Alphabet's Gemini launch delay.
AI Race: China's Moonshot and the Shifting Tech Landscape
Bloomberg Intelligence discusses Moonshot's AI model, Asian markets' influence, Apple's AI strategy, and the evolving LLM landscape.
Nvidia's $1 Trillion Slide: AI Boom Valuation Tested
Nvidia's market valuation has fallen by roughly $1 trillion, returning to pre-AI boom levels amidst growing competition from hyperscalers developing their own AI chips.
Washington Policy Pulse: Fed, AI, and Defense Spending
Nathan Dean of Bloomberg Intelligence breaks down key Washington policy shifts, including the Fed, AI, and defense spending, for June 29, 2026.
AI Cost Reality Check Hits Tech Stocks
Bloomberg Intelligence discusses the "AI cost reality check" impacting tech stocks, driven by Apple's price hikes and surging demand for AI components.
Amazon Prime Day Advanced Amid AI Shopping Shift
Amazon moves Prime Day up one month, signaling a shift driven by AI's growing role in consumer shopping.
Washington Policy Pulse: US-Iran Deal & AI Rules
Washington Policy Pulse discusses a tentative US-Iran deal and upcoming AI regulations, with insights from Bloomberg Intelligence.
Broadcom Stock Drops on Disappointing AI Chip Outlook
Broadcom Inc. stock dropped significantly after the company issued a disappointing outlook for its AI chip business, missing market expectations for future demand.
AMD's AI Demand Fuels Blockbuster Forecast
Bloomberg Intelligence Senior Semiconductor Analyst Kunjian Sobhani discusses AMD's stock rally, driven by AI demand and the company's strategic investments in data center GPUs and supply chain components.
Bloomberg: US-Iran Conflict & AI Policy
Nathan Dean of Bloomberg Intelligence discusses US-Iran conflict dynamics and the evolving US regulatory approach to AI, highlighting bipartisan concerns and potential policy shifts.
Bloomberg Intelligence: AI's Impact on Software & Travel
Bloomberg Intelligence discusses Adobe's AI pivot, housing market slowdown, and travel industry disruptions, highlighting the impact of AI on business.
Anurag Rana on Oracle's AI Cloud Bets
Anurag Rana of Bloomberg Intelligence discusses Oracle's significant capital investments and strategic partnerships, including a major deal with OpenAI, as it competes in the AI cloud infrastructure market.
Iran's Missile Math: $20K Drones vs. $4M Patriots
Wayne Sanders, Senior Defense Analyst at Bloomberg Intelligence, discusses the strategic cost advantage Iran holds with its drones versus US Patriot missiles and the implications for sustained conflict.
Iran Conflict Could Inflate Freight Costs, Lengthen Delivery
Bloomberg Intelligence analyst Lee Klaskow discusses how a potential conflict involving Iran could drive up freight costs and lengthen delivery times globally, impacting everything from oil to consumer goods.