About this episode

The episode discusses AMD's earnings boost due to AI demand, along with insights on Nvidia, Walt Disney, SpaceX, and Uber's financial outlooks.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses AMD earnings and Nvidia. Advanced Micro Devices soared to new heights in early trading after a flood of data center spending bolstered its sales forecast. Nvidia bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings and the death of Ted Turner. Walt Disney posted stronger results than Wall Street expected thanks to improved profitability at its streaming business and guests spending more at the company’s resorts and on cruises. Ted Turner, the founder of CNN, has died at the age of 87, according to a news release from his company, Turner Enterprises. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX. Elon Musk’s SpaceX estimated a chip factory it plans to build along with Tesla will cost at least $55 billion, with total…

People in this episode

Hosts: Paul Sweeney, Scarlet Fu

Guests: Kunjan Sobhani, Geetha Ranganathan, George Ferguson, Mandeep Singh

Topics covered

• AI demand
• semiconductor earnings
• media earnings
• space exploration
• ride-sharing forecasts

Keywords

• AMD
• Nvidia
• Walt Disney
• SpaceX
• Uber
• AI
• earnings
• financial forecast
• Ted Turner

Mentioned in this episode

Organizations: AMD, Nvidia, Corning Inc., Walt Disney, CNN, Turner Enterprises, SpaceX, Tesla, Uber Technologies

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