Bloomberg Intelligence

• Palantir Jumps After Reporting Record Quarterly Sales Growth

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Molson Coors. Molson Coors Beverage Co. lowered its full-year guidance due to continued pressure from a weak consumer, falling US market share and rising costs tied to aluminum tariffs.-- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses earnings from Caterpillar. Caterpillar Inc. expects to face net incremental tariffs of $1.3 billion to $1.5 billion this year. Chief Executive Officer Joe Creed said the company will be able to offset the impact of tariffs, but is looking for more clarity before deciding which actions to take.See omnystudio.com/listener for privacy information.

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• Tesla Awards Musk $30 Billion in Stock, Saying ‘a Deal Is a deal’

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah MulindaSteve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker.Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, recaps Berkshire Hathaway earnings. BI also says that Warren Buffett is unlikely to ignite a bidding war with Union Pacific over Norfolk Southern, but a successful deal between the two would create operational disadvantages for Berkshire Hathaway's BNSF rail unit.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses workers at Boeing 's St. Louis-area defense factories striking after union members rejected the company's modified contract offer.See omnystudio.com/listener for privacy information.

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• BI Weekend: Union Pacific Deal, Novo Nordisk Earnings

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah MulindaOn this podcast:- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern.- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and JetBlue earnings.- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla making AI chips in a multi-year deal.- Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings.- Martin Tengler, Head of Hydrogen Research at Bloomberg NEF, discusses his outlook for hydrogen.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.See omnystudio.com/listener for privacy information.

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• Amazon Falls as Profit Outlook, Cloud Growth Spook Investors

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals.-Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Apple earnings. Apple Inc. reported its fastest quarterly revenue growth in more than three years, with revenue rising 9.6% to $94 billion in the fiscal third quarter.-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, recaps Chevron and Exxon earnings. Exxon Mobil Corp. and Chevron Corp. posted better-than-expected results after record oil production cushioned the impact of lower crude prices.See omnystudio.com/listener for privacy information.

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• Instant Reaction: Amazon Falls After Earnings, Cloud Growth Spooks Investors

  Amazon.com dropped in late trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, leaving investors searching for signs that the company’s huge investments in artificial intelligence are paying off. Operating profit will be $15.5 billion to $20.5 billion in the period ending in September, compared with an average estimate of $19.4 billion. Sales will be $174 billion to $179.5 billion, the company said Thursday in a statement. Analysts, on average, expected $173.2 billion. Chief Executive Officer Andy Jassy is engaged in an AI infrastructure arms race with Microsoft Corp. and Alphabet Inc. that requires heavy spending on data centers. Both of those rivals earlier reported strong earnings showing they are benefiting from the AI boom.For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Technology Analyst Anurag Rana Bloomberg Intelligence Senior Analyst for E-commerce & Athleisure Poonam Goyal See omnystudio.com/listener for privacy information.

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