BI Weekend: Nvidia, Retail Earnings, Anthropic Investment | Bloomberg Intelligence
November 21, 2025
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37:44Now PlayingBI Weekend: Nvidia, Retail Earnings, Anthropic Investment | Bloomberg Intelligence
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as posted by the channelWatch Paul LIVE every day on YouTube
Hosts: Paul Sweeney and Scarlet Fu
On this podcast:
- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic.
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings.
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe’s earnings.
- Anthony Hughes, Bloomberg US ECM Reporter, recaps Klarna earnings.
- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly’s obesity drug price for cash-pay patients.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps TJX earnings.
- Abigail Gilmartin, Bloomberg Intelligence Athleisure and Footwear Analyst, recaps Amer Sports earnings.
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