BI Weekend: Nvidia, Retail Earnings, Anthropic Investment

Bloomberg Intelligence

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

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.

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.

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2025-11-21 37 min Transcript

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